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Portfolio (Quarterly) Guide ↗

STANCE CAPITAL LLC

· CIK 0002056334
13F Portfolio $206M AUM 346 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New 32 Added 49 Reduced 48 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 WMG WARNER MUSIC GROUP CORP Communication Services 50,198 $1.5M 0.57% SOLD
22 SPGI S&P GLOBAL INC Financial Services 2,804 $1.5M 0.54% SOLD
23 MAR MARRIOTT INTL INC NEW Consumer Cyclical 4,713 $1.5M 0.54% SOLD
24 WM WASTE MGMT INC DEL Industrials 6,583 $1.4M 0.53% SOLD
25 VRSK VERISK ANALYTICS INC Industrials 6,444 $1.4M 0.53% SOLD
26 ULTA ULTA BEAUTY INC Consumer Cyclical 2,349 $1.4M 0.52% SOLD
27 AON AON PLC Financial Services 4,015 $1.4M 0.52% SOLD
28 VZ VERIZON COMMUNICATIONS INC Communication Services 34,761 $1.4M 0.52% SOLD
29 CRM SALESFORCE INC Technology 5,324 $1.4M 0.52% SOLD
30 RSG REPUBLIC SVCS INC Industrials 6,621 $1.4M 0.52% SOLD
31 AWK AMERICAN WTR WKS CO INC NEW Utilities 10,747 $1.4M 0.52% SOLD
32 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,405 $1.4M 0.51% SOLD
33 MDB MONGODB INC Technology 3,320 $1.4M 0.51% SOLD
34 ACN ACCENTURE PLC IRELAND Technology 5,170 $1.4M 0.51% SOLD
35 PGR PROGRESSIVE CORP Financial Services 6,057 $1.4M 0.51% SOLD
36 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,208 $1.4M 0.51% SOLD
37 ROP ROPER TECHNOLOGIES INC Industrials 3,088 $1.4M 0.51% SOLD
38 SANDISK CORP 5,783 $1.4M 0.51% SOLD
39 SNPS SYNOPSYS INC Technology 2,921 $1.4M 0.50% SOLD
40 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 3,875 $1.4M 0.50% SOLD
Page 2 of 3  ·  48 positions
Sector Allocation
Technology 24.1%
Consumer Cyclical 19.6%
Healthcare 12.2%
Financial Services 11.7%
Industrials 9.8%
Consumer Defensive 7.3%
Communication Services 6.3%
Basic Materials 3.2%
Utilities 3.0%
Real Estate 2.6%