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Portfolio (Quarterly) Guide ↗

STANCE CAPITAL LLC

· CIK 0002056334
13F Portfolio $328M AUM 429 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 148 New 72 Added 72 Reduced 87 Exited
Page 2 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ECL ECOLAB INC Basic Materials 6,920.0 $1.9M 0.59% +2K +39.5% $278.61 +1.6%
22 NET CLOUDFLARE INC Technology 7,837.0 $1.9M 0.59% +1K +16.5% $245.28 +24.4%
23 MRK MERCK & CO INC Healthcare 14,779.0 $1.9M 0.58% +2K +20.0% $128.50 +15.0%
24 SYF SYNCHRONY FINANCIAL Financial Services 24,842.0 $1.9M 0.58% +25K +10000.0% $76.05 +1.4%
25 NVDA NVIDIA CORPORATION Technology 9,439.0 $1.9M 0.57% +9K +984.9% $200.09 +10.3%
26 CARR CARRIER GLOBAL CORPORATION Industrials 25,385.0 $1.9M 0.57% +418.0 +1.7% $73.35 -20.6%
27 SPG SIMON PPTY GROUP INC NEW Real Estate 8,248.0 $1.8M 0.56% +8K +2325.9% $223.66 -5.1%
28 EME EMCOR GROUP INC Industrials 2,218.0 $1.8M 0.56% +287.0 +14.9% $829.88 -11.5%
29 LLY ELI LILLY & CO Healthcare 1,530.0 $1.8M 0.56% +134.0 +9.6% $1199.43 -3.5%
30 KVUE KENVUE INC Consumer Defensive 95,591.0 $1.8M 0.56% +18K +23.0% $19.11 -1.2%
31 SCHW SCHWAB CHARLES CORP Financial Services 19,656.0 $1.8M 0.55% +19K +4814.0% $92.27 +19.0%
32 ABT ABBOTT LABORATORIES Healthcare 19,522.0 $1.8M 0.54% +6K +49.9% $90.74 +21.6%
33 O REALTY INCOME CORP Real Estate 28,225.0 $1.7M 0.53% +28K +6130.7% $61.96 -1.1%
34 BBY BEST BUY INC Consumer Cyclical 22,980.0 $1.7M 0.53% +768.0 +3.5% $75.88 +5.6%
35 OMC OMNICOM GROUP INC Communication Services 23,919.0 $1.7M 0.53% +23K +3886.5% $72.83 +20.2%
36 FSLR FIRST SOLAR INC Energy 7,377.0 $1.7M 0.53% +7K +997.8% $235.96 -14.4%
37 EA ELECTRONIC ARTS INC Communication Services 8,467.0 $1.7M 0.53% +1K +21.4% $205.04 +2.3%
38 AAPL APPLE INC Technology 5,991.0 $1.7M 0.53% +640.0 +12.0% $289.36 +9.5%
39 FIS FIDELITY NATL INFORMATION SV Technology 44,475.0 $1.7M 0.53% +44K +5459.4% $38.88 +4.9%
40 DIS DISNEY WALT CO Communication Services 17,905.0 $1.7M 0.53% +3K +22.7% $96.25 +11.7%
Page 2 of 4  ·  72 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Consumer Cyclical 12.5%
Industrials 11.7%
Healthcare 11.2%
Financial Services 10.6%
Communication Services 7.5%
Consumer Defensive 5.3%
Real Estate 3.1%
Basic Materials 2.6%
Utilities 2.1%