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Portfolio (Quarterly) Guide ↗

STANCE CAPITAL LLC

· CIK 0002056334
13F Portfolio $272M AUM Filed Mar 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 133 New
Page 4 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VZ VERIZON COMMUNICATIONS INC Communication Services 34,761.0 $1.4M 0.52% NEW $40.73 +18.7%
62 EQIX EQUINIX INC Real Estate 1,847.0 $1.4M 0.52% NEW $766.16 +40.7%
63 MRSH MARSH & MCLENNAN COS INC Financial Services 7,610.0 $1.4M 0.52% NEW $185.52 -12.7%
64 MA MASTERCARD INCORPORATED Financial Services 2,472.0 $1.4M 0.52% NEW $570.88 -13.6%
65 CRM SALESFORCE INC Technology 5,324.0 $1.4M 0.52% NEW $264.91 -32.4%
66 OMC OMNICOM GROUP INC Communication Services 17,459.0 $1.4M 0.52% NEW $80.75 -7.9%
67 CART MAPLEBEAR INC Consumer Cyclical 31,309.0 $1.4M 0.52% NEW $44.98 -9.9%
68 RSG REPUBLIC SVCS INC Industrials 6,621.0 $1.4M 0.52% NEW $211.93 -2.3%
69 ECL ECOLAB INC Basic Materials 5,345.0 $1.4M 0.52% NEW $262.52 -3.2%
70 AWK AMERICAN WTR WKS CO INC NEW Utilities 10,747.0 $1.4M 0.52% NEW $130.50 -5.1%
71 CHD CHURCH & DWIGHT CO INC Consumer Defensive 16,721.0 $1.4M 0.52% NEW $83.85 +15.3%
72 EA ELECTRONIC ARTS INC Communication Services 6,860.0 $1.4M 0.52% NEW $204.33 -1.6%
73 CME CME GROUP INC Financial Services 5,132.0 $1.4M 0.52% NEW $273.08 +3.5%
74 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,405.0 $1.4M 0.51% NEW $579.45 -22.7%
75 MDB MONGODB INC Technology 3,320.0 $1.4M 0.51% NEW $419.69 -26.8%
76 ADBE ADOBE INC Technology 3,981.0 $1.4M 0.51% NEW $349.99 -31.3%
77 NFLX NETFLIX INC Communication Services 14,858.0 $1.4M 0.51% NEW $93.76 -6.5%
78 KVUE KENVUE INC Consumer Defensive 80,721.0 $1.4M 0.51% NEW $17.25 +1.4%
79 ACN ACCENTURE PLC IRELAND Technology 5,170.0 $1.4M 0.51% NEW $268.30 -34.0%
80 EL LAUDER ESTEE COS INC Consumer Defensive 13,245.0 $1.4M 0.51% NEW $104.72 -17.3%
Page 4 of 7  ·  133 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 25.6%
Consumer Cyclical 15.8%
Financial Services 14.7%
Industrials 12.7%
Healthcare 12.5%
Communication Services 6.2%
Consumer Defensive 5.9%
Real Estate 2.4%
Utilities 2.0%
Basic Materials 1.7%