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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
-7.68%
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
$508M
AUM Growth
-$5.42M
Cap. Flow
+$44.5M
Cap. Flow %
8.75%
Top 10 Hldgs %
44.9%
Holding
39
New
2
Increased
8
Reduced
–
Closed
2

Top Buys

Rank Stock Value
1
VSTS icon
Vestis
VSTS
+$18M
2
CMCO icon
Columbus McKinnon
CMCO
+$13.6M
3
ALIT icon
Alight
ALIT
+$6.58M
4
QDEL icon
QuidelOrtho
QDEL
+$6.12M
5
AVTR icon
Avantor
AVTR
+$5.68M

Top Sells

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$12.4M
2
LAD icon
Lithia Motors
LAD
+$11.1M

Sector Composition

Rank Sector Weight
1 Technology 26.27%
2 Healthcare 19.36%
3 Industrials 18.64%
4 Financials 9.94%
5 Communication Services 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FISV
1
Fiserv Inc
FISV
$27.2B
$27.7M 5.45%
125,559
– –
ELV icon
2
Elevance Health
ELV
$81.9B
$27.5M 5.4%
63,119
– –
META icon
3
Meta Platforms (Facebook)
META
$1.51T
$25.3M 4.98%
43,900
– –
CPAY icon
4
Corpay
CPAY
$24.2B
$24.3M 4.79%
69,790
– –
MCK icon
5
McKesson
MCK
$98.5B
$22.5M 4.44%
33,500
– –
VSTS icon
6
Vestis
VSTS
$2.06B
$21.7M 4.27%
2,191,107
+1,359,807
+164% +$18M
CTVA icon
7
Corteva
CTVA
$59.7B
$21.5M 4.23%
341,700
– –
CNC icon
8
Centene
CNC
$31.3B
$20.2M 3.96%
331,912
– –
ORCL icon
9
Oracle
ORCL
$331B
$18.8M 3.71%
134,800
– –
VRT icon
10
Vertiv
VRT
$112B
$18.7M 3.68%
259,000
+30,000
+13% +$3.19M
ALIT icon
11
Alight
ALIT
$497M
$18.4M 3.62%
155,042
+50,000
+48% +$6.58M
VNT icon
12
Vontier
VNT
$4.33B
$17.6M 3.46%
536,000
+66,000
+14% +$2.4M
AVTR icon
13
Avantor
AVTR
$7.81B
$16.2M 3.18%
998,500
+300,000
+43% +$5.68M
BRSL
14
Brightstar Lottery PLC
BRSL
$1.91B
$15.5M 3.05%
952,000
+250,000
+36% +$4.32M
BAC icon
15
Bank of America
BAC
$435B
$15.3M 3.01%
366,142
– –
WAL icon
16
Western Alliance Bancorporation
WAL
$9.07B
$14.8M 2.9%
192,000
– –
AMAT icon
17
Applied Materials
AMAT
$426B
$14.5M 2.85%
99,800
– –
GPN icon
18
Global Payments
GPN
$22.1B
$14.3M 2.8%
145,608
– –
EXPE icon
19
Expedia Group
EXPE
$31.2B
$13.7M 2.7%
81,630
+17,000
+26% +$3.1M
AXP icon
20
American Express
AXP
$223B
$13.1M 2.58%
48,830
– –
QDEL icon
21
QuidelOrtho
QDEL
$1.09B
$12.1M 2.37%
345,000
+150,000
+77% +$6.12M
ULTA icon
22
Ulta Beauty
ULTA
$20.4B
$10.9M 2.14%
29,730
– –
ACM icon
23
Aecom
ACM
$9.07B
$10.8M 2.12%
116,400
– –
GOOGL icon
24
Alphabet (Google) Class A
GOOGL
$3.91T
$9.09M 1.79%
58,800
– –
FANG icon
25
Diamondback Energy
FANG
$57.6B
$8.95M 1.76%
56,000
– –
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 Q1 2025 Portfolio in Review

As of Q1 2025, Stanley Capital Management held 39 positions worth $508M, down 1.1% from $514M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Stanley Capital Management deployed $44.5M of net new capital in Q1 2025, opening 2 new positions and adding to 8 existing holdings. Its largest new stake was Columbus McKinnon: 525,000 shares worth $8.89M.

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

On the sell side, the most notable exit was Goldman Sachs, an estimated $12.4M sold.

  • Stanley Capital Management's largest Q1 2025 buy was Columbus McKinnon: 525,000 shares worth $8.89M.
  • Stanley Capital Management added most to Vestis in Q1 2025, an estimated $18M increase.
  • Stanley Capital Management fully exited Goldman Sachs in Q1 2025, selling an estimated $12.4M.
  • Stanley Capital Management's ten largest holdings make up 45% of its $508M portfolio in Q1 2025.
  • Stanley Capital Management opened 2 new positions and closed 2 in Q1 2025.
  • Stanley Capital Management's portfolio value fell 1.1% quarter-over-quarter to $508M.

Based on Stanley Capital Management's 13F filing for Q1 2025, filed 15 May 2025.