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CIK: 0002056334
Total reported value
$328.2M
$328.2M
281 檔
11.1%
During the Q1 2026 filing period, Stance Capital LLC (CIK: 0002056334) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $328.2M across 281 reported positions.
Stance Capital LLC executed strategic sector rebalancing during Q1 2026, establishing 79 new positions while fully exiting 48 holdings and trimming 46 positions.
Showing top 200 holdings (of 281 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | STNC | Hennessy Sustainable ETF | ETF-Other | 7.26% | -2.03% | -0.05% | |
| 2 | CHGX | Stance Sustainable Beta ETF | ETF-Other | 3.46% | -0.71% | +2.40% | |
| 3 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.48% | -2.34% | +208.39% | |
| 4 | WDC | Western Digital CORP | Stock-Tech | 2.25% | -0.41% | +129.95% | |
| 5 | AZO | Autozone Inc | Stock-Consumer Disc | 2.19% | -1.64% | +238.58% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.13% | -1.15% | +247.34% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.06% | -1.51% | +243.41% | |
| 8 | JBL | Jabil Inc | Stock-Tech | 1.99% | -0.73% | +5.84% | |
| 9 | ADSK | Autodesk Inc | Stock-Tech | 1.97% | -1.50% | +265.88% | |
| 10 | ADP | Automatic Data Processing | Stock-Tech | 1.90% | -1.38% | +19.83% | |
| 11 | ROST | Ross Stores Inc | Stock-Consumer Disc | 1.80% | -0.35% | +123.88% | |
| 12 | VTRS | Viatris Inc | Stock-Healthcare | 1.73% | -1.58% | — | |
| 13 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.72% | -0.77% | — | |
| 14 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 1.72% | -1.02% | — | |
| 15 | TXN | Texas Instruments Inc | Stock-Tech | 1.70% | -1.14% | +134.33% | |
| 16 | NEM | Newmont CORP | Stock-Materials | 1.69% | -0.96% | — | |
| 17 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.67% | -1.03% | +87.50% | |
| 18 | WRB | Wr Berkley CORP | Stock-Financials | 1.58% | -1.02% | +52.75% | |
| 19 | RF | Regions Financial CORP | Stock-Financials | 1.52% | -1.12% | +1402.51% | |
| 20 | ZTS | Zoetis Inc | Stock-Healthcare | 1.52% | -1.51% | — | |
| 21 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.50% | -1.49% | -4.35% | |
| 22 | HPQ | Hp Inc | Stock-Tech | 1.42% | -1.42% | — | |
| 23 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.42% | -1.41% | — | |
| 24 | VTR | Ventas Inc | Stock-Real Estate | 1.40% | -1.39% | — | |
| 25 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.40% | -1.39% | — | |
| 26 | XYL | Xylem Inc | Stock-Industrials | 1.38% | -1.37% | — | |
| 27 | CCL1EUR | Carnival CORP LTD | Stock-Consumer Disc | 1.32% | -1.32% | EXIT | |
| 28 | F | Ford Motor Co | Stock-Consumer Disc | 1.30% | -0.77% | -4.89% | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 1.26% | -1.01% | — | |
| 30 | EIX | Edison International | Stock-Utilities | 1.07% | -0.40% | -45.57% | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.98% | -0.28% | -61.51% | |
| 32 | TAP | Molson Coors Beverage Co - B | Stock-Consumer Staples | 0.85% | -0.84% | — | |
| 33 | CIEN | Ciena CORP | Stock-Tech | 0.78% | -0.18% | -28.24% | |
| 34 | DELL | Dell Technologies -c | Stock-Tech | 0.77% | -0.16% | -3.72% | |
| 35 | GM | General Motors Co | Stock-Consumer Disc | 0.73% | -0.14% | -51.58% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.72% | -0.14% | -11.99% | |
| 37 | MRVL | Marvell Technology Inc | Stock-Tech | 0.72% | -0.10% | -4.29% | |
| 38 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.70% | -0.20% | -6.57% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | -0.17% | +5.27% | |
| 40 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.70% | -0.70% | EXIT | |
| 41 | EQIX | Equinix Inc | Stock-Real Estate | 0.70% | -0.70% | EXIT | |
| 42 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.69% | -0.16% | -20.98% | |
| 43 | EME | Emcor Group Inc | Stock-Industrials | 0.69% | -0.13% | -11.54% | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.22% | -0.42% | |
| 45 | EA | Electronic Arts Inc | Stock-Comm Services | 0.69% | -0.16% | +1.71% | |
| 46 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.69% | -0.69% | -59.73% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.16% | +17.17% | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.68% | -0.11% | -3.15% | |
| 49 | FTNT | Fortinet Inc | Stock-Tech | 0.68% | -0.10% | +1.32% | |
| 50 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.68% | -0.68% | +37.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | +1.9% | +208.39% | Add |
| 2 | STNC | Hennessy Sustainable ETF | +1.9% | -0.05% | Trim |
| 3 | WDC | Western Digital CORP | +1.8% | +129.95% | Add |
| 4 | AZO | Autozone Inc | +1.7% | +238.58% | Add |
| 5 | HD | Home Depot Inc | +1.6% | +247.34% | Add |
| 6 | MA | Mastercard Inc - A | +1.5% | +243.41% | Add |
| 7 | ADSK | Autodesk Inc | +1.5% | +265.88% | Add |
| 8 | RF | Regions Financial CORP | +1.4% | +1402.51% | Add |
| 9 | ROST | Ross Stores Inc | +1.3% | +123.88% | Add |
| 10 | TXN | Texas Instruments Inc | +1.2% | +134.33% | Add |
| 11 | CHTR | Charter Communications Inc-a | +1% | +87.50% | Add |
| 12 | CHGX | Stance Sustainable Beta ETF | +0.9% | +2.40% | Add |
| 13 | JBL | Jabil Inc | +0.8% | +5.84% | Add |
| 14 | WRB | Wr Berkley CORP | +0.8% | +52.75% | Add |
| 15 | ADP | Automatic Data Processing | +0.4% | +19.83% | Add |
| 16 | DELL | Dell Technologies -c | +0.3% | -3.72% | Trim |
| 17 | CIEN | Ciena CORP | +0.3% | -28.24% | Trim |
| 18 | MPWR | Monolithic Power Systems Inc | +0.2% | -6.57% | Trim |
| 19 | MRVL | Marvell Technology Inc | +0.2% | -4.29% | Trim |
| 20 | EME | Emcor Group Inc | +0.2% | -11.54% | Trim |
| 21 | CSCO | Cisco Systems Inc | +0.2% | +5.27% | Add |
| 22 | BNY | Bank Of New York Mellon CORP | +0.2% | +2.65% | Add |
| 23 | FTNT | Fortinet Inc | +0.2% | +1.32% | Add |
| 24 | AXP | American Express Co | +0.2% | +26.77% | Add |
| 25 | NET | Cloudflare Inc - Class A | +0.2% | +0.07% | Add |
| 26 | AMAT | Applied Materials Inc | +0.2% | -22.03% | Trim |
| 27 | GILD | Gilead Sciences Inc | +0.1% | -15.36% | Trim |
| 28 | KVUE | Kenvue Inc | +0.1% | -3.75% | Trim |
| 29 | ABBV | Abbvie Inc | +0.1% | -1.49% | Trim |
| 30 | ABT | Abbott Laboratories | +0.1% | +14.84% | Add |
| 31 | CME | Cme Group Inc | +0.1% | -11.24% | Trim |
| 32 | F | Ford Motor Co | +0.1% | -4.89% | Trim |
| 33 | ECL | Ecolab Inc | +0.1% | -7.18% | Trim |
| 34 | MCO | Moody's CORP | +0.1% | +7.41% | Add |
| 35 | EFX | Equifax Inc | +0.1% | +12.46% | Add |
| 36 | ANET | Arista Networks Inc | +0.1% | -3.88% | Trim |
| 37 | AMGN | Amgen Inc | +0.1% | -15.46% | Trim |
| 38 | CHD | Church & Dwight Co Inc | +0.1% | -17.48% | Trim |
| 39 | ADBE | Adobe Inc | +0.1% | +27.41% | Add |
| 40 | CMCSA | Comcast Corp-class A | +0.1% | -10.54% | Trim |
| 41 | LLY | Eli Lilly & Co | +0.1% | +1.38% | Add |
| 42 | EL | Estee Lauder Companies-cl A | +0.1% | +23.88% | Add |
| 43 | HASI | Ha Sustainable Infrastructur | +0.1% | +14.71% | Add |
| 44 | IDXX | Idexx Laboratories Inc | 0% | — | Unchanged |
| 45 | BBY | Best Buy Co Inc | — | -20.98% | Trim |
| 46 | MU | Micron Technology Inc | — | -35.89% | Trim |
| 47 | EIX | Edison International | -0.2% | -45.57% | Trim |
| 48 | SW | Smurfit Westrock Plc | -0.3% | -61.30% | Trim |
| 49 | FSLR | First Solar Inc | -0.4% | -86.89% | Trim |
| 50 | NOW | Servicenow Inc | -0.4% | -98.71% | Trim |
According to official SEC Form 13F filings, Stance Capital LLC reported a total U.S. public equity portfolio value of $328.2M across 281 disclosed positions in Q1 2026.
During Q1 2026, Stance Capital LLC's top holdings by market value included STNC (7.3%)、CHGX (3.5%)、BMY (2.5%). The largest single position, STNC, represented 7.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including STNC, CHGX, BMY) accounted for 11.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTRS
市值: $3.6M
Top Position Liquidated / Trimmed
HLT
前期市值: $4.8M
In Q1 2026, Stance Capital LLC made 199 total portfolio adjustments, initiating 79 new buys, adding to 26 positions, trimming 46 holdings, and fully liquidating 48 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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