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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 10 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NEBIUS GROUP NV 158.0 $44K 0.01% -140.0 -47.0% $276.17
182 ENPH ENPHASE ENERGY INC Energy 852.0 $42K 0.01% -99.0 -10.4% $49.24 -26.0%
183 IREN IREN LIMITED Financial Services 876.0 $40K 0.01% +40.0 +4.8% $45.73 -18.8%
184 ELF E L F BEAUTY INC Consumer Defensive 519.0 $38K 0.01% NEW $74.00 +47.4%
185 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,028.0 $38K 0.01% $37.12 -13.4%
186 HDSN HUDSON TECHNOLOGIES INC Basic Materials 6,560.0 $38K 0.01% $5.74 -7.0%
187 KR KROGER CO Consumer Defensive 641.0 $36K 0.01% +295.0 +85.3% $55.60 +3.5%
188 PSTG EVERPURE INC 417.0 $33K 0.01% +168.0 +67.5% $78.79
189 KMB KIMBERLY-CLARK CORP Consumer Defensive 295.0 $32K 0.01% -30K -99.0% $109.77 -1.7%
190 NOK NOKIA CORP Technology 2,379.0 $32K 0.01% +473.0 +24.8% $13.28 -23.6%
191 HYLN HYLIION HOLDINGS CORP Consumer Cyclical 5,980.0 $31K 0.01% NEW $5.21 -33.4%
192 CNI CANADIAN NATL RY CO Industrials 258.0 $31K 0.01% $119.24 +4.6%
193 TSLA TESLA INC Consumer Cyclical 73.0 $31K 0.01% -20.0 -21.5% $420.60 -12.5%
194 LMND LEMONADE INC Financial Services 465.0 $30K 0.01% $65.05 -19.7%
195 AIG AMERICAN INTL GROUP INC Financial Services 400.0 $30K 0.01% -299.0 -42.8% $74.53 +2.5%
196 NVTS NAVITAS SEMICONDUCTOR CORP Technology 1,650.0 $30K 0.01% -5K -75.5% $17.92 -35.3%
197 JKHY HENRY JACK & ASSOC INC Technology 200.0 $28K 0.01% NEW $137.74 +21.9%
198 SMURFIT WESTROCK PLC 591.0 $27K 0.01% -14K -96.1% $46.26
199 CAG CONAGRA BRANDS INC Consumer Defensive 1,994.0 $27K 0.01% NEW $13.44 +19.1%
200 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 659.0 $26K 0.01% -40K -98.4% $39.00 +1.9%
Page 10 of 17  ·  340 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%