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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 77 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 SANA SANA BIOTECHNOLOGY INC Healthcare 13,068.0 $53K NEW $4.07 -24.8%
1522 SLDP SOLID POWER INC Industrials 11,897.0 $51K NEW $4.25 -38.1%
1523 ERAS ERASCA INC Healthcare 13,490.0 $50K NEW $3.72 +177.4%
1524 CIG CIA ENERGETICA DE MINAS GERA Utilities 24,487.0 $49K NEW $2.00 +14.5%
1525 ABEV AMBEV SA Consumer Defensive 19,777.0 $49K NEW $2.47 +30.8%
1526 BLND BLEND LABS INC Technology 15,754.0 $48K NEW $3.04 -49.7%
1527 BTBT BIT DIGITAL INC Financial Services 24,970.0 $47K NEW $1.89 -6.9%
1528 FIP FTAI INFRASTRUCTURE INC Industrials 10,193.0 $47K NEW $4.61 -8.2%
1529 GOSS GOSSAMER BIO INC Healthcare 14,897.0 $46K NEW $3.10 -93.1%
1530 UWMC UWM HOLDINGS CORPORATION Financial Services 10,506.0 $46K NEW $4.38 -33.3%
1531 IMMUNITYBIO INC 23,168.0 $46K NEW $1.98
1532 IHRT IHEARTMEDIA INC Communication Services 10,939.0 $46K NEW $4.16 +13.0%
1533 MVST MICROVAST HOLDINGS INC Industrials 15,734.0 $44K NEW $2.80 -57.1%
1534 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 12,419.0 $42K NEW $3.37 +8.9%
1535 TALK TALKSPACE INC Healthcare 11,269.0 $41K NEW $3.63 +43.3%
1536 OPK OPKO HEALTH INC Healthcare 32,361.0 $41K NEW $1.26 -8.7%
1537 TELEFONICA S A 10,008.0 $41K NEW $4.05
1538 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 21,467.0 $40K NEW $1.87 -38.5%
1539 SABR SABRE CORP Consumer Cyclical 29,226.0 $40K NEW $1.36 +14.0%
1540 BDN BRANDYWINE RLTY TR Real Estate 13,556.0 $40K NEW $2.92 +1.4%
Page 77 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%