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Xponance, Inc.
Tina Byles Williams · Asset Manager · Multi-Strategy
Xponance, Inc. is a woman-led, 100% employee-owned investment firm based in Philadelphia, Pennsylvania. Established in 1996 as FIS Group, the firm rebranded to Xponance in 2020 following its integration with Piedmont Investment Advisors. The institution specializes in providing institutional investors with a diverse range of multi-strategy solutions, including active and passive global equities, U.S. fixed income, and alternative investment strategies. Xponance is particularly distinguished by its long-standing focus on sourcing, supporting, and seeding emerging and diverse (women and minority-owned) asset managers. By leveraging its proprietary analytical platform, Aapryl, the firm combines quantitative rigor with deep qualitative due diligence to identify skillful managers and deliver sustainable alpha for its clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +15.1% |
| YTD return | +11.2% |
| Sharpe ratio | 2.23 |
| Win rate | 59% |
| AUM | $8.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $8.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.xponance.com/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 18.5% | +17.7% |
| AAPL | Apple Inc | 13.2% | +29.3% |
| GOOGL | Alphabet Inc Class A | 12.8% | +29.8% |
| MSFT | Microsoft Corporation | 10.8% | +0.6% |
| AVGO | Broadcom Inc | 6.4% | +5.1% |
| AMZN | Amazon.com Inc | 6.3% | +13.1% |
| META | Meta Platforms Inc. | 4.3% | -3.0% |
| MU | Micron Technology Inc | 3.7% | +33.5% |
| TSLA | Tesla Inc | 3.3% | -17.1% |
| LLY | Eli Lilly and Company | 3.2% | +27.4% |
| AMD | Advanced Micro Devices Inc | 2.8% | +64.1% |
| JPM | JPMorgan Chase & Co | 2.2% | +12.4% |
| V | Visa Inc. Class A | 2.1% | +7.2% |
| BRK-A | Berkshire Hathaway Inc | 1.8% | +3.3% |
| MA | Mastercard Inc | 1.6% | +0.9% |
| JNJ | Johnson & Johnson | 1.5% | +14.3% |
| LRCX | Lam Research Corp | 1.5% | -2.8% |
| AMAT | Applied Materials Inc | 1.4% | -12.3% |
| XOM | Exxon Mobil Corp | 1.3% | +2.1% |
| PLTR | Palantir Technologies Inc. | 1.3% | +2.1% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 17, 2026 | SELL | ABBV | 1.5% → 0.0% |
| Aug 17, 2026 | SELL | GE | 1.3% → 0.0% |
| Aug 17, 2026 | BUY | XOM | 0.0% → 1.3% |
| Aug 17, 2026 | BUY | BRK-A | 1.8% → 1.8% |
| Aug 17, 2026 | BUY | PLTR | 0.0% → 1.3% |
Investment Style Analysis
Xponance, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $8.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 17, Xponance, Inc. made a significant move by reducing the position in ABBV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Xponance's investment philosophy is centered on the concept of 'Transforming Access to Alpha' by identifying and harnessing the edge of diverse and emerging managers. The firm believes that superior investment results are driven by a combination of diverse perspectives, intellectual rigor, and institutional-grade risk management. Their strategy relies heavily on proprietary technology through their subsidiary, Aapryl, which facilitates advanced manager performance analytics and risk assessment. Xponance aims to provide a zealous championship for their clients by uncovering 'alpha availability' in often overlooked segments of the market, particularly among boutique firms. Their approach integrates specialized due diligence and multi-manager frameworks to build resilient portfolios designed to maximize return per unit of risk across public and private markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Xponance, Inc..
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Frequently asked questions
How is the simulated portfolio for Xponance, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Xponance, Inc.'s largest holding?
As of the latest filing, Xponance, Inc.'s top position is NVIDIA Corporation (NVDA), representing 18.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Xponance, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +15.1% with a win rate of 59%. Notably, the portfolio maintains a Sharpe Ratio of 2.23, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Xponance, Inc. primarily invest in?
Xponance, Inc. has a strong preference for the Semiconductors sector, which makes up 31.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Xponance, Inc.'s portfolio concentrated or diversified?
Xponance, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 44.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Xponance, Inc. performed in 2026?
Our AI-simulated model portfolio for Xponance, Inc. tracks a Year-to-Date (YTD) return of +11.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Tina Byles Williams manage Xponance, Inc. directly?
Yes, Tina Byles Williams serves as the key portfolio manager for Xponance, Inc., overseeing the investment strategy and final capital allocation decisions.