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CIK: 0002056334
Total reported value
$328.2M
$328.2M
44 檔
10.4%
At the close of Q1 2025, Stance Capital LLC disclosed equity holdings valued at approximately $328.2M, spread across 44 reported holdings.
In Q1 2025, Stance Capital LLC adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 157 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including STNC, EA SERIES TRUST, HCA) accounted for 10.4% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STNC | Hennessy Sustainable ETF | ETF-Other | 10.61% | -2.03% | +0.27% | |
| 2 | ✓ | Ea Series Trust | Stock-Other | 3.79% | — | — | |
| 3 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.67% | — | +2419.12% | |
| 4 | MCK | Mckesson CORP | Stock-Healthcare | 3.64% | — | +2164.09% | |
| 5 | CAH | Cardinal Health Inc | Stock-Healthcare | 3.59% | — | +880500.00% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 3.25% | — | NEW | |
| 7 | ED | Consolidated Edison Inc | Stock-Utilities | 3.24% | — | +0.95% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.24% | -1.51% | -3.56% | |
| 9 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 3.13% | -0.68% | +10.25% | |
| 10 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.12% | — | NEW | |
| 11 | HSY | Hershey Co/the | Stock-Consumer Staples | 3.03% | — | +341957.14% | |
| 12 | IP | International Paper Co | Stock-Consumer Disc | 3.01% | — | NEW | |
| 13 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.01% | — | +147921.43% | |
| 14 | PPG | Ppg Industries Inc | Stock-Materials | 2.86% | — | +2375.26% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.83% | — | +700400.00% | |
| 16 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 2.81% | — | +816000.00% | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 2.72% | +1.97% | +2373.85% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 2.72% | +0.56% | NEW | |
| 19 | DHI | Dr Horton Inc | Stock-Consumer Disc | 2.71% | — | NEW | |
| 20 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 2.54% | — | — | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.51% | +1388.69% | |
| 22 | TGT | Target CORP | Stock-Consumer Disc | 2.26% | — | +325577.78% | |
| 23 | VTRS | Viatris Inc | Stock-Healthcare | 1.98% | -1.58% | +164.00% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.97% | — | +379933.33% | |
| 25 | IR | Ingersoll-rand Inc | Stock-Industrials | 1.96% | — | — | |
| 26 | RF | Regions Financial CORP | Stock-Financials | 1.95% | -1.12% | +34567.14% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.91% | -2.34% | +1223.91% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 1.89% | +0.38% | +1650.24% | |
| 29 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 1.67% | -0.16% | -24.09% | |
| 30 | LVS | Las Vegas Sands CORP | Stock-Consumer Disc | 1.63% | -0.25% | — | |
| 31 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 1.63% | +0.94% | NEW | |
| 32 | WELL | Welltower Inc | Stock-Real Estate | 1.33% | — | — | |
| 33 | C | Citigroup Inc | Stock-Financials | 1.19% | — | NEW | |
| 34 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.98% | — | — | |
| 35 | XEL | Xcel Energy Inc | Stock-Utilities | 0.98% | — | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | -0.06% | +367.28% | |
| 37 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 0.78% | -0.28% | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | — | +80230.77% | |
| 39 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.57% | — | — | |
| 40 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.56% | — | +423.32% | |
| 41 | HASI | Ha Sustainable Infrastructur | Stock-Financials | 0.43% | -0.05% | -3.06% | |
| 42 | STT | State Street CORP | Stock-Financials | 0.37% | +0.01% | NEW | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.29% | -1.01% | +1139.05% | |
| 44 | DELL | Dell Technologies -c | Stock-Tech | 0.22% | -0.16% | +40650.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | +3.6% | +880500.00% | Add |
| 2 | HCA | Hca Healthcare Inc | +3.6% | +2419.12% | Add |
| 3 | MCK | Mckesson CORP | +3.5% | +2164.09% | Add |
| 4 | IBM | Intl Business Machines CORP | +3.1% | +2010.99% | Add |
| 5 | HSY | Hershey Co/the | +3% | +341957.14% | Add |
| 6 | SBUX | Starbucks CORP | +3% | +147921.43% | Add |
| 7 | GS | Goldman Sachs Group Inc | +2.8% | +700400.00% | Add |
| 8 | LOW | Lowe's Cos Inc | +2.8% | +816000.00% | Add |
| 9 | PPG | Ppg Industries Inc | +2.8% | +2375.26% | Add |
| 10 | AMAT | Applied Materials Inc | +2.6% | +2373.85% | Add |
| 11 | V | Visa Inc-class A Shares | +2.6% | +1332.24% | Add |
| 12 | TGT | Target CORP | +2.3% | +325577.78% | Add |
| 13 | NVDA | Nvidia CORP | +2.3% | +1388.69% | Add |
| 14 | MS | Morgan Stanley | +2% | +379933.33% | Add |
| 15 | RF | Regions Financial CORP | +1.9% | +34567.14% | Add |
| 16 | BMY | Bristol-myers Squibb Co | +1.8% | +1223.91% | Add |
| 17 | ORCL | Oracle CORP | +1.8% | +1650.24% | Add |
| 18 | STNC | Hennessy Sustainable ETF | +1.6% | +0.27% | Add |
| 19 | VTRS | Viatris Inc | +1.1% | +164.00% | Add |
| 20 | ED | Consolidated Edison Inc | +1.1% | +0.95% | Add |
| 21 | LLY | Eli Lilly & Co | +0.8% | +367.28% | Add |
| 22 | CTSH | Cognizant Tech Solutions-a | +0.7% | +10.25% | Add |
| 23 | JNJ | Johnson & Johnson | +0.6% | +80230.77% | Add |
| 24 | MA | Mastercard Inc - A | +0.5% | -3.56% | Trim |
| 25 | ✓ | Ea Series Trust | +0.5% | — | Unchanged |
| 26 | PHM | Pultegroup Inc | +0.5% | +423.32% | Add |
| 27 | GEV | GE Vernova Inc | +0.3% | +1139.05% | Add |
| 28 | STT | State Street CORP | +0.3% | +185.98% | Add |
| 29 | DELL | Dell Technologies -c | +0.2% | +40650.00% | Add |
| 30 | HASI | Ha Sustainable Infrastructur | +0.1% | -3.06% | Trim |
| 31 | BBY | Best Buy Co Inc | -0.5% | -24.09% | Trim |
| 32 | HLT | Hilton Worldwide Holdings In | -1% | -44.01% | Trim |
| 33 | DECK | Deckers Outdoor CORP | — | EXIT | Sold out |
| 34 | AAPL | Apple Inc | — | EXIT | Sold out |
| 35 | BNY | Bank Of New York Mellon CORP | — | EXIT | Sold out |
| 36 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 37 | AON | Aon plc | — | EXIT | Sold out |
| 38 | TJX | Tjx Companies Inc | — | EXIT | Sold out |
| 39 | T | At&t Inc | — | EXIT | Sold out |
| 40 | AZO | Autozone Inc | — | EXIT | Sold out |
| 41 | PCAR | Paccar Inc | — | EXIT | Sold out |
| 42 | IP | International Paper Co | — | NEW | New buy |
| 43 | ORLY | O'reilly Automotive Inc | — | EXIT | Sold out |
| 44 | TSN | Tyson Foods Inc-cl A | — | EXIT | Sold out |
| 45 | WM | Waste Management Inc | — | EXIT | Sold out |
| 46 | MMM | 3m Co | — | EXIT | Sold out |
| 47 | HIG | Hartford Insurance Group Inc | — | EXIT | Sold out |
| 48 | HPQ | Hp Inc | — | EXIT | Sold out |
| 49 | DHI | Dr Horton Inc | — | NEW | New buy |
| 50 | EG | Everest Group, Ltd. | — | EXIT | Sold out |
According to official SEC Form 13F filings, Stance Capital LLC reported a total U.S. public equity portfolio value of $328.2M across 44 disclosed positions in Q1 2025.
During Q1 2025, Stance Capital LLC's top holdings by market value included STNC (10.6%)、EA SERIES TRUST (3.8%)、HCA (3.7%). The largest single position, STNC, represented 10.6% of total portfolio value.
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Top New Position Initiated
IP
市值: $4.1M
Top Position Liquidated / Trimmed
DECK
前期市值: $5.3M
In Q1 2025, Stance Capital LLC made 199 total portfolio adjustments, initiating 11 new buys, adding to 27 positions, trimming 4 holdings, and fully liquidating 157 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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