Fund HoldingsXPONANCE, INC.

Total Portfolio Value
$10.96B
Total Bought
$1.15B
Total Sold
$430.04M
Net Transaction
+$722.99M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
TESLA INC(TSLA)690,601698,190+7,589180,682281,9572.57%+101,275
AMAZON COM INC(AMZN)02,315,548+2,315,5480508,0084.63%+508,008
NVIDIA CORPORATION(NVDA)05,857,106+5,857,1060786,5517.18%+786,551
APPLE INC(AAPL)3,530,9653,595,473+64,508822,715900,3788.21%+77,664
BROADCOM INC(AVGO)1,143,6821,142,532-1,150197,285264,8852.42%+67,599
ALPHABET INC(GOOG)01,525,560+1,525,5600288,7892.63%+288,789
ALPHABET INC(GOOG)01,169,976+1,169,9760222,8102.03%+222,810
ARISTA NETWORKS INC(ANET)0274,158+274,158030,3030.28%+30,303
LAM RESEARCH CORP(LRCX)0322,972+322,972023,3280.21%+23,328
BLACKROCK INC(BLK)021,198+21,198021,7300.20%+21,730
VISA INC(V)407,349421,245+13,896112,001133,1301.21%+21,130
PALANTIR TECHNOLOGIES INC(PLTR)447,470461,920+14,45016,64634,9350.32%+18,289
NETFLIX INC(NFLX)103,176102,442-73473,18091,3090.83%+18,129
JPMORGAN CHASE & CO.(JPM)413,551417,159+3,60887,20199,9970.91%+12,796
META PLATFORMS INC(META)540,353550,091+9,738309,320322,0842.94%+12,764
SALESFORCE INC(CRM)205,290203,739-1,55156,19068,1160.62%+11,926
SERVICENOW INC(NOW)51,63453,036+1,40246,18156,2250.51%+10,044
APPLOVIN CORP(APP)44,01947,224+3,2055,74715,2930.14%+9,546
WALMART INC(WMT)655,064689,995+34,93152,89662,3410.57%+9,445
CISCO SYS INC(CSCO)588,308678,696+90,38831,31040,1790.37%+8,869
MASTERCARD INCORPORATED(MA)210,511213,276+2,765103,950112,3051.02%+8,354
APOLLO GLOBAL MGMT INC(APO)099,910+99,910016,5010.15%+16,501
WELLS FARGO CO NEW(WFC)0518,009+518,009036,3850.33%+36,385
BOOKING HOLDINGS INC(BKNG)07,929+7,929039,3950.36%+39,395
BOEING CO(BA)0104,182+104,182018,4400.17%+18,440
MARVELL TECHNOLOGY INC(MRVL)099,811+99,811011,0240.10%+11,024
SCHWAB CHARLES CORP(SCHW)0260,195+260,195019,2570.18%+19,257
COSTCO WHSL CORP NEW(COST)111,327112,846+1,51998,694103,3970.94%+4,704
TARGA RES CORP(TRGP)065,912+65,912011,7650.11%+11,765
CONOCOPHILLIPS(COP)0213,800+213,800021,2030.19%+21,203
DISNEY WALT CO(DIS)0270,252+270,252030,0930.27%+30,093
PRINCIPAL FINANCIAL GROUP IN(PFG)0104,647+104,64708,1010.07%+8,101
BANK AMERICA CORP0981,042+981,042043,1170.39%+43,117
BLACKSTONE INC(BX)160,305166,554+6,24924,54828,7170.26%+4,170
MORGAN STANLEY(MS)0179,420+179,420022,5570.21%+22,557
GOLDMAN SACHS GROUP INC(GS)52,87052,763-10726,17630,2130.28%+4,037
CROWDSTRIKE HLDGS INC(CRWD)054,608+54,608018,6850.17%+18,685
SUPER MICRO COMPUTER INC(SMCI)0122,053+122,05303,7200.03%+3,720
GENERAL MTRS CO(GM)0201,482+201,482010,7330.10%+10,733
WORKDAY INC(WDAY)048,648+48,648012,5530.11%+12,553
INTUITIVE SURGICAL INC80,34582,327+1,98239,47142,9710.39%+3,500
AXON ENTERPRISE INC(AXON)016,469+16,46909,7880.09%+9,788
DTE ENERGY CO(DTB)057,243+57,24306,9120.06%+6,912
PALO ALTO NETWORKS INC(PANW)0152,273+152,273027,7080.25%+27,708
VISTRA CORP(VST)75,98487,920+11,9369,00712,1220.11%+3,114
COINBASE GLOBAL INC(COIN)034,937+34,93708,6750.08%+8,675
JACOBS SOLUTIONS INC(J)039,514+39,51405,2800.05%+5,280
LULULEMON ATHLETICA INC(LULU)027,710+27,710010,5970.10%+10,597
MICROSTRATEGY INC(MSTR)018,541+18,54105,3700.05%+5,370
ALLSTATE CORP(ALL)054,962+54,962010,5960.10%+10,596
ATLASSIAN CORPORATION029,986+29,98607,2980.07%+7,298
SNOWFLAKE INC(SNOW)059,243+59,24309,1480.08%+9,148
MICROSOFT CORP(MSFT)01,809,058+1,809,0580762,5186.96%+762,518
ABBOTT LABS242,460268,652+26,19227,64330,3870.28%+2,744
GE VERNOVA INC(GEV)37,38437,170-2149,53212,2260.11%+2,694
AMERICAN EXPRESS CO(AXP)100,207100,580+37327,17629,8510.27%+2,675
ACCENTURE PLC IRELAND
SHS CLASS A
89,99697,765+7,76931,81234,3930.31%+2,581
CITIGROUP INC(C)0275,732+275,732019,4090.18%+19,409
MCKESSON CORP(MCK)029,592+29,592016,8650.15%+16,865
KKR & CO INC(KKR)107,372111,394+4,02214,02116,4760.15%+2,456
DOCUSIGN INC(DOCU)051,709+51,70904,6510.04%+4,651
DOORDASH INC(DASH)56,27862,383+6,1058,03310,4650.10%+2,432
ROYAL CARIBBEAN GROUP
COM
041,366+41,36609,5430.09%+9,543
KIMBERLY-CLARK CORP(KMB)73,99098,592+24,60210,52712,9190.12%+2,392
APTIV PLC(APTV)037,971+37,97102,2960.02%+2,296
SPOTIFY TECHNOLOGY S A(SPOT)021,097+21,09709,4380.09%+9,438
HOST HOTELS & RESORTS INC(HST)0224,997+224,99703,9420.04%+3,942
AUTOMATIC DATA PROCESSING IN91,96894,524+2,55625,45027,6700.25%+2,220
BRISTOL-MYERS SQUIBB CO(BMY)322,569333,939+11,37016,69018,8880.17%+2,198
DATADOG INC(DDOG)056,363+56,36308,0540.07%+8,054
ELECTRONIC ARTS INC(EA)053,689+53,68907,8550.07%+7,855
BOSTON SCIENTIFIC CORP(BSX)0219,139+219,139019,5730.18%+19,573
DELTA AIR LINES INC DEL(DAL)088,859+88,85905,3760.05%+5,376
HUBSPOT INC(HUBS)09,492+9,49206,6140.06%+6,614
BLOCK INC(XYZ)078,488+78,48806,6710.06%+6,671
CAPITAL ONE FINL CORP(COF)61,87063,094+1,2249,26411,2510.10%+1,987
KINDER MORGAN INC DEL(KMI)0303,044+303,04408,3030.08%+8,303
FORTIVE CORP(FTV)078,269+78,26905,8700.05%+5,870
UNITED AIRLS HLDGS INC(UAL)049,389+49,38904,7960.04%+4,796
DECKERS OUTDOOR CORP(DECK)036,618+36,61807,4370.07%+7,437
ROBLOX CORP(RBLX)097,370+97,37005,6340.05%+5,634
CLOUDFLARE INC(NET)055,406+55,40605,9660.05%+5,966
CUMMINS INC(CMI)022,570+22,57007,8680.07%+7,868
LPL FINL HLDGS INC(LPLA)014,429+14,42904,7110.04%+4,711
INTUIT(INTU)063,575+63,575039,9570.36%+39,957
EMERSON ELEC CO(EMR)085,204+85,204010,5590.10%+10,559
VERTIV HOLDINGS CO(VRT)068,683+68,68307,8030.07%+7,803
GILEAD SCIENCES INC(GILD)193,952193,216-73616,26117,8470.16%+1,586
CARVANA CO(CVNA)014,126+14,12602,8730.03%+2,873
STEEL DYNAMICS INC(STLD)036,184+36,18404,1280.04%+4,128
CHENIERE ENERGY INC(LNG)032,357+32,35706,9530.06%+6,953
THE TRADE DESK INC(TTD)085,857+85,857010,0910.09%+10,091
WILLIAMS COS INC(WMB)0185,444+185,444010,0360.09%+10,036
EXPAND ENERGY CORPORATION(EXE)035,091+35,09103,4930.03%+3,493
ARES MANAGEMENT CORPORATION(ARES)036,773+36,77306,5100.06%+6,510
GODADDY INC(GDDY)032,312+32,31206,3770.06%+6,377
FORTINET INC(FTNT)164,551150,013-14,53812,76114,1730.13%+1,412
TJX COS INC NEW(TJX)0228,587+228,587027,6160.25%+27,616
HONEYWELL INTL INC(HON)092,955+92,955020,9980.19%+20,998
BORGWARNER INC070,249+70,24902,2330.02%+2,233
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