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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 5 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNH UNITEDHEALTH GROUP INC Healthcare 4,207.0 $1.7M 0.53% NEW $415.63 -6.3%
82 BBY BEST BUY INC Consumer Cyclical 22,980.0 $1.7M 0.53% +768.0 +3.5% $75.88 +5.6%
83 F FORD MTR CO Consumer Cyclical 125,328.0 $1.7M 0.53% -107K -46.2% $13.90 +0.3%
84 OMC OMNICOM GROUP INC Communication Services 23,919.0 $1.7M 0.53% +23K +3886.5% $72.83 +20.2%
85 FSLR FIRST SOLAR INC Energy 7,377.0 $1.7M 0.53% +7K +997.8% $235.96 -14.4%
86 CSCO CISCO SYS INC Technology 14,783.0 $1.7M 0.53% -4K -20.4% $117.46 -5.9%
87 EA ELECTRONIC ARTS INC Communication Services 8,467.0 $1.7M 0.53% +1K +21.4% $205.04 +2.3%
88 AAPL APPLE INC Technology 5,991.0 $1.7M 0.53% +640.0 +12.0% $289.36 +9.5%
89 FIS FIDELITY NATL INFORMATION SV Technology 44,475.0 $1.7M 0.53% +44K +5459.4% $38.88 +4.9%
90 RSG REPUBLIC SVCS INC Industrials 8,115.0 $1.7M 0.53% NEW $213.08 +3.7%
91 DIS DISNEY WALT CO Communication Services 17,905.0 $1.7M 0.53% +3K +22.7% $96.25 +11.7%
92 TW TRADEWEB MKTS INC Financial Services 17,283.0 $1.7M 0.53% NEW $99.66 +8.1%
93 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,676.0 $1.7M 0.52% -12K -60.2% $223.95 +27.8%
94 WM WASTE MGMT INC DEL Industrials 7,697.0 $1.7M 0.52% NEW $222.88 -1.8%
95 DLR DIGITAL RLTY TR INC Real Estate 9,536.0 $1.7M 0.52% +9K +4668.0% $179.58 +3.3%
96 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 6,534.0 $1.7M 0.52% NEW $261.37 +29.5%
97 VRSK VERISK ANALYTICS INC Industrials 9,507.0 $1.7M 0.52% NEW $179.53 +7.9%
98 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 15,791.0 $1.7M 0.52% NEW $107.78 +2.2%
99 LPLA LPL FINL HLDGS INC Financial Services 6,042.0 $1.7M 0.52% NEW $281.68 +31.4%
100 CDNS CADENCE DESIGN SYSTEM INC Technology 4,534.0 $1.7M 0.52% -225.0 -4.7% $375.32 -9.7%
Page 5 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%