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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 12 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VTR VENTAS INC Real Estate 238.0 $21K 0.01% -35K -99.3% $88.80 +2.7%
222 TECH BIO-TECHNE CORP Healthcare 299.0 $21K 0.01% NEW $68.96 +4.9%
223 MKC MCCORMICK & CO INC Consumer Defensive 399.0 $20K 0.01% NEW $50.50 +7.4%
224 TKO TKO GROUP HOLDINGS INC Communication Services 100.0 $20K 0.01% NEW $201.31 -9.3%
225 COF CAPITAL ONE FINL CORP Financial Services 100.0 $20K 0.01% NEW $200.62 +6.9%
226 XYL XYLEM INC Industrials 168.0 $20K 0.01% -24K -99.3% $118.21 -6.9%
227 ZTS ZOETIS INC Healthcare 273.0 $20K 0.01% -26K -99.0% $71.86 +7.3%
228 SFM SPROUTS FMRS MKT INC Consumer Defensive 229.0 $19K 0.01% -97.0 -29.8% $84.58 -3.0%
229 IQVIA HLDGS INC 100.0 $19K 0.01% NEW $193.22
230 CHRW C H ROBINSON WORLDWIDE IN Industrials 100.0 $19K 0.01% NEW $188.34 -20.5%
231 BALL BALL CORP Consumer Cyclical 299.0 $19K 0.01% NEW $62.45 +0.8%
232 APH AMPHENOL CORP Technology 100.0 $18K 0.01% NEW $176.32 -10.1%
233 OTIS OTIS WORLDWIDE CORP Industrials 246.0 $18K 0.01% -38K -99.3% $71.60 -0.7%
234 CENCORA INC 62.0 $18K 0.01% -2K -96.5% $282.98
235 STT STATE STR CORP Financial Services 100.0 $17K 0.01% NEW $169.60 +12.8%
236 TMUS T-MOBILE US INC Communication Services 100.0 $17K 0.01% NEW $167.73 +7.6%
237 WFC WELLS FARGO & CO Financial Services 200.0 $17K 0.01% NEW $82.64 +4.5%
238 DHI D R HORTON INC Consumer Cyclical 100.0 $16K 0.01% NEW $162.88 -11.2%
239 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 200.0 $16K 0.01% NEW $79.22 +9.0%
240 FOXA FOX CORP Communication Services 299.0 $16K 0.01% NEW $52.10 +29.3%
Page 12 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%