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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 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RKLB ROCKET LAB CORP Industrials 16,411.0 $1.7M 0.51% NEW $101.65 -37.1%
42 WMG WARNER MUSIC GROUP CORP Communication Services 60,128.0 $1.6M 0.50% NEW $27.07 +4.2%
43 CARNIVAL CORP LTD 56,328.0 $1.6M 0.49% NEW $28.57
44 CRM SALESFORCE INC Technology 10,172.0 $1.6M 0.48% NEW $156.66 +64.4%
45 VSNT VERSANT MEDIA GROUP INC Industrials 43,696.0 $1.6M 0.48% NEW $36.01 +14.2%
46 VZ VERIZON COMMUNICATIONS INC Communication Services 36,749.0 $1.6M 0.47% NEW $42.34 +18.1%
47 CBOE CBOE GLOBAL MKTS INC Financial Services 5,711.0 $1.4M 0.42% NEW $242.67 +23.7%
48 CMI CUMMINS INC Industrials 1,801.0 $1.3M 0.39% NEW $713.21 -20.9%
49 ACN ACCENTURE PLC IRELAND Technology 10,095.0 $1.3M 0.38% NEW $124.44 +52.5%
50 TEL TE CONNECTIVITY PLC Technology 5,858.0 $1.2M 0.36% NEW $201.61 +1.7%
51 NUE NUCOR CORP Basic Materials 4,075.0 $908K 0.28% NEW $222.75 +12.1%
52 SHW SHERWIN WILLIAMS CO Basic Materials 2,291.0 $789K 0.24% NEW $344.32 -1.6%
53 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,677.0 $306K 0.09% NEW $114.18 +5.3%
54 SPYI NEOS ETF TRUST 3,777.0 $201K 0.06% NEW $53.09 +1.1%
55 IWMI NEOS ETF TRUST 1,873.0 $100K 0.03% NEW $53.52 -3.1%
56 AMT AMERICAN TOWER CORP Real Estate 406.0 $66K 0.02% NEW $163.57 +7.4%
57 PL PLANET LABS PBC Industrials 1,660.0 $55K 0.02% NEW $33.13 -40.1%
58 TE T1 ENERGY INC Industrials 5,637.0 $53K 0.02% NEW $9.48 -53.1%
59 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,649.0 $49K 0.01% NEW $29.85 +0.5%
60 WY WEYERHAEUSER CO Real Estate 2,022.0 $48K 0.01% NEW $23.94 -2.4%
Page 3 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%