STANCE CAPITAL LLC

Q2 2026 13F-HR Detailed Holdings

Location

Boston, MA

Holdings as of

6/30/2026

Date filed

8/14/2026

Form type

13F-HR

Num holdings

429

Total value ($000)

$328,244

Net value change ($000)

+122,172 (59.3%)

New positions

146

Sold out positions

Turnover %

39.8%

Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.

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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	Discretion	Other Manager	Sole	Shared	None

Other Managers

Num	Name	File Number
1	Robertson Stephens Wealth Management, LLC
2	NATURAL INVESTMENTS, LLC
3	MGO ONE SEVEN LLC
4	Vident Advisory, LLC
5	Empowered Funds, LLC