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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 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DLR DIGITAL RLTY TR INC Real Estate 9,536.0 $1.7M 0.52% +9K +4668.0% $179.58 +3.3%
42 CHD CHURCH & DWIGHT CO INC Consumer Defensive 17,555.0 $1.7M 0.52% +4K +27.2% $96.88 +3.0%
43 ISRG INTUITIVE SURGICAL INC Healthcare 4,225.0 $1.7M 0.51% +1K +47.0% $397.68 -5.2%
44 EFX EQUIFAX INC Industrials 10,482.0 $1.7M 0.51% +3K +47.2% $158.72 +19.2%
45 APTIV PLC 26,631.0 $1.6M 0.50% +26K +10000.0% $61.38
46 NOW SERVICENOW INC Technology 16,264.0 $1.6M 0.49% +16K +10000.0% $99.28 +49.1%
47 NKE NIKE INC Consumer Cyclical 39,228.0 $1.6M 0.49% +14K +57.7% $41.05 -4.8%
48 EL LAUDER ESTEE COS INC Consumer Defensive 20,353.0 $1.6M 0.49% +4K +24.0% $78.95 +29.6%
49 INTU INTUIT Technology 6,071.0 $1.6M 0.48% +3K +97.5% $261.00 +37.7%
50 DECK DECKERS OUTDOOR CORP Consumer Cyclical 15,495.0 $1.5M 0.47% +2K +13.5% $99.29 -12.3%
51 NFLX NETFLIX INC Communication Services 21,418.0 $1.5M 0.47% +7K +44.8% $71.40 +13.5%
52 ADBE ADOBE INC Technology 7,370.0 $1.5M 0.46% +2K +45.3% $205.02 +42.8%
53 ON ON SEMICONDUCTOR CORP Technology 15,905.0 $1.5M 0.46% +16K +4933.2% $94.54 -21.6%
54 STLD STEEL DYNAMICS INC Basic Materials 6,400.0 $1.5M 0.45% +6K +3100.0% $229.46 +1.4%
55 SNAP SNAP INC Communication Services 320,716.0 $1.4M 0.43% +311K +3047.1% $4.44 +25.0%
56 ORCL ORACLE CORP Technology 8,656.0 $1.3M 0.39% +8K +4228.0% $146.55 +1.7%
57 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 8,771.0 $181K 0.06% +63.0 +0.7% $20.67 -0.8%
58 VIG VANGUARD SPECIALIZED FUNDS 385.0 $91K 0.03% +2.0 +0.5% $236.58 +2.3%
59 VYM VANGUARD WHITEHALL FDS 523.0 $83K 0.03% +3.0 +0.6% $158.12 +3.6%
60 WMT WALMART INC Consumer Defensive 677.0 $77K 0.02% +222.0 +48.8% $113.26 -7.4%
Page 3 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%