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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
+8.96%
1 Year Est. Return
+22.76%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$131M
Cap. Flow
+$117M
Cap. Flow %
43.89%
Top 10 Hldgs %
19.2%
Holding
179
New
135
Increased
5
Reduced
18
Closed
21

Top Buys

Rank Stock Value
1
TJX icon
TJX Companies
TJX
+$4.09M
2
CSCO icon
Cisco
CSCO
+$3.94M
3
SYK icon
Stryker
SYK
+$3.92M
4
WBA
Walgreens Boots Alliance
WBA
+$3.68M
5
NFLX icon
Netflix
NFLX
+$3.52M

Top Sells

Rank Stock Value
1
HCA icon
HCA Healthcare
HCA
+$4.96M
2
MCK icon
McKesson
MCK
+$4.92M
3
IBM icon
IBM
IBM
+$4.39M
4
ED icon
Consolidated Edison
ED
+$4.38M
5
CTSH icon
Cognizant
CTSH
+$4.24M

Sector Composition

Rank Sector Weight
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
AMD icon
51
Advanced Micro Devices
AMD
$738B
$1.59M 0.6%
+11,193
New +$1.22M
CLX icon
52
Clorox
CLX
$12B
$1.56M 0.59%
+12,989
New +$1.73M
EL icon
53
Estee Lauder
EL
$30.3B
$1.55M 0.58%
+19,138
New +$1.23M
BMY icon
54
Bristol-Myers Squibb
BMY
$132B
$1.54M 0.58%
33,195
-9,170
-22% -$450K
NKE icon
55
Nike
NKE
$63.3B
$1.51M 0.57%
+21,266
New +$1.28M
AZO icon
56
AutoZone
AZO
$51.5B
$1.49M 0.56%
+402
New +$1.48M
VRT icon
57
Vertiv
VRT
$101B
$1.49M 0.56%
+11,600
New +$1.13M
MRVL icon
58
Marvell Technology
MRVL
$154B
$1.48M 0.56%
+19,164
New +$1.2M
SHW icon
59
Sherwin-Williams
SHW
$86.9B
$1.48M 0.56%
+4,314
New +$1.49M
NET icon
60
Cloudflare
NET
$89.7B
$1.48M 0.56%
+7,563
New +$1.1M
NVDA icon
61
NVIDIA
NVDA
$4.7T
$1.45M 0.54%
9,161
-20,985
-70% -$2.64M
DELL icon
62
Dell
DELL
$235B
$1.44M 0.54%
11,752
+8,492
+260% +$868K
AVGO icon
63
Broadcom
AVGO
$1.79T
$1.44M 0.54%
+5,225
New +$1.13M
INTC icon
64
Intel
INTC
$428B
$1.43M 0.54%
+63,882
New +$1.32M
AXP icon
65
American Express
AXP
$226B
$1.43M 0.54%
+4,479
New +$1.26M
ANET icon
66
Arista Networks
ANET
$202B
$1.43M 0.54%
+13,942
New +$1.21M
URI icon
67
United Rentals
URI
$70.9B
$1.42M 0.53%
+1,879
New +$1.26M
SPOT icon
68
Spotify
SPOT
$103B
$1.41M 0.53%
+1,836
New +$1.18M
NWS icon
69
News Corp Class B
NWS
$17.2B
$1.41M 0.53%
+41,036
New +$1.3M
HLT icon
70
Hilton Worldwide
HLT
$72.5B
$1.41M 0.53%
5,276
-4,390
-45% -$1.05M
FWONK icon
71
Liberty Media Series C
FWONK
$25.2B
$1.41M 0.53%
+13,446
New +$1.25M
AMAT icon
72
Applied Materials
AMAT
$380B
$1.4M 0.52%
7,626
-17,731
-70% -$2.81M
SNPS icon
73
Synopsys
SNPS
$74.3B
$1.39M 0.52%
+2,717
New +$1.27M
TXN icon
74
Texas Instruments
TXN
$250B
$1.39M 0.52%
+6,680
New +$1.19M
MU icon
75
Micron Technology
MU
$917B
$1.39M 0.52%
+11,249
New +$1.05M
1 2
3
4 5

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Stance Capital's Q2 2025 Portfolio in Review

As of Q2 2025, Stance Capital held 179 positions worth $266M, up 97% from $135M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Stance Capital deployed $117M of net new capital in Q2 2025, opening 135 new positions and adding to 5 existing holdings. Its largest new stake was TJX Companies: 32,238 shares worth $3.98M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 14% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Boston Scientific, an estimated $3.93M trimmed.

  • Stance Capital's largest Q2 2025 buy was TJX Companies: 32,238 shares worth $3.98M.
  • Stance Capital added most to Dell in Q2 2025, an estimated $868K increase.
  • Stance Capital's biggest Q2 2025 reduction was Boston Scientific, cutting an estimated $3.93M.
  • Stance Capital fully exited HCA Healthcare in Q2 2025, selling an estimated $4.96M.
  • Stance Capital's ten largest holdings make up 19% of its $266M portfolio in Q2 2025.
  • Stance Capital opened 135 new positions and closed 21 in Q2 2025.
  • Stance Capital's portfolio value rose 97% quarter-over-quarter to $266M.

Based on Stance Capital's 13F filing for Q2 2025, filed 22 Aug 2025.