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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 8 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 8,771.0 $181K 0.06% +63.0 +0.7% $20.67 -0.8%
142 GOOGL ALPHABET INC Communication Services 324.0 $116K 0.04% -56.0 -14.7% $357.37 -5.0%
143 CAT CATERPILLAR INC Industrials 99.0 $105K 0.03% $1064.90 -25.1%
144 IWMI NEOS ETF TRUST 1,873.0 $100K 0.03% NEW $53.52 -3.1%
145 VSGX VANGUARD WORLD FD 1,167.0 $96K 0.03% $82.34 +1.1%
146 PWR QUANTA SVCS INC Industrials 130.0 $94K 0.03% $721.23 -15.8%
147 MSFT MICROSOFT CORP Technology 251.0 $94K 0.03% -101.0 -28.7% $372.59 +36.2%
148 VIG VANGUARD SPECIALIZED FUNDS 385.0 $91K 0.03% +2.0 +0.5% $236.58 +2.3%
149 NXPI NXP SEMICONDUCTORS N V Technology 320.0 $90K 0.03% $281.03 -20.1%
150 ESGD ISHARES TR 871.0 $90K 0.03% $102.81 +3.5%
151 BE BLOOM ENERGY CORP Industrials 295.0 $89K 0.03% -9K -96.9% $302.70 -31.8%
152 TAN INVESCO EXCH TRADED FD TR II 1,497.0 $89K 0.03% $59.15 -19.6%
153 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,866.0 $84K 0.03% -2K -53.1% $45.11 +15.8%
154 VYM VANGUARD WHITEHALL FDS 523.0 $83K 0.03% +3.0 +0.6% $158.12 +3.6%
155 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 1,526.0 $77K 0.02% $50.53 -5.4%
156 WMT WALMART INC Consumer Defensive 677.0 $77K 0.02% +222.0 +48.8% $113.26 -7.4%
157 APLD APPLIED DIGITAL CORP Technology 2,023.0 $75K 0.02% -134.0 -6.2% $37.30 -31.9%
158 ICLN ISHARES TR 3,519.0 $72K 0.02% $20.49 -15.6%
159 HUBB HUBBELL INC Industrials 133.0 $70K 0.02% $524.74 -13.7%
160 AMT AMERICAN TOWER CORP Real Estate 406.0 $66K 0.02% NEW $163.57 +7.4%
Page 8 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%