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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 19 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DTE DTE ENERGY CO Utilities 34,390.0 $4.4M 0.03% NEW $128.98 +9.6%
362 HUBS HUBSPOT INC Technology 11,033.0 $4.4M 0.03% NEW $401.30 -48.0%
363 DG DOLLAR GEN CORP NEW Consumer Defensive 33,317.0 $4.4M 0.03% NEW $132.77 -20.0%
364 HSY HERSHEY CO Consumer Defensive 24,299.0 $4.4M 0.03% NEW $181.98 +5.4%
365 BBY BEST BUY INC Consumer Cyclical 65,493.0 $4.4M 0.03% NEW $66.93 -11.4%
366 DOV DOVER CORP Industrials 22,291.0 $4.4M 0.03% NEW $195.24 +8.0%
367 HEICO CORP NEW 17,227.0 $4.3M 0.03% NEW $252.43
368 GDDY GODADDY INC Technology 34,540.0 $4.3M 0.03% NEW $124.08 -26.3%
369 CBOE CBOE GLOBAL MKTS INC Financial Services 17,052.0 $4.3M 0.03% NEW $251.00 +44.6%
370 AEE AMEREN CORP Utilities 42,834.0 $4.3M 0.03% NEW $99.86 +9.2%
371 FSLR FIRST SOLAR INC Energy 16,319.0 $4.3M 0.03% NEW $261.23 -10.6%
372 CNP CENTERPOINT ENERGY INC Utilities 110,838.0 $4.2M 0.03% NEW $38.34 +8.8%
373 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 65,755.0 $4.2M 0.03% NEW $64.31 +35.3%
374 TTD THE TRADE DESK INC Technology 111,058.0 $4.2M 0.03% NEW $37.96 -41.3%
375 RJF RAYMOND JAMES FINL INC Financial Services 26,072.0 $4.2M 0.03% NEW $160.59 -3.8%
376 EXR EXTRA SPACE STORAGE INC Real Estate 32,125.0 $4.2M 0.03% NEW $130.22 +6.9%
377 NTAP NETAPP INC Technology 38,924.0 $4.2M 0.03% NEW $107.09 +12.6%
378 MDB MONGODB INC Technology 9,853.0 $4.1M 0.03% NEW $419.69 -21.4%
379 FE FIRSTENERGY CORP Utilities 92,127.0 $4.1M 0.03% NEW $44.77 -1.0%
380 PPL PPL CORP Utilities 116,820.0 $4.1M 0.03% NEW $35.02 -0.3%
Page 19 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%