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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 1 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 CCL CARNIVAL CORP Consumer Cyclical 104,768 $2.7M 1.32% SOLD
2 BK BANK NEW YORK MELLON CORP Financial Services 12,092 $1.4M 0.70% SOLD
3 EQIX EQUINIX INC Real Estate 1,462 $1.4M 0.69% SOLD
4 ALL ALLSTATE CORP Financial Services 6,726 $1.4M 0.68% SOLD
5 MRSH MARSH & MCLENNAN COS INC Financial Services 8,022 $1.4M 0.68% SOLD
6 AFL AFLAC INC Financial Services 12,651 $1.4M 0.67% SOLD
7 MCO MOODYS CORP Financial Services 3,086 $1.3M 0.65% SOLD
8 CME CME GROUP INC Financial Services 4,555 $1.3M 0.65% SOLD
9 CSL CARLISLE COS INC Industrials 3,956 $1.3M 0.64% SOLD
10 GOOG ALPHABET INC 4,546 $1.3M 0.63% SOLD
11 TT TRANE TECHNOLOGIES PLC Industrials 1,124 $468K 0.23% SOLD
12 RTX RTX CORPORATION Industrials 623 $120K 0.06% SOLD
13 EXR EXTRA SPACE STORAGE INC Real Estate 600 $79K 0.04% SOLD
14 JAAA JANUS DETROIT STR TR 1,500 $76K 0.04% SOLD
15 KHYB KRANESHARES TRUST 3,112 $74K 0.04% SOLD
16 WDTE TIDAL TRUST II 2,577 $73K 0.04% SOLD
17 HYGW ISHARES TR 2,421 $71K 0.04% SOLD
18 SCHO SCHWAB STRATEGIC TR 2,934 $71K 0.04% SOLD
19 QQQY TIDAL TRUST II 3,396 $70K 0.03% SOLD
20 AGGH SIMPLIFY EXCHANGE TRADED FUN 3,407 $69K 0.03% SOLD
Page 1 of 5  ·  87 positions
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%