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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 22 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TRMB TRIMBLE INC Technology 43,517.0 $3.4M 0.03% NEW $78.35 -28.6%
422 CHD CHURCH & DWIGHT CO INC Consumer Defensive 40,606.0 $3.4M 0.03% NEW $83.85 +14.1%
423 GWRE GUIDEWIRE SOFTWARE INC Technology 16,934.0 $3.4M 0.03% NEW $201.01 -32.5%
424 DGX QUEST DIAGNOSTICS INC Healthcare 19,574.0 $3.4M 0.03% NEW $173.53 +11.7%
425 DKNG DRAFTKINGS INC NEW Consumer Cyclical 97,898.0 $3.4M 0.03% NEW $34.46 -26.3%
426 VRSN VERISIGN INC Technology 13,871.0 $3.4M 0.03% NEW $242.95 +24.7%
427 DT DYNATRACE INC Technology 77,727.0 $3.4M 0.03% NEW $43.34 -9.7%
428 TROW PRICE T ROWE GROUP INC Financial Services 32,879.0 $3.4M 0.03% NEW $102.38 -0.5%
429 EIX EDISON INTL Utilities 55,391.0 $3.3M 0.03% NEW $60.02 +17.2%
430 NI NISOURCE INC Utilities 79,597.0 $3.3M 0.03% NEW $41.76 +14.2%
431 PINS PINTEREST INC Communication Services 127,022.0 $3.3M 0.03% NEW $25.89 -27.3%
432 ON ON SEMICONDUCTOR CORP Technology 60,039.0 $3.3M 0.02% NEW $54.15 +102.4%
433 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 6,661.0 $3.2M 0.02% NEW $487.25 +15.7%
434 KHC KRAFT HEINZ CO Consumer Defensive 132,967.0 $3.2M 0.02% NEW $24.25 -2.9%
435 LEIDOS HOLDINGS INC 17,820.0 $3.2M 0.02% NEW $180.40
436 CNC CENTENE CORP DEL Healthcare 77,747.0 $3.2M 0.02% NEW $41.15 +40.4%
437 ILMN ILLUMINA INC Healthcare 24,126.0 $3.2M 0.02% NEW $131.16 +10.4%
438 CHRW C H ROBINSON WORLDWIDE INC Industrials 19,663.0 $3.2M 0.02% NEW $160.76 +10.8%
439 DOCU DOCUSIGN INC Technology 46,068.0 $3.2M 0.02% NEW $68.40 -28.4%
440 L LOEWS CORP Financial Services 29,686.0 $3.1M 0.02% NEW $105.31 +3.7%
Page 22 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%