STANCE CAPITAL LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
281
Total value ($000)
$206,072
Net value change ($000)
-65,918 (-24.2%)
New positions
195
Sold out positions
48
Turnover %
79.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 3/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
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)
BMY 3,634 246.7%
VTRS 3,558 NEW
TJX 3,549 NEW
TSN 3,545 NEW
NEM 3,484 NEW
WDC 3,356 261.2%
AZO 3,170 237.3%
ZTS 3,130 NEW
HD 3,062 232.0%
HPQ 2,932 NEW
Top Reduces (Value $000, Stocks/ETFs)
HLT -4,847 -100.0%
V -4,528 -100.0%
NVDA -4,494 -96.7%
SYK -4,399 -100.0%
TRV -4,185 -100.0%
CAH -4,154 -100.0%
GWW -4,018 -100.0%
DAL -3,931 -100.0%
UAL -3,805 -99.5%
AMD -3,501 -63.4%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type