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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 3 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SN SHARKNINJA INC Consumer Cyclical 13,601.0 $2.1M 0.63% +13K +4433.7% $152.27 +26.4%
42 MRVL MARVELL TECHNOLOGY INC Technology 6,819.0 $2.0M 0.62% -8K -54.4% $297.89 -28.9%
43 FLEX FLEX LTD Technology 12,516.0 $2.0M 0.62% NEW $162.07 -32.6%
44 DELL DELL TECHNOLOGIES INC Technology 4,658.0 $2.0M 0.61% -5K -52.0% $431.46 +6.0%
45 MAS MASCO CORP Industrials 24,578.0 $2.0M 0.61% +24K +6059.9% $81.37 -11.3%
46 CART MAPLEBEAR INC Consumer Cyclical 41,852.0 $2.0M 0.60% +5K +12.7% $47.35 +6.7%
47 CIEN CIENA CORP Technology 4,009.0 $2.0M 0.60% -128.0 -3.1% $490.56 -22.0%
48 USFD US FOODS HLDG CORP Consumer Defensive 19,119.0 $2.0M 0.60% +19K +3723.8% $102.25 +2.5%
49 GM GENERAL MTRS CO Consumer Cyclical 25,333.0 $2.0M 0.59% +5K +25.1% $77.08 +12.0%
50 SOFI SOFI TECHNOLOGIES INC Financial Services 108,865.0 $2.0M 0.59% NEW $17.93 -0.3%
51 ANET ARISTA NETWORKS INC Technology 11,368.0 $1.9M 0.59% +1K +13.7% $169.88 +15.2%
52 ABBV ABBVIE INC Healthcare 7,664.0 $1.9M 0.59% +2K +24.7% $251.64 +1.9%
53 ECL ECOLAB INC Basic Materials 6,920.0 $1.9M 0.59% +2K +39.5% $278.61 +1.6%
54 NET CLOUDFLARE INC Technology 7,837.0 $1.9M 0.59% +1K +16.5% $245.28 +24.4%
55 FORTINET INC 12,424.0 $1.9M 0.58% -5K -27.7% $153.62
56 GFS GLOBALFOUNDRIES INC Technology 23,070.0 $1.9M 0.58% NEW $82.41 -45.8%
57 MRK MERCK & CO INC Healthcare 14,779.0 $1.9M 0.58% +2K +20.0% $128.50 +15.0%
58 PFE PFIZER INC Healthcare 78,762.0 $1.9M 0.58% NEW $24.08 +18.2%
59 SYF SYNCHRONY FINANCIAL Financial Services 24,842.0 $1.9M 0.58% +25K +10000.0% $76.05 +1.4%
60 NVDA NVIDIA CORPORATION Technology 9,439.0 $1.9M 0.57% +9K +984.9% $200.09 +10.3%
Page 3 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%