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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 9 of 17  ·  340 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BAC BANK OF AMER CORP Financial Services 1,093.0 $62K 0.02% +145.0 +15.3% $56.98 +8.7%
162 FCX FREEPORT MCMORAN INC Basic Materials 985.0 $62K 0.02% $62.89 +20.4%
163 OC OWENS CORNING NEW Industrials 377.0 $60K 0.02% $158.96 -13.1%
164 ASML ASML HLDG NV Technology 29.0 $58K 0.02% $2014.00 -15.8%
165 BNL BROADSTONE NET LEASE INC Real Estate 2,753.0 $57K 0.02% +2K +666.9% $20.67 +0.9%
166 ETSY INC 733.0 $55K 0.02% $75.33
167 RELX RELX PLC Communication Services 1,741.0 $55K 0.02% $31.68 +15.0%
168 PL PLANET LABS PBC Industrials 1,660.0 $55K 0.02% NEW $33.13 -40.1%
169 MDLZ MONDELEZ INTL INC Consumer Defensive 925.0 $54K 0.02% -44.0 -4.5% $57.84 +7.3%
170 TE T1 ENERGY INC Industrials 5,637.0 $53K 0.02% NEW $9.48 -53.1%
171 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 689.0 $53K 0.02% -8K -92.1% $76.29 +6.6%
172 WTS WATTS WATER TECHNOLOGIES INC Industrials 132.0 $52K 0.02% $391.95 -6.7%
173 MP MP MATERIALS CORP Basic Materials 913.0 $51K 0.02% -99.0 -9.8% $56.01 -2.2%
174 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 170.0 $50K 0.01% -5.0 -2.9% $293.18 +5.6%
175 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,649.0 $49K 0.01% NEW $29.85 +0.5%
176 WY WEYERHAEUSER CO Real Estate 2,022.0 $48K 0.01% NEW $23.94 -2.4%
177 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,934.0 $48K 0.01% $24.83 -16.4%
178 EOSE EOS ENERGY ENTERPRISES INC Industrials 7,763.0 $46K 0.01% +2K +25.8% $5.88 -45.2%
179 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 526.0 $45K 0.01% $85.99 -14.3%
180 FLNC FLUENCE ENERGY INC Utilities 2,266.0 $45K 0.01% $19.88 -45.6%
Page 9 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%