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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 2 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EXC EXELON CORP Utilities 66,556.0 $3.1M 0.94% +56K +561.5% $46.62 -6.2%
22 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 9,375.0 $3.1M 0.94% NEW $330.46 -4.3%
23 STZ CONSTELLATION BRANDS INC Consumer Defensive 21,295.0 $3.0M 0.90% NEW $139.09 -6.1%
24 MDT MEDTRONIC PLC Healthcare 37,323.0 $2.9M 0.89% NEW $78.23 +15.9%
25 GWW WW GRAINGER INC Industrials 2,092.0 $2.8M 0.87% NEW $1360.40 -3.7%
26 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 2,874.0 $2.8M 0.84% NEW $965.00 -14.2%
27 PNR PENTAIR PLC Industrials 36,156.0 $2.8M 0.84% NEW $76.66 -21.1%
28 PEP PEPSICO INC Consumer Defensive 20,110.0 $2.7M 0.83% +20K +6537.0% $135.40 +3.6%
29 AOS SMITH A O CORP Industrials 41,757.0 $2.6M 0.80% NEW $62.72 -5.7%
30 MAR MARRIOTT INTL INC NEW Consumer Cyclical 6,805.0 $2.5M 0.77% NEW $370.59 -7.8%
31 SNDK SANDISK CORP Technology 1,057.0 $2.4M 0.73% NEW $2273.73 -31.1%
32 NEM NEWMONT CORP Basic Materials 25,710.0 $2.4M 0.73% -6K -20.1% $93.40 +35.0%
33 TER TERADYNE INC Technology 4,958.0 $2.4M 0.73% NEW $483.84 -27.7%
34 TSN TYSON FOODS INC Consumer Defensive 40,276.0 $2.3M 0.70% -15K -27.2% $57.25 -3.7%
35 MU MICRON TECHNOLOGY INC Technology 1,994.0 $2.3M 0.70% -1K -42.4% $1154.29 -16.9%
36 T AT&T INC Communication Services 110,354.0 $2.3M 0.70% +85K +335.8% $20.70 +25.0%
37 AMD ADVANCED MICRO DEVICES INC Technology 3,929.0 $2.3M 0.69% -6K -60.4% $580.91 -19.0%
38 PANW PALO ALTO NETWORKS INC Technology 6,551.0 $2.2M 0.68% +6K +3175.5% $341.02 +12.1%
39 EIX EDISON INTL Utilities 29,471.0 $2.2M 0.67% -599.0 -2.0% $74.45 -27.5%
40 CHTR CHARTER COMMUNICATIONS INC Communication Services 14,658.0 $2.1M 0.64% -1K -8.2% $142.21 +7.2%
Page 2 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%