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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 4 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KEYS KEYSIGHT TECHNOLOGIES INC Technology 5,380.0 $1.9M 0.57% NEW $350.07 -7.8%
62 NDSN NORDSON CORP Industrials 6,187.0 $1.9M 0.57% NEW $301.69 +6.6%
63 CARR CARRIER GLOBAL CORPORATION Industrials 25,385.0 $1.9M 0.57% +418.0 +1.7% $73.35 -20.6%
64 TXN TEXAS INSTRS INC Technology 6,219.0 $1.9M 0.56% -12K -65.5% $298.07 -12.5%
65 SPG SIMON PPTY GROUP INC NEW Real Estate 8,248.0 $1.8M 0.56% +8K +2325.9% $223.66 -5.1%
66 EME EMCOR GROUP INC Industrials 2,218.0 $1.8M 0.56% +287.0 +14.9% $829.88 -11.5%
67 LLY ELI LILLY & CO Healthcare 1,530.0 $1.8M 0.56% +134.0 +9.6% $1199.43 -3.5%
68 WRB BERKLEY W R CORP Financial Services 25,938.0 $1.8M 0.56% -23K -47.3% $70.53 -4.2%
69 KVUE KENVUE INC Consumer Defensive 95,591.0 $1.8M 0.56% +18K +23.0% $19.11 -1.2%
70 V VISA INC Financial Services 5,313.0 $1.8M 0.56% NEW $343.09 +10.6%
71 MA MASTERCARD INCORPORATED Financial Services 3,545.0 $1.8M 0.56% -5K -58.2% $513.60 +14.7%
72 CRWV COREWEAVE INC Technology 18,242.0 $1.8M 0.55% NEW $99.54 -14.7%
73 SCHW SCHWAB CHARLES CORP Financial Services 19,656.0 $1.8M 0.55% +19K +4814.0% $92.27 +19.0%
74 AZO AUTOZONE INC Consumer Cyclical 566.0 $1.8M 0.55% -768.0 -57.6% $3195.94 -6.4%
75 NTRS NORTHERN TR CORP Financial Services 10,393.0 $1.8M 0.55% NEW $173.84 +6.7%
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,559.0 $1.8M 0.54% NEW $501.36 +23.1%
77 SYK STRYKER CORPORATION Healthcare 5,652.0 $1.8M 0.54% NEW $314.84 +2.8%
78 WCC WESCO INTL INC Industrials 5,145.0 $1.8M 0.54% NEW $345.43 -1.5%
79 ABT ABBOTT LABORATORIES Healthcare 19,522.0 $1.8M 0.54% +6K +49.9% $90.74 +21.6%
80 O REALTY INCOME CORP Real Estate 28,225.0 $1.7M 0.53% +28K +6130.7% $61.96 -1.1%
Page 4 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%