Titelia

Holdings of XPONANCE LLC

1552 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 40 % of the equity sleeve

Sector breakdown

  • Technology 34.9 %
  • Communication 10.4 %
  • Financials 10.1 %
  • Consumer discretionary 9.8 %
  • Health care 8.7 %
  • Industrials 7.3 %
  • Consumer staples 4.4 %
  • Energy 2.3 %
  • Utilities 2.0 %
  • Materials 1.4 %
  • Real estate 1.3 %
  • Funds 0.2 %
  • Unattributed 7.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • TW 0.0 %
  • KR 0.0 %
  • JP 0.0 %
  • IN 0.0 %
  • ES 0.0 %
  • BR 0.0 %
  • NL 0.0 %
  • DE 0.0 %
  • GB 0.0 %
  • ZA 0.0 %
  • FR 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,51513.6B $99.89 %
2TW35M $0.04 %
3KR72.5M $0.02 %
4JP52M $0.01 %
5IN51.5M $0.01 %
6ES2813.5K $0.01 %
7BR6793.5K $0.01 %
8NL1752.9K $0.01 %
9DE1451K $0.00 %
10GB2380.4K $0.00 %
11ZA1342.7K $0.00 %
12FR1219.2K $0.00 %

Positions

RankCompanySharesValueWeight
601First Horizon Corp 59,5251.4M $
602Evercore Inc 4,5371.4M $
603Chart Industries Inc 6,5501.4M $
604Tetra Tech Inc 44,9321.4M $
605Darling Ingredients Inc 21,8351.4M $
606Corebridge Financial Inc 56,2201.3M $
607Stifel Financial Corp 18,1151.3M $
608Rambus Inc 15,3311.3M $
609Bentley Systems Inc 37,2891.3M $
610BioMarin Pharmaceutical Inc 23,0281.3M $
611Align Technology Inc 7,5861.3M $
612Celsius Holdings Inc 36,6231.3M $
613Aramark 31,6761.3M $
614Spire Inc 14,1181.3M $
615Range Resources Corp 28,2641.3M $
616Wyndham Hotels & Resorts Inc 15,6431.3M $
617Generac Holdings Inc 6,4531.3M $
618Procore Technologies Inc 22,1001.3M $
619TopBuild Corp 3,5781.3M $
620Federal Realty Investment Trust 11,7241.2M $
621Ormat Technologies Inc 11,0681.2M $
622Globe Life Inc 8,8921.2M $
623Arrow Electronics Inc 8,6041.2M $
624Houlihan Lokey Inc 8,5851.2M $
625AAON Inc 14,8571.2M $
626Encompass Health Corp 12,7031.2M $
627Hyatt Hotels Corp 8,5021.2M $
628Advanced Drainage Systems Inc 8,9011.2M $
629Churchill Downs Inc 13,4981.2M $
630Arrowhead Pharmaceuticals Inc 19,3111.2M $
631Donaldson Co Inc 14,2341.2M $
632Stanley Black & Decker Inc 16,9611.2M $
633AptarGroup Inc 9,5591.2M $
634EastGroup Properties Inc 6,4811.2M $
635Applied Industrial Technologies Inc 4,5121.2M $
636American Healthcare REIT Inc 24,9841.2M $
637Watts Water Technologies Inc 4,0541.2M $
638OGE Energy Corp 24,3561.2M $
639Acuity Inc 4,1611.2M $
640Moog Inc 3,9841.2M $
641Globus Medical Inc 13,5271.2M $
642CareTrust REIT Inc 31,7401.2M $
643UMB Financial Corp 10,2781.2M $
644Flowserve Corp 15,7211.2M $
645GameStop Corp 49,9721.2M $
646Western Alliance Bancorp 16,2401.2M $
647Fluor Corp 24,5881.1M $
648American Homes 4 Rent 41,0441.1M $
649Saia Inc 3,2591.1M $
650ExlService Holdings Inc 37,4281.1M $
651InterDigital Inc 3,7711.1M $
652Bridgebio Pharma Inc 15,3281.1M $
653Oshkosh Corp 7,7111.1M $
654CoreWeave Inc 14,5991.1M $
655DaVita Inc 7,3451.1M $
656AES Corp/The 79,7971.1M $
657Southern Copper Corp 6,5301.1M $
658Cytokinetics Inc 17,0361.1M $
659Toro Co/The 12,0091.1M $
660Viper Energy Inc 23,8541.1M $
661Knight-Swift Transportation Holdings Inc 19,4591.1M $
662News Corp 39,0271.1M $
663Wintrust Financial Corp 8,0001.1M $
664SOUTHSTATE BANK CORP 12,0011.1M $
665Hormel Foods Corp 48,6261.1M $
666Old Republic International Corp 27,5681.1M $
667Old National Bancorp/IN 49,4921.1M $
668Owens Corning 10,0781.1M $
669SiTime Corp 3,1501.1M $
670Revvity Inc 12,3341.1M $
671Hexcel Corp 13,3231.1M $
672Roku Inc 11,3851.1M $
673Guardant Health Inc 11,6501.1M $
674Brixmor Property Group Inc 37,3261.1M $
675UGI Corp 29,2931.1M $
676Antero Midstream Corp 46,7181.1M $
677Modine Manufacturing Co 4,8781.1M $
678Agree Realty Corp 13,9931.1M $
679FirstCash Holdings Inc 5,5721M $
680American Financial Group Inc/OH 8,1231M $
681Ryder System Inc 5,0521M $
682National Fuel Gas Co 11,0011M $
683Cognex Corp 20,7991M $
684Zions Bancorp NA 17,6381M $
685HealthEquity Inc 12,1611M $
686Littelfuse Inc 2,9911M $
687Toyota Motor Corp 4,9241M $
688Medline Inc 22,7321M $
689Crane Co 5,9121M $
690CubeSmart 27,4871M $
691Paylocity Holding Corp 9,3091M $
692Cullen/Frost Bankers Inc 7,3321M $
693Blue Owl Capital Inc 109,7481M $
694Valvoline Inc 29,599996.9K $
695Jefferies Financial Group Inc 24,109995K $
696BXP Inc 19,120992.3K $
697Avnet Inc 16,007986.4K $
698Primerica Inc 3,924982.9K $
699Henry Schein Inc 13,299980.1K $
700Columbia Banking System Inc 35,609976.8K $