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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PANW PALO ALTO NETWORKS INC Technology 200.0 $32K 0.02% -7K -97.3% $160.32 +60.1%
42 ORCL ORACLE CORP Technology 200.0 $29K 0.01% -7K -97.2% $147.11 +31.1%
43 WDAY WORKDAY INC Technology 200.0 $26K 0.01% -6K -96.8% $129.92 -4.5%
44 QCOM QUALCOMM INC Technology 200.0 $26K 0.01% -8K -97.4% $128.78 +93.2%
45 SJM SMUCKER J M CO Consumer Defensive 205.0 $20K 0.01% -29K -99.3% $96.44 +6.1%
46 UAL UNITED AIRLS HLDGS INC Industrials 200.0 $18K 0.01% -34K -99.4% $92.07 +15.0%
47 PYPL PAYPAL HLDGS INC Financial Services 398.0 $18K 0.01% -22K -98.2% $45.03 -1.9%
48 APTIV PLC 167.0 $12K 0.01% -17K -99.0% $69.44
49 NOW SERVICENOW INC Technology 104.0 $11K 0.01% -8K -98.7% $104.55 -4.4%
Page 3 of 3  ·  49 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%