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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 29 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 IONS IONIS PHARMACEUTICALS INC Healthcare 22,941.0 $1.8M 0.01% NEW $79.11 -4.2%
562 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 80,125.0 $1.8M 0.01% NEW $22.32 -26.2%
563 PLNT PLANET FITNESS INC Consumer Cyclical 16,171.0 $1.8M 0.01% NEW $108.47 -53.7%
564 TECHNIPFMC PLC 38,860.0 $1.7M 0.01% NEW $44.56
565 RPRX ROYALTY PHARMA PLC Healthcare 44,669.0 $1.7M 0.01% NEW $38.64 +37.3%
566 BWXT BWX TECHNOLOGIES INC Industrials 9,980.0 $1.7M 0.01% NEW $172.84 +17.2%
567 MTZ MASTEC INC Industrials 7,929.0 $1.7M 0.01% NEW $217.37 +78.9%
568 ELS EQUITY LIFESTYLE PPTYS INC Real Estate 28,354.0 $1.7M 0.01% NEW $60.61 +4.0%
569 RBC RBC BEARINGS INC Industrials 3,825.0 $1.7M 0.01% NEW $448.43 +27.3%
570 BROOKFIELD ASSET MANAGMT LTD 32,620.0 $1.7M 0.01% NEW $52.39
571 NXT NEXTPOWER INC Technology 19,601.0 $1.7M 0.01% NEW $87.11 +38.9%
572 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 86,506.0 $1.7M 0.01% NEW $19.71 -30.3%
573 RL RALPH LAUREN CORP Consumer Cyclical 4,805.0 $1.7M 0.01% NEW $353.61 -6.9%
574 KNSL KINSALE CAP GROUP INC Financial Services 4,322.0 $1.7M 0.01% NEW $391.12 -20.2%
575 EPAM EPAM SYS INC Technology 8,219.0 $1.7M 0.01% NEW $204.88 -49.6%
576 WWD WOODWARD INC Industrials 5,558.0 $1.7M 0.01% NEW $302.32 +17.9%
577 NYT NEW YORK TIMES CO Communication Services 23,937.0 $1.7M 0.01% NEW $69.42 +7.0%
578 THC TENET HEALTHCARE CORP Healthcare 8,317.0 $1.7M 0.01% NEW $198.72 -5.7%
579 NVT NVENT ELECTRIC PLC Industrials 16,039.0 $1.6M 0.01% NEW $101.97 +60.4%
580 AMH AMERICAN HOMES 4 RENT Real Estate 50,574.0 $1.6M 0.01% NEW $32.10 +0.0%
Page 29 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%