STANCE CAPITAL LLC

CIK

2056334

Location

BOSTON, MA

Portfolio Value

Micro $5,791,384

Diversification

Diversified

Filing Date

Global Rank

#4,425 / 8,586 ▼ 560

Top Industry

Software - Application 6.7%

3Y Alpha vs SPY

-0.2%

Period ended 3 months ago

Filed May 14, 2026 · 33d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+25.6%

SPY

+25.8%

Annualised alpha

-0.1%

Max drawdown

−13.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

236 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

2.8%

+0.6 pts

Top 5

12.6%

+3.0 pts

Top 10

23.3%

+5.3 pts

HHI

139

Diversified+40

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.0%	$48,809,982	66
Consumer Cyclical	19.8%	$35,900,557	31
Healthcare	12.4%	$22,471,043	28
Financial Services	11.7%	$21,113,255	22
Industrials	9.0%	$16,334,738	31
Consumer Defensive	7.3%	$13,187,691	17
Communication Services	5.5%	$9,953,118	10
Basic Materials	3.2%	$5,791,384	11
Real Estate	2.6%	$4,667,405	15
Utilities	1.5%	$2,773,247	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
RF	Regions Financial Corp	+112,229	120,231	$3,140,433
BMY	Bristol Myers Squibb Co	+56,895	84,197	$5,106,547
WRB	Berkley W R Corp	+16,996	49,215	$3,261,969
ADSK	Autodesk, Inc.	+12,350	16,995	$4,068,602
TXN	Texas Instruments Inc	+10,337	18,032	$3,500,732
WDC	Western Digital Corp	+9,697	17,159	$4,641,337
HD	Home Depot, Inc.	+9,488	13,324	$4,382,130
ROST	Ross Stores, Inc.	+9,458	17,093	$3,702,855
CHTR	Charter Communications, Inc. /Mo/	+7,449	15,962	$3,445,876
CTSH	Cognizant Technology Solutions Corp	+6,185	22,858	$1,402,338
MA	Mastercard Inc	+6,017	8,489	$4,241,613
CART	Maplebear Inc.	+5,830	37,139	$1,391,226
ADP	Automatic Data Processing Inc	+3,191	19,284	$3,918,122
EL	Estee Lauder Companies Inc	+3,163	16,408	$1,177,602
DIS	Walt Disney Co	+2,139	14,594	$1,406,568
ABT	Abbott Laboratories	+1,683	13,022	$1,336,968
HASI	HA Sustainable Infrastructure Capital, Inc.	+1,107	8,635	$317,336
ADBE	Adobe Inc.	+1,091	5,072	$1,232,901
INTU	Intuit Inc.	+1,006	3,074	$1,329,136
AXP	American Express Co	+972	4,603	$1,392,315
AZO	Autozone Inc	+940	1,334	$4,505,958
CSCO	Cisco Systems, Inc.	+929	18,560	$1,440,070
JBL	Jabil Inc	+853	15,455	$4,105,311
EFX	Equifax Inc	+789	7,122	$1,282,458
CDNS	Cadence Design Systems Inc	+593	4,759	$1,322,383
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SNAP	Snap Inc	−172,825	10,191	$46,878
INTC	Intel Corp	−94,547	30,828	$1,360,439
HPE	Hewlett Packard Enterprise Co	−52,998	3,979	$94,739
UAL	United Airlines Holdings, Inc.	−33,995	200	$18,414
SJM	J M SMUCKER Co	−28,900	205	$19,770
EIX	Edison International	−25,176	30,070	$2,200,522
NVDA	Nvidia Corp	−24,044	870	$151,728
SW	Smurfit Westrock plc	−23,828	15,045	$599,542
PYPL	PayPal Holdings, Inc.	−22,261	398	$18,001
GM	General Motors Co	−21,577	20,259	$1,509,295
EXR	Extra Space Storage Inc.	−21,294	600	$78,678
GPC	Genuine Parts Co	−19,888	13,407	$1,417,790
USFD	US Foods Holding Corp.	−17,677	500	$46,105
APTV	Aptiv PLC	−17,495	167	$11,596
OMC	Omnicom Group Inc.	−16,859	600	$45,186
AMD	Advanced Micro Devices Inc	−15,853	9,920	$2,018,025
SCHW	Schwab Charles Corp	−14,004	400	$37,592
F	Ford Motor Co	−11,964	232,757	$2,686,015
PLD	Prologis, Inc.	−10,309	400	$52,872
COR	Cencora, Inc.	−8,360	1,749	$549,430
NOW	ServiceNow, Inc.	−7,946	104	$10,873
STLD	Steel Dynamics Inc	−7,872	200	$36,000
QCOM	Qualcomm Inc/De	−7,512	200	$25,756
PANW	Palo Alto Networks Inc	−7,140	200	$32,064
ORCL	Oracle Corp	−6,823	200	$29,422
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
VTRS	Viatris Inc	263,327	$3,557,546
TJX	Tjx Companies Inc /De/	22,222	$3,548,853
TSN	Tyson Foods, Inc.	55,323	$3,544,543
NEM	NEWMONT Corp /DE/	32,189	$3,484,459
ZTS	Zoetis Inc.	26,479	$3,130,082
HPQ	Hp Inc	152,622	$2,931,868
OTIS	Otis Worldwide Corp	38,017	$2,930,349
VTR	Ventas, Inc.	35,303	$2,887,078
KMB	Kimberly Clark Corp	29,887	$2,883,198
XYL	Xylem Inc.	23,818	$2,846,251
CCL	Carnival Corp Ltd.	104,768	$2,711,395
GEV	GE Vernova Inc.	2,964	$2,587,275
TAP	Molson Coors Beverage Co	40,661	$1,750,862
ALL	Allstate Corp	6,726	$1,394,568
HAS	Hasbro, Inc.	14,877	$1,392,487
AFL	Aflac Inc	12,651	$1,387,941
DECK	Deckers Outdoor Corp	13,657	$1,366,929
AAPL	Apple Inc.	5,351	$1,358,030
ISRG	Intuitive Surgical Inc	2,874	$1,324,885
CSL	Carlisle Companies Inc	3,956	$1,319,800
NKE	NIKE, Inc.	24,882	$1,314,267
BE	Bloom Energy Corp	9,410	$1,274,960
T	At&T Inc.	25,323	$734,113
DOW	Dow Inc.	17,445	$726,583
ADM	Archer-Daniels-Midland Co	8,692	$631,821
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
HLT	Hilton Worldwide Holdings Inc.	16,874	$4,847,056
V	Visa Inc.	12,910	$4,527,665
SYK	Stryker Corp	12,517	$4,399,349
TRV	Travelers Companies, Inc.	14,428	$4,184,984
CAH	Cardinal Health Inc	20,213	$4,153,771
GWW	W.W. Grainger, Inc.	3,982	$4,018,036
DAL	Delta Air Lines, Inc.	56,637	$3,930,607
BG	Bunge Global SA	38,671	$3,444,812
GL	Globe Life Inc.	22,439	$3,138,318
CVS	CVS HEALTH Corp	39,048	$3,098,849
KDP	Keurig Dr Pepper Inc.	103,037	$2,886,066
CI	Cigna Group	10,466	$2,880,556
KHC	Kraft Heinz Co	116,414	$2,823,039
NCLH	Norwegian Cruise Line Holdings Ltd.	123,797	$2,763,148
RJF	Raymond James Financial Inc	16,670	$2,677,034
IP	International Paper Co /New/	61,177	$2,409,761
JPM	Jpmorgan Chase & Co	7,315	$2,357,038
STX	Seagate Technology Holdings plc	8,308	$2,287,940
LULU	lululemon athletica inc.	10,541	$2,190,524
JCI	Johnson Controls International plc	16,414	$1,965,576
WMG	Warner Music Group Corp.	50,198	$1,539,572
SPGI	S&P Global Inc.	2,804	$1,465,342
MAR	Marriott International Inc /Md/	4,713	$1,462,161
WM	Waste Management Inc	6,583	$1,446,350
VRSK	Verisk Analytics, Inc.	6,444	$1,441,458
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $5,791,384 total · Basic Materials only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	32,189	NEW	$3,484,459	NEW	60.17%
ECL	Ecolab Inc. Basic Materials	Reduced	4,961	-384	$1,319,725	−5.9%	22.79%
DOW	Dow Inc. Basic Materials	NEW	17,445	NEW	$726,583	NEW	12.55%
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	985	NEW	$57,898	NEW	1.00%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	175	NEW	$50,835	NEW	0.88%
MP	MP Materials Corp. / DE Basic Materials	NEW	1,012	NEW	$48,838	NEW	0.84%
HDSN	Hudson Technologies Inc /Ny Basic Materials	NEW	6,560	NEW	$38,572	NEW	0.67%
STLD	Steel Dynamics Inc Basic Materials	Reduced	200	-7,872	$36,000	−97.4%	0.62%
SBSW	Sibanye Stillwater Ltd Basic Materials	NEW	1,394	NEW	$17,174	NEW	0.30%
ALB	Albemarle Corp Basic Materials	NEW	35	NEW	$6,283	NEW	0.11%
B	Barrick Mining Corp Basic Materials	NEW	123	NEW	$5,017	NEW	0.09%