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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 4 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ELF E L F BEAUTY INC Consumer Defensive 519.0 $38K 0.01% NEW $74.00 +47.4%
62 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 5,980.0 $31K 0.01% NEW $5.21 -33.4%
63 JKHY HENRY JACK & ASSOC INC Technology 200.0 $28K 0.01% NEW $137.74 +21.9%
64 CAG CONAGRA BRANDS INC Consumer Defensive 1,994.0 $27K 0.01% NEW $13.44 +19.2%
65 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 388.0 $25K 0.01% NEW $64.45 -1.6%
66 TFC TRUIST FINL CORP Financial Services 498.0 $25K 0.01% NEW $49.87 -0.6%
67 REXR REXFORD INDL RLTY INC Real Estate 740.0 $25K 0.01% NEW $33.50 +10.6%
68 GENB GENERATE BIOMEDICINES INC Financial Services 1,384.0 $23K 0.01% NEW $16.87 -9.5%
69 BEN FRANKLIN RESOURCES INC Financial Services 700.0 $23K 0.01% NEW $33.27 +2.6%
70 AJG GALLAGHER ARTHUR J & CO Financial Services 100.0 $23K 0.01% NEW $229.57 +14.2%
71 DUPONT DE NEMOURS INC 166.0 $23K 0.01% NEW $135.64
72 DOV DOVER CORP Industrials 100.0 $22K 0.01% NEW $224.28 -13.4%
73 PGR PROGRESSIVE CORP Financial Services 100.0 $22K 0.01% NEW $218.45 -0.2%
74 BA BOEING CO Industrials 100.0 $22K 0.01% NEW $216.47 -4.0%
75 MO ALTRIA GROUP INC Consumer Defensive 299.0 $22K 0.01% NEW $72.03 -4.9%
76 NEE NEXTERA ENERGY INC Utilities 242.0 $21K 0.01% NEW $87.77 -6.2%
77 GPN GLOBAL PMTS INC Industrials 299.0 $21K 0.01% NEW $70.82 +28.6%
78 KHC KRAFT HEINZ CO Consumer Defensive 897.0 $21K 0.01% NEW $23.58 +8.9%
79 TECH BIO-TECHNE CORP Healthcare 299.0 $21K 0.01% NEW $68.96 +4.9%
80 MKC MCCORMICK & CO INC Consumer Defensive 399.0 $20K 0.01% NEW $50.50 +7.4%
Page 4 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%