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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
+9.12%
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
$608M
AUM Growth
+$13.4M
Cap. Flow
-$4.44M
Cap. Flow %
-0.73%
Top 10 Hldgs %
41.44%
Holding
40
New
2
Increased
7
Reduced
7
Closed
–

Top Buys

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$8.35M
2
BE icon
Bloom Energy
BE
+$5.43M
3
RTO icon
Rentokil
RTO
+$3.82M
4
CNC icon
Centene
CNC
+$3.29M
5
MRVL icon
Marvell Technology
MRVL
+$2.58M

Top Sells

Rank Stock Value
1
VRT icon
Vertiv
VRT
+$17.5M
2
ORCL icon
Oracle
ORCL
+$5.6M
3
ULTA icon
Ulta Beauty
ULTA
+$4.2M
4
MCK icon
McKesson
MCK
+$2.39M
5
FANG icon
Diamondback Energy
FANG
+$1.71M

Sector Composition

Rank Sector Weight
1 Technology 25.99%
2 Industrials 23.88%
3 Healthcare 15.5%
4 Communication Services 9.7%
5 Financials 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RHI icon
26
Robert Half
RHI
$3.87B
$10.2M 1.69%
301,493
– –
ALIT icon
27
Alight
ALIT
$447M
$10.2M 1.68%
156,542
+17,500
+13% +$1.55M
BE icon
28
Bloom Energy
BE
$60.6B
$9.89M 1.63%
+117,000
New +$5.43M
ASML icon
29
ASML
ASML
$626B
$9.68M 1.59%
10,000
– –
CMCO icon
30
Columbus McKinnon
CMCO
$553M
$9.68M 1.59%
675,000
+125,000
+23% +$1.88M
ARMK icon
31
Aramark
ARMK
$15B
$9.01M 1.48%
234,600
– –
IQV icon
32
IQVIA
IQV
$38.7B
$8.72M 1.43%
+45,900
New +$8.35M
VSTS icon
33
Vestis
VSTS
$1.91B
$8.34M 1.37%
1,841,107
– –
PRM icon
34
Perimeter Solutions
PRM
$4.99B
$7.81M 1.29%
349,000
– –
MSFT icon
35
Microsoft
MSFT
$3.45T
$7.61M 1.25%
14,695
– –
MCO icon
36
Moody's
MCO
$82.8B
$7.51M 1.24%
15,758
– –
FANG icon
37
Diamondback Energy
FANG
$57.1B
$6.3M 1.04%
44,000
-12,000
-21% -$1.71M
AXTA icon
38
Axalta
AXTA
$7.66B
$6.2M 1.02%
216,600
– –
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.36T
$6.08M 1%
24,960
– –
STGW icon
40
Stagwell
STGW
$2.07B
$5.35M 0.88%
950,342
– –
1
2

Similar funds

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 Q3 2025 Portfolio in Review

As of Q3 2025, Stanley Capital Management held 40 positions worth $608M, up 2.3% from $594M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Stanley Capital Management's Q3 2025 filing shows 2 new, 7 increased and 7 reduced positions. Its largest new stake was IQVIA: 45,900 shares worth $8.72M. The largest sale was Vertiv, an estimated $17.5M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Industrials and Healthcare.

  • Stanley Capital Management's largest Q3 2025 buy was IQVIA: 45,900 shares worth $8.72M.
  • Stanley Capital Management added most to Rentokil in Q3 2025, an estimated $3.82M increase.
  • Stanley Capital Management's biggest Q3 2025 reduction was Vertiv, cutting an estimated $17.5M.
  • Stanley Capital Management's ten largest holdings make up 41% of its $608M portfolio in Q3 2025.
  • Stanley Capital Management opened 2 new positions and closed 0 in Q3 2025.
  • Stanley Capital Management's portfolio value rose 2.3% quarter-over-quarter to $608M.

Based on Stanley Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.