13F

Investor

STANCE CAPITAL LLC

CIK 0002056334 · filed 2026-05-14 · SEC filing

13F book

$206.1M

Positions

281

196 new · 48 sold

Largest name

7.3%

Hennessy Fds Tr

Est. mark

$176.8K

Price effect on 85 names still held. Flow −$66.1M.
NameTickerSharesValueWeightEst. markChange
Hennessy Fds Tr440.6K$15M7.3%$362.3KCut$354.7K
Ea Series Trust266.2K$7.14M3.5%−$95.7KAdded$71.9K
Bristol-Myers Squibb Co84.2K$5.11M2.5%$183.2KAdded$3.63M
Western Digital CorpWDC17.2K$4.64M2.3%$732.9KAdded$3.36M
Autozone IncAZO1.33K$4.51M2.2%−$5.41KAdded$3.17M
Home Depot, Inc.HD13.3K$4.38M2.1%−$58.3KAdded$3.06M
Mastercard IncMA8.49K$4.24M2.1%−$176.1KAdded$2.83M
Jabil IncJBL15.5K$4.11M2.0%$549.2KAdded$775.8K
Autodesk, Inc.ADSK17K$4.07M2.0%−$263KAdded$2.69M
Automatic Data Processing In19.3K$3.92M1.9%−$869.8KAdded−$221.5K
Ross Stores, Inc.ROST17.1K$3.7M1.8%$278.6KAdded$2.33M
Viatris IncVTRS263.3K$3.56M1.7%New
Tjx Cos Inc New22.2K$3.55M1.7%New
Tyson Foods, Inc.TSN55.3K$3.54M1.7%New
Texas Instrs Inc18K$3.5M1.7%$158.9KAdded$2.17M
Newmont Corp32.2K$3.48M1.7%New
Charter Communications Inc N16K$3.45M1.7%$60.7KAdded$1.67M
Berkley W R Corp49.2K$3.26M1.6%−$123.7KAdded$1M
Regions Financial Corp New120.2K$3.14M1.5%−$7.84KAdded$2.92M
Zoetis Inc.ZTS26.5K$3.13M1.5%New
Ebay IncEBAY34K$3.09M1.5%$133.2KCut−$1.32K
Hp IncHPQ152.6K$2.93M1.4%New
Otis Worldwide CorpOTIS38K$2.93M1.4%New
Ventas, Inc.VTR35.3K$2.89M1.4%New
Kimberly Clark CorpKMB29.9K$2.88M1.4%New
Xylem Inc.XYL23.8K$2.85M1.4%New
Carnival Corp Ltd.CCL104.8K$2.71M1.3%New
Ford Mtr Co232.8K$2.69M1.3%−$367.8KCut−$524.7K
GE Vernova Inc.GEV2.96K$2.59M1.3%New
Edison Intl30.1K$2.2M1.1%$395.7KCut−$1.12M
Advanced Micro Devices IncAMD9.92K$2.02M1.0%−$106.3KCut−$3.5M
Molson Coors Beverage Co40.7K$1.75M0.9%New
Ciena CorpCIEN4.14K$1.61M0.8%$638.6KCut$257.8K
Dell Technologies Inc.DELL9.7K$1.59M0.8%$371.2KCut$324K
General Mtrs Co20.3K$1.51M0.7%−$138.2KCut−$1.89M
Merck & Co., Inc.MRK12.3K$1.48M0.7%$185.2KCut$8.53K
Marvell Technology, Inc.MRVL15K$1.48M0.7%$210.4KCut$153.5K
Monolithic Pwr Sys Inc1.32K$1.45M0.7%$247.4KCut$163.1K
Cisco Sys Inc18.6K$1.44M0.7%$9.87KAdded$82K
Bank New York Mellon Corp12.1K$1.43M0.7%$29.9KAdded$66.9K
Equinix IncEQIX1.46K$1.43M0.7%$313KCut$18K
Best Buy Co IncBBY22.2K$1.43M0.7%−$60.6KCut−$455.4K
EMCOR Group, Inc.EME1.93K$1.43M0.7%$244.3KCut$90.1K
Netflix IncNFLX14.8K$1.42M0.7%$35.4KCut$29.5K
Electronic Arts Inc.EA6.98K$1.42M0.7%−$3.16KAdded$20.7K
Genuine Parts CoGPC13.4K$1.42M0.7%−$230.7KCut−$2.68M
Disney Walt Co14.6K$1.41M0.7%−$216.6KAdded−$10.4K
CARRIER GLOBAL CorpCARR25K$1.41M0.7%$86.7KCut$43.8K
Fortinet, Inc.FTNT17.2K$1.4M0.7%$39.2KAdded$57.4K
Cognizant Technology Solutio22.9K$1.4M0.7%−$361KAdded$18.5K
Allstate Corp6.73K$1.39M0.7%New
Hasbro, Inc.HAS14.9K$1.39M0.7%New
American Express CoAXP4.6K$1.39M0.7%−$245KAdded$49K
Marsh & Mclennan Cos Inc8.02K$1.39M0.7%−$91.9KAdded−$20.4K
Maplebear Inc.CART37.1K$1.39M0.7%−$235.5KAdded−$17.1K
Aflac IncAFL12.7K$1.39M0.7%New
Cloudflare, Inc.NET6.73K$1.39M0.7%$61.8KAdded$62.8K
Applied Matls Inc4.04K$1.38M0.7%$342.2KCut$49.2K
Deckers Outdoor CorpDECK13.7K$1.37M0.7%New
Intel CorpINTC30.8K$1.36M0.7%$223KCut−$3.27M
Apple Inc.AAPL5.35K$1.36M0.7%New
Moodys Corp3.09K$1.35M0.7%−$214.3KAdded−$121.4K
Cme Group Inc.CME4.55K$1.35M0.7%$101.4KCut−$56.1K
Kenvue Inc.KVUE77.7K$1.34M0.7%−$777Cut−$53K
Abbott LabsABT13K$1.34M0.6%−$256.5KAdded−$83.7K
AbbVie Inc.ABBV6.15K$1.34M0.6%−$67.6KCut−$88.9K
Gilead Sciences, Inc.GILD9.54K$1.33M0.6%$158.7KCut−$53.8K
Intuit Inc.INTU3.07K$1.33M0.6%−$475.7KAdded−$40.7K
Intuitive Surgical IncISRG2.87K$1.32M0.6%New
Cadence Design System Inc4.76K$1.32M0.6%−$144.6KAdded$20.2K
Carlisle Cos Inc3.96K$1.32M0.6%New
Ecolab Inc.ECL4.96K$1.32M0.6%$17.4KCut−$83.4K
NIKE, Inc.NKE24.9K$1.31M0.6%New
Amgen IncAMGN3.72K$1.31M0.6%$91.2KCut−$131.3K
Alphabet Inc4.55K$1.3M0.6%New
Comcast Corp New44.9K$1.29M0.6%−$53KCut−$211.2K
Church & Dwight Co Inc13.8K$1.29M0.6%$130.7KCut−$114.3K
Eli Lilly & CoLLY1.4K$1.28M0.6%−$213.3KAdded−$195.8K
Equifax IncEFX7.12K$1.28M0.6%−$233.8KAdded−$91.7K
Bloom Energy CorpBE9.41K$1.27M0.6%New
Adobe Inc.ADBE5.07K$1.23M0.6%−$425.6KAdded−$160.4K
Arista Networks, Inc.ANET10K$1.23M0.6%−$82.5KCut−$135.3K
Lauder Estee Cos Inc16.4K$1.18M0.6%−$436.4KAdded−$209.4K
Micron Technology IncMU3.46K$1.17M0.6%$181.6KCut−$371.8K
At&T Inc25.3K$734.1K0.4%New
Dow Inc.DOW17.4K$726.6K0.4%New
Archer-Daniels-Midland CoADM8.69K$631.8K0.3%New
Smurfit Westrock PlcSW15K$599.5K0.3%$17.8KCut−$903.7K
Cencora, Inc.COR1.75K$549.4K0.3%−$41.3KCut−$2.86M
Las Vegas Sands CorpLVS9.74K$524.8K0.3%New
Exelon CorpEXC10.1K$493.2K0.2%New
Trane Technologies PlcTT1.12K$468.4K0.2%$31KCut−$2.11M
Ha Sustainable Infra Cap Inc8.63K$317.3K0.2%$40KAdded$80.7K
Dollar Tree, Inc.DLTR2.19K$239.8K0.1%New
Idexx Labs Inc400$224.8K0.1%−$45.9KHeld
Flaherty & Crumrine Dynamic8.71K$174.8K0.1%New
Nvidia CorpNVDA870$151.7K0.1%−$10.5KCut−$4.49M
First Solar, Inc.FSLR672$132.6K0.1%−$43KCut−$1.21M
Microsoft CorpMSFT352$130.5K0.1%New
RTX CorpRTX623$120.2K0.1%New
Alphabet Inc380$109.3K0.1%New
Hewlett Packard Enterprise C3.98K$94.7K0.0%−$922Cut−$1.27M
Vanguard World Fd1.17K$83.7K0.0%New
Invesco Exch Traded Fd Tr Ii1.5K$83.4K0.0%New
Ishares Tr871$83.3K0.0%New
Vanguard Specialized Funds383$82.4K0.0%New
Extra Space Storage Inc.EXR600$78.7K0.0%$546Cut−$2.77M
Vanguard Whitehall Fds520$77K0.0%New
Janus Detroit Str Tr1.5K$75.6K0.0%New
Kraneshares Trust3.11K$73.9K0.0%New
Tidal Trust Ii2.58K$73.3K0.0%New
Quanta Svcs Inc130$71.5K0.0%New
Ishares Tr2.42K$71.4K0.0%New
Schwab Strategic Tr2.93K$71.2K0.0%New
Defiance Nas 100 Weekly3.4K$70.2K0.0%New
Caterpillar IncCAT99$70.1K0.0%New
Simplify Exchange Traded Fun3.41K$69.3K0.0%New
Ssga Active Etf Tr1.72K$69K0.0%New
Series Portfolios Tr2.67K$68.5K0.0%New
Zurn Elkay Water Solns Corp1.53K$68.4K0.0%New
Icon PlcICLR600$66.4K0.0%New
Hubbell IncHUBB133$65.5K0.0%New
Tidal Trust Ii3.6K$65.1K0.0%New
Ishares Tr3.52K$64.4K0.0%New
Simon Ppty Group Inc New340$63.4K0.0%New
NXP Semiconductors N.V.NXPI320$63K0.0%New
Navitas Semiconductor CorpNVTS6.72K$59K0.0%New
Freeport-Mcmoran IncFCX985$57.9K0.0%New
Relx Plc1.74K$57.7K0.0%New
Walmart Inc.WMT455$56.5K0.0%New
Mondelez Intl Inc969$55.9K0.0%New
Prologis Inc.400$52.9K0.0%$1.81KCut−$1.31M
American Intl Group Inc699$52.6K0.0%New
Centene Corp Del1.6K$52.3K0.0%New
First Tr Exchange-Traded Fd2.03K$51.9K0.0%New
Applied Digital Corp.APLD2.16K$51.2K0.0%New
Air Prods & Chems Inc175$50.8K0.0%New
Crocs, Inc.CROX600$49.8K0.0%New
Mp Materials Corp1.01K$48.8K0.0%New
Ishares Tr2.15K$48.6K0.0%New
Iron Mtn Inc Del473$48.3K0.0%New
Zoom Communications, Inc.ZM600$48.2K0.0%New
Ishares Tr606$48.2K0.0%New
Pepsico IncPEP303$47.1K0.0%New
Snap IncSNAP10.2K$46.8K0.0%−$35.5KCut−$1.43M
Bank America Corp948$46.2K0.0%New
Us Foods Hldg Corp500$46.1K0.0%$8.44KCut−$1.32M
Akamai Technologies IncAKAM400$45.9K0.0%New
Baxter Intl Inc2.7K$45.2K0.0%New
Omnicom Group Inc.OMC600$45.2K0.0%−$3.26KCut−$1.36M
Etfis Ser Tr I2.56K$44.2K0.0%New
American Airls Group IncAAL4.09K$43.9K0.0%New
Dexcom IncDXCM699$43.9K0.0%New
Pgim Etf Tr882$43K0.0%New
Cooper Cos Inc600$42.9K0.0%New
Nasdaq, Inc.NDAQ500$42.4K0.0%New
Sanfilippo John B & Son IncJBSS526$41.7K0.0%New
GoDaddy Inc.GDDY500$41.3K0.0%New
Southwest Airls Co1.1K$41.3K0.0%New
NetApp, Inc.NTAP400$41K0.0%New
Brookfield Renewable CorpBEPC1.03K$40.9K0.0%New
Owens Corning New377$40.8K0.0%New
Amkor Technology, Inc.AMKR900$40.5K0.0%New
Natera, Inc.NTRA200$40K0.0%New
Tidal Trust Ii5.09K$39.9K0.0%New
Old Dominion Freight Line In200$39.1K0.0%New
Asml Holding N V29$38.8K0.0%New
Hudson Technologies Inc6.56K$38.6K0.0%New
Watts Water Technologies IncWTS132$38.4K0.0%New
Schwab Charles Corp400$37.6K0.0%−$2.37KCut−$1.4M
Fidelity Natl Information Sv800$37.5K0.0%New
Planet Fitness, Inc.PLNT500$37.2K0.0%New
Etsy IncETSY733$36.6K0.0%New
Paycom Software, Inc.PAYC300$36.5K0.0%New
Digital Rlty Tr Inc200$36K0.0%New
Steel Dynamics IncSTLD200$36K0.0%$2.11KCut−$1.33M
Enphase Energy, Inc.ENPH951$36K0.0%New
Levi Strauss & Co New1.93K$35.8K0.0%New
Invesco Exch Traded Fd Tr Ii1.73K$35.4K0.0%New
Veeva Sys Inc200$35.1K0.0%New
Humana IncHUM200$34.7K0.0%New
Tesla, Inc.TSLA93$34.6K0.0%New
Avery Dennison CorpAVY200$34.5K0.0%New
Palo Alto Networks IncPANW200$32.1K0.0%−$4.78KCut−$1.32M
SharkNinja, Inc.SN300$31.8K0.0%New
Samsara Inc.IOT998$31.5K0.0%New
Becton Dickinson & CoBDX200$31.4K0.0%New
Fluence Energy, Inc.FLNC2.27K$31.2K0.0%New
The Realreal Inc3.43K$31.1K0.0%New
Nebius Group N.V.NBIS298$30.9K0.0%New
Eos Energy Enterprises Inc6.17K$30.6K0.0%New
Guidewire Software, Inc.GWRE200$29.9K0.0%New
Dynatrace, Inc.DT798$29.5K0.0%New
Oracle Corp200$29.4K0.0%−$9.56KCut−$1.34M
Lemonade, Inc.LMND465$29.1K0.0%New
Moderna, Inc.MRNA569$28.9K0.0%New
Iren Limited836$28.7K0.0%New
Ptc Inc.PTC200$28.5K0.0%New
Ge Healthcare Technologies I400$28.5K0.0%New
Realty Income CorpO453$27.7K0.0%New
Canadian Natl Ry Co258$26.5K0.0%New
Workday, Inc.WDAY200$26K0.0%−$17KCut−$1.31M
Qualcomm Inc200$25.8K0.0%−$8.45KCut−$1.29M
Twilio IncTWLO200$25.2K0.0%New
Sprouts Fmrs Mkt Inc326$25.1K0.0%New
Kroger CoKR346$25K0.0%New
CDW CorpCDW200$24.2K0.0%New
Masco Corp399$24.1K0.0%New
Docusign, Inc.DOCU499$23.6K0.0%New
Dr Reddys Labs Ltd1.53K$21.2K0.0%New
Smucker J M Co205$19.8K0.0%−$281Cut−$2.83M
On Semiconductor CorpON316$19.6K0.0%New
Lattice Semiconductor CorpLSCC200$18.6K0.0%New
United Airls Hldgs Inc200$18.4K0.0%−$3.95KCut−$3.8M
Paypal Hldgs Inc398$17.9K0.0%−$5.31KCut−$1.3M
Sibanye Stillwater Ltd1.39K$17.2K0.0%New
Gartner IncIT100$15.8K0.0%New
Sunopta Inc2.39K$15.5K0.0%New
Nokia Corp1.91K$15.3K0.0%New
Biogen Inc.BIIB81$14.8K0.0%New
Pure Storage IncP249$14.7K0.0%New
Primoris Svcs Corp99$14.2K0.0%New
TransunionTRU200$13.8K0.0%New
Synchrony Financial200$13.6K0.0%New
Pgim Etf Tr360$12.5K0.0%New
Aptiv PlcAPTV167$11.6K0.0%−$1.11KCut−$1.33M
Bondbloxx Etf Trust300$10.9K0.0%New
ServiceNow, Inc.NOW104$10.9K0.0%−$5.06KCut−$1.22M
Novo-Nordisk A S289$10.6K0.0%New
Ishares Tr282$10.4K0.0%New
Ishares Tr333$10.1K0.0%New
Invesco Exch Traded Fd Tr Ii656$10K0.0%New
J P Morgan Exchange Traded F179$9.94K0.0%New
Etfis Ser Tr I484$9.85K0.0%New
Cambria Etf Tr406$9.73K0.0%New
Simplify Exchange Traded Fun454$9.69K0.0%New
Global X Fds362$9.51K0.0%New
Bath & Body Works, Inc.BBWI497$9.19K0.0%New
Ishares Tr231$8.63K0.0%New
Global X Fds331$8.59K0.0%New
Carmax IncKMX200$8.32K0.0%New
Costar Group, Inc.CSGP198$7.98K0.0%New
Simplify Exchange Traded Fun519$7.96K0.0%New
Global X Fds374$7.93K0.0%New
Okta, Inc.OKTA100$7.87K0.0%New
American Superconductor Corp220$7.45K0.0%New
Wisdomtree Tr233$7.43K0.0%New
Pg&E Corp419$7.36K0.0%New
Cognex CorpCGNX146$7.15K0.0%New
Roundhill Etf Trust257$7.05K0.0%New
Etf Ser Solutions775$6.97K0.0%New
Kornit Digital Ltd.KRNT462$6.77K0.0%New
Invesco Exch Traded Fd Tr Ii536$6.72K0.0%New
Broadstone Net Lease, Inc.BNL359$6.57K0.0%New
Welltower Inc.WELL33$6.52K0.0%New
Albemarle Corp35$6.28K0.0%New
Vici Pptys Inc199$5.43K0.0%New
Array Technologies, Inc.ARRY742$5.37K0.0%New
Barrick Mng Corp123$5.02K0.0%New
Floor & Decor Hldgs Inc99$4.99K0.0%New
Elastic N.V.ESTC99$4.88K0.0%New
Cbre Group, Inc.CBRE36$4.88K0.0%New
Symbotic Inc.SYM88$4.68K0.0%New
Alexandria Real Estate Eq In99$4.57K0.0%New
Shoals Technologies Group In657$4.32K0.0%New
BXP, Inc.BXP81$4.2K0.0%New
Novavax IncNVAX500$4.07K0.0%New
Proshares Tr416$3.87K0.0%New
Wolfspeed, Inc.WOLF208$3.4K0.0%New
Aspen Aerogels IncASPN811$2.77K0.0%New
Blue Owl Capital Inc300$2.74K0.0%New
Badger Meter IncBMI17$2.65K0.0%New
Broadcom Inc.AVGO6$1.86K0.0%New
Plug Power IncPLUG650$1.47K0.0%New
Nio Inc235$1.42K0.0%New
Energy Recovery, Inc.ERII23$2320.0%New
Garmin LtdGRMN0$890.0%New
Pulte Group Inc1$860.0%New
Aurora Cannabis IncACB8$260.0%New
International Business Machs0$250.0%New
Aterian, Inc.ATER36$210.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.