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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 16 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BXP BXP INC Real Estate 81.0 $5K 0.00% $66.31 +2.5%
302 VICI VICI PPTYS INC Real Estate 202.0 $5K 0.00% +3.0 +1.5% $26.55 -3.4%
303 WBD WARNER BROS DISCOVERY INC Communication Services 199.0 $5K 0.00% NEW $26.69 +6.9%
304 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 100.0 $5K 0.00% NEW $52.65 +23.6%
305 ASPN ASPEN AEROGELS INC Industrials 811.0 $5K 0.00% $6.34 -22.2%
306 LUV SOUTHWEST AIRLS CO Industrials 100.0 $5K 0.00% -998.0 -90.9% $51.42 -25.1%
307 CBRE CBRE GROUP INC Real Estate 36.0 $5K 0.00% $134.69 +8.3%
308 ALB ALBEMARLE CORP Basic Materials 35.0 $5K 0.00% $135.03 -0.0%
309 B BARRICK MNG CORP Basic Materials 123.0 $5K 0.00% $36.73 +22.0%
310 BSX BOSTON SCIENTIFIC CORP Healthcare 100.0 $4K 0.00% NEW $42.68 +13.2%
311 BAX BAXTER INTL INC Healthcare 199.0 $4K 0.00% -2K -92.6% $21.22 +22.5%
312 SYM SYMBOTIC INC Industrials 88.0 $4K 0.00% $44.95 -11.8%
313 AWK AMERICAN WTR WKS CO INC NEW Utilities 25.0 $3K 0.00% NEW $131.60 +5.0%
314 CLH CLEAN HARBORS INC Industrials 11.0 $3K 0.00% NEW $298.73 +5.5%
315 DOW DOW HLDGS INC Basic Materials 109.0 $3K 0.00% -17K -99.4% $27.36 +11.6%
316 IBM INTERNATIONAL BUSINESS MACHS Technology 10.0 $3K 0.00% NEW $284.10 -17.7%
317 WMS ADVANCED DRAIN SYS INC DEL Industrials 18.0 $3K 0.00% NEW $156.94 -13.5%
318 STN STANTEC INC Industrials 39.0 $3K 0.00% NEW $68.90 +6.0%
319 BMI BADGER METER INC Technology 17.0 $3K 0.00% $152.06 -10.9%
320 VERSIGENT PLC 55.0 $2K 0.00% NEW $42.02
Page 16 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%