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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 14 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KR KROGER CO Consumer Defensive 111,257.0 $7.0M 0.05% NEW $62.48 +9.3%
262 PAYX PAYCHEX INC Industrials 61,741.0 $6.9M 0.05% NEW $112.18 -15.8%
263 TSCO TRACTOR SUPPLY CO Consumer Cyclical 137,306.0 $6.9M 0.05% NEW $50.01 -36.6%
264 BR BROADRIDGE FINL SOLUTIONS IN Technology 30,538.0 $6.8M 0.05% NEW $223.17 -33.0%
265 OKE ONEOK INC NEW Energy 91,856.0 $6.8M 0.05% NEW $73.50 +27.6%
266 BKR BAKER HUGHES COMPANY Energy 147,871.0 $6.7M 0.05% NEW $45.54 +43.8%
267 TPR TAPESTRY INC Consumer Cyclical 52,446.0 $6.7M 0.05% NEW $127.77 +2.7%
268 FLUTTER ENTMT PLC 31,159.0 $6.7M 0.05% NEW $215.04
269 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 83,316.0 $6.7M 0.05% NEW $80.30 -4.3%
270 BLOCK INC 102,547.0 $6.7M 0.05% NEW $65.09
271 WY WEYERHAEUSER CO MTN BE Real Estate 281,146.0 $6.7M 0.05% NEW $23.69 -3.5%
272 FISV FISERV INC Technology 98,706.0 $6.6M 0.05% NEW $67.17 -15.6%
273 LNG CHENIERE ENERGY INC Energy 34,014.0 $6.6M 0.05% NEW $194.39 +27.4%
274 XEL XCEL ENERGY INC Utilities 88,999.0 $6.6M 0.05% NEW $73.86 +5.7%
275 PHM PULTE GROUP INC Consumer Cyclical 56,044.0 $6.6M 0.05% NEW $117.26 -4.7%
276 VEEV VEEVA SYS INC Healthcare 29,330.0 $6.5M 0.05% NEW $223.23 -26.6%
277 CARR CARRIER GLOBAL CORPORATION Industrials 123,587.0 $6.5M 0.05% NEW $52.84 +16.3%
278 ENTERGY CORP NEW 70,625.0 $6.5M 0.05% NEW $92.43
279 PRU PRUDENTIAL FINL INC Financial Services 57,797.0 $6.5M 0.05% NEW $112.88 -8.8%
280 KMB KIMBERLY-CLARK CORP Consumer Defensive 64,452.0 $6.5M 0.05% NEW $100.89 -4.3%
Page 14 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%