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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP Financial Services 1,093.0 $62K 0.02% +145.0 +15.3% $56.98 +8.7%
62 BNL BROADSTONE NET LEASE INC Real Estate 2,753.0 $57K 0.02% +2K +666.9% $20.67 +0.9%
63 EOSE EOS ENERGY ENTERPRISES INC Industrials 7,763.0 $46K 0.01% +2K +25.8% $5.88 -45.2%
64 IREN IREN LIMITED Financial Services 876.0 $40K 0.01% +40.0 +4.8% $45.73 -18.8%
65 KR KROGER CO Consumer Defensive 641.0 $36K 0.01% +295.0 +85.3% $55.60 +3.5%
66 PSTG EVERPURE INC 417.0 $33K 0.01% +168.0 +67.5% $78.79
67 NOK NOKIA CORP Technology 2,379.0 $32K 0.01% +473.0 +24.8% $13.28 -23.6%
68 PCG PG&E CORP Utilities 1,316.0 $22K 0.01% +897.0 +214.1% $16.84 -21.2%
69 PHM PULTE GROUP INC Consumer Cyclical 100.0 $14K 0.00% +99.0 +9900.0% $137.95 -8.4%
70 CSGP COSTAR GROUP INC Real Estate 400.0 $11K 0.00% +202.0 +102.0% $28.32 +13.2%
71 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 199.0 $10K 0.00% +100.0 +101.0% $52.55 -2.4%
72 VICI VICI PPTYS INC Real Estate 202.0 $5K 0.00% +3.0 +1.5% $26.55 -3.4%
Page 4 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%