XPONANCE LLC Q4 2020 Filing

Filed February 11, 2021

Portfolio Value

$4.6T

Holdings

1,046

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (1,046 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
2,929,550$388.7B8.47%
2
MSFTMICROSOFT CORP
1,362,059$302.9B6.60%
3
AMZNAMAZON COM INC
76,351$248.7B5.42%
4
METAFACEBOOK INC
448,116$122.4B2.67%
5
TSLATESLA INC
135,304$95.5B2.08%
6
GOOGLALPHABET INC
52,833$92.6B2.02%
7
GOOGALPHABET INC
41,668$73.0B1.59%
8
MAMASTERCARD INCORPORATED
160,243$57.2B1.25%
9
VVISA INC
260,668$57.0B1.24%
10
NVDANVIDIA CORPORATION
108,124$56.5B1.23%
11
UNHUNITEDHEALTH GROUP INC
156,985$55.1B1.20%
12
PYPLPAYPAL HLDGS INC
211,477$49.5B1.08%
13
PGPROCTER AND GAMBLE CO
345,867$48.1B1.05%
14
ADBEADOBE SYSTEMS INCORPORATED
89,765$44.9B0.98%
15
NFLXNETFLIX INC
77,322$41.8B0.91%
16
HDHOME DEPOT INC
149,515$39.7B0.86%
17
JNJJOHNSON & JOHNSON
241,735$38.0B0.83%
18
MRKMERCK & CO. INC
461,030$37.7B0.82%
19
ABBVABBVIE INC
325,219$34.8B0.76%
20
NKENIKE INC
240,768$34.1B0.74%
21
PEPPEPSICO INC
222,823$33.0B0.72%
22
CRMSALESFORCE COM INC
148,477$33.0B0.72%
23
BRK/BBERKSHIRE HATHAWAY INC DEL
135,971$31.5B0.69%
24
QCOMQUALCOMM INC
199,213$30.3B0.66%
25
KOCOCA COLA CO
550,166$30.2B0.66%
26
ACNACCENTURE PLC IRELAND
113,169$29.6B0.64%
27
AVGOBROADCOM INC
66,751$29.2B0.64%
28
JPMJPMORGAN CHASE & CO
217,420$27.6B0.60%
29
COSTCOSTCO WHSL CORP NEW
70,910$26.7B0.58%
30
DISDISNEY WALT CO
139,869$25.3B0.55%
31
LLYLILLY ELI & CO
149,875$25.3B0.55%
32
LOWLOWES COS INC
154,741$24.8B0.54%
33
AMGNAMGEN INC
107,677$24.8B0.54%
34
TMOTHERMO FISHER SCIENTIFIC INC
51,973$24.2B0.53%
35
ORCLORACLE CORP
372,309$24.1B0.52%
36
ABTABBOTT LABS
208,134$22.8B0.50%
37
INTCINTEL CORP
439,902$21.9B0.48%
38
CHTRCHARTER COMMUNICATIONS INC N
32,999$21.8B0.48%
39
UNPUNION PAC CORP
96,880$20.2B0.44%
40
AMATAPPLIED MATLS INC
230,047$19.9B0.43%
41
NOWSERVICENOW INC
36,067$19.9B0.43%
42
BACVERIZON COMMUNICATIONS INC
326,618$19.2B0.42%
43
AMDADVANCED MICRO DEVICES INC
208,796$19.1B0.42%
44
CMCSACOMCAST CORP NEW
348,000$18.2B0.40%
45
UPSUNITED PARCEL SERVICE INC
108,070$18.2B0.40%
46
MCDMCDONALDS CORP
84,010$18.0B0.39%
47
PFEPFIZER INC
485,319$17.9B0.39%
48
LMTLOCKHEED MARTIN CORP
49,437$17.5B0.38%
49
AMTAMERICAN TOWER CORP NEW
76,440$17.2B0.37%
50
BKNGBOOKING HOLDINGS INC
7,549$16.8B0.37%
51
SBUXSTARBUCKS CORP
153,960$16.5B0.36%
52
BMYBRISTOL-MYERS SQUIBB CO
263,477$16.3B0.36%
53
WMTWALMART INC
108,699$15.7B0.34%
54
LINLINDE PLC
58,661$15.5B0.34%
55
BACBK OF AMERICA CORP
503,900$15.3B0.33%
56
MDTMEDTRONIC PLC
128,216$15.0B0.33%
57
CSCOCISCO SYS INC
327,556$14.7B0.32%
58
XOMEXXON MOBIL CORP
353,887$14.6B0.32%
59
TXNTEXAS INSTRS INC
88,773$14.6B0.32%
60
DEDEERE & CO
53,896$14.5B0.32%
61
INTUINTUIT
37,615$14.3B0.31%
62
ISRGINTUITIVE SURGICAL INC
17,078$14.0B0.30%
63
ADPAUTOMATIC DATA PROCESSING IN
79,031$13.9B0.30%
64
TJXTJX COS INC NEW
197,788$13.5B0.29%
65
SPGIS&P GLOBAL INC
40,491$13.3B0.29%
66
HONHONEYWELL INTL INC
57,520$12.2B0.27%
67
APHAMPHENOL CORP NEW
93,016$12.2B0.26%
68
SHWSHERWIN WILLIAMS CO
15,965$11.7B0.26%
69
CVXCHEVRON CORP NEW
136,823$11.6B0.25%
70
RTXRAYTHEON TECHNOLOGIES CORP
157,852$11.3B0.25%
71
MMM3M CO
64,235$11.2B0.24%
72
DGDOLLAR GEN CORP NEW
53,349$11.2B0.24%
73
IBMINTERNATIONAL BUSINESS MACHS
86,664$10.9B0.24%
74
ELVANTHEM INC
33,901$10.9B0.24%
75
ZTSZOETIS INC
65,310$10.8B0.24%
76
MCOMOODYS CORP
36,702$10.7B0.23%
77
NEENEXTERA ENERGY INC
137,243$10.6B0.23%
78
IEMGISHARES INC
170,663$10.6B0.23%
79
ATVIEURACTIVISION BLIZZARD INC
109,501$10.2B0.22%
80
DYHTARGET CORP
57,219$10.1B0.22%
81
LRCXEURLAM RESEARCH CORP
21,313$10.1B0.22%
82
SNPSSYNOPSYS INC
38,499$10.0B0.22%
83
CICIGNA CORP NEW
47,798$10.0B0.22%
84
PLDPROLOGIS INC.
99,710$9.9B0.22%
85
CVSCVS HEALTH CORP
141,561$9.7B0.21%
86
8CWCROWN CASTLE INTL CORP NEW
59,035$9.4B0.20%
87
BABOEING CO
43,740$9.4B0.20%
88
EQIXEQUINIX INC
13,101$9.4B0.20%
89
TRVCCITIGROUP INC
147,706$9.1B0.20%
90
TAT&T INC
315,258$9.1B0.20%
91
VRTXVERTEX PHARMACEUTICALS INC
38,251$9.0B0.20%
92
ETNEATON CORP PLC
74,695$9.0B0.20%
93
CPRTCOPART INC
69,283$8.8B0.19%
94
DHRDANAHER CORPORATION
39,310$8.7B0.19%
95
RFREGIONS FINANCIAL CORP NEW
540,219$8.7B0.19%
96
TERTERADYNE INC
72,182$8.7B0.19%
97
CDNSCADENCE DESIGN SYSTEM INC
62,641$8.5B0.19%
98
DWDMORGAN STANLEY
124,629$8.5B0.19%
99
XYZSQUARE INC
38,464$8.4B0.18%
100
EWEDWARDS LIFESCIENCES CORP
91,107$8.3B0.18%
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