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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 5 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COOPER COS INC 600.0 $43K 0.02% NEW $71.50
82 NDAQ NASDAQ INC Financial Services 500.0 $42K 0.02% NEW $84.89 +7.1%
83 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 526.0 $42K 0.02% NEW $79.33 -4.6%
84 GDDY GODADDY INC Technology 500.0 $41K 0.02% NEW $82.67 +7.6%
85 LUV SOUTHWEST AIRLS CO Industrials 1,098.0 $41K 0.02% NEW $37.60 +12.4%
86 NTAP NETAPP INC Technology 400.0 $41K 0.02% NEW $102.39 +35.7%
87 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,028.0 $41K 0.02% NEW $39.83 -1.9%
88 OC OWENS CORNING NEW Industrials 377.0 $41K 0.02% NEW $108.22 +10.9%
89 AMKR AMKOR TECHNOLOGY INC Technology 900.0 $41K 0.02% NEW $45.03 +63.1%
90 NTRA NATERA INC Healthcare 200.0 $40K 0.02% NEW $199.99 +0.5%
91 YMAX TIDAL TRUST II 5,091.0 $40K 0.02% NEW $7.83 +9.8%
92 ODFL OLD DOMINION FREIGHT LINE IN Industrials 200.0 $39K 0.02% NEW $195.40 +10.9%
93 ASML ASML HLDG NV Technology 29.0 $39K 0.02% NEW $1337.14 +22.1%
94 HDSN HUDSON TECHNOLOGIES INC Basic Materials 6,560.0 $39K 0.02% NEW $5.88 -12.8%
95 WTS WATTS WATER TECHNOLOGIES INC Industrials 132.0 $38K 0.02% NEW $290.66 +4.1%
96 FIS FIDELITY NATL INFORMATION SV Technology 800.0 $38K 0.02% NEW $46.91 -10.0%
97 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 500.0 $37K 0.02% NEW $74.38 -29.3%
98 ETSY INC 733.0 $37K 0.02% NEW $49.98
99 PAYC PAYCOM SOFTWARE INC Technology 300.0 $36K 0.02% NEW $121.54 +9.3%
100 DLR DIGITAL RLTY TR INC Real Estate 200.0 $36K 0.02% NEW $180.21 +7.5%
Page 5 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%