Fund HoldingsXPONANCE, INC.

Total Portfolio Value
$7.35B
Total Bought
$519.82M
Total Sold
$174.33M
Net Transaction
+$345.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)1,405,9171,421,007+15,090168,288185,9532.53%+17,665
ELI LILLY & CO(LLY)188,701189,291+59088,497101,6741.38%+13,177
ALPHABET INC(GOOG)1,163,9781,166,192+2,214140,806153,7622.09%+12,956
NVIDIA CORPORATION(NVDA)560,887565,791+4,904237,266246,1133.35%+8,847
META PLATFORMS INC(META)521,169525,755+4,586149,565157,8372.15%+8,272
BLACKSTONE INC(BX)0159,027+159,027017,0380.23%+17,038
ABBVIE INC(ABBV)402,490405,599+3,10954,22760,4590.82%+6,231
MASTERCARD INCORPORATED(MA)192,887207,159+14,27275,86282,0161.12%+6,154
AIRBNB INC094,004+94,004012,8980.18%+12,898
KENVUE INC(KVUE)0270,037+270,03705,4220.07%+5,422
AMGEN INC(AMGN)107,012107,964+95223,75929,0160.39%+5,258
MARSH & MCLENNAN COS INC(MRSH)99,765124,112+24,34718,76423,6190.32%+4,855
EXXON MOBIL CORP485,089477,782-7,30752,02656,1780.76%+4,152
CATERPILLAR INC(CAT)97,908102,800+4,89224,09028,0640.38%+3,974
INTUIT(INTU)61,24462,126+88228,06131,7430.43%+3,681
COSTCO WHSL CORP NEW(COST)97,60898,734+1,12652,55055,7810.76%+3,231
COPART INC(CPRT)0273,716+273,716011,7940.16%+11,794
CHEVRON CORP NEW(CVX)199,530204,137+4,60731,39634,4220.47%+3,026
VALERO ENERGY CORP(VLO)063,519+63,51909,0010.12%+9,001
NRG ENERGY INC(NRG)0106,343+106,34304,0960.06%+4,096
VERISK ANALYTICS INC(VRSK)049,267+49,267011,6390.16%+11,639
BOOKING HOLDINGS INC(BKNG)8,6018,381-22023,22625,8470.35%+2,621
AUTOMATIC DATA PROCESSING IN85,69988,580+2,88118,83621,3110.29%+2,475
ADOBE INC(ADBE)106,543106,889+34652,09854,5030.74%+2,404
UNITEDHEALTH GROUP INC(UNH)198,193193,680-4,51395,25997,6521.33%+2,392
WESTROCK CO090,550+90,55003,2420.04%+3,242
ONEOK INC NEW(OKE)087,156+87,15605,5280.08%+5,528
AES CORP(AES)0301,086+301,08604,5770.06%+4,577
BROWN FORMAN CORP(BF-A)079,682+79,68204,5970.06%+4,597
SCHLUMBERGER LTD(SLB)0171,732+171,732010,0120.14%+10,012
CISCO SYS INC(CSCO)522,536534,876+12,34027,03628,7550.39%+1,719
CHARTER COMMUNICATIONS INC N(CHTR)023,494+23,494010,3330.14%+10,333
JPMORGAN CHASE & CO(JPM)370,769383,086+12,31753,92555,5550.76%+1,630
COLGATE PALMOLIVE CO(CL)0169,433+169,433012,0480.16%+12,048
TJX COS INC NEW(TJX)257,035263,335+6,30021,79423,4050.32%+1,611
MOLINA HEALTHCARE INC(MOH)021,326+21,32606,9930.10%+6,993
PHILLIPS 66(PSX)071,745+71,74508,6200.12%+8,620
TYSON FOODS INC(TSN)067,936+67,93603,4300.05%+3,430
GENERAL ELECTRIC CO(GE)132,517144,858+12,34114,55716,0140.22%+1,457
COMCAST CORP NEW(CCZ)532,893531,408-1,48522,14223,5630.32%+1,421
ARISTA NETWORKS INC056,839+56,839010,4540.14%+10,454
VISTRA CORP(VST)057,862+57,86201,9200.03%+1,920
HUNT J B TRANS SVCS INC(JBHT)018,535+18,53503,4940.05%+3,494
EMERSON ELEC CO(EMR)076,423+76,42307,3800.10%+7,380
METTLER TOLEDO INTERNATIONAL(MTD)06,994+6,99407,7500.11%+7,750
CONOCOPHILLIPS(COP)152,671141,326-11,34515,81816,9310.23%+1,113
DAVITA INC(DVA)027,382+27,38202,5880.04%+2,588
UBER TECHNOLOGIES INC(UBER)0280,258+280,258012,8890.18%+12,889
APOLLO GLOBAL MGMT INC(APO)074,822+74,82206,7160.09%+6,716
INTERNATIONAL BUSINESS MACHS(IBM)110,465113,044+2,57914,78115,8600.22%+1,079
PROGRESSIVE CORP(PGR)126,575127,918+1,34316,75517,8190.24%+1,064
HUMANA INC(HUM)023,091+23,091011,2340.15%+11,234
CHUBB LIMITED
COM
056,733+56,733011,8110.16%+11,811
ACTIVISION BLIZZARD INC097,157+97,15709,0970.12%+9,097
HALLIBURTON CO(HAL)0133,440+133,44005,4040.07%+5,404
GAMING & LEISURE PPTYS INC(GLPI)033,025+33,02501,5040.02%+1,504
EQUITY LIFESTYLE PPTYS INC(ELS)028,672+28,67201,8270.02%+1,827
DANAHER CORPORATION(DHR)84,67285,849+1,17720,32121,2990.29%+978
FIDELITY NATIONAL FINANCIAL(FNF)031,420+31,42001,2980.02%+1,298
CME GROUP INC(CME)044,695+44,69508,9490.12%+8,949
GARTNER INC(IT)020,572+20,57207,0690.10%+7,069
STANLEY BLACK & DECKER INC(SWK)043,323+43,32303,6210.05%+3,621
PUBLIC STORAGE(PSA)041,044+41,044010,8160.15%+10,816
GODADDY INC(GDDY)027,804+27,80402,0710.03%+2,071
TKO GROUP HOLDINGS INC(TKO)010,579+10,57908890.01%+889
TEXAS PACIFIC LAND CORPORATI(TPL)01,072+1,07201,9550.03%+1,955
EOG RES INC(EOG)067,551+67,55108,5630.12%+8,563
HESS CORP049,704+49,70407,6050.10%+7,605
WALMART INC(WMT)174,172176,530+2,35827,37628,2320.38%+856
SYNOPSYS INC(SNPS)39,69939,504-19517,28518,1310.25%+846
CHESAPEAKE ENERGY CORP(EXE)014,072+14,07201,2130.02%+1,213
OLD DOMINION FREIGHT LINE IN(ODFL)023,221+23,22109,5010.13%+9,501
MICRON TECHNOLOGY INC(MU)0133,608+133,60809,0890.12%+9,089
VMWARE INC030,898+30,89805,1440.07%+5,144
SPLUNK INC021,677+21,67703,1700.04%+3,170
MARATHON PETE CORP(MPC)057,360+57,36008,6810.12%+8,681
ISHARES TR015,441+15,44103,6270.05%+3,627
TRANE TECHNOLOGIES PLC(TT)036,956+36,95607,4990.10%+7,499
ATLASSIAN CORPORATION020,586+20,58604,1480.06%+4,148
DOW INC(DOW)0141,205+141,20507,2810.10%+7,281
EATON CORP PLC(ETN)050,422+50,422010,7540.15%+10,754
CIVITAS RESOURCES INC012,157+12,15709830.01%+983
MSCI INC(MSCI)015,906+15,90608,1610.11%+8,161
MORNINGSTAR INC(MORN)05,758+5,75801,3490.02%+1,349
PIONEER NAT RES CO028,638+28,63806,5740.09%+6,574
REGENERON PHARMACEUTICALS(REGN)013,524+13,524011,1300.15%+11,130
AFLAC INC(AFL)075,963+75,96305,8300.08%+5,830
VAIL RESORTS INC(MTN)05,020+5,02001,1140.02%+1,114
CROWDSTRIKE HLDGS INC(CRWD)029,915+29,91505,0070.07%+5,007
WEATHERFORD INTL PLC(WFRD)010,416+10,41609410.01%+941
ERIE INDTY CO(ERIE)02,127+2,12706250.01%+625
ALLY FINL INC(ALLY)032,894+32,89408780.01%+878
DOLBY LABORATORIES INC(DLB)07,724+7,72406120.01%+612
CARRIER GLOBAL CORPORATION(CARR)0133,721+133,72107,3810.10%+7,381
CDW CORP(CDW)031,428+31,42806,3410.09%+6,341
EXTRA SPACE STORAGE INC(EXR)027,259+27,25903,3140.05%+3,314
RBC BEARINGS INC(RBC)03,445+3,44508070.01%+807
APA CORPORATION(APA)0109,797+109,79704,5130.06%+4,513
WILLIAMS COS INC(WMB)0179,132+179,13206,0350.08%+6,035
CENCORA INC044,561+44,56108,0200.11%+8,020
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