XPONANCE LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1619
Quarter
2025 Q4
Top Holding
NVDA (8.4%)
Top 10 Concentration
41.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1619
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
NVDA
NVIDIA CORPORAT...
Technology 8.42% 8.77% #1
Prev: #1
5.4 82,395 1.4%
P
S
6,020,882 $1,122,894,493 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 7.55% 7.41% #2 1
Prev: #3
5.0 25,834 0.7%
P
S
3,699,721 $1,005,806,151 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 6.78% 7.51% #3 1
Prev: #2
4.7 37,204 2.0%
P
S
1,867,496 $903,158,416 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 3.81% 3.63% #4
Prev: #4
3.5 112,884 5.4%
P
S
2,200,281 $507,868,860 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC
Communication Services 3.09% 2.45% #5 3
Prev: #8
3.2 45,097 3.5%
P
S
1,316,583 $412,090,479 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVGO
BROADCOM INC
Technology 3.08% 3.02% #6 1
Prev: #5
3.2 30,343 2.6%
P
S
1,184,563 $409,977,254 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 2.62% 2.90% #7 1
Prev: #6
3.1 30,793 6.2%
P
S
528,966 $349,165,167 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 2.53% 2.02% #8 1
Prev: #9
3.0 24,976 2.4%
P
S
1,073,830 $336,967,854 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 2.40% 2.46% #9 2
Prev: #7
3.0 11,850 1.7%
P
S
710,522 $319,535,954 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LLY
ELI LILLY & CO
Healthcare 1.68% 1.19% #10
Prev: #10
2.7 11,263 5.7%
P
S
208,322 $223,879,487 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 1.16% 1.14% #11
Prev: #11
2.5 18,190 4.3%
P
S
440,361 $154,439,006 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 1.01% 1.00% #12 1
Prev: #13
2.4 18,219 4.6%
P
S
418,024 $134,695,583 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 0.93% 0.97% #13 1
Prev: #14
2.4 2,094 1.0%
P
S
217,523 $124,179,419 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 0.92% 0.89% #14 2
Prev: #16
2.4 21,526 9.7%
P
S
244,266 $122,780,305 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 0.82% 0.85% #15 3
Prev: #18
2.3 15,898 3.4%
P
S
479,552 $109,572,929 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
COST
COSTCO WHSL COR...
Consumer Defensive 0.79% 0.86% #16 1
Prev: #17
2.3 5,730 4.9%
P
S
122,431 $105,577,163 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
ETF 0.78% 1.02% #17 5
Prev: #12
2.6 1,004,140 930.8%
P
S
1,112,025 $104,263,464 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PLTR
PALANTIR TECHNO...
Technology 0.76% 0.78% #18 1
Prev: #19
2.3 26,203 4.8%
P
S
566,704 $100,731,636 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ORCL
ORACLE CORP
Technology 0.65% 0.91% #19 4
Prev: #15
2.3 34,573 8.5%
P
S
441,117 $85,978,135 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.64% 0.57% #20 2
Prev: #22
2.3 19,527 5.0%
P
S
410,272 $84,905,790 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMT
WALMART INC
Consumer Defensive 0.61% 0.57% #21 2
Prev: #23
2.3 31,165 4.5%
P
S
729,052 $81,223,683 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 0.60% 0.72% #22 2
Prev: #20
2.3 8,560 3.8%
P
S
234,006 $80,521,465 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GE
GE AEROSPACE
Industrials 0.60% 0.61% #23 2
Prev: #21
2.2 2,300 0.9%
P
S
258,949 $79,764,104 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AMD
ADVANCED MICRO ...
Technology 0.58% 0.42% #24 2
Prev: #26
2.3 28,695 8.7%
P
S
358,882 $76,858,169 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XOM
EXXON MOBIL COR...
Energy 0.53% 0.50% #25 1
Prev: #24
2.2 26,517 4.7%
P
S
589,758 $70,971,478 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
K
KELLANOVA
Consumer Defensive 0.00% 0.03%
Sold All 😨
(Was: #422)
0.3 -40,077 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPG
INTERPUBLIC GRO...
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #535)
0.3 -76,137 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
LNW
LIGHT & WONDER ...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #617)
0.3 -17,218 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COOP
MR COOPER GROUP...
Unknown 0.00% 0.01%
Sold All 😨
(Was: #859)
0.3 -3,174 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES TR
ETF 0.00% 0.00%
Sold All 😨
(Was: #922)
0.3 -8,641 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALE
ALLETE INC
Utilities 0.00% 0.00%
Sold All 😨
(Was: #941)
0.3 -8,205 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRGO
PERRIGO CO PLC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1052)
0.3 -17,651 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMR
NUSCALE PWR COR...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1085)
0.3 -9,919 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
POWI
POWER INTEGRATI...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1128)
0.3 -7,958 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WMG
WARNER MUSIC GR...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1140)
0.3 -9,203 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1176)
0.3 -18,259 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNK
CINEMARK HLDGS ...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1179)
0.3 -10,359 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NSIT
INSIGHT ENTERPR...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1204)
0.3 -2,454 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VAC
MARRIOTT VACATI...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1230)
0.3 -3,943 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPR
SPIRIT AEROSYST...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1232)
0.3 -6,766 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AKRO
AKERO THERAPEUT...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1234)
0.3 -5,488 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PARR
PAR PAC HOLDING...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1245)
0.3 -7,190 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NSP
INSPERITY INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1249)
0.3 -5,095 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FHI
FEDERATED HERME...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1264)
0.3 -4,644 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CNXC
CONCENTRIX CORP
Technology 0.00% 0.00%
Sold All 😨
(Was: #1266)
0.3 -5,219 -100.0%
CLOSED
$— 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NSA
NATIONAL STORAG...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1274)
0.3 -7,868 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RHI
ROBERT HALF INC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1284)
0.3 -6,856 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IPGP
IPG PHOTONICS C...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1293)
0.3 -2,882 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WNS
WNS HLDGS LTD
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1308)
0.3 -2,929 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SM
SM ENERGY CO
Energy 0.00% 0.00%
Sold All 😨
(Was: #1312)
0.3 -8,913 -100.0%
CLOSED
$— 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ACLX
ARCELLX INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1317)
0.3 -2,694 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SLNO
SOLENO THERAPEU...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1320)
0.3 -3,259 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MTSR
METSERA INC
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1324)
0.3 -4,177 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LLYVK
LIBERTY MEDIA C...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1327)
0.3 -2,242 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WD
WALKER & DUNLOP...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1329)
0.3 -2,590 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SCS
STEELCASE INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1338)
0.3 -12,332 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
WRBY
WARBY PARKER IN...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #1343)
0.3 -7,656 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IRDM
IRIDIUM COMMUNI...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1349)
0.3 -11,915 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BANF
BANCFIRST CORP
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #1350)
0.3 -1,640 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CBZ
CBIZ INC
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1351)
0.3 -3,882 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ZG
ZILLOW GROUP IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #1353)
0.3 -2,753 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TDW
TIDEWATER INC N...
Energy 0.00% 0.00%
Sold All 😨
(Was: #1354)
0.3 -3,836 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FMC
FMC CORP
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #1356)
0.3 -6,065 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UNFI
UNITED NAT FOOD...
Consumer Defensive 0.00% 0.00%
Sold All 😨
(Was: #1361)
0.3 -5,340 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMSC
AMERICAN SUPERC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1362)
0.3 -3,379 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1372)
0.3 -28,418 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HAYW
HAYWARD HLDGS I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #1388)
0.3 -10,681 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDX
AVIDXCHANGE HOL...
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1410)
0.3 -13,313 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PGRE
PARAMOUNT GROUP...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1414)
0.3 -20,123 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VMEO
VIMEO INC
Unknown 0.00% 0.00%
Sold All 😨
(Was: #1428)
0.3 -15,282 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UAA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1434)
0.3 -21,542 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
UA
UNDER ARMOUR IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #1456)
0.3 -16,793 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HPP
HUDSON PAC PPTY...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #1457)
0.3 -29,100 -100.0%
CLOSED
$— 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DDD
3-D SYS CORP DE...
Technology 0.00% 0.00%
Sold All 😨
(Was: #1512)
0.3 -10,257 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1619 holdings

Unlock Full XPONANCE LLC Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics