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Stance Capital Portfolio holdings

AUM $206M
1-Year Est. Return 22.76%
This Fund
S&P 500
This Quarter Est. Return
-1.04%
1 Year Est. Return
+22.76%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
–
Cap. Flow
+$166M
Cap. Flow %
102.97%
Top 10 Hldgs %
35.07%
Holding
270
New
270
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
STNC icon
Hennessy Sustainable ETF
STNC
+$15M
2
CHGX icon
AXS Change Finance ESG ETF
CHGX
+$5.46M
3
DECK icon
Deckers Outdoor
DECK
+$4.74M
4
BNY
Bank of New York Mellon
BNY
+$4.64M
5
AAPL icon
Apple
AAPL
+$4.57M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 18.28%
2 Consumer Discretionary 17.35%
3 Healthcare 15.19%
4 Technology 12.19%
5 Industrials 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBY icon
26
Best Buy
BBY
$18.8B
$3.47M 2.15%
+40,452
New +$3.69M
AMGN icon
27
Amgen
AMGN
$211B
$3.41M 2.11%
+13,095
New +$3.89M
CI icon
28
Cigna
CI
$79.6B
$3.19M 1.98%
+11,562
New +$3.69M
DE icon
29
Deere & Co
DE
$171B
$3.04M 1.88%
+7,174
New +$3.02M
REGN icon
30
Regeneron Pharmaceuticals
REGN
$72.2B
$2.74M 1.7%
+3,849
New +$3.23M
ES icon
31
Eversource Energy
ES
$28.5B
$1.87M 1.16%
+32,519
New +$2.03M
DD icon
32
DuPont de Nemours
DD
$19B
$1.76M 1.09%
+18,416
New +$1.92M
ABBV icon
33
AbbVie
ABBV
$469B
$1.72M 1.06%
+9,652
New +$1.77M
EW icon
34
Edwards Lifesciences
EW
$48.2B
$1.71M 1.06%
+23,148
New +$1.62M
LEN icon
35
Lennar Class A
LEN
$21B
$1.54M 0.95%
+11,646
New +$1.89M
VTRS icon
36
Viatris
VTRS
$20.7B
$1.45M 0.9%
+116,196
New +$1.43M
MSCI icon
37
MSCI
MSCI
$42.2B
$841K 0.52%
+1,401
New +$841K
HASI icon
38
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.92B
$552K 0.34%
+20,578
New +$644K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.1T
$279K 0.17%
+1,472
New +$258K
AVGO icon
40
Broadcom
AVGO
$1.8T
$278K 0.17%
+1,201
New +$222K
NVDA icon
41
NVIDIA
NVDA
$4.77T
$272K 0.17%
+2,025
New +$279K
ACN icon
42
Accenture
ACN
$101B
$253K 0.16%
+719
New +$259K
LLY icon
43
Eli Lilly
LLY
$1.09T
$250K 0.15%
+324
New +$268K
SYK icon
44
Stryker
SYK
$132B
$243K 0.15%
+674
New +$250K
ADP icon
45
Automatic Data Processing
ADP
$107B
$234K 0.15%
+801
New +$237K
CRM icon
46
Salesforce
CRM
$150B
$232K 0.14%
+695
New +$222K
V icon
47
Visa
V
$703B
$231K 0.14%
+732
New +$220K
MRVL icon
48
Marvell Technology
MRVL
$157B
$228K 0.14%
+2,065
New +$192K
INTU icon
49
Intuit
INTU
$86.7B
$223K 0.14%
+355
New +$227K
COR icon
50
Cencora
COR
$61.9B
$214K 0.13%
+953
New +$224K
1
2
3 4 5

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ASI
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SCM
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TS
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SAM
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ACM
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AFTS
American Financial & Tax Strategies New York $206M AUM 14.5% 1-Year Est. Return

Stance Capital's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Stance Capital, which disclosed 270 positions worth $161M. Its ten largest holdings account for 35% of the portfolio.

Its largest position is Hennessy Sustainable ETF: 479,825 shares worth $14.6M.

By sector, the portfolio is most concentrated in Financials at 18% of assets, followed by Consumer Discretionary and Healthcare.

  • Stance Capital's largest Q4 2024 buy was Hennessy Sustainable ETF: 479,825 shares worth $14.6M.
  • Stance Capital's ten largest holdings make up 35% of its $161M portfolio in Q4 2024.
  • Stance Capital disclosed 270 positions in Q4 2024, its first 13F filing on record.

Based on Stance Capital's 13F filing for Q4 2024, filed 14 Apr 2025.