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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
+2.35%
1 Year Est. Return
+22.76%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$206M
AUM Growth
-$65.9M
Cap. Flow
-$63M
Cap. Flow %
-30.55%
Top 10 Hldgs %
27.7%
Holding
329
New
194
Increased
33
Reduced
51
Closed
48

Top Buys

Rank Stock Value
1
NEM icon
Newmont
NEM
+$3.71M
2
VTRS icon
Viatris
VTRS
+$3.69M
3
TJX icon
TJX Companies
TJX
+$3.46M
4
HD icon
Home Depot
HD
+$3.46M
5
TSN icon
Tyson Foods
TSN
+$3.44M

Top Sells

Rank Stock Value
1
HLT icon
Hilton Worldwide
HLT
+$4.85M
2
V icon
Visa
V
+$4.53M
3
NVDA icon
NVIDIA
NVDA
+$4.41M
4
SYK icon
Stryker
SYK
+$4.4M
5
INTC icon
Intel
INTC
+$4.33M

Sector Composition

Rank Sector Weight
1 Technology 23.69%
2 Consumer Discretionary 17.42%
3 Healthcare 10.9%
4 Financials 10.16%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
51
Allstate
ALL
$67.3B
$1.39M 0.68%
+6,726
New +$1.38M
HAS icon
52
Hasbro
HAS
$12.8B
$1.39M 0.68%
+14,877
New +$1.39M
AXP icon
53
American Express
AXP
$226B
$1.39M 0.68%
4,603
+972
+27% +$326K
MRSH
54
Marsh
MRSH
$87.5B
$1.39M 0.68%
8,022
+412
+5% +$74.1K
CART icon
55
Maplebear
CART
$10.4B
$1.39M 0.68%
37,139
+5,830
+19% +$221K
AFL icon
56
Aflac
AFL
$64.4B
$1.39M 0.67%
+12,651
New +$1.4M
NET icon
57
Cloudflare
NET
$94.3B
$1.39M 0.67%
6,726
+5
+0.1% +$953
AMAT icon
58
Applied Materials
AMAT
$410B
$1.38M 0.67%
4,035
-1,140
-22% -$383K
DECK icon
59
Deckers Outdoor
DECK
$13.3B
$1.37M 0.66%
+13,657
New +$1.46M
INTC icon
60
Intel
INTC
$462B
$1.36M 0.66%
30,828
-94,547
-75% -$4.33M
AAPL icon
61
Apple
AAPL
$4.95T
$1.36M 0.66%
+5,351
New +$1.39M
MCO icon
62
Moody's
MCO
$84.2B
$1.35M 0.65%
3,086
+213
+7% +$101K
CME icon
63
CME Group
CME
$91.8B
$1.35M 0.65%
4,555
-577
-11% -$171K
KVUE icon
64
Kenvue
KVUE
$37.4B
$1.34M 0.65%
77,692
-3,029
-4% -$53.9K
ABT icon
65
Abbott
ABT
$182B
$1.34M 0.65%
13,022
+1,683
+15% +$190K
ABBV icon
66
AbbVie
ABBV
$454B
$1.34M 0.65%
6,147
-93
-1% -$20.6K
GILD icon
67
Gilead Sciences
GILD
$162B
$1.33M 0.65%
9,541
-1,731
-15% -$242K
INTU icon
68
Intuit
INTU
$83.1B
$1.33M 0.65%
3,074
+1,006
+49% +$480K
ISRG icon
69
Intuitive Surgical
ISRG
$128B
$1.32M 0.64%
+2,874
New +$1.45M
CDNS icon
70
Cadence Design Systems
CDNS
$93.4B
$1.32M 0.64%
4,759
+593
+14% +$177K
CSL icon
71
Carlisle Companies
CSL
$13.8B
$1.32M 0.64%
+3,956
New +$1.44M
ECL icon
72
Ecolab
ECL
$76.4B
$1.32M 0.64%
4,961
-384
-7% -$108K
NKE icon
73
Nike
NKE
$62.5B
$1.31M 0.64%
+24,882
New +$1.51M
AMGN icon
74
Amgen
AMGN
$203B
$1.31M 0.63%
3,718
-680
-15% -$242K
GOOG icon
75
Alphabet (Google) Class C
GOOG
$3.99T
$1.3M 0.63%
+4,546
New +$1.43M
1 2
3
4 5

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Stance Capital's Q1 2026 Portfolio in Review

As of Q1 2026, Stance Capital held 329 positions worth $206M, down 24% from $272M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

Stance Capital withdrew a net $63M in Q1 2026, closing 48 positions and reducing 51 holdings. Its most notable exit was Hilton Worldwide, an estimated $4.85M position sold in full.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Stance Capital opened a new position in Newmont worth $3.48M.

  • Stance Capital's largest Q1 2026 buy was Newmont: 32,189 shares worth $3.48M.
  • Stance Capital added most to Home Depot in Q1 2026, an estimated $3.46M increase.
  • Stance Capital's biggest Q1 2026 reduction was NVIDIA, cutting an estimated $4.41M.
  • Stance Capital fully exited Hilton Worldwide in Q1 2026, selling an estimated $4.85M.
  • Stance Capital's ten largest holdings make up 28% of its $206M portfolio in Q1 2026.
  • Stance Capital opened 194 new positions and closed 48 in Q1 2026.
  • Stance Capital's portfolio value fell 24% quarter-over-quarter to $206M.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.