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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 35 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 ORA ORMAT TECHNOLOGIES INC Utilities 9,471.0 $1.0M 0.01% NEW $110.47 +21.2%
682 HII HUNTINGTON INGALLS INDS INC Industrials 3,073.0 $1.0M 0.01% NEW $340.07 -6.6%
683 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 13,710.0 $1.0M 0.01% NEW $75.56 +7.1%
684 BWA BORGWARNER INC Consumer Cyclical 22,957.0 $1.0M 0.01% NEW $45.06 +41.0%
685 AVAV AEROVIRONMENT INC Industrials 4,268.0 $1.0M 0.01% NEW $241.89 -32.6%
686 SCI SERVICE CORP INTL Consumer Cyclical 13,233.0 $1.0M 0.01% NEW $77.97 -0.6%
687 COMERICA INC 11,866.0 $1.0M 0.01% NEW $86.93
688 NWS NEWS CORP NEW Communication Services 34,598.0 $1.0M 0.01% NEW $29.63 +1.5%
689 UMBF UMB FINL CORP Financial Services 8,831.0 $1.0M 0.01% NEW $115.04 +13.2%
690 AAON AAON INC Industrials 13,118.0 $1.0M 0.01% NEW $76.25 +73.6%
691 HRL HORMEL FOODS CORP Consumer Defensive 41,866.0 $992K 0.01% NEW $23.70 -11.1%
692 GH GUARDANT HEALTH INC Healthcare 9,630.0 $984K 0.01% NEW $102.14 +15.5%
693 LAD LITHIA MTRS INC Consumer Cyclical 2,950.0 $980K 0.01% NEW $332.33 -17.4%
694 RY ROYAL BK CDA Financial Services 5,737.0 $979K 0.01% NEW $170.70 +9.7%
695 SWK STANLEY BLACK & DECKER INC Industrials 13,172.0 $978K 0.01% NEW $74.28 +0.9%
696 DCI DONALDSON INC Industrials 10,987.0 $974K 0.01% NEW $88.66 -6.8%
697 CDE COEUR MNG INC Basic Materials 54,546.0 $973K 0.01% NEW $17.83 +0.0%
698 GL GLOBE LIFE INC Financial Services 6,946.0 $971K 0.01% NEW $139.86 +12.0%
699 WTS WATTS WATER TECHNOLOGIES INC Industrials 3,518.0 $971K 0.01% NEW $276.02 +8.4%
700 CADENCE BANK 22,663.0 $971K 0.01% NEW $42.84
Page 35 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%