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STANCE CAPITAL LLC13F | |
| STANCE CAPITAL LLC | |
| Last update 2026-05-14 | 281 Stocks (196 new) |
| Value $206.00 Mil | Turnover 45 % |
STANCE CAPITAL LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STNC | Hennessy Sustainable ETF | 440,642 | 14,965.1 | -0.05% | 7.260 | 0% | 17.150 | +11.68% | +13.70% | 96.5 | ||
CHGX | AXS Change Finance ESG ETF | 266,204 | 7,139.4 | +2.40% | 3.460 | +0.08% | 5.300 | +22.96% | +20.29% | 191.8 | ||
BMY | Bristol-Myers Squibb Co | 84,197 | 5,106.6 | +208.39% | 2.480 | +1.68% | 0.000 | -2.22% | +9.01% | 117,459.9 | Drug Manufacturers | |
WDC | Western Digital Corp | 17,159 | 4,641.3 | +129.95% | 2.250 | +1.27% | 0.000 | +114.60% | +240.68% | 202,138.8 | Hardware | |
AZO | AutoZone Inc | 1,334 | 4,506.0 | +238.58% | 2.190 | +1.54% | 0.010 | -7.87% | -7.75% | 51,077.1 | Vehicles & Parts | |
HD | The Home Depot Inc | 13,324 | 4,382.1 | +247.34% | 2.130 | +1.52% | 0.000 | +7.02% | +2.83% | 347,854.1 | Retail - Cyclical | |
MA | Mastercard Inc | 8,489 | 4,241.6 | +243.41% | 2.060 | +1.46% | 0.000 | -0.17% | -12.31% | 440,926.0 | Credit Services | |
JBL | Jabil Inc | 15,455 | 4,105.3 | +5.84% | 1.990 | +0.11% | 0.010 | +35.79% | +57.35% | 37,833.2 | Hardware | |
ADSK | Autodesk Inc | 16,995 | 4,068.6 | +265.88% | 1.970 | +1.43% | 0.010 | -18.17% | -33.70% | 41,439.4 | Software | |
ADP | Automatic Data Processing Inc | 19,284 | 3,918.1 | +19.83% | 1.900 | +0.31% | 0.000 | +10.14% | -11.71% | 89,360.6 | Software |
STANCE CAPITAL LLC's Historical Top Holdings Breakdowns
STANCE CAPITAL LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HLT | Hilton Worldwide Holdings Inc | 2026-03-31 | Sold Out Sold Out | -1.78% | 285.77 ($303.16) 325.13 | $332.86 | 9.80% | Sold Out | 0 | -16,874 | |
VTRS | Viatris Inc | 2026-03-31 | New Buy New Buy | +1.73% | 12.37 ($13.99) 16.13 | $16.33 | 16.73% | New holding | 263,327 | 263,327 | |
TJX | TJX Companies Inc | 2026-03-31 | New Buy New Buy | +1.72% | 147.47 ($155.73) 161.73 | $155.43 | -0.19% | New holding | 22,222 | 22,222 | |
TSN | Tyson Foods Inc | 2026-03-31 | New Buy New Buy | +1.72% | 55.97 ($62.09) 65.75 | $58.55 | -5.70% | New holding | 55,323 | 55,323 | |
NEM | Newmont Corp | 2026-03-31 | New Buy New Buy | +1.69% | 95.8 ($115.28) 131.95 | $96.13 | -16.61% | New holding | 32,189 | 32,189 | |
BMY | Bristol-Myers Squibb Co | 2026-03-31 | Add Add | +1.68% | 53.06 ($58.3) 62.37 | $57.52 | -1.34% | Add 208.39% | 84,197 | 56,895 | |
V | Visa Inc | 2026-03-31 | Sold Out Sold Out | -1.66% | 295.52 ($321.55) 357.56 | $336.23 | 4.57% | Sold Out | 0 | -12,910 | |
NVDA | NVIDIA Corp | 2026-03-31 | Reduce Reduce | -1.65% | 165.17 ($183.46) 195.56 | $192.53 | 4.94% | Reduce -96.51% | 870 | -24,044 | |
SYK | Stryker Corp | 2026-03-31 | Sold Out Sold Out | -1.62% | 326.1 ($359.03) 387.46 | $332.71 | -7.33% | Sold Out | 0 | -12,517 | |
AZO | AutoZone Inc | 2026-03-31 | Add Add | +1.54% | 3244.92 ($3588.29) 3882.47 | $3,128.70 | -12.81% | Add 238.58% | 1,334 | 940 |
STANCE CAPITAL LLC Total Holding History ($B)
STANCE CAPITAL LLC's Asset Allocation
STANCE CAPITAL LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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STANCE CAPITAL LLC's Hypothetical Growth since 2026-03-31
STANCE CAPITAL LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
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STANCE CAPITAL LLC's Holdings Heat Map
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STANCE CAPITAL LLC's Holdings Bubble Chart
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