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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 9 of 15  ·  281 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BEPC BROOKFIELD RENEWABLE CORP Utilities 1,028.0 $41K 0.02% NEW $39.83 -0.8%
162 OC OWENS CORNING NEW Industrials 377.0 $41K 0.02% NEW $108.22 +14.8%
163 AMKR AMKOR TECHNOLOGY INC Technology 900.0 $41K 0.02% NEW $45.03 +59.0%
164 NTRA NATERA INC Healthcare 200.0 $40K 0.02% NEW $199.99 -0.7%
165 YMAX TIDAL TRUST II 5,091.0 $40K 0.02% NEW $7.83 +8.3%
166 ODFL OLD DOMINION FREIGHT LINE IN Industrials 200.0 $39K 0.02% NEW $195.40 +12.5%
167 ASML ASML HLDG NV Technology 29.0 $39K 0.02% NEW $1337.14 +19.9%
168 HDSN HUDSON TECHNOLOGIES INC Basic Materials 6,560.0 $39K 0.02% NEW $5.88 -11.9%
169 WTS WATTS WATER TECHNOLOGIES INC Industrials 132.0 $38K 0.02% NEW $290.66 +7.5%
170 SCHW SCHWAB CHARLES CORP Financial Services 400.0 $38K 0.02% -14K -97.2% $93.98 -8.4%
171 FIS FIDELITY NATL INFORMATION SV Technology 800.0 $38K 0.02% NEW $46.91 -10.1%
172 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 500.0 $37K 0.02% NEW $74.38 -29.2%
173 ETSY INC 733.0 $37K 0.02% NEW $49.98
174 PAYC PAYCOM SOFTWARE INC Technology 300.0 $36K 0.02% NEW $121.54 +11.1%
175 DLR DIGITAL RLTY TR INC Real Estate 200.0 $36K 0.02% NEW $180.21 +7.4%
176 STLD STEEL DYNAMICS INC Basic Materials 200.0 $36K 0.02% -8K -97.5% $180.00 +40.3%
177 ENPH ENPHASE ENERGY INC Energy 951.0 $36K 0.02% NEW $37.82 +90.1%
178 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,934.0 $36K 0.02% NEW $18.49 +28.1%
179 BKLN INVESCO EXCH TRADED FD TR II 1,732.0 $35K 0.02% NEW $20.41 +0.4%
180 VEEV VEEVA SYS INC Healthcare 200.0 $35K 0.02% NEW $175.66 -8.2%
Page 9 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%