XPONANCE LLC Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$3.9T

Holdings

1,031

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (1,031 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
1,408,872$286.7B7.40%
2
AAPLAPPLE INC
768,528$280.4B7.24%
3
AMZNAMAZON COM INC
78,569$216.8B5.59%
4
METAFACEBOOK INC
466,252$105.9B2.73%
5
GOOGLALPHABET INC
56,228$79.7B2.06%
6
VVISA INC
343,241$66.3B1.71%
7
GOOGALPHABET INC
43,002$60.8B1.57%
8
MAMASTERCARD INCORPORATED
164,001$48.5B1.25%
9
UNHUNITEDHEALTH GROUP INC
163,655$48.3B1.25%
10
NVDANVIDIA CORPORATION
111,601$42.4B1.09%
11
PGPROCTER AND GAMBLE CO
327,955$39.2B1.01%
12
PEPPEPSICO INC
285,277$37.7B0.97%
13
MRKMERCK & CO. INC
485,183$37.5B0.97%
14
JNJJOHNSON & JOHNSON
259,122$36.4B0.94%
15
NFLXNETFLIX INC
79,787$36.3B0.94%
16
ADBEADOBE INC
79,433$34.6B0.89%
17
PYPLPAYPAL HLDGS INC
196,876$34.3B0.89%
18
ABBVABBVIE INC
340,665$33.4B0.86%
19
HDHOME DEPOT INC
131,533$33.0B0.85%
20
INTCINTEL CORP
506,024$30.3B0.78%
21
AMGNAMGEN INC
112,631$26.6B0.69%
22
CRMSALESFORCE COM INC
140,773$26.4B0.68%
23
NKENIKE INC
264,732$26.0B0.67%
24
BRK/BBERKSHIRE HATHAWAY INC DEL
145,050$25.9B0.67%
25
LLYLILLY ELI & CO
156,981$25.8B0.67%
26
AVGOBROADCOM INC
81,178$25.6B0.66%
27
LOWLOWES COS INC
187,918$25.4B0.66%
28
ACNACCENTURE PLC IRELAND
116,787$25.1B0.65%
29
ORCLORACLE CORP
415,100$22.9B0.59%
30
AMTAMERICAN TOWER CORP NEW
78,029$20.2B0.52%
31
JPMJPMORGAN CHASE & CO
210,660$19.8B0.51%
32
TMOTHERMO FISHER SCIENTIFIC INC
53,741$19.5B0.50%
33
BACBK OF AMERICA CORP
819,162$19.5B0.50%
34
CSCOCISCO SYS INC
415,205$19.4B0.50%
35
LMTLOCKHEED MARTIN CORP
52,304$19.1B0.49%
36
CHTRCHARTER COMMUNICATIONS INC N
36,779$18.8B0.48%
37
WMTWALMART INC
156,093$18.7B0.48%
38
QCOMQUALCOMM INC
204,420$18.6B0.48%
39
TAT&T INC
615,549$18.6B0.48%
40
COSTCOSTCO WHSL CORP NEW
58,352$17.7B0.46%
41
UNPUNION PAC CORP
103,746$17.5B0.45%
42
KOCOCA COLA CO
391,819$17.5B0.45%
43
PFEPFIZER INC
534,884$17.5B0.45%
44
XOMEXXON MOBIL CORP
388,501$17.4B0.45%
45
ABTABBOTT LABS
188,540$17.2B0.44%
46
MCDMCDONALDS CORP
93,165$17.2B0.44%
47
TSLATESLA INC
15,391$16.6B0.43%
48
BMYBRISTOL-MYERS SQUIBB CO
278,049$16.3B0.42%
49
BACVERIZON COMMUNICATIONS INC
290,106$16.0B0.41%
50
IEMGISHARES INC
316,922$15.1B0.39%
51
NOWSERVICENOW INC
36,902$14.9B0.39%
52
CMCSACOMCAST CORP NEW
375,669$14.6B0.38%
53
APDAIR PRODS & CHEMS INC
59,997$14.5B0.37%
54
SPGIS&P GLOBAL INC
43,966$14.5B0.37%
55
REGNREGENERON PHARMACEUTICALS
23,153$14.4B0.37%
56
LINLINDE PLC
67,100$14.2B0.37%
57
AMATAPPLIED MATLS INC
231,849$14.0B0.36%
58
TROWPRICE T ROWE GROUP INC
111,221$13.7B0.35%
59
DISDISNEY WALT CO
115,555$12.9B0.33%
60
CVXCHEVRON CORP NEW
143,688$12.8B0.33%
61
ADPAUTOMATIC DATA PROCESSING IN
83,843$12.5B0.32%
62
CMICUMMINS INC
68,583$11.9B0.31%
63
IBMINTERNATIONAL BUSINESS MACHS
97,257$11.7B0.30%
64
SBUXSTARBUCKS CORP
158,991$11.7B0.30%
65
RTXRAYTHEON TECHNOLOGIES CORP
179,055$11.0B0.28%
66
DDOMINION ENERGY INC
135,865$11.0B0.28%
67
MCOMOODYS CORP
39,756$10.9B0.28%
68
INTUINTUIT
36,736$10.9B0.28%
69
VRTXVERTEX PHARMACEUTICALS INC
37,393$10.9B0.28%
70
PLDPROLOGIS INC.
116,264$10.9B0.28%
71
TXNTEXAS INSTRS INC
85,194$10.8B0.28%
72
CDNSCADENCE DESIGN SYSTEM INC
112,313$10.8B0.28%
73
CVSCVS HEALTH CORP
161,445$10.5B0.27%
74
EBAEBAY INC.
196,227$10.3B0.27%
75
GISGENERAL MLS INC
163,440$10.1B0.26%
76
TRVCCITIGROUP INC
196,490$10.0B0.26%
77
CICIGNA CORP NEW
53,448$10.0B0.26%
78
ELVANTHEM INC
38,008$10.0B0.26%
79
VRSKVERISK ANALYTICS INC
57,548$9.8B0.25%
80
SPEMSPDR INDEX SHS FDS
292,421$9.8B0.25%
81
VWOVANGUARD INTL EQUITY INDEX F
246,476$9.8B0.25%
82
MMM3M CO
62,525$9.8B0.25%
83
SCHESCHWAB STRATEGIC TR
400,321$9.7B0.25%
84
MDTMEDTRONIC PLC
105,482$9.7B0.25%
85
EWEDWARDS LIFESCIENCES CORP
139,298$9.6B0.25%
86
8CWCROWN CASTLE INTL CORP NEW
57,143$9.6B0.25%
87
ISRGINTUITIVE SURGICAL INC
16,712$9.5B0.25%
88
BKNGBOOKING HOLDINGS INC
5,881$9.4B0.24%
89
MCHIISHARES TR
141,285$9.2B0.24%
90
GILDGILEAD SCIENCES INC
119,408$9.2B0.24%
91
IHS MARKIT LTD
120,945$9.1B0.24%
92
HONHONEYWELL INTL INC
63,129$9.1B0.24%
93
ATVIEURACTIVISION BLIZZARD INC
119,744$9.1B0.23%
94
EQIXEQUINIX INC
12,711$8.9B0.23%
95
NEENEXTERA ENERGY INC
36,536$8.8B0.23%
96
ZTSZOETIS INC
63,801$8.7B0.23%
97
UPSUNITED PARCEL SERVICE INC
76,793$8.5B0.22%
98
AMDADVANCED MICRO DEVICES INC
159,883$8.4B0.22%
99
A4SAMERIPRISE FINL INC
55,790$8.4B0.22%
100
CAHCARDINAL HEALTH INC
158,791$8.3B0.21%
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