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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 2 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EBAY EBAY INC Consumer Cyclical 33,991.0 $3.1M 1.50% -2K -4.3% $91.02 +26.7%
22 HPQ HP INC Technology 152,622.0 $2.9M 1.42% NEW $19.21 +27.1%
23 OTIS OTIS WORLDWIDE CORP Industrials 38,017.0 $2.9M 1.42% NEW $77.08 -5.6%
24 VTR VENTAS INC Real Estate 35,303.0 $2.9M 1.40% NEW $81.78 +8.1%
25 KMB KIMBERLY CLARK CORP Consumer Defensive 29,887.0 $2.9M 1.40% NEW $96.47 +2.4%
26 XYL XYLEM INC Industrials 23,818.0 $2.8M 1.38% NEW $119.50 -7.0%
27 CCL CARNIVAL CORP Consumer Cyclical 104,768.0 $2.7M 1.32% NEW $25.88 +3.2%
28 F FORD MTR CO Consumer Cyclical 232,757.0 $2.7M 1.30% -12K -4.9% $11.54 +32.8%
29 GEV GE VERNOVA INC Utilities 2,964.0 $2.6M 1.26% NEW $872.90 +22.8%
30 EIX EDISON INTL Utilities 30,070.0 $2.2M 1.07% -25K -45.6% $73.18 -2.6%
31 AMD ADVANCED MICRO DEVICES INC Technology 9,920.0 $2.0M 0.98% -16K -61.5% $203.43 +147.7%
32 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 40,661.0 $1.8M 0.85% NEW $43.06 -4.2%
33 CIEN CIENA CORP Technology 4,137.0 $1.6M 0.78% -2K -28.2% $388.23 +55.2%
34 DELL DELL TECHNOLOGIES INC Technology 9,704.0 $1.6M 0.77% -375.0 -3.7% $164.13 +85.9%
35 GM GENERAL MTRS CO Consumer Cyclical 20,259.0 $1.5M 0.73% -22K -51.6% $74.50 +7.1%
36 MRK MERCK & CO INC Healthcare 12,319.0 $1.5M 0.72% -2K -12.0% $120.29 -0.4%
37 MRVL MARVELL TECHNOLOGY INC Technology 14,957.0 $1.5M 0.72% -670.0 -4.3% $99.05 +110.0%
38 MPWR MONOLITHIC PWR SYS INC Technology 1,323.0 $1.4M 0.70% -93.0 -6.6% $1093.35 +52.1%
39 CSCO CISCO SYS INC Technology 18,560.0 $1.4M 0.70% +929.0 +5.3% $77.59 +52.5%
40 BK BANK NEW YORK MELLON CORP Financial Services 12,092.0 $1.4M 0.70% +312.0 +2.6% $118.63 +18.9%
Page 2 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%