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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 7 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ICLR ICON PLC Healthcare 600.0 $66K 0.03% NEW $110.66 +53.6%
122 HUBB HUBBELL INC Industrials 133.0 $65K 0.03% NEW $492.19 -2.1%
123 IWMY TIDAL TRUST II 3,598.0 $65K 0.03% NEW $18.09 +6.4%
124 ICLN ISHARES TR 3,519.0 $64K 0.03% NEW $18.29 +0.3%
125 SPG SIMON PPTY GROUP INC NEW Real Estate 340.0 $63K 0.03% NEW $186.46 +22.5%
126 NXPI NXP SEMICONDUCTORS N V Technology 320.0 $63K 0.03% NEW $196.86 +37.5%
127 NVTS NAVITAS SEMICONDUCTOR CORP Technology 6,722.0 $59K 0.03% NEW $8.77 +34.1%
128 FCX FREEPORT MCMORAN INC Basic Materials 985.0 $58K 0.03% NEW $58.78 -0.4%
129 RELX RELX PLC Communication Services 1,741.0 $58K 0.03% NEW $33.16 +2.6%
130 WMT WALMART INC Consumer Defensive 455.0 $57K 0.03% NEW $124.28 -9.5%
131 MDLZ MONDELEZ INTL INC Consumer Defensive 969.0 $56K 0.03% NEW $57.64 +6.6%
132 PLD PROLOGIS INC Real Estate 400.0 $53K 0.03% -10K -96.3% $132.18 +13.5%
133 AIG AMERICAN INTL GROUP INC Financial Services 699.0 $53K 0.03% NEW $75.28 +3.7%
134 CNC CENTENE CORP DEL Healthcare 1,598.0 $52K 0.03% NEW $32.73 +95.2%
135 IGLD FIRST TR EXCHANGE TRADED FD 2,031.0 $52K 0.03% NEW $25.53 -19.8%
136 APLD APPLIED DIGITAL CORP Technology 2,157.0 $51K 0.03% NEW $23.74 +11.4%
137 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 175.0 $51K 0.03% NEW $290.49 +2.3%
138 CROX CROCS INC Consumer Cyclical 600.0 $50K 0.02% NEW $83.02 +67.3%
139 MP MP MATERIALS CORP Basic Materials 1,012.0 $49K 0.02% NEW $48.26 -5.8%
140 TLTW ISHARES TR 2,148.0 $49K 0.02% NEW $22.62 -3.8%
Page 7 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%