Stance Capital Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Stance Capital Llc disclosed 332 stock positions valued at approximately $328.24M as of quarter-end June 30, 2026. The largest holdings include HENNESSY FDS TR, INTEL CORP, and APPLIED MATLS INC.

Report Period
June 30, 2026
No. of Stocks
332
Portfolio Value
$328.24M
Holdings by Sector
Stance Capital Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
HENNESSY FDS TRSTNCOther5.23%445,763+5,121+1.16%$17,167,547
INTEL CORPINTCTechnology2.77%65,045+34,217+110.99%$9,082,233
APPLIED MATLS INCAMATTechnology2.64%11,993+7,958+197.22%$8,670,939
WESTERN DIGITAL CORPWDCTechnology1.84%9,466-7,693-44.83%$6,046,124
AMGEN INCAMGNHealthcare1.49%13,480+9,762+262.56%$4,881,378
ROSS STORES INCROSTConsumer Cyclical1.45%22,289+5,196+30.40%$4,744,248
COMCAST CORP NEWCMCSACommunication Services1.42%189,221+144,311+321.33%$4,645,376
CORNING INCGLWTechnology1.41%18,125+18,125+100.00%$4,629,669
LAM RESEARCH CORPLRCXOther1.41%10,677+10,677+100.00%$4,626,665
GILEAD SCIENCES INCGILDHealthcare1.39%36,089+26,548+278.25%$4,559,484
AMERICAN EXPRESS COAXPFinancial Services1.39%13,466+8,863+192.55%$4,554,874
JABIL INCJBLTechnology1.26%10,732-4,723-30.56%$4,136,971
ROLLINS INCROLConsumer Cyclical1.13%88,929+88,929+100.00%$3,711,933
FEDERAL RLTY INVT TR NEWFRTReal Estate1.04%27,732+27,732+100.00%$3,423,238
PNC FINL SVCS GROUP INCPNCFinancial Services1.03%13,742+13,742+100.00%$3,383,556
HOME DEPOT INCHDConsumer Cyclical0.98%9,091-4,233-31.77%$3,206,214
LABCORP HOLDINGS INCLHHealthcare0.95%11,172+11,172+100.00%$3,128,160
PACCAR INCPCARIndustrials0.95%25,848+25,848+100.00%$3,104,862
TJX COS INC NEWTJXConsumer Cyclical0.95%20,493-1,729-7.78%$3,104,690
EXELON CORPEXCUtilities0.95%66,556+56,494+561.46%$3,102,841
HILTON WORLDWIDE HLDGS INCHLTConsumer Cyclical0.94%9,375-7,499-44.44%$3,098,063
CONSTELLATION BRANDS INCSTZConsumer Defensive0.90%21,295+21,295+100.00%$2,961,921
MEDTRONIC PLCMDTOther0.89%37,323+23,312+166.38%$2,919,778
WW GRAINGER INCGWWIndustrials0.87%2,092-1,890-47.46%$2,845,957
SEAGATE TECHNOLOGY HLDNGS PLSTXOther0.84%2,874-5,434-65.41%$2,773,410
PENTAIR PLCPNRIndustrials0.84%36,156+36,156+100.00%$2,771,719
PEPSICO INCPEPConsumer Defensive0.83%20,110+19,807+6536.96%$2,722,894
SMITH A O CORPAOSIndustrials0.80%41,757+41,757+100.00%$2,619,000
MARRIOTT INTL INC NEWMARConsumer Cyclical0.77%6,805+2,092+44.39%$2,521,865
SANDISK CORPSNDKOther0.73%1,057-4,726-81.72%$2,403,333
Showing 30 of 332 holdings in the latest reporting period.