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Portfolio (Quarterly) Guide ↗

XPONANCE LLC

· CIK 0001637541
13F Portfolio $13.3B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1570 New
Page 60 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 FNV FRANCO NEV CORP Basic Materials 1,438.0 $298K 0.00% NEW $207.56 +8.8%
1182 ENVA ENOVA INTL INC Financial Services 1,896.0 $298K 0.00% NEW $157.20 +2.4%
1183 CUSHMAN AND WAKEFIELD LTD 18,366.0 $297K 0.00% NEW $16.19
1184 GTES GATES INDL CORP PLC Industrials 13,792.0 $296K 0.00% NEW $21.47 +12.1%
1185 TDC TERADATA CORP DEL Technology 9,726.0 $296K 0.00% NEW $30.44 +7.7%
1186 UPST UPSTART HLDGS INC Financial Services 6,769.0 $296K 0.00% NEW $43.73 -34.0%
1187 CAR AVIS BUDGET GROUP Industrials 2,306.0 $296K 0.00% NEW $128.32 +22.9%
1188 SOUN SOUNDHOUND AI INC Technology 29,642.0 $296K 0.00% NEW $9.97 -16.5%
1189 SKT TANGER INC Real Estate 8,844.0 $295K 0.00% NEW $33.37 +7.3%
1190 HOG HARLEY DAVIDSON INC Consumer Cyclical 14,395.0 $295K 0.00% NEW $20.49 +13.2%
1191 FELE FRANKLIN ELEC INC Industrials 3,078.0 $294K 0.00% NEW $95.53 +1.2%
1192 SFBS SERVISFIRST BANCSHARES INC Financial Services 4,092.0 $294K 0.00% NEW $71.79 +8.1%
1193 ACAD ACADIA PHARMACEUTICALS INC Healthcare 10,993.0 $294K 0.00% NEW $26.71 -20.2%
1194 TIGO MILLICOM INTL CELLULAR S A Communication Services 5,278.0 $293K 0.00% NEW $55.44 +56.6%
1195 GNW GENWORTH FINL INC Financial Services 32,385.0 $292K 0.00% NEW $9.03 +2.4%
1196 STNE STONECO LTD Technology 19,750.0 $292K 0.00% NEW $14.79 -24.9%
1197 MWA MUELLER WTR PRODS INC Industrials 12,247.0 $292K 0.00% NEW $23.82 +5.5%
1198 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 5,866.0 $292K 0.00% NEW $49.70 -0.6%
1199 YOU CLEAR SECURE INC Technology 8,300.0 $291K 0.00% NEW $35.08 +74.2%
1200 INDB INDEPENDENT BK CORP MASS Financial Services 3,981.0 $291K 0.00% NEW $73.08 +7.6%
Page 60 of 79  ·  1,570 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.9%
Consumer Cyclical 11.0%
Communication Services 11.0%
Financial Services 10.7%
Healthcare 9.4%
Industrials 7.3%
Consumer Defensive 4.1%
Utilities 2.1%
Energy 2.1%
Real Estate 1.9%