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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 400.0 $28K 0.01% NEW $71.18 -9.8%
122 O REALTY INCOME CORP Real Estate 453.0 $28K 0.01% NEW $61.14 +2.1%
123 CNI CANADIAN NATL RY CO Industrials 258.0 $27K 0.01% NEW $102.77 +13.3%
124 TWLO TWILIO INC Communication Services 200.0 $25K 0.01% NEW $125.82 +50.7%
125 SFM SPROUTS FMRS MKT INC Consumer Defensive 326.0 $25K 0.01% NEW $77.13 +11.0%
126 KR KROGER CO Consumer Defensive 346.0 $25K 0.01% NEW $72.36 -10.8%
127 CDW CDW CORP Technology 200.0 $24K 0.01% NEW $121.02 -10.3%
128 MAS MASCO CORP Industrials 399.0 $24K 0.01% NEW $60.40 +14.1%
129 DOCU DOCUSIGN INC Technology 499.0 $24K 0.01% NEW $47.38 +4.1%
130 RDY DR REDDYS LABS LTD Healthcare 1,528.0 $21K 0.01% NEW $13.85 -0.7%
131 ON ON SEMICONDUCTOR CORP Technology 316.0 $20K 0.01% NEW $61.92 +105.1%
132 LSCC LATTICE SEMICONDUCTOR CORP Technology 200.0 $19K 0.01% NEW $92.76 +62.1%
133 SBSW SIBANYE STILLWATER LTD Basic Materials 1,394.0 $17K 0.01% NEW $12.32 -1.3%
134 IT GARTNER INC Technology 100.0 $16K 0.01% NEW $158.34 -0.3%
135 STKL SUNOPTA INC Consumer Defensive 2,388.0 $15K 0.01% NEW $6.48 +0.3%
136 NOK NOKIA CORP Technology 1,906.0 $15K 0.01% NEW $8.04 +104.6%
137 BIIB BIOGEN INC Healthcare 81.0 $15K 0.01% NEW $183.33 +5.3%
138 PSTG EVERPURE INC Technology 249.0 $15K 0.01% NEW $59.04 +47.7%
139 PRIM PRIMORIS SVCS CORP Industrials 99.0 $14K 0.01% NEW $143.04 -9.6%
140 TRU TRANSUNION Industrials 200.0 $14K 0.01% NEW $69.19 +2.0%
Page 7 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%