SC
Stance Capital Portfolio holdings
AUM
$273M
1-Year Est. Return
13.23%
1 Year Est. Return
+13.23%
AUM
$273M
AUM Growth
+$6.75M
(+2.5%)
Holding
313
Top Buys
| 1 | +$3.71M | |
| 2 | +$3.39M | |
| 3 | +$3.36M | |
| 4 |
United Airlines
UAL
|
+$3.11M |
| 5 |
J.M. Smucker
SJM
|
+$3.04M |
Top Sells
| 1 | +$4.28M | |
| 2 | +$3.8M | |
| 3 | +$3.02M | |
| 4 |
D.R. Horton
DHI
|
+$2.63M |
| 5 |
Rockwell Automation
ROK
|
+$2.6M |
Sector Composition
| 1 | Technology | 24.81% |
| 2 | Consumer Discretionary | 16.52% |
| 3 | Financials | 14.16% |
| 4 | Healthcare | 11.24% |
| 5 | Industrials | 9.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Visa
V
$671B
| $2.85M | 1.05% |
8,363
+3,772
|
|
||
27
Raymond James Financial
RJF
$32.2B
| $2.75M | 1.01% |
15,952
-403
|
|
||
28
Fastenal
FAST
$48.2B
| $2.7M | 0.99% |
54,976
+47,676
|
|
||
29
Nasdaq
NDAQ
$53.4B
| $2.43M | 0.89% |
27,524
+23,936
|
|
||
30
T-Mobile US
TMUS
$218B
| $2.3M | 0.84% |
9,618
+8,331
|
|
||
31
Boston Scientific
BSX
$137B
| $2.15M | 0.79% |
21,998
+18,915
|
|
||
32
Globe Life
GL
$11.1B
| $2.02M | 0.74% |
14,141
-1,821
|
|
||
33
Southwest Airlines
LUV
$21.3B
| $1.99M | 0.73% |
62,511
+53,457
|
|
||
34
Intel
INTC
$180B
| $1.92M | 0.71% |
57,355
-6,527
|
|
||
35
International Paper
IP
$20.4B
| $1.78M | 0.65% |
38,416
-8,680
|
|
||
36
AST SpaceMobile
ASTS
$21.3B
| $1.7M | 0.62% |
+34,704
|
|
||
37
Marvell Technology
MRVL
$71.6B
| $1.68M | 0.62% |
19,951
+787
|
|
||
|
CRWV
38
CoreWeave Inc
CRWV
$39.2B
| $1.64M | 0.6% |
+12,002
|
|
||
39
Applied Materials
AMAT
$206B
| $1.64M | 0.6% |
8,008
+382
|
|
||
40
Amgen
AMGN
$171B
| $1.62M | 0.59% |
5,730
+1,267
|
|
||
41
Bristol-Myers Squibb
BMY
$107B
| $1.58M | 0.58% |
34,991
+1,796
|
|
||
42
Electronic Arts
EA
$51B
| $1.57M | 0.58% |
7,795
-878
|
|
||
43
Synopsys
SNPS
$86.3B
| $1.56M | 0.57% |
3,158
+441
|
|
||
44
Dell
DELL
$86.1B
| $1.52M | 0.56% |
10,746
-1,006
|
|
||
45
CrowdStrike
CRWD
$127B
| $1.51M | 0.55% |
3,081
+375
|
|
||
46
KLA
KLAC
$157B
| $1.5M | 0.55% |
1,394
-117
|
|
||
47
Vertiv
VRT
$61.7B
| $1.5M | 0.55% |
9,965
-1,635
|
|
||
48
Arista Networks
ANET
$157B
| $1.45M | 0.53% |
9,957
-3,985
|
|
||
49
Workday
WDAY
$59B
| $1.45M | 0.53% |
6,015
+698
|
|
||
50
Estee Lauder
EL
$37.5B
| $1.44M | 0.53% |
16,393
-2,745
|
|