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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 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PFE PFIZER INC Healthcare 78,762.0 $1.9M 0.58% NEW $24.08 +18.2%
22 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,380.0 $1.9M 0.57% NEW $350.07 -7.8%
23 NDSN NORDSON CORP Industrials 6,187.0 $1.9M 0.57% NEW $301.69 +6.6%
24 V VISA INC Financial Services 5,313.0 $1.8M 0.56% NEW $343.09 +10.6%
25 CRWV COREWEAVE INC Technology 18,242.0 $1.8M 0.55% NEW $99.54 -14.7%
26 NTRS NORTHERN TR CORP Financial Services 10,393.0 $1.8M 0.55% NEW $173.84 +6.8%
27 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,559.0 $1.8M 0.54% NEW $501.36 +23.1%
28 SYK STRYKER CORPORATION Healthcare 5,652.0 $1.8M 0.54% NEW $314.84 +2.8%
29 WCC WESCO INTL INC Industrials 5,145.0 $1.8M 0.54% NEW $345.43 -1.5%
30 UNH UNITEDHEALTH GROUP INC Healthcare 4,207.0 $1.7M 0.53% NEW $415.63 -6.3%
31 RSG REPUBLIC SVCS INC Industrials 8,115.0 $1.7M 0.53% NEW $213.08 +3.7%
32 TW TRADEWEB MKTS INC Financial Services 17,283.0 $1.7M 0.53% NEW $99.66 +8.0%
33 WM WASTE MGMT INC DEL Industrials 7,697.0 $1.7M 0.52% NEW $222.88 -1.8%
34 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6,534.0 $1.7M 0.52% NEW $261.37 +29.5%
35 VRSK VERISK ANALYTICS INC Industrials 9,507.0 $1.7M 0.52% NEW $179.53 +7.9%
36 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,791.0 $1.7M 0.52% NEW $107.78 +2.2%
37 LPLA LPL FINL HLDGS INC Financial Services 6,042.0 $1.7M 0.52% NEW $281.68 +31.4%
38 SNPS SYNOPSYS INC Technology 3,777.0 $1.7M 0.51% NEW $446.07 -1.5%
39 ULTA ULTA BEAUTY INC Consumer Cyclical 3,702.0 $1.7M 0.51% NEW $450.98 +19.1%
40 PSKY PARAMOUNT SKYDANCE CORP Communication Services 169,322.0 $1.7M 0.51% NEW $9.86 +10.6%
Page 2 of 8  ·  148 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%