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Stanley Capital Management Portfolio holdings

AUM $598M
1-Year Est. Return 33.22%
This Fund
S&P 500
This Quarter Est. Return
+3.01%
1 Year Est. Return
+33.22%
3 Year Est. Return
+101.29%
5 Year Est. Return
+144.82%
10 Year Est. Return
+770.03%
AUM
$598M
AUM Growth
+$185K
Cap. Flow
+$6.99M
Cap. Flow %
1.17%
Top 10 Hldgs %
44.69%
Holding
41
New
2
Increased
3
Reduced
4
Closed
1

Top Buys

Rank Stock Value
1
ICLR icon
Icon
ICLR
+$13.7M
2
INTU icon
Intuit
INTU
+$9.21M
3
ORCL icon
Oracle
ORCL
+$4.55M
4
MRVL icon
Marvell Technology
MRVL
+$1.68M
5
CMCO icon
Columbus McKinnon
CMCO
+$373K

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$8.5M
2
ALIT icon
Alight
ALIT
+$6.11M
3
QDEL icon
QuidelOrtho
QDEL
+$3.68M
4
AMAT icon
Applied Materials
AMAT
+$3.03M
5
MCK icon
McKesson
MCK
+$1.16M

Sector Composition

Rank Sector Weight
1 Industrials 28.25%
2 Technology 25.35%
3 Healthcare 14.47%
4 Communication Services 9.51%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCO icon
26
Columbus McKinnon
CMCO
$426M
$10.5M 1.76%
725,000
+20,000
+3% +$373K
ACM icon
27
Aecom
ACM
$8.86B
$9.87M 1.65%
116,400
– –
ARMK icon
28
Aramark
ARMK
$14.8B
$9.51M 1.59%
234,600
– –
GPN icon
29
Global Payments
GPN
$21.9B
$9.19M 1.54%
136,608
– –
PRM icon
30
Perimeter Solutions
PRM
$5.68B
$8.52M 1.42%
349,000
– –
INTU icon
31
Intuit
INTU
$79.3B
$8.34M 1.39%
+19,300
New +$9.21M
AVTR icon
32
Avantor
AVTR
$7.5B
$7.2M 1.2%
918,500
– –
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.22T
$7.16M 1.2%
24,960
– –
FISV
34
Fiserv Inc
FISV
$27B
$7.01M 1.17%
125,559
– –
MCO icon
35
Moody's
MCO
$85.7B
$6.87M 1.15%
15,758
– –
RHI icon
36
Robert Half
RHI
$4.21B
$6.36M 1.06%
250,493
– –
AXTA icon
37
Axalta
AXTA
$6.95B
$6M 1%
216,600
– –
STGW icon
38
Stagwell
STGW
$1.8B
$5.98M 1%
950,342
– –
MSFT icon
39
Microsoft
MSFT
$2.95T
$5.44M 0.91%
14,695
– –
QDEL icon
40
QuidelOrtho
QDEL
$1.12B
$4.14M 0.69%
252,000
-150,000
-37% -$3.68M
ALIT icon
41
Alight
ALIT
$495M
– –
-156,542
Closed -$6.11M
1
2

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FSG
Financial Strategies Group Okemos, Michigan $598M AUM 12.52% 1-Year Est. Return
ECM
Estuary Capital Management Wayzata, Minnesota $598M AUM 1.72% 1-Year Est. Return
GP
GSK plc London $599M AUM
TAIM
Te Ahumairangi Investment Management Wellington, New Zealand $597M AUM 16.88% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return
BWP
Balboa Wealth Partners Scottsdale, Arizona $596M AUM 40.89% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $600M AUM 19.57% 1-Year Est. Return

Stanley Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Stanley Capital Management held 41 positions worth $598M, up 0.03% from $598M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Stanley Capital Management's Q1 2026 filing shows 2 new, 3 increased, 4 reduced and 1 closed positions. Its largest new stake was Icon: 100,000 shares worth $11.1M. The largest sale was Vertiv, an estimated $8.5M.

By sector, the portfolio is most concentrated in Industrials at 28% of assets, up from 25% a quarter earlier, followed by Technology and Healthcare.

  • Stanley Capital Management's largest Q1 2026 buy was Icon: 100,000 shares worth $11.1M.
  • Stanley Capital Management added most to Oracle in Q1 2026, an estimated $4.55M increase.
  • Stanley Capital Management's biggest Q1 2026 reduction was Vertiv, cutting an estimated $8.5M.
  • Stanley Capital Management fully exited Alight in Q1 2026, selling an estimated $6.11M.
  • Stanley Capital Management's ten largest holdings make up 45% of its $598M portfolio in Q1 2026.
  • Stanley Capital Management opened 2 new positions and closed 1 in Q1 2026.
  • Stanley Capital Management's portfolio value rose 0.03% quarter-over-quarter to $598M.

Based on Stanley Capital Management's 13F filing for Q1 2026, filed 12 May 2026.