XPONANCE LLC Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$5.4T

Holdings

1,247

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (1,247 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
2,870,710$393.2B7.23%
2
MSFTMICROSOFT CORP
1,376,464$372.9B6.85%
3
AMZNAMAZON COM INC
78,459$269.9B4.96%
4
METAFACEBOOK INC
437,315$152.1B2.79%
5
GOOGLALPHABET INC
54,252$132.5B2.43%
6
GOOGALPHABET INC
44,935$112.6B2.07%
7
TSLATESLA INC
139,627$94.9B1.74%
8
NVDANVIDIA CORPORATION
110,239$88.2B1.62%
9
VVISA INC
322,786$75.5B1.39%
10
HDHOME DEPOT INC
203,822$65.0B1.19%
11
PYPLPAYPAL HLDGS INC
213,948$62.4B1.15%
12
MAMASTERCARD INCORPORATED
161,056$58.8B1.08%
13
ADBEADOBE SYSTEMS INCORPORATED
89,357$52.3B0.96%
14
NFLXNETFLIX INC
78,977$41.7B0.77%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
142,987$39.7B0.73%
16
ABBVABBVIE INC
335,458$37.8B0.69%
17
JPMJPMORGAN CHASE & CO
231,188$36.0B0.66%
18
JNJJOHNSON & JOHNSON
214,137$35.3B0.65%
19
PEPPEPSICO INC
236,299$35.0B0.64%
20
UNHUNITEDHEALTH GROUP INC
84,494$33.8B0.62%
21
COSTCOSTCO WHSL CORP NEW
85,047$33.7B0.62%
22
AVGOBROADCOM INC
70,481$33.6B0.62%
23
KOCOCA COLA CO
604,031$32.7B0.60%
24
PGPROCTER AND GAMBLE CO
230,003$31.0B0.57%
25
LLYLILLY ELI & CO
133,908$30.7B0.56%
26
NKENIKE INC
196,794$30.4B0.56%
27
ACNACCENTURE PLC IRELAND
102,310$30.2B0.55%
28
BACBK OF AMERICA CORP
728,070$30.0B0.55%
29
QCOMQUALCOMM INC
202,290$28.9B0.53%
30
UPSUNITED PARCEL SERVICE INC
135,043$28.1B0.52%
31
AMATAPPLIED MATLS INC
194,604$27.7B0.51%
32
DISDISNEY WALT CO
156,003$27.4B0.50%
33
LOWLOWES COS INC
139,104$27.0B0.50%
34
INTUINTUIT
54,328$26.6B0.49%
35
ORCLORACLE CORP
316,198$24.6B0.45%
36
AMTAMERICAN TOWER CORP NEW
89,039$24.1B0.44%
37
CRMSALESFORCE COM INC
98,078$24.0B0.44%
38
AMGNAMGEN INC
96,714$23.6B0.43%
39
SBUXSTARBUCKS CORP
210,548$23.5B0.43%
40
ABTABBOTT LABS
200,929$23.3B0.43%
41
AMDADVANCED MICRO DEVICES INC
247,873$23.3B0.43%
42
XOMEXXON MOBIL CORP
361,190$22.8B0.42%
43
DEDEERE & CO
63,964$22.6B0.41%
44
UNPUNION PAC CORP
98,002$21.6B0.40%
45
TXNTEXAS INSTRS INC
111,348$21.4B0.39%
46
CATCATERPILLAR INC
96,413$21.0B0.39%
47
CMCSACOMCAST CORP NEW
366,815$20.9B0.38%
48
ISRGINTUITIVE SURGICAL INC
22,630$20.8B0.38%
49
NOWSERVICENOW INC
36,594$20.1B0.37%
50
INTCINTEL CORP
339,876$19.1B0.35%
51
BACVERIZON COMMUNICATIONS INC
339,663$19.0B0.35%
52
DYHTARGET CORP
77,051$18.6B0.34%
53
8CWCROWN CASTLE INTL CORP NEW
94,793$18.5B0.34%
54
CVXCHEVRON CORP NEW
176,480$18.5B0.34%
55
LRCXEURLAM RESEARCH CORP
28,217$18.4B0.34%
56
CSCOCISCO SYS INC
344,061$18.2B0.34%
57
ZTSZOETIS INC
97,253$18.1B0.33%
58
MCDMCDONALDS CORP
78,403$18.1B0.33%
59
TAT&T INC
619,039$17.8B0.33%
60
BKNGBOOKING HOLDINGS INC
8,053$17.6B0.32%
61
ELLAUDER ESTEE COS INC
55,306$17.6B0.32%
62
PFEPFIZER INC
443,340$17.4B0.32%
63
SPGIS&P GLOBAL INC
42,220$17.3B0.32%
64
DHRDANAHER CORPORATION
63,958$17.2B0.32%
65
TMOTHERMO FISHER SCIENTIFIC INC
33,427$16.9B0.31%
66
HONHONEYWELL INTL INC
74,017$16.2B0.30%
67
WMTWALMART INC
108,047$15.2B0.28%
68
MUMICRON TECHNOLOGY INC
173,866$14.8B0.27%
69
CHTRCHARTER COMMUNICATIONS INC N
20,211$14.6B0.27%
70
PNCPNC FINL SVCS GROUP INC
74,942$14.3B0.26%
71
LMTLOCKHEED MARTIN CORP
35,679$13.5B0.25%
72
EWEDWARDS LIFESCIENCES CORP
128,433$13.3B0.24%
73
AXPAMERICAN EXPRESS CO
78,425$13.0B0.24%
74
MDTMEDTRONIC PLC
103,067$12.8B0.24%
75
TJXTJX COS INC NEW
189,739$12.8B0.24%
76
ADPAUTOMATIC DATA PROCESSING IN
63,546$12.6B0.23%
77
IDXXIDEXX LABS INC
19,893$12.6B0.23%
78
TRVCCITIGROUP INC
174,596$12.4B0.23%
79
BMYBRISTOL-MYERS SQUIBB CO
182,833$12.2B0.22%
80
MRKMERCK & CO INC
154,510$12.0B0.22%
81
DWDMORGAN STANLEY
127,803$11.7B0.22%
82
CMICUMMINS INC
47,432$11.6B0.21%
83
CVSCVS HEALTH CORP
136,248$11.4B0.21%
84
IWFISHARES TR
41,356$11.2B0.21%
85
XYZSQUARE INC
45,722$11.1B0.20%
86
PLDPROLOGIS INC.
91,369$10.9B0.20%
87
ILMNILLUMINA INC
22,940$10.9B0.20%
88
LINLINDE PLC
37,496$10.8B0.20%
89
NEENEXTERA ENERGY INC
147,344$10.8B0.20%
90
AG8AGILENT TECHNOLOGIES INC
72,585$10.7B0.20%
91
SYYSYSCO CORP
134,105$10.4B0.19%
92
SHWSHERWIN WILLIAMS CO
38,260$10.4B0.19%
93
WFCWELLS FARGO CO NEW
228,519$10.3B0.19%
94
MNSTMONSTER BEVERAGE CORP NEW
111,668$10.2B0.19%
95
ADSKAUTODESK INC
34,650$10.1B0.19%
96
ITWILLINOIS TOOL WKS INC
45,195$10.1B0.19%
97
WSTWEST PHARMACEUTICAL SVSC INC
27,931$10.0B0.18%
98
SCHWSCHWAB CHARLES CORP
137,343$10.0B0.18%
99
MOALTRIA GROUP INC
207,978$9.9B0.18%
100
CDWCDW CORP
56,684$9.9B0.18%
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