Fund Holdings — XPONANCE, INC.

Total Portfolio Value
$14.07B
Total Bought
$1.83B
Total Sold
$85.48M
Net Transaction
+$1.75B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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INTUITIVE SURGICAL INC3,37698,870+95,49424145,5780.32%+45,337
EXXON MOBIL CORP589,758681,406+91,64870,971115,6070.82%+44,636
NVIDIA CORPORATION(NVDA)6,020,8826,621,785+600,9031,122,8941,154,8398.21%+31,945
JOHNSON & JOHNSON(JNJ)410,272468,181+57,90984,906114,4420.81%+29,536
CHEVRON CORPORATION(CVX)262,427321,737+59,31039,99666,5670.47%+26,571
COSTCO WHOLESALE CORPORATION(COST)122,431130,896+8,465105,577130,4290.93%+24,852
WALMART INC(WMT)729,052825,346+96,29481,224102,5740.73%+21,350
APPLIED MATLS INC145,169171,238+26,06937,30758,5270.42%+21,220
GE VERNOVA INC(GEV)69,05174,782+5,73145,13065,2770.46%+20,148
APPLE INC(AAPL)3,699,7214,041,577+341,8561,005,8061,025,7127.29%+19,906
MICRON TECHNOLOGY INC(MU)178,798208,786+29,98851,03170,5360.50%+19,506
CATERPILLAR INC(CAT)74,94285,474+10,53242,93260,5550.43%+17,623
LAM RESEARCH CORP(LRCX)362,284372,353+10,06962,01679,5570.57%+17,541
BERKSHIRE HATHAWAY INC DEL244,266286,653+42,387122,780137,3640.98%+14,584
MERCK & CO INC(MRK)413,211473,091+59,88043,49556,9080.40%+13,414
KLA CORP(KLAC)34,87237,807+2,93542,37255,6670.40%+13,295
VERTIV HOLDINGS CO(VRT)81,825104,085+22,26013,25626,0820.19%+12,825
LINDE PLC(LIN)75,48790,474+14,98732,18744,8530.32%+12,666
NETFLIX INC.(NFLX)1,112,0251,213,341+101,316104,263116,6630.83%+12,399
COCA COLA CO(KO)871,535962,521+90,98660,92973,2000.52%+12,271
VERIZON COMMUNICATIONS INC(VZ)650,540770,557+120,01726,49738,6820.27%+12,185
INTEL CORP(INTC)683,676823,766+140,09025,22836,3530.26%+11,125
CONOCOPHILLIPS(COP)171,348198,473+27,12516,04026,1980.19%+10,159
ANALOG DEVICES INC(ADI)83,992102,235+18,24322,77932,5250.23%+9,746
TEXAS INSTRS INC(TXN)177,875208,862+30,98730,86040,5480.29%+9,689
JPMORGAN CHASE & CO(JPM)418,024490,494+72,470134,696144,2841.03%+9,588
LOCKHEED MARTIN CORP(LMT)35,84743,603+7,75617,33826,3530.19%+9,015
AT&T INC(T)1,213,3151,343,151+129,83630,13938,9380.28%+8,799
NEXTERA ENERGY INC(NEE)312,081364,244+52,16325,05433,8310.24%+8,777
CORNING INC(GLW)124,152143,947+19,79510,87119,5720.14%+8,702
SANDISK CORP(SNDK)11,76818,068+6,3002,79311,4790.08%+8,686
PROCTER & GAMBLE CO(PG)356,530411,442+54,91251,09459,4290.42%+8,334
RTX CORPORATION(RTX)189,438222,666+33,22834,74342,9520.31%+8,209
ALPHABET INC(GOOG)1,316,5831,461,105+144,522412,090420,1552.99%+8,065
GILEAD SCIENCES INC(GILD)237,491266,931+29,44029,15037,2020.26%+8,053
PEPSICO INC(PEP)254,682284,892+30,21036,55244,2410.31%+7,689
WESTERN DIGITAL CORP(WDC)56,51363,879+7,3669,73517,2790.12%+7,543
AMGEN INC(AMGN)125,333137,623+12,29041,02348,4230.34%+7,400
DEERE & CO(DE)39,65945,849+6,19018,46425,8270.18%+7,363
WILLIAMS COS INC(WMB)205,748270,907+65,15912,36819,7170.14%+7,349
PFIZER INC(PFE)952,2561,083,790+131,53423,71130,4330.22%+6,722
COLGATE PALMOLIVE CO(CL)160,268226,515+66,24712,66419,3060.14%+6,641
LUMENTUM HLDGS INC(LITE)7,38413,031+5,6472,7229,1580.07%+6,436
KINDER MORGAN INC DEL(KMI)308,775443,660+134,8858,48814,8760.11%+6,388
HONEYWELL INTL INC(HON)90,766106,202+15,43617,70824,0050.17%+6,297
QUANTA SVCS INC34,27637,665+3,38914,46720,6790.15%+6,212
BRISTOL-MYERS SQUIBB CO(BMY)424,660476,542+51,88222,90628,9020.21%+5,996
MCDONALDS CORP(MCD)115,233132,496+17,26335,21941,1780.29%+5,960
ALTRIA GROUP INC(MO)272,392323,450+51,05815,70621,3440.15%+5,638
EQUINIX INC(EQIX)15,12517,493+2,36811,58817,1470.12%+5,559
TJX COS INC NEW(TJX)232,109257,798+25,68935,65441,1700.29%+5,516
METLIFE INC(MET)131,831224,717+92,88610,40715,8920.11%+5,485
FEDEX CORP(FDX)55,59160,461+4,87016,05821,5350.15%+5,477
BANK NEW YORK MELLON CORP130,542173,430+42,88815,15520,5740.15%+5,419
TARGA RES CORP(TRGP)68,11871,124+3,00612,56817,8330.13%+5,265
MARATHON PETE CORP(MPC)43,96450,680+6,7167,15012,3750.09%+5,225
WELLTOWER INC(WELL)111,358130,694+19,33620,66925,8400.18%+5,170
EATON CORP PLC(ETN)64,45471,430+6,97620,52925,5480.18%+5,019
ALPHABET INC(GOOG)1,073,8301,192,125+118,295336,968341,9732.43%+5,005
SLB LIMITED(SLB)233,256271,326+38,0708,95213,9430.10%+4,991
COMFORT SYS USA INC(FIX)8,5989,416+8188,02412,9850.09%+4,960
PHILLIPS 66(PSX)61,01070,272+9,2627,87312,8020.09%+4,929
CIENA CORP(CIEN)21,40325,441+4,0385,0069,8770.07%+4,871
HOWMET AEROSPACE INC(HWM)104,078113,598+9,52021,33826,1800.19%+4,842
PHILIP MORRIS INTL INC(PM)234,492256,699+22,20737,61342,4430.30%+4,830
EOG RES INC(EOG)75,01387,482+12,4697,87712,6470.09%+4,770
ISHARES TR5,55719,070+13,5132,0756,8000.05%+4,724
GOLDMAN SACHS GROUP INC(GS)47,45154,823+7,37241,70946,3800.33%+4,670
TARGET CORP(TGT)86,564105,630+19,0668,46212,8020.09%+4,341
NORTHROP GRUMMAN CORP(NOC)18,77821,986+3,20810,70715,0000.11%+4,292
CHUBB LTD SWITZ
COM
55,92066,689+10,76917,45421,7360.15%+4,282
CHENIERE ENERGY INC(LNG)34,01438,293+4,2796,61210,8660.08%+4,254
COHERENT CORP(COHR)14,81129,276+14,4652,7346,9740.05%+4,240
FREEPORT MCMORAN INC(FCX)244,538283,086+38,54812,42016,6400.12%+4,220
ISHARES TR5,18116,599+11,4182,0046,1530.04%+4,149
DUKE ENERGY CORP NEW(DUK)123,340141,630+18,29014,45718,5450.13%+4,088
SOUTHERN CO(SO)172,387197,563+25,17615,03219,0690.14%+4,037
TRANE TECHNOLOGIES PLC(TT)58,66064,348+5,68822,83026,8160.19%+3,986
ADVANCED MICRO DEVICES INC(AMD)358,882397,117+38,23576,85880,7860.57%+3,927
NEWMONT CORP(NEM)200,445220,285+19,84020,01423,8460.17%+3,831
CORTEVA INC(CTVA)147,545163,341+15,7969,89013,6730.10%+3,783
DEVON ENERGY CORP NEW(DVN)85,057136,468+51,4113,1166,8670.05%+3,751
PALO ALTO NETWORKS INC(PANW)173,939223,232+49,29332,04035,7890.25%+3,749
TERADYNE INC(TER)23,61328,023+4,4104,5718,3080.06%+3,737
HOME DEPOT INC(HD)234,006256,172+22,16680,52184,2520.60%+3,731
CME GROUP INC(CME)56,42064,766+8,34615,40719,1290.14%+3,721
PROLOGIS INC.(PLD)145,130168,256+23,12618,52722,2400.16%+3,713
DELL TECHNOLOGIES INC(DELL)62,29270,359+8,0677,84111,5480.08%+3,707
UNION PAC CORP(UNP)101,645112,151+10,50623,51327,2100.19%+3,698
KEYSIGHT TECHNOLOGIES INC(KEYS)34,75738,090+3,3337,06210,7550.08%+3,693
BAKER HUGHES COMPANY(BKR)147,871170,454+22,5836,73410,4060.07%+3,672
ROSS STORES INC(ROST)56,40063,652+7,25210,16013,7890.10%+3,629
CISCO SYS INC(CSCO)743,865784,497+40,63257,30060,8690.43%+3,569
MOTOROLA SOLUTIONS INC(MSI)30,68535,242+4,55711,76215,2940.11%+3,532
STARBUCKS CORP(SBUX)189,785217,776+27,99115,98219,5110.14%+3,529
CSX CORP(CSX)282,072333,776+51,70410,22513,7020.10%+3,476
TEXAS PACIFIC LAND CORPORATI(TPL)15,50016,682+1,1824,4527,9170.06%+3,465
OCCIDENTAL PETE CORP(OXY)99,335115,483+16,1484,0857,5060.05%+3,422
MONOLITHIC PWR SYS INC(MPWR)11,87012,887+1,01710,75814,0900.10%+3,332
AMCOR PLC
COM NEW
082,594+82,59403,2830.02%+3,283
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XPONANCE, INC. — 13F Holdings — Q1 2026 | TickerTrail