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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 11 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CNI CANADIAN NATL RY CO Industrials 258.0 $27K 0.01% NEW $102.77 +13.3%
202 WDAY WORKDAY INC Technology 200.0 $26K 0.01% -6K -96.8% $129.92 -1.4%
203 QCOM QUALCOMM INC Technology 200.0 $26K 0.01% -8K -97.4% $128.78 +93.2%
204 TWLO TWILIO INC Communication Services 200.0 $25K 0.01% NEW $125.82 +50.7%
205 SFM SPROUTS FMRS MKT INC Consumer Defensive 326.0 $25K 0.01% NEW $77.13 +11.0%
206 KR KROGER CO Consumer Defensive 346.0 $25K 0.01% NEW $72.36 -10.8%
207 CDW CDW CORP Technology 200.0 $24K 0.01% NEW $121.02 -10.3%
208 MAS MASCO CORP Industrials 399.0 $24K 0.01% NEW $60.40 +14.1%
209 DOCU DOCUSIGN INC Technology 499.0 $24K 0.01% NEW $47.38 +4.1%
210 RDY DR REDDYS LABS LTD Healthcare 1,528.0 $21K 0.01% NEW $13.85 -0.7%
211 SJM SMUCKER J M CO Consumer Defensive 205.0 $20K 0.01% -29K -99.3% $96.44 +6.1%
212 ON ON SEMICONDUCTOR CORP Technology 316.0 $20K 0.01% NEW $61.92 +105.1%
213 LSCC LATTICE SEMICONDUCTOR CORP Technology 200.0 $19K 0.01% NEW $92.76 +62.1%
214 UAL UNITED AIRLS HLDGS INC Industrials 200.0 $18K 0.01% -34K -99.4% $92.07 +15.0%
215 PYPL PAYPAL HLDGS INC Financial Services 398.0 $18K 0.01% -22K -98.2% $45.03 -1.9%
216 SBSW SIBANYE STILLWATER LTD Basic Materials 1,394.0 $17K 0.01% NEW $12.32 -1.3%
217 IT GARTNER INC Technology 100.0 $16K 0.01% NEW $158.34 -0.3%
218 STKL SUNOPTA INC Consumer Defensive 2,388.0 $15K 0.01% NEW $6.48 +0.3%
219 NOK NOKIA CORP Technology 1,906.0 $15K 0.01% NEW $8.04 +104.6%
220 BIIB BIOGEN INC Healthcare 81.0 $15K 0.01% NEW $183.33 +5.3%
Page 11 of 15  ·  281 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%