Stanich Group LLC

Q2 2026 13F-HR Holdings

Location
Montauk, NY
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$158,823
Net value change ($000)
+27,631 (21.1%)
New positions
8
Sold out positions
3
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ESGV 13,684 23.1%
ESGD 3,012 14.4%
ESGE 1,623 25.2%
ESML 1,440 23.5%
QUAL 1,281 28.5%
MU 1,027 204.6%
SCHH 924 18.9%
IMCG 750 54.0%
VBK 688 52.0%
AMD 538 NEW
Top Reduces (Value $000, Stocks/ETFs)
IWF -709 -58.5%
GLD -502 -100.0%
SPY -485 -57.4%
MDY -324 -45.4%
PEP -209 -100.0%
SDY -205 -100.0%
IWM -193 -26.2%
IYW -119 -9.6%
ACWV -43 -11.3%
GOOGL -9 -2.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type