XPONANCE LLC Q2 2023 Filing

Filed July 14, 2023

Portfolio Value

$7509.5T

Holdings

1,256

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (1,256 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
3,437,498$666.8T8.88%
2
MSFTMICROSOFT CORP
1,725,307$587.5T7.82%
3
AMZNAMAZON COM INC
2,069,279$269.8T3.59%
4
NVDANVIDIA CORPORATION
560,887$237.3T3.16%
5
GOOGLALPHABET INC
1,405,917$168.3T2.24%
6
TSLATESLA INC
623,620$163.2T2.17%
7
METAMETA PLATFORMS INC
521,169$149.6T1.99%
8
GOOGALPHABET INC
1,163,978$140.8T1.88%
9
UNHUNITEDHEALTH GROUP INC
198,193$95.3T1.27%
10
VVISA INC
379,060$90.0T1.20%
11
LLYLILLY ELI & CO
188,701$88.5T1.18%
12
AVGOBROADCOM INC
92,559$80.3T1.07%
13
BRK/BBERKSHIRE HATHAWAY INC DEL
225,233$76.8T1.02%
14
MAMASTERCARD INCORPORATED
192,887$75.9T1.01%
15
HDHOME DEPOT INC
239,031$74.3T0.99%
16
JNJJOHNSON & JOHNSON
328,166$54.3T0.72%
17
ABBVABBVIE INC
402,490$54.2T0.72%
18
JPMJPMORGAN CHASE & CO
370,769$53.9T0.72%
19
COSTCOSTCO WHSL CORP NEW
97,608$52.6T0.70%
20
ADBEADOBE SYSTEMS INCORPORATED
106,543$52.1T0.69%
21
XOMEXXON MOBIL CORP
485,089$52.0T0.69%
22
PEPPEPSICO INC
269,289$49.9T0.66%
23
PGPROCTER AND GAMBLE CO
324,545$49.2T0.66%
24
ACNACCENTURE PLC IRELAND
158,070$48.8T0.65%
25
NFLXNETFLIX INC
104,541$46.0T0.61%
26
MRKMERCK & CO INC
378,188$43.6T0.58%
27
CRMSALESFORCE INC
199,885$42.2T0.56%
28
KOCOCA COLA CO
655,523$39.5T0.53%
29
TMOTHERMO FISHER SCIENTIFIC INC
74,255$38.7T0.52%
30
MCDMCDONALDS CORP
127,737$38.1T0.51%
31
AMDADVANCED MICRO DEVICES INC
296,358$33.8T0.45%
32
CVXCHEVRON CORP NEW
199,530$31.4T0.42%
33
ORCLORACLE CORP
252,702$30.1T0.40%
34
QCOMQUALCOMM INC
250,447$29.8T0.40%
35
AMATAPPLIED MATLS INC
204,274$29.5T0.39%
36
ISRGINTUITIVE SURGICAL INC
82,708$28.3T0.38%
37
INTUINTUIT
61,244$28.1T0.37%
38
LOWLOWES COS INC
122,304$27.6T0.37%
39
WMTWALMART INC
174,172$27.4T0.36%
40
PFEPFIZER INC
738,112$27.1T0.36%
41
CSCOCISCO SYS INC
522,536$27.0T0.36%
42
NOWSERVICENOW INC
46,960$26.4T0.35%
43
TXNTEXAS INSTRS INC
146,025$26.3T0.35%
44
SBUXSTARBUCKS CORP
264,705$26.2T0.35%
45
NKENIKE INC
227,484$25.1T0.33%
46
BACBANK AMERICA CORP
861,371$24.7T0.33%
47
DEDEERE & CO
60,798$24.6T0.33%
48
LINLINDE PLC
64,354$24.5T0.33%
49
CATCATERPILLAR INC
97,908$24.1T0.32%
50
AMGNAMGEN INC
107,012$23.8T0.32%
51
LMTLOCKHEED MARTIN CORP
51,005$23.5T0.31%
52
ABTABBOTT LABS
214,395$23.4T0.31%
53
BKNGBOOKING HOLDINGS INC
8,601$23.2T0.31%
54
WFCWELLS FARGO CO NEW
521,922$22.3T0.30%
55
CMCSACOMCAST CORP NEW
532,893$22.1T0.29%
56
UPSUNITED PARCEL SERVICE INC
122,514$22.0T0.29%
57
TJXTJX COS INC NEW
257,035$21.8T0.29%
58
AMTAMERICAN TOWER CORP NEW
111,614$21.6T0.29%
59
LRCXEURLAM RESEARCH CORP
32,934$21.2T0.28%
60
BACVERIZON COMMUNICATIONS INC
562,019$20.9T0.28%
61
UNPUNION PAC CORP
101,323$20.7T0.28%
62
DHRDANAHER CORPORATION
84,672$20.3T0.27%
63
VRTXVERTEX PHARMACEUTICALS INC
57,402$20.2T0.27%
64
DISDISNEY WALT CO
222,932$19.9T0.27%
65
INTCINTEL CORP
588,307$19.7T0.26%
66
NEENEXTERA ENERGY INC
255,276$18.9T0.25%
67
ADPAUTOMATIC DATA PROCESSING IN
85,699$18.8T0.25%
68
MRSHMARSH & MCLENNAN COS INC
99,765$18.8T0.25%
69
ZTSZOETIS INC
104,942$18.1T0.24%
70
PYPLPAYPAL HLDGS INC
267,322$17.8T0.24%
71
HONHONEYWELL INTL INC
84,072$17.4T0.23%
72
SNPSSYNOPSYS INC
39,699$17.3T0.23%
73
SPGIS&P GLOBAL INC
42,314$17.0T0.23%
74
PANWPALO ALTO NETWORKS INC
66,173$16.9T0.23%
75
PGRPROGRESSIVE CORP
126,575$16.8T0.22%
76
GSGOLDMAN SACHS GROUP INC
51,470$16.6T0.22%
77
MCOMOODYS CORP
47,567$16.5T0.22%
78
CDNSCADENCE DESIGN SYSTEM INC
69,828$16.4T0.22%
79
BMYBRISTOL-MYERS SQUIBB CO
254,208$16.3T0.22%
80
RTXRAYTHEON TECHNOLOGIES CORP
164,110$16.1T0.21%
81
AXPAMERICAN EXPRESS CO
92,128$16.0T0.21%
82
4I1PHILIP MORRIS INTL INC
163,074$15.9T0.21%
83
COPCONOCOPHILLIPS
152,671$15.8T0.21%
84
KLACKLA CORP
32,070$15.6T0.21%
85
CITHE CIGNA GROUP
55,327$15.5T0.21%
86
ELVELEVANCE HEALTH INC
34,853$15.5T0.21%
87
PLDPROLOGIS INC.
126,088$15.5T0.21%
88
SYKSTRYKER CORPORATION
50,580$15.4T0.21%
89
BABOEING CO
71,817$15.2T0.20%
90
ITWILLINOIS TOOL WKS INC
59,908$15.0T0.20%
91
CMGCHIPOTLE MEXICAN GRILL INC
6,954$14.9T0.20%
92
IBMINTERNATIONAL BUSINESS MACHS
110,465$14.8T0.20%
93
WMWASTE MGMT INC DEL
84,844$14.7T0.20%
94
GEGENERAL ELECTRIC CO
132,517$14.6T0.19%
95
DYHTARGET CORP
109,583$14.5T0.19%
96
MDTMEDTRONIC PLC
159,403$14.0T0.19%
97
FTNTFORTINET INC
182,276$13.8T0.18%
98
TAT&T INC
861,365$13.7T0.18%
99
GILDGILEAD SCIENCES INC
171,114$13.2T0.18%
100
ORLYOREILLY AUTOMOTIVE INC
13,793$13.2T0.18%
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