XPONANCE LLC Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$13.3B

Holdings

1,570

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,570 positions)

#StockSharesValue% PortfolioType
101
ETNEATON CORP PLC
64,454$20.0M0.15%
102
NEMNEWMONT CORP
200,445$20.0M0.15%
103
MDTMEDTRONIC PLC
204,846$19.0M0.14%
104
MNSTMONSTER BEVERAGE CORP NEW
259,884$19.0M0.14%
105
AONAON PLC
54,582$19.0M0.14%
106
ORLYOREILLY AUTOMOTIVE INC
209,935$19.0M0.14%
107
SNPSSYNOPSYS INC
41,769$19.0M0.14%
108
ADSKAUTODESK INC
65,640$19.0M0.14%
109
DEDEERE & CO
39,659$18.0M0.14%
110
PLDPROLOGIS INC.
145,130$18.0M0.14%
111
CEGCONSTELLATION ENERGY CORP
50,778$17.0M0.13%
112
RCLROYAL CARIBBEAN GROUP
63,461$17.0M0.13%
113
HCAHCA HEALTHCARE INC
37,851$17.0M0.13%
114
LMTLOCKHEED MARTIN CORP
35,847$17.0M0.13%
115
SHWSHERWIN WILLIAMS CO
54,824$17.0M0.13%
116
ABGCENCORA INC
50,744$17.0M0.13%
117
CBCHUBB LIMITED
55,920$17.0M0.13%
118
HONHONEYWELL INTL INC
90,766$17.0M0.13%
119
HLTHILTON WORLDWIDE HLDGS INC
60,771$17.0M0.13%
120
PHPARKER-HANNIFIN CORP
19,688$17.0M0.13%
121
FDXFEDEX CORP
55,591$16.0M0.12%
122
COPCONOCOPHILLIPS
171,348$16.0M0.12%
123
CITCINTAS CORP
89,825$16.0M0.12%
124
MMM3M CO
100,051$16.0M0.12%
125
IDXXIDEXX LABS INC
24,341$16.0M0.12%
126
CAHCARDINAL HEALTH INC
81,382$16.0M0.12%
127
USBUS BANCORP DEL
318,236$16.0M0.12%
128
TMUST-MOBILE US INC
79,060$16.0M0.12%
129
CMCSACOMCAST CORP NEW
555,299$16.0M0.12%
130
IVVISHARES TR
22,362$15.0M0.11%
131
CVSCVS HEALTH CORP
200,525$15.0M0.11%
132
MRSHMARSH & MCLENNAN COS INC
84,288$15.0M0.11%
133
SNOWSNOWFLAKE INC
70,139$15.0M0.11%
134
MARMARRIOTT INTL INC NEW
50,690$15.0M0.11%
135
SOSOUTHERN CO
172,387$15.0M0.11%
136
MOALTRIA GROUP INC
272,392$15.0M0.11%
137
BKBANK NEW YORK MELLON CORP
130,542$15.0M0.11%
138
SBUXSTARBUCKS CORP
189,785$15.0M0.11%
139
SPGSIMON PPTY GROUP INC NEW
81,610$15.0M0.11%
140
T7DTRANSDIGM GROUP INC
12,009$15.0M0.11%
141
ABNBAIRBNB INC
112,876$15.0M0.11%
142
CMECME GROUP INC
56,420$15.0M0.11%
143
ZTSZOETIS INC
113,675$14.0M0.11%
144
KKRKKR & CO INC
116,557$14.0M0.11%
145
CVNACARVANA CO
33,565$14.0M0.11%
146
DUKDUKE ENERGY CORP NEW
123,340$14.0M0.11%
147
SPOTSPOTIFY TECHNOLOGY S A
24,345$14.0M0.11%
148
GMGENERAL MTRS CO
182,896$14.0M0.11%
149
PWRQUANTA SVCS INC
34,276$14.0M0.11%
150
UPSUNITED PARCEL SERVICE INC
136,434$13.0M0.10%
151
APOAPOLLO GLOBAL MGMT INC
95,331$13.0M0.10%
152
ITWILLINOIS TOOL WKS INC
54,347$13.0M0.10%
153
VRTVERTIV HOLDINGS CO
81,825$13.0M0.10%
154
WDAYWORKDAY INC
61,733$13.0M0.10%
155
ICEINTERCONTINENTAL EXCHANGE IN
86,318$13.0M0.10%
156
CITHE CIGNA GROUP
47,805$13.0M0.10%
157
VSTVISTRA CORP
85,792$13.0M0.10%
158
HOODROBINHOOD MKTS INC
121,320$13.0M0.10%
159
CBRECBRE GROUP INC
82,760$13.0M0.10%
160
NETCLOUDFLARE INC
66,601$13.0M0.10%
161
CMICUMMINS INC
25,554$13.0M0.10%
162
WMBWILLIAMS COS INC
205,748$12.0M0.09%
163
ALSALLSTATE CORP
61,993$12.0M0.09%
164
ECLECOLAB INC
47,542$12.0M0.09%
165
SYFSYNCHRONY FINANCIAL
144,971$12.0M0.09%
166
JCIJOHNSON CTLS INTL PLC
106,473$12.0M0.09%
167
TRGPTARGA RES CORP
68,118$12.0M0.09%
168
VLOVALERO ENERGY CORP
74,448$12.0M0.09%
169
DDOGDATADOG INC
94,436$12.0M0.09%
170
ELVELEVANCE HEALTH INC FORMERLY
36,318$12.0M0.09%
171
REGNREGENERON PHARMACEUTICALS
15,636$12.0M0.09%
172
FCXFREEPORT-MCMORAN INC
244,538$12.0M0.09%
173
RHCRH PLC
99,656$12.0M0.09%
174
CLCOLGATE PALMOLIVE CO
160,268$12.0M0.09%
175
FTNTFORTINET INC
163,492$12.0M0.09%
176
CMGCHIPOTLE MEXICAN GRILL INC
336,094$12.0M0.09%
177
PNCPNC FINL SVCS GROUP INC
58,559$12.0M0.09%
178
APDAIR PRODS & CHEMS INC
45,337$11.0M0.08%
179
A4SAMERIPRISE FINL INC
23,268$11.0M0.08%
180
GDGENERAL DYNAMICS CORP
34,839$11.0M0.08%
181
GWWWW GRAINGER INC
11,878$11.0M0.08%
182
MSIMOTOROLA SOLUTIONS INC
30,685$11.0M0.08%
183
NKENIKE INC
184,580$11.0M0.08%
184
EMREMERSON ELEC CO
86,461$11.0M0.08%
185
EQIXEQUINIX INC
15,125$11.0M0.08%
186
NOCNORTHROP GRUMMAN CORP
18,778$10.0M0.08%
187
GLWCORNING INC
124,152$10.0M0.08%
188
CSXCSX CORP
282,072$10.0M0.08%
189
RBLXROBLOX CORP
131,305$10.0M0.08%
190
AJGGALLAGHER ARTHUR J & CO
40,491$10.0M0.08%
191
MDLZMONDELEZ INTL INC
197,259$10.0M0.08%
192
WBDWARNER BROS DISCOVERY INC
356,368$10.0M0.08%
193
TRVTRAVELERS COMPANIES INC
34,917$10.0M0.08%
194
ALNYALNYLAM PHARMACEUTICALS INC
27,328$10.0M0.08%
195
PCGPG&E CORP
625,279$10.0M0.08%
196
EXPEEXPEDIA GROUP INC
38,074$10.0M0.08%
197
ROSTROSS STORES INC
56,400$10.0M0.08%
198
AXONAXON ENTERPRISE INC
18,984$10.0M0.08%
199
FASTFASTENAL CO
265,934$10.0M0.08%
200
AZOAUTOZONE INC
3,079$10.0M0.08%
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