STANCE CAPITAL LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
340
Total value ($000)
$328,244
Net value change ($000)
+122,172 (59.3%)
New positions
146
Sold out positions
86
Turnover %
39.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/13/2026 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)
INTC 7,722 567.8%
AMAT 7,292 528.8%
GLW 4,630 NEW
LRCX 4,627 NEW
ROL 3,712 NEW
AMGN 3,573 273.2%
FRT 3,423 NEW
PNC 3,384 NEW
CMCSA 3,356 260.4%
GILD 3,229 242.8%
Top Reduces (Value $000, Stocks/ETFs)
BMY -4,632 -90.7%
ZTS -3,110 -99.4%
VTRS -3,072 -86.3%
EBAY -3,070 -99.2%
HPQ -2,925 -99.8%
OTIS -2,912 -99.4%
VTR -2,866 -99.3%
KMB -2,851 -98.9%
XYL -2,826 -99.3%
CCL -2,711 -100.0%
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