SC
Stance Capital Portfolio holdings
AUM
$273M
1-Year Est. Return
13.23%
1 Year Est. Return
+13.23%
AUM
$266M
AUM Growth
+$131M
(+97%)
Holding
179
Top Buys
| 1 | +$4.45M | |
| 2 | +$4.16M | |
| 3 | +$4.14M | |
| 4 |
TJX Companies
TJX
|
+$3.98M |
| 5 |
Ulta Beauty
ULTA
|
+$3.81M |
Top Sells
| 1 | +$4.96M | |
| 2 | +$4.92M | |
| 3 | +$4.39M | |
| 4 |
Consolidated Edison
ED
|
+$4.38M |
| 5 |
Cognizant
CTSH
|
+$4.24M |
Sector Composition
| 1 | Technology | 22.97% |
| 2 | Consumer Discretionary | 15.38% |
| 3 | Financials | 12.24% |
| 4 | Healthcare | 12.08% |
| 5 | Industrials | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Autodesk
ADSK
$62B
| $2.15M | 0.81% |
+6,958
|
|
||
27
Charter Communications
CHTR
$25.4B
| $2.12M | 0.8% |
+5,186
|
|
||
28
Ingersoll Rand
IR
$29.5B
| $2.1M | 0.79% |
25,239
-7,860
|
|
||
29
Verizon
VZ
$174B
| $2.06M | 0.78% |
+47,697
|
|
||
30
3M
MMM
$88.3B
| $2.06M | 0.77% |
+13,525
|
|
||
31
Viatris
VTRS
$11.9B
| $2.04M | 0.77% |
227,939
-78,818
|
|
||
32
D.R. Horton
DHI
$40.8B
| $2.02M | 0.76% |
15,697
-13,136
|
|
||
33
Mettler-Toledo International
MTD
$28.6B
| $2.01M | 0.76% |
+1,713
|
|
||
34
O'Reilly Automotive
ORLY
$83.7B
| $2.01M | 0.76% |
+22,326
|
|
||
35
Lennar Class A
LEN
$29.9B
| $2.01M | 0.76% |
+18,159
|
|
||
36
AT&T
T
$181B
| $2M | 0.75% |
+69,256
|
|
||
37
Oracle
ORCL
$623B
| $2M | 0.75% |
9,140
-9,115
|
|
||
38
CVS Health
CVS
$97.1B
| $1.99M | 0.75% |
+28,910
|
|
||
39
Globe Life
GL
$10.4B
| $1.98M | 0.75% |
+15,962
|
|
||
40
Palantir
PLTR
$386B
| $1.89M | 0.71% |
+13,901
|
|
||
41
Kellanova
K
$29B
| $1.86M | 0.7% |
+23,343
|
|
||
42
Exelon
EXC
$46.2B
| $1.84M | 0.69% |
+42,439
|
|
||
43
Deere & Co
DE
$129B
| $1.76M | 0.66% |
+3,453
|
|
||
44
Mid-America Apartment Communities
MAA
$15.4B
| $1.72M | 0.65% |
11,600
+3,683
|
|
||
45
Edison International
EIX
$22.7B
| $1.68M | 0.63% |
+32,563
|
|
||
46
Alphabet (Google) Class A
GOOGL
$3.58T
| $1.67M | 0.63% |
+9,499
|
|
||
47
General Mills
GIS
$25.5B
| $1.65M | 0.62% |
+31,905
|
|
||
48
Genuine Parts
GPC
$17.5B
| $1.64M | 0.62% |
+13,537
|
|
||
49
Reddit
RDDT
$35B
| $1.64M | 0.62% |
+10,904
|
|
||
50
Visa
V
$628B
| $1.63M | 0.61% |
4,591
-5,893
|
|