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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 7 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ADSK AUTODESK INC Technology 7,858.0 $1.5M 0.47% -9K -53.8% $194.42 +33.0%
122 ADBE ADOBE INC Technology 7,370.0 $1.5M 0.46% +2K +45.3% $205.02 +42.8%
123 ON ON SEMICONDUCTOR CORP Technology 15,905.0 $1.5M 0.46% +16K +4933.2% $94.54 -21.6%
124 STLD STEEL DYNAMICS INC Basic Materials 6,400.0 $1.5M 0.45% +6K +3100.0% $229.46 +1.4%
125 SNAP SNAP INC Communication Services 320,716.0 $1.4M 0.43% +311K +3047.1% $4.44 +25.0%
126 CBOE CBOE GLOBAL MKTS INC Financial Services 5,711.0 $1.4M 0.42% NEW $242.67 +23.7%
127 RF REGIONS FINANCIAL CORP NEW Financial Services 43,337.0 $1.3M 0.40% -77K -64.0% $30.20 -1.1%
128 CMI CUMMINS INC Industrials 1,801.0 $1.3M 0.39% NEW $713.21 -20.9%
129 ORCL ORACLE CORP Technology 8,656.0 $1.3M 0.39% +8K +4228.0% $146.55 +1.8%
130 ACN ACCENTURE PLC IRELAND Technology 10,095.0 $1.3M 0.38% NEW $124.44 +52.5%
131 TEL TE CONNECTIVITY PLC Technology 5,858.0 $1.2M 0.36% NEW $201.61 +1.8%
132 NUE NUCOR CORP Basic Materials 4,075.0 $908K 0.28% NEW $222.75 +12.1%
133 GEV GE VERNOVA INC Utilities 698.0 $820K 0.25% -2K -76.5% $1174.86 -23.5%
134 SHW SHERWIN WILLIAMS CO Basic Materials 2,291.0 $789K 0.24% NEW $344.32 -1.6%
135 VTRS VIATRIS INC Healthcare 30,587.0 $486K 0.15% -233K -88.4% $15.88 +4.0%
136 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,240.0 $475K 0.14% -76K -90.2% $57.62 +15.9%
137 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 8,635.0 $337K 0.10% $39.05 +1.3%
138 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,677.0 $306K 0.09% NEW $114.18 +5.3%
139 IDXX IDEXX LABS INC Healthcare 400.0 $211K 0.06% $526.44 +5.7%
140 SPYI NEOS ETF TRUST 3,777.0 $201K 0.06% NEW $53.09 +1.1%
Page 7 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%