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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 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MRNA MODERNA INC Healthcare 150.0 $11K 0.00% -419.0 -73.6% $70.03 +100.4%
62 IRM IRON MTN INC DEL Real Estate 73.0 $9K 0.00% -400.0 -84.6% $126.32 -8.7%
63 GDDY GODADDY INC Technology 100.0 $8K 0.00% -400.0 -80.0% $84.88 +15.3%
64 HAS HASBRO INC Consumer Cyclical 100.0 $8K 0.00% -15K -99.3% $82.59 +13.9%
65 NDAQ NASDAQ INC Financial Services 100.0 $8K 0.00% -400.0 -80.0% $78.82 +25.1%
66 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 199.0 $8K 0.00% -23K -99.1% $38.80 +66.4%
67 LVS LAS VEGAS SANDS CORP Consumer Cyclical 154.0 $7K 0.00% -10K -98.4% $46.19 -5.1%
68 DXCM DEXCOM INC Healthcare 100.0 $7K 0.00% -599.0 -85.7% $67.35 +35.2%
69 HPQ HP INC Technology 299.0 $7K 0.00% -152K -99.8% $21.98 +36.6%
70 LUV SOUTHWEST AIRLS CO Industrials 100.0 $5K 0.00% -998.0 -90.9% $51.42 -25.1%
71 BAX BAXTER INTL INC Healthcare 199.0 $4K 0.00% -2K -92.6% $21.22 +22.5%
72 DOW DOW HLDGS INC Basic Materials 109.0 $3K 0.00% -17K -99.4% $27.36 +11.6%
Page 4 of 4  ·  72 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%