XPONANCE LLC Q2 2021 Filing

Filed August 12, 2021

Portfolio Value

$5.4B

Holdings

1,247

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (1,247 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
2,870,710$393.2B7225.87%
2
MSFTMICROSOFT CORP
1,376,464$372.9B6853.01%
3
AMZNAMAZON COM INC
78,459$269.9B4960.55%
4
METAFACEBOOK INC
437,315$152.1B2794.60%
5
GOOGLALPHABET INC
54,252$132.5B2434.62%
6
GOOGALPHABET INC
44,935$112.6B2069.79%
7
TSLATESLA INC
139,627$94.9B1744.18%
8
NVDANVIDIA CORPORATION
110,239$88.2B1621.01%
9
VVISA INC
322,786$75.5B1387.09%
10
HDHOME DEPOT INC
203,822$65.0B1194.54%
11
PYPLPAYPAL HLDGS INC
213,948$62.4B1146.11%
12
MAMASTERCARD INCORPORATED
161,056$58.8B1080.65%
13
ADBEADOBE SYSTEMS INCORPORATED
89,357$52.3B961.76%
14
NFLXNETFLIX INC
78,977$41.7B766.67%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
142,987$39.7B730.34%
16
ABBVABBVIE INC
335,458$37.8B694.45%
17
JPMJPMORGAN CHASE & CO
231,188$36.0B660.87%
18
JNJJOHNSON & JOHNSON
214,137$35.3B648.33%
19
PEPPEPSICO INC
236,299$35.0B643.46%
20
UNHUNITEDHEALTH GROUP INC
84,494$33.8B621.83%
21
COSTCOSTCO WHSL CORP NEW
85,047$33.7B618.45%
22
AVGOBROADCOM INC
70,481$33.6B617.66%
23
KOCOCA COLA CO
604,031$32.7B600.68%
24
PGPROCTER AND GAMBLE CO
230,003$31.0B570.36%
25
LLYLILLY ELI & CO
133,908$30.7B564.86%
26
NKENIKE INC
196,794$30.4B558.76%
27
ACNACCENTURE PLC IRELAND
102,310$30.2B554.29%
28
BACBK OF AMERICA CORP
728,070$30.0B551.68%
29
QCOMQUALCOMM INC
202,290$28.9B531.37%
30
UPSUNITED PARCEL SERVICE INC
135,043$28.1B516.16%
31
AMATAPPLIED MATLS INC
194,604$27.7B509.30%
32
DISDISNEY WALT CO
156,003$27.4B503.95%
33
LOWLOWES COS INC
139,104$27.0B495.89%
34
INTUINTUIT
54,328$26.6B489.42%
35
ORCLORACLE CORP
316,198$24.6B452.35%
36
AMTAMERICAN TOWER CORP NEW
89,039$24.1B442.06%
37
CRMSALESFORCE COM INC
98,078$24.0B440.31%
38
AMGNAMGEN INC
96,714$23.6B433.25%
39
SBUXSTARBUCKS CORP
210,548$23.5B432.65%
40
ABTABBOTT LABS
200,929$23.3B428.11%
41
AMDADVANCED MICRO DEVICES INC
247,873$23.3B427.90%
42
XOMEXXON MOBIL CORP
361,190$22.8B418.73%
43
DEDEERE & CO
63,964$22.6B414.64%
44
UNPUNION PAC CORP
98,002$21.6B396.13%
45
TXNTEXAS INSTRS INC
111,348$21.4B393.52%
46
CATCATERPILLAR INC
96,413$21.0B385.62%
47
CMCSACOMCAST CORP NEW
366,815$20.9B384.40%
48
ISRGINTUITIVE SURGICAL INC
22,630$20.8B382.47%
49
NOWSERVICENOW INC
36,594$20.1B369.59%
50
INTCINTEL CORP
339,876$19.1B350.68%
51
BACVERIZON COMMUNICATIONS INC
339,663$19.0B349.76%
52
DYHTARGET CORP
77,051$18.6B342.32%
53
8CWCROWN CASTLE INTL CORP NEW
94,793$18.5B339.89%
54
CVXCHEVRON CORP NEW
176,480$18.5B339.72%
55
LRCXEURLAM RESEARCH CORP
28,217$18.4B337.45%
56
CSCOCISCO SYS INC
344,061$18.2B335.13%
57
ZTSZOETIS INC
97,253$18.1B333.09%
58
MCDMCDONALDS CORP
78,403$18.1B332.83%
59
TAT&T INC
619,039$17.8B327.43%
60
BKNGBOOKING HOLDINGS INC
8,053$17.6B323.85%
61
ELLAUDER ESTEE COS INC
55,306$17.6B323.31%
62
PFEPFIZER INC
443,340$17.4B319.07%
63
SPGIS&P GLOBAL INC
42,220$17.3B318.48%
64
DHRDANAHER CORPORATION
63,958$17.2B315.45%
65
TMOTHERMO FISHER SCIENTIFIC INC
33,427$16.9B309.91%
66
HONHONEYWELL INTL INC
74,017$16.2B298.39%
67
WMTWALMART INC
108,047$15.2B280.03%
68
MUMICRON TECHNOLOGY INC
173,866$14.8B271.54%
69
CHTRCHARTER COMMUNICATIONS INC N
20,211$14.6B267.98%
70
PNCPNC FINL SVCS GROUP INC
74,942$14.3B262.74%
71
LMTLOCKHEED MARTIN CORP
35,679$13.5B248.09%
72
EWEDWARDS LIFESCIENCES CORP
128,433$13.3B244.47%
73
AXPAMERICAN EXPRESS CO
78,425$13.0B238.15%
74
MDTMEDTRONIC PLC
103,067$12.8B235.13%
75
TJXTJX COS INC NEW
189,739$12.8B235.10%
76
ADPAUTOMATIC DATA PROCESSING IN
63,546$12.6B231.97%
77
IDXXIDEXX LABS INC
19,893$12.6B230.89%
78
TRVCCITIGROUP INC
174,596$12.4B227.03%
79
BMYBRISTOL-MYERS SQUIBB CO
182,833$12.2B224.53%
80
MRKMERCK & CO INC
154,510$12.0B220.83%
81
DWDMORGAN STANLEY
127,803$11.7B215.36%
82
CMICUMMINS INC
47,432$11.6B212.53%
83
CVSCVS HEALTH CORP
136,248$11.4B208.94%
84
IWFISHARES TR
41,356$11.2B206.33%
85
XYZSQUARE INC
45,722$11.1B204.86%
86
PLDPROLOGIS INC.
91,369$10.9B200.71%
87
ILMNILLUMINA INC
22,940$10.9B199.50%
88
LINLINDE PLC
37,496$10.8B199.22%
89
NEENEXTERA ENERGY INC
147,344$10.8B198.43%
90
AG8AGILENT TECHNOLOGIES INC
72,585$10.7B197.18%
91
SYYSYSCO CORP
134,105$10.4B191.63%
92
SHWSHERWIN WILLIAMS CO
38,260$10.4B191.58%
93
WFCWELLS FARGO CO NEW
228,519$10.3B190.22%
94
MNSTMONSTER BEVERAGE CORP NEW
111,668$10.2B187.48%
95
ADSKAUTODESK INC
34,650$10.1B185.88%
96
ITWILLINOIS TOOL WKS INC
45,195$10.1B185.70%
97
WSTWEST PHARMACEUTICAL SVSC INC
27,931$10.0B184.34%
98
SCHWSCHWAB CHARLES CORP
137,343$10.0B183.78%
99
MOALTRIA GROUP INC
207,978$9.9B182.24%
100
CDWCDW CORP
56,684$9.9B181.95%
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