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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 37 of 79  ·  1,570 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ONTO ONTO INNOVATION INC Technology 5,741.0 $906K 0.01% NEW $157.86 +65.6%
722 PR PERMIAN RESOURCES CORP Energy 64,352.0 $903K 0.01% NEW $14.03 +48.9%
723 IVZ INVESCO LTD Financial Services 34,268.0 $900K 0.01% NEW $26.27 +2.7%
724 ARMK ARAMARK Industrials 24,391.0 $899K 0.01% NEW $36.86 +40.1%
725 MRNA MODERNA INC Healthcare 30,342.0 $895K 0.01% NEW $29.49 +60.3%
726 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,483.0 $894K 0.01% NEW $256.77 +19.0%
727 UGI UGI CORP NEW Utilities 23,823.0 $892K 0.01% NEW $37.43 -6.2%
728 ATR APTARGROUP INC Healthcare 7,260.0 $885K 0.01% NEW $121.95 -5.3%
729 EGP EASTGROUP PPTYS INC Real Estate 4,941.0 $880K 0.01% NEW $178.14 +15.2%
730 RRX REGAL REXNORD CORPORATION Industrials 6,243.0 $876K 0.01% NEW $140.32 +39.1%
731 SOUTHSTATE BK CORP 9,296.0 $875K 0.01% NEW $94.11
732 FRONTIER COMMUNICATIONS PARE 22,928.0 $873K 0.01% NEW $38.07
733 HLNE HAMILTON LANE INC Financial Services 6,478.0 $870K 0.01% NEW $134.31 -34.0%
734 ROIV ROIVANT SCIENCES LTD Healthcare 39,800.0 $864K 0.01% NEW $21.70 +49.4%
735 WTFC WINTRUST FINL CORP Financial Services 6,152.0 $860K 0.01% NEW $139.82 +7.1%
736 TEM TEMPUS AI INC Healthcare 14,514.0 $857K 0.01% NEW $59.05 -22.3%
737 REXR REXFORD INDL RLTY INC Real Estate 22,031.0 $853K 0.01% NEW $38.72 -6.9%
738 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 1,463.0 $852K 0.01% NEW $582.34 -11.8%
739 FLS FLOWSERVE CORP Industrials 12,116.0 $841K 0.01% NEW $69.38 -0.9%
740 U UNITY SOFTWARE INC Technology 19,021.0 $840K 0.01% NEW $44.17 -40.6%
Page 37 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%