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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 15 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IRM IRON MTN INC DEL Real Estate 73.0 $9K 0.00% -400.0 -84.6% $126.32 -8.7%
282 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 220.0 $9K 0.00% $41.51 -30.8%
283 EW EDWARDS LIFESCIENCES CORP Healthcare 100.0 $9K 0.00% NEW $90.46 +0.3%
284 GDDY GODADDY INC Technology 100.0 $8K 0.00% -400.0 -80.0% $84.88 +15.3%
285 HAS HASBRO INC Consumer Cyclical 100.0 $8K 0.00% -15K -99.3% $82.59 +13.9%
286 EPAM EPAM SYS INC Technology 100.0 $8K 0.00% NEW $79.35 +48.5%
287 NDAQ NASDAQ INC Financial Services 100.0 $8K 0.00% -400.0 -80.0% $78.82 +25.1%
288 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 199.0 $8K 0.00% -23K -99.1% $38.80 +66.4%
289 CCI CROWN CASTLE INC Real Estate 100.0 $8K 0.00% NEW $75.73 +0.5%
290 KRNT KORNIT DIGITAL LTD Industrials 462.0 $8K 0.00% $16.25 +3.6%
291 WELL WELLTOWER INC Real Estate 33.0 $7K 0.00% $226.97 +4.1%
292 LVS LAS VEGAS SANDS CORP Consumer Cyclical 154.0 $7K 0.00% -10K -98.4% $46.19 -5.1%
293 SWKS SKYWORKS SOLUTIONS INC Technology 100.0 $7K 0.00% NEW $67.80 -1.2%
294 DXCM DEXCOM INC Healthcare 100.0 $7K 0.00% -599.0 -85.7% $67.35 +35.2%
295 CVNA CARVANA CO Consumer Cyclical 100.0 $7K 0.00% NEW $65.82 +11.6%
296 HPQ HP INC Technology 299.0 $7K 0.00% -152K -99.8% $21.98 +36.6%
297 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 657.0 $7K 0.00% $9.90 -30.1%
298 FTV FORTIVE CORP Technology 100.0 $6K 0.00% NEW $61.09 -3.7%
299 USB US BANCORP Financial Services 100.0 $6K 0.00% NEW $60.40 +2.0%
300 ARRY ARRAY TECHNOLOGIES INC Energy 742.0 $5K 0.00% $7.41 -40.3%
Page 15 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%