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Portfolio (Quarterly) Guide ↗

STANCE CAPITAL LLC

· CIK 0002056334
13F Portfolio $206M AUM 346 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New 32 Added 49 Reduced 48 Exited
Page 10 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BXP BXP INC Real Estate 81.0 $4K 0.00% NEW $51.90 +16.8%
182 NVAX NOVAVAX INC Healthcare 500.0 $4K 0.00% NEW $8.14 +28.5%
183 BITO PROSHARES TR 416.0 $4K 0.00% NEW $9.31 +11.4%
184 WOLF WOLFSPEED INC Technology 208.0 $3K 0.00% NEW $16.32 +328.2%
185 ASPN ASPEN AEROGELS INC Industrials 811.0 $3K 0.00% NEW $3.42 +74.5%
186 OWL BLUE OWL CAPITAL INC Financial Services 300.0 $3K 0.00% NEW $9.13 +10.6%
187 BMI BADGER METER INC Technology 17.0 $3K 0.00% NEW $156.12 -18.5%
188 AVGO BROADCOM INC Technology 6.0 $2K 0.00% NEW $309.50 +36.4%
189 PLUG PLUG PWR INC Industrials 650.0 $1K 0.00% NEW $2.26 +69.9%
190 NIO NIO INC Consumer Cyclical 235.0 $1K 0.00% NEW $6.03 -12.8%
191 ERII ENERGY RECOVERY INC Industrials 23.0 $232.0 NEW $10.09 -13.1%
192 GRMN GARMIN LTD Technology $89.0 NEW
193 PHM PULTE GROUP INC Consumer Cyclical 1.0 $86.0 NEW $86.00 +37.0%
194 AURORA CANNABIS INC 8.0 $26.0 NEW $3.25
195 IBM INTERNATIONAL BUSINESS MACHS Technology $25.0 NEW
196 ATER ATERIAN INC Consumer Cyclical 36.0 $21.0 NEW $0.58 +104.0%
Page 10 of 10  ·  196 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 24.1%
Consumer Cyclical 19.6%
Healthcare 12.2%
Financial Services 11.7%
Industrials 9.8%
Consumer Defensive 7.3%
Communication Services 6.3%
Basic Materials 3.2%
Utilities 3.0%
Real Estate 2.6%