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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 10 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HUM HUMANA INC Healthcare 200.0 $35K 0.02% NEW $173.39 +75.8%
182 TSLA TESLA INC Consumer Cyclical 93.0 $35K 0.02% NEW $371.75 +18.6%
183 AVY AVERY DENNISON CORP Industrials 200.0 $35K 0.02% NEW $172.68 -6.8%
184 PANW PALO ALTO NETWORKS INC Technology 200.0 $32K 0.02% -7K -97.3% $160.32 +54.9%
185 SN SHARKNINJA INC Consumer Cyclical 300.0 $32K 0.01% NEW $105.90 +13.8%
186 IOT SAMSARA INC Technology 998.0 $32K 0.01% NEW $31.61 -3.9%
187 BDX BECTON DICKINSON & CO Healthcare 200.0 $31K 0.01% NEW $157.23 -5.5%
188 FLNC FLUENCE ENERGY INC Utilities 2,266.0 $31K 0.01% NEW $13.76 +53.9%
189 REAL THE REALREAL INC Consumer Cyclical 3,426.0 $31K 0.01% NEW $9.08 +7.4%
190 NEBIUS GROUP NV 298.0 $31K 0.01% NEW $103.76
191 EOSE EOS ENERGY ENTERPRISES INC Industrials 6,171.0 $31K 0.01% NEW $4.96 +71.9%
192 GWRE GUIDEWIRE SOFTWARE INC Technology 200.0 $30K 0.01% NEW $149.56 -10.1%
193 DT DYNATRACE INC Technology 798.0 $29K 0.01% NEW $36.93 +7.0%
194 ORCL ORACLE CORP Technology 200.0 $29K 0.01% -7K -97.2% $147.11 +28.4%
195 LMND LEMONADE INC Financial Services 465.0 $29K 0.01% NEW $62.68 -7.2%
196 MRNA MODERNA INC Healthcare 569.0 $29K 0.01% NEW $50.80 -4.9%
197 IREN IREN LIMITED Financial Services 836.0 $29K 0.01% NEW $34.28 +82.2%
198 PTC PTC INC Technology 200.0 $28K 0.01% NEW $142.49 +0.4%
199 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 400.0 $28K 0.01% NEW $71.18 -9.7%
200 O REALTY INCOME CORP Real Estate 453.0 $28K 0.01% NEW $61.14 +2.6%
Page 10 of 15  ·  281 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%