Fund HoldingsXPONANCE, INC.

Total Portfolio Value
$13.33B
Total Bought
$1.35B
Total Sold
$165.94M
Net Transaction
+$1.18B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)1,271,4861,316,583+45,097309,098412,0903.09%+102,992
ALPHABET INC(GOOG)1,048,8541,073,830+24,976255,448336,9682.53%+81,519
ELI LILLY & CO(LLY)0208,322+208,3220223,8791.68%+223,879
APPLE INC(AAPL)3,673,8873,699,721+25,834935,4821,005,8067.55%+70,324
AMAZON COM INC(AMZN)02,200,281+2,200,2810507,8693.81%+507,869
BROADCOM INC(AVGO)1,154,2201,184,563+30,343380,789409,9773.08%+29,189
MICRON TECHNOLOGY INC(MU)160,609178,798+18,18926,87351,0310.38%+24,158
ADVANCED MICRO DEVICES INC(AMD)330,187358,882+28,69553,42176,8580.58%+23,437
NVIDIA CORPORATION(NVDA)5,938,4876,020,882+82,3951,108,0031,122,8948.42%+14,892
LAM RESEARCH CORP(LRCX)355,976362,284+6,30847,66562,0160.47%+14,351
INTUITIVE SURGICAL INC091,787+91,787051,9840.39%+51,984
JOHNSON & JOHNSON(JNJ)390,745410,272+19,52772,45284,9060.64%+12,454
CISCO SYS INC(CSCO)0743,865+743,865057,3000.43%+57,300
CATERPILLAR INC(CAT)67,03974,942+7,90331,98842,9320.32%+10,944
BERKSHIRE HATHAWAY INC DEL0244,266+244,2660122,7800.92%+122,780
VISA INC(V)0440,361+440,3610154,4391.16%+154,439
SALESFORCE INC(CRM)0173,221+173,221045,8880.34%+45,888
WALMART INC(WMT)0729,052+729,052081,2240.61%+81,224
APPLIED MATLS INC137,904145,169+7,26528,23437,3070.28%+9,073
MERCK & CO INC(MRK)0413,211+413,211043,4950.33%+43,495
TESLA INC(TSLA)698,672710,522+11,850310,713319,5362.40%+8,823
JPMORGAN CHASE & CO.(JPM)399,805418,024+18,219126,110134,6961.01%+8,585
THERMO FISHER SCIENTIFIC INC(TMO)54,85959,295+4,43626,60834,3580.26%+7,751
COCA COLA CO(KO)0871,535+871,535060,9290.46%+60,929
EXXON MOBIL CORP0589,758+589,758070,9710.53%+70,971
AMGEN INC(AMGN)0125,333+125,333041,0230.31%+41,023
WELLS FARGO CO NEW(WFC)0502,070+502,070046,7930.35%+46,793
SPDR SERIES TRUST
ST STR SP500FF
0112,864+112,86406,3420.05%+6,342
BANK AMERICA CORP1,059,3571,107,166+47,80954,65260,8940.46%+6,242
CITIGROUP INC(C)302,318315,972+13,65430,68536,8710.28%+6,186
AMPHENOL CORP NEW289,456306,772+17,31635,82041,4570.31%+5,637
GOLDMAN SACHS GROUP INC(GS)45,42847,451+2,02336,17741,7090.31%+5,533
AMERICAN EXPRESS CO(AXP)0103,029+103,029038,1160.29%+38,116
VERTEX PHARMACEUTICALS INC(VRTX)065,773+65,773029,8190.22%+29,819
MORGAN STANLEY(MS)170,124180,514+10,39027,04332,0470.24%+5,004
KLA CORP(KLAC)34,67034,872+20237,39542,3720.32%+4,977
TRANSDIGM GROUP INC(TDG)012,009+12,009015,9700.12%+15,970
RTX CORPORATION(RTX)178,171189,438+11,26729,81334,7430.26%+4,930
INTERNATIONAL BUSINESS MACHS(IBM)0150,609+150,609044,6120.33%+44,612
GE VERNOVA INC(GEV)65,61469,051+3,43740,34645,1300.34%+4,784
UNITED PARCEL SERVICE INC(UPS)0136,434+136,434013,5330.10%+13,533
BRISTOL-MYERS SQUIBB CO(BMY)0424,660+424,660022,9060.17%+22,906
FREEPORT-MCMORAN INC(FCX)0244,538+244,538012,4200.09%+12,420
ANALOG DEVICES INC(ADI)083,992+83,992022,7790.17%+22,779
CARVANA CO(CVNA)26,41733,565+7,1489,96614,1650.11%+4,200
GILEAD SCIENCES INC(GILD)0237,491+237,491029,1500.22%+29,150
CAPITAL ONE FINL CORP(COF)0100,582+100,582024,3770.18%+24,377
DANAHER CORPORATION(DHR)0102,611+102,611023,4900.18%+23,490
S&P GLOBAL INC(SPGI)055,431+55,431028,9680.22%+28,968
INTEL CORP(INTC)632,194683,676+51,48221,21025,2280.19%+4,018
ACCENTURE PLC IRELAND
SHS CLASS A
0111,317+111,317029,8660.22%+29,866
CARDINAL HEALTH INC(CAH)081,382+81,382016,7240.13%+16,724
ALLSTATE CORP(ALL)061,993+61,993012,9040.10%+12,904
NEWMONT CORP(NEM)191,134200,445+9,31116,11520,0140.15%+3,900
MCKESSON CORP(MCK)38,43140,926+2,49529,68933,5710.25%+3,882
TJX COS INC NEW(TJX)220,332232,109+11,77731,84735,6540.27%+3,807
GENERAL MTRS CO(GM)182,361182,896+53511,11914,8730.11%+3,755
WARNER BROS DISCOVERY INC(WBD)335,386356,368+20,9826,55010,2710.08%+3,720
INSMED INC(INSM)043,042+43,04207,4910.06%+7,491
FEDEX CORP(FDX)52,54955,591+3,04212,39216,0580.12%+3,666
US BANCORP DEL(USB)275,898318,236+42,33813,33416,9810.13%+3,647
REGENERON PHARMACEUTICALS(REGN)015,636+15,636012,0690.09%+12,069
DELTA AIR LINES INC DEL(DAL)0142,053+142,05309,8580.07%+9,858
CRH PLC
ORD
75,62599,656+24,0319,06712,4370.09%+3,370
PG&E CORP(PCG)0625,279+625,279010,0480.08%+10,048
WESTERN DIGITAL CORP(WDC)55,13056,513+1,3836,6199,7350.07%+3,117
MARRIOTT INTL INC NEW(MAR)050,690+50,690015,7260.12%+15,726
SOLSTICE ADVANCED MATLS INC(SOLS)063,792+63,79203,0990.02%+3,099
PARKER-HANNIFIN CORP(PH)019,688+19,688017,3050.13%+17,305
NEXTERA ENERGY INC(NEE)0312,081+312,081025,0540.19%+25,054
PROLOGIS INC.(PLD)0145,130+145,130018,5270.14%+18,527
EXPEDIA GROUP INC(EXPE)37,21238,074+8627,95410,7870.08%+2,833
CUMMINS INC(CMI)24,31625,554+1,23810,27013,0440.10%+2,774
SCHWAB CHARLES CORP(SCHW)0327,002+327,002032,6710.25%+32,671
QNITY ELECTRONICS INC(Q)032,477+32,47702,6520.02%+2,652
CIENA CORP(CIEN)021,403+21,40305,0060.04%+5,006
QUALCOMM INC(QCOM)0207,378+207,378035,4720.27%+35,472
WEYERHAEUSER CO MTN BE(WY)0281,146+281,14606,6600.05%+6,660
GE AEROSPACE(GE)256,649258,949+2,30077,20579,7640.60%+2,559
PEPSICO INC(PEP)242,482254,682+12,20034,05436,5520.27%+2,498
CHUBB LIMITED
COM
055,920+55,920017,4540.13%+17,454
HALLIBURTON CO(HAL)0185,040+185,04005,2290.04%+5,229
AIRBNB INC0112,876+112,876015,3200.11%+15,320
OMNICOM GROUP INC(OMC)063,475+63,47505,1260.04%+5,126
LULULEMON ATHLETICA INC(LULU)030,761+30,76106,3920.05%+6,392
HILTON WORLDWIDE HLDGS INC(HLT)060,771+60,771017,4560.13%+17,456
WELLTOWER INC(WELL)103,502111,358+7,85618,43820,6690.16%+2,231
ABBVIE INC(ABBV)463,654479,552+15,898107,355109,5730.82%+2,218
BOEING CO(BA)0114,846+114,846024,9350.19%+24,935
MCDONALDS CORP(MCD)0115,233+115,233035,2190.26%+35,219
PALANTIR TECHNOLOGIES INC(PLTR)540,501566,704+26,20398,598100,7320.76%+2,133
MOODYS CORP(MCO)041,621+41,621021,2620.16%+21,262
DISNEY WALT CO(DIS)0291,158+291,158033,1250.25%+33,125
KEYSIGHT TECHNOLOGIES INC(KEYS)034,757+34,75707,0620.05%+7,062
APOLLO GLOBAL MGMT INC(APO)095,331+95,331013,8000.10%+13,800
ROCKET LAB CORP(RKLB)88,29890,344+2,0464,2306,3020.05%+2,072
AIR PRODS & CHEMS INC045,337+45,337011,1990.08%+11,199
NATERA INC(NTRA)027,178+27,17806,2260.05%+6,226
TARGET CORP(TGT)086,564+86,56408,4620.06%+8,462
ROSS STORES INC(ROST)056,400+56,400010,1600.08%+10,160
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