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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 C CITIGROUP INC Financial Services 100.0 $14K 0.00% NEW $139.96 -6.0%
102 CFG CITIZENS FINL GROUP INC Financial Services 199.0 $14K 0.00% NEW $69.93 -1.5%
103 BR BROADRIDGE FINL SOLUTIONS IN Technology 100.0 $14K 0.00% NEW $136.95 +33.2%
104 CPB THE CAMPBELLS COMPANY Consumer Defensive 598.0 $13K 0.00% NEW $22.22 +6.6%
105 A AGILENT TECHNOLOGIES INC Healthcare 100.0 $13K 0.00% NEW $132.83 +15.6%
106 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 100.0 $12K 0.00% NEW $123.11 +30.5%
107 BX BLACKSTONE INC Financial Services 100.0 $12K 0.00% NEW $117.67 +21.7%
108 DG DOLLAR GEN CORP Consumer Defensive 100.0 $12K 0.00% NEW $115.11 +10.1%
109 IP INTERNATIONAL PAPER CO Consumer Cyclical 299.0 $11K 0.00% NEW $38.09 -0.4%
110 ARES ARES MANAGEMENT CORPORATION Financial Services 100.0 $11K 0.00% NEW $111.31 +28.6%
111 CF CF INDUSTRIES HOLD Basic Materials 100.0 $11K 0.00% NEW $108.26 +20.1%
112 TTD THE TRADE DESK INC Technology 598.0 $11K 0.00% NEW $18.02 -23.9%
113 UPS UNITED PARCEL SVCS INC Industrials 100.0 $11K 0.00% NEW $107.50 -3.0%
114 BUNGE GLOBAL SA 100.0 $11K 0.00% NEW $106.73
115 LEIDOS HOLDINGS INC 100.0 $10K 0.00% NEW $102.97
116 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 299.0 $10K 0.00% NEW $33.56 +13.3%
117 PAYX PAYCHEX INC Industrials 100.0 $10K 0.00% NEW $98.33 +29.5%
118 CLX CLOROX CO DEL Consumer Defensive 100.0 $10K 0.00% NEW $95.44 +2.3%
119 EW EDWARDS LIFESCIENCES CORP Healthcare 100.0 $9K 0.00% NEW $90.46 +0.3%
120 EPAM EPAM SYS INC Technology 100.0 $8K 0.00% NEW $79.35 +48.5%
Page 6 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%