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Stance Capital Portfolio holdings

AUM $328M
1-Year Est. Return 48.17%
This Fund
S&P 500
This Quarter Est. Return
+31.52%
1 Year Est. Return
+48.17%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$122M
Cap. Flow
+$83.8M
Cap. Flow %
25.52%
Top 10 Hldgs %
22.4%
Holding
426
New
146
Increased
72
Reduced
74
Closed
86

Top Buys

Rank Stock Value
1
ROL icon
Rollins
ROL
+$4.54M
2
CMCSA icon
Comcast
CMCSA
+$3.72M
3
AMAT icon
Applied Materials
AMAT
+$3.67M
4
GILD icon
Gilead Sciences
GILD
+$3.5M
5
INTC icon
Intel
INTC
+$3.46M

Top Sells

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$4.36M
2
WDC icon
Western Digital
WDC
+$3.74M
3
VTRS icon
Viatris
VTRS
+$3.61M
4
EBAY icon
eBay
EBAY
+$3.6M
5
HPQ icon
HP
HPQ
+$3.37M

Sector Composition

Rank Sector Weight
1 Technology 31.14%
2 Consumer Discretionary 12.31%
3 Healthcare 10.12%
4 Industrials 9.84%
5 Financials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WOLF icon
276
Wolfspeed
WOLF
$1.36B
$10K ﹤0.01%
208
– –
CMG icon
277
Chipotle Mexican Grill
CMG
$45.7B
$10K ﹤0.01%
+299
New +$9.77K
PAYX icon
278
Paychex
PAYX
$41.1B
$9.83K ﹤0.01%
+100
New +$9.46K
PRIM icon
279
Primoris Services
PRIM
$4.06B
$9.81K ﹤0.01%
99
– –
CLX icon
280
Clorox
CLX
$10.6B
$9.54K ﹤0.01%
+100
New +$9.6K
IRM icon
281
Iron Mountain
IRM
$34.3B
$9.22K ﹤0.01%
73
-400
-85% -$49K
AMSC icon
282
American Superconductor
AMSC
$1.43B
$9.13K ﹤0.01%
220
– –
EW icon
283
Edwards Lifesciences
EW
$48.6B
$9.05K ﹤0.01%
+100
New +$8.38K
GDDY icon
284
GoDaddy
GDDY
$12.4B
$8.49K ﹤0.01%
100
-400
-80% -$33.7K
HAS icon
285
Hasbro
HAS
$12.9B
$8.26K ﹤0.01%
100
-14,777
-99% -$1.33M
EPAM icon
286
EPAM Systems
EPAM
$6.05B
$7.93K ﹤0.01%
+100
New +$10.6K
NDAQ icon
287
Nasdaq
NDAQ
$51.1B
$7.88K ﹤0.01%
100
-400
-80% -$35.1K
CTSH icon
288
Cognizant
CTSH
$26.8B
$7.72K ﹤0.01%
199
-22,659
-99% -$1.19M
CCI icon
289
Crown Castle
CCI
$32.2B
$7.57K ﹤0.01%
+100
New +$8.78K
KRNT icon
290
Kornit Digital
KRNT
$690M
$7.51K ﹤0.01%
462
– –
WELL icon
291
Welltower
WELL
$169B
$7.49K ﹤0.01%
33
– –
LVS icon
292
Las Vegas Sands
LVS
$27.8B
$7.11K ﹤0.01%
154
-9,586
-98% -$497K
SWKS icon
293
Skyworks Solutions
SWKS
$13.4B
$6.78K ﹤0.01%
+100
New +$6.81K
DXCM icon
294
DexCom
DXCM
$31.3B
$6.74K ﹤0.01%
100
-599
-86% -$39.9K
CVNA icon
295
Carvana
CVNA
$50.1B
$6.58K ﹤0.01%
+100
New +$7.07K
HPQ icon
296
HP
HPQ
$32B
$6.57K ﹤0.01%
299
-152,323
-100% -$3.37M
SHLS icon
297
Shoals Technologies Group
SHLS
$1.21B
$6.5K ﹤0.01%
657
– –
FTV icon
298
Fortive
FTV
$16.6B
$6.11K ﹤0.01%
+100
New +$6K
USB icon
299
US Bancorp
USB
$98B
$6.04K ﹤0.01%
+100
New +$5.6K
ARRY icon
300
Array Technologies
ARRY
$705M
$5.5K ﹤0.01%
742
– –
10 11
12
13 14

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Stance Capital's Q2 2026 Portfolio in Review

As of Q2 2026, Stance Capital held 426 positions worth $328M, up 59% from $206M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Stance Capital deployed $83.8M of net new capital in Q2 2026, opening 146 new positions and adding to 72 existing holdings. Its largest new stake was Rollins: 88,929 shares worth $3.71M.

By sector, the portfolio is most concentrated in Technology at 31% of assets, up from 24% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Bristol-Myers Squibb, an estimated $4.36M trimmed.

  • Stance Capital's largest Q2 2026 buy was Rollins: 88,929 shares worth $3.71M.
  • Stance Capital added most to Comcast in Q2 2026, an estimated $3.72M increase.
  • Stance Capital's biggest Q2 2026 reduction was Bristol-Myers Squibb, cutting an estimated $4.36M.
  • Stance Capital fully exited Bank of New York Mellon in Q2 2026, selling an estimated $1.43M.
  • Stance Capital's ten largest holdings make up 22% of its $328M portfolio in Q2 2026.
  • Stance Capital opened 146 new positions and closed 86 in Q2 2026.
  • Stance Capital's portfolio value rose 59% quarter-over-quarter to $328M.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.