Fund HoldingsXPONANCE, INC.

Total Portfolio Value
$10.36B
Total Bought
$788.89M
Total Sold
$410.87M
Net Transaction
+$378.02M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)3,505,4283,530,965+25,537738,313822,7157.94%+84,402
TESLA INC(TSLA)670,755690,601+19,846132,729180,6821.74%+47,953
META PLATFORMS INC(META)523,474540,353+16,879263,946309,3202.99%+45,374
BROADCOM INC(AVGO)106,5461,143,682+1,037,136171,063197,2851.90%+26,222
BERKSHIRE HATHAWAY INC DEL0233,330+233,3300107,3921.04%+107,392
VISA INC(V)0407,349+407,3490112,0011.08%+112,001
WALMART INC(WMT)590,872655,064+64,19240,00852,8960.51%+12,888
UNITEDHEALTH GROUP INC(UNH)0142,306+142,306083,2030.80%+83,203
HOME DEPOT INC(HD)0216,855+216,855087,8700.85%+87,870
ABBVIE INC(ABBV)0339,505+339,505067,0460.65%+67,046
MASTERCARD INCORPORATED(MA)0210,511+210,5110103,9501.00%+103,950
ORACLE CORP(ORCL)368,512363,616-4,89652,03461,9600.60%+9,926
SERVICENOW INC(NOW)48,67051,634+2,96438,28746,1810.45%+7,894
PALANTIR TECHNOLOGIES INC(PLTR)350,849447,470+96,6218,88716,6460.16%+7,759
LOCKHEED MARTIN CORP(LMT)038,786+38,786022,6730.22%+22,673
JOHNSON & JOHNSON(JNJ)0366,673+366,673059,4230.57%+59,423
INTERNATIONAL BUSINESS MACHS(IBM)0129,808+129,808028,6980.28%+28,698
SHERWIN WILLIAMS CO(SHW)057,342+57,342021,8860.21%+21,886
GE AEROSPACE(GE)0173,774+173,774032,7700.32%+32,770
MCDONALDS CORP(MCD)0112,796+112,796034,3480.33%+34,348
PROGRESSIVE CORP(PGR)0125,537+125,537031,8560.31%+31,856
TRUIST FINL CORP(TFC)225,746335,442+109,6968,77014,3470.14%+5,577
SYSCO CORP(SYY)0160,288+160,288012,5120.12%+12,512
SMURFIT WESTROCK PLC(SW)0106,066+106,06605,2420.05%+5,242
ACCENTURE PLC IRELAND
SHS CLASS A
089,996+89,996031,8120.31%+31,812
COCA COLA CO(KO)0738,523+738,523053,0700.51%+53,070
LOWES COS INC(LOW)086,797+86,797023,5090.23%+23,509
CBRE GROUP INC(CBRE)72,59189,123+16,5326,46911,0940.11%+4,625
TE CONNECTIVITY PLC(TEL)030,076+30,07604,5410.04%+4,541
STARBUCKS CORP(SBUX)0257,693+257,693025,1220.24%+25,122
NEXTERA ENERGY INC(NEE)277,867285,359+7,49219,67624,1210.23%+4,446
BLACKSTONE INC(BX)0160,305+160,305024,5480.24%+24,548
PHILIP MORRIS INTL INC(PM)186,803191,544+4,74118,92923,2530.22%+4,325
NUCOR CORP(NUE)061,555+61,55509,2540.09%+9,254
THERMO FISHER SCIENTIFIC INC(TMO)056,589+56,589035,0040.34%+35,004
PARKER-HANNIFIN CORP(PH)020,233+20,233012,7840.12%+12,784
CATERPILLAR INC(CAT)070,049+70,049027,3980.26%+27,398
RTX CORPORATION(RTX)0177,010+177,010021,4470.21%+21,447
AMERICAN TOWER CORP NEW(AMT)0112,669+112,669026,2020.25%+26,202
AMERICAN EXPRESS CO(AXP)0100,207+100,207027,1760.26%+27,176
CISCO SYS INC(CSCO)0588,308+588,308031,3100.30%+31,310
FERGUSON ENTERPRISES INC(FERG)018,309+18,30903,6360.04%+3,636
S&P GLOBAL INC(SPGI)046,120+46,120023,8270.23%+23,827
PROCTER AND GAMBLE CO(PG)372,529375,251+2,72261,43864,9940.63%+3,556
BRISTOL-MYERS SQUIBB CO(BMY)0322,569+322,569016,6900.16%+16,690
ZOETIS INC(ZTS)0104,125+104,125020,3440.20%+20,344
BLACKROCK INC(BLK)020,404+20,404019,3740.19%+19,374
METLIFE INC(MET)0112,782+112,78209,3020.09%+9,302
INTUITIVE SURGICAL INC81,19980,345-85436,12139,4710.38%+3,350
AT&T INC(T)964,833988,000+23,16718,43821,7360.21%+3,298
GE VERNOVA INC(GEV)36,46637,384+9186,2549,5320.09%+3,278
NIKE INC(NKE)0240,234+240,234021,2370.21%+21,237
3M CO(MMM)96,74695,565-1,1819,88613,0640.13%+3,177
LINDE PLC(LIN)068,348+68,348032,5920.31%+32,592
FISERV INC(FISV)0106,238+106,238019,0860.18%+19,086
JPMORGAN CHASE & CO.(JPM)0413,551+413,551087,2010.84%+87,201
PAYPAL HLDGS INC(PYPL)0148,673+148,673011,6010.11%+11,601
COSTCO WHSL CORP NEW(COST)112,690111,327-1,36395,78598,6940.95%+2,908
SALESFORCE INC(CRM)0205,290+205,290056,1900.54%+56,190
GILEAD SCIENCES INC(GILD)0193,952+193,952016,2610.16%+16,261
KKR & CO INC(KKR)105,896107,372+1,47611,14414,0210.14%+2,876
AMERICAN INTL GROUP INC0133,235+133,23509,7570.09%+9,757
HCA HEALTHCARE INC(HCA)034,819+34,819014,1510.14%+14,151
FORTINET INC(FTNT)0164,551+164,551012,7610.12%+12,761
NETFLIX INC(NFLX)104,322103,176-1,14670,40573,1800.71%+2,775
UNION PAC CORP(UNP)128,603129,262+65929,09831,8600.31%+2,763
IRON MTN INC DEL(IRM)96,05795,663-3948,60911,3680.11%+2,759
ABBOTT LABS0242,460+242,460027,6430.27%+27,643
ARISTA NETWORKS INC62,96564,671+1,70622,06824,8220.24%+2,754
TAPESTRY INC(TPR)077,416+77,41603,6370.04%+3,637
AUTOMATIC DATA PROCESSING IN091,968+91,968025,4500.25%+25,450
VERIZON COMMUNICATIONS INC(VZ)0639,924+639,924028,7390.28%+28,739
LEIDOS HOLDINGS INC(LDOS)032,103+32,10305,2330.05%+5,233
AMERIPRISE FINL INC(AMP)029,261+29,261013,7470.13%+13,747
NASDAQ INC(NDAQ)090,165+90,16506,5830.06%+6,583
ISHARES TR22,05525,245+3,19012,06914,5620.14%+2,493
TRANE TECHNOLOGIES PLC(TT)040,518+40,518015,7510.15%+15,751
KIMBERLY-CLARK CORP(KMB)073,990+73,990010,5270.10%+10,527
DANAHER CORPORATION(DHR)095,066+95,066026,4300.26%+26,430
VANGUARD SPECIALIZED FUNDS011,650+11,65002,3070.02%+2,307
PROLOGIS INC.(PLD)0132,688+132,688016,7560.16%+16,756
VISTRA CORP(VST)78,13075,984-2,1466,7189,0070.09%+2,290
GOLDMAN SACHS GROUP INC(GS)52,84552,870+2523,90326,1760.25%+2,274
WELLTOWER INC(WELL)80,77183,141+2,3708,42010,6450.10%+2,224
DEERE & CO(DE)038,038+38,038015,8740.15%+15,874
XCEL ENERGY INC(XEL)094,284+94,28406,1570.06%+6,157
FAIR ISAAC CORP(FICO)05,038+5,03809,7910.09%+9,791
INTERCONTINENTAL EXCHANGE IN(ICE)080,654+80,654012,9560.13%+12,956
CARRIER GLOBAL CORPORATION(CARR)0114,391+114,39109,2070.09%+9,207
SIMON PPTY GROUP INC NEW(SPG)070,076+70,076011,8440.11%+11,844
SOUTHERN CO(SO)0148,919+148,919013,4300.13%+13,430
D R HORTON INC(DHI)039,634+39,63407,5610.07%+7,561
T-MOBILE US INC(TMUS)70,01869,569-44912,33614,3560.14%+2,020
CAPITAL ONE FINL CORP(COF)061,870+61,87009,2640.09%+9,264
APPLOVIN CORP(APP)45,15944,019-1,1403,7585,7470.06%+1,989
FLUTTER ENTMT PLC(FLUT)08,376+8,37601,9870.02%+1,987
EQUINIX INC(EQIX)013,713+13,713012,1720.12%+12,172
DOORDASH INC(DASH)056,278+56,27808,0330.08%+8,033
CONSTELLATION ENERGY CORP(CEG)60,13753,838-6,29912,04413,9990.14%+1,955
MOTOROLA SOLUTIONS INC(MSI)029,425+29,425013,2300.13%+13,230
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