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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 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDLZ MONDELEZ INTL INC Consumer Defensive 969.0 $56K 0.03% NEW $57.64 +6.2%
62 AIG AMERICAN INTL GROUP INC Financial Services 699.0 $53K 0.03% NEW $75.28 +2.5%
63 CNC CENTENE CORP DEL Healthcare 1,598.0 $52K 0.03% NEW $32.73 +74.9%
64 IGLD FIRST TR EXCHANGE TRADED FD 2,031.0 $52K 0.03% NEW $25.53 -6.7%
65 APLD APPLIED DIGITAL CORP Technology 2,157.0 $51K 0.03% NEW $23.74 +90.1%
66 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 175.0 $51K 0.03% NEW $290.49 -0.3%
67 CROX CROCS INC Consumer Cyclical 600.0 $50K 0.02% NEW $83.02 +39.8%
68 MP MP MATERIALS CORP Basic Materials 1,012.0 $49K 0.02% NEW $48.26 +38.8%
69 TLTW ISHARES TR 2,148.0 $49K 0.02% NEW $22.62 -2.4%
70 IRM IRON MTN INC DEL Real Estate 473.0 $48K 0.02% NEW $102.14 +25.7%
71 ZM ZOOM COMMUNICATIONS INC Technology 600.0 $48K 0.02% NEW $80.39 +31.4%
72 HYG ISHARES TR 606.0 $48K 0.02% NEW $79.56 +0.8%
73 PEP PEPSICO INC Consumer Defensive 303.0 $47K 0.02% NEW $155.29 -6.2%
74 BAC BANK AMERICA CORP Financial Services 948.0 $46K 0.02% NEW $48.75 +7.1%
75 AKAM AKAMAI TECHNOLOGIES INC Technology 400.0 $46K 0.02% NEW $114.85 +29.0%
76 BAX BAXTER INTL INC Healthcare 2,696.0 $45K 0.02% NEW $16.77 +15.6%
77 PFFR ETFIS SER TR I 2,558.0 $44K 0.02% NEW $17.26 +2.9%
78 AAL AMERICAN AIRLINES GROUP INC Industrials 4,094.0 $44K 0.02% NEW $10.73 +38.3%
79 DXCM DEXCOM INC Healthcare 699.0 $44K 0.02% NEW $62.85 +14.6%
80 PFRL PGIM ETF TR 882.0 $43K 0.02% NEW $48.71 +1.7%
Page 4 of 10  ·  196 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 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%