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 | |
|---|---|---|---|---|---|---|
101
Walt Disney
DIS
$199B
| $1.33M | 0.49% |
11,588
+569
|
|
||
102
Mastercard
MA
$514B
| $1.32M | 0.48% |
2,315
-3,503
|
|
||
103
Salesforce
CRM
$246B
| $1.31M | 0.48% |
5,535
+548
|
|
||
104
Roper Technologies
ROP
$48B
| $1.31M | 0.48% |
2,622
+322
|
|
||
105
Comcast
CMCSA
$99.2B
| $1.31M | 0.48% |
41,582
+4,464
|
|
||
106
Cloudflare
NET
$70.9B
| $1.3M | 0.48% |
6,071
-1,492
|
|
||
107
Fair Isaac
FICO
$43.7B
| $1.3M | 0.48% |
+870
|
|
||
108
Intercontinental Exchange
ICE
$93.1B
| $1.3M | 0.48% |
7,702
+421
|
|
||
109
US Foods
USFD
$17.1B
| $1.3M | 0.48% |
16,911
-147
|
|
||
110
Oracle
ORCL
$542B
| $1.29M | 0.47% |
4,599
-4,541
|
|
||
111
Verisk Analytics
VRSK
$30.3B
| $1.29M | 0.47% |
5,125
+939
|
|
||
112
Aon
AON
$76B
| $1.29M | 0.47% |
3,613
-69
|
|
||
113
Home Depot
HD
$358B
| $1.29M | 0.47% |
3,179
-3,619
|
|
||
114
NVR
NVR
$20.5B
| $1.29M | 0.47% |
160
-25
|
|
||
115
Amer Sports
AS
$21.3B
| $1.28M | 0.47% |
+36,946
|
|
||
116
Lennar Class A
LEN
$29.5B
| $1.28M | 0.47% |
10,121
-8,038
|
|
||
117
W.W. Grainger
GWW
$48.6B
| $1.28M | 0.47% |
1,338
+112
|
|
||
118
Hilton Worldwide
HLT
$65.1B
| $1.27M | 0.47% |
4,891
-385
|
|
||
119
Church & Dwight Co
CHD
$20.3B
| $1.27M | 0.46% |
14,458
+1,065
|
|
||
120
Mid-America Apartment Communities
MAA
$15.5B
| $1.26M | 0.46% |
9,051
-2,549
|
|
||
121
Moody's
MCO
$86.8B
| $1.25M | 0.46% |
2,623
-107
|
|
||
122
Copart
CPRT
$37.4B
| $1.25M | 0.46% |
27,763
+1,017
|
|
||
123
Broadcom
AVGO
$1.7T
| $1.23M | 0.45% |
3,734
-1,491
|
|
||
124
Atlassian
TEAM
$42.6B
| $1.23M | 0.45% |
7,684
+1,140
|
|
||
125
Reddit
RDDT
$42.6B
| $1.22M | 0.45% |
5,284
-5,620
|
|