Stance Capital
Latest statistics and disclosures from Stance Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are STNC, STSB, HCA, MCK, CAH, and represent 25.29% of Stance Capital's stock portfolio.
- Added to shares of these 10 stocks: CAH, HCA, MCK, IBM, HSY, IP, SBUX, GS, LOW, PPG.
- Started 11 new stock positions in KIM, MAA, DHI, SW, IR, LVS, IP, EXPE, C, WELL. XEL.
- Reduced shares in these 10 stocks: DECK (-$5.3M), AAPL, BK, WFC, AON, TJX, , AZO, PCAR, .
- Sold out of its positions in T, ABT, ABBV, ANF, AYI, ADBE, ACM, AMD, WMS, A.
- Stance Capital was a net seller of stock by $-26M.
- Stance Capital has $135M in assets under management (AUM), dropping by -16.21%.
- Central Index Key (CIK): 0002056334
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Portfolio Holdings for Stance Capital
Stance Capital holds 44 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Hennessy Fds Tr Stance Esg Etf (STNC) | 10.6 | $14M | 481k | 29.82 |
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| Ea Series Trust Stance Sustainab (STSB) | 3.8 | $5.1M | 216k | 23.71 |
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| Hca Holdings (HCA) | 3.7 | $5.0M | +2419% | 14k | 345.55 |
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| McKesson Corporation (MCK) | 3.6 | $4.9M | +2164% | 7.3k | 672.99 |
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| Cardinal Health (CAH) | 3.6 | $4.9M | +880500% | 35k | 137.77 |
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| International Business Machines (IBM) | 3.2 | $4.4M | +2010% | 18k | 248.66 |
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| Consolidated Edison (ED) | 3.2 | $4.4M | 40k | 110.59 |
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| Mastercard Incorporated Cl A (MA) | 3.2 | $4.4M | -3% | 8.0k | 548.15 |
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| Cognizant Technology Solutio Cl A (CTSH) | 3.1 | $4.2M | +10% | 55k | 76.50 |
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| Boston Scientific Corporation (BSX) | 3.1 | $4.2M | -11% | 42k | 100.88 |
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| Hershey Company (HSY) | 3.0 | $4.1M | +341957% | 24k | 171.03 |
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| International Paper Company (IP) | 3.0 | $4.1M | NEW | 76k | 53.35 |
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| Starbucks Corporation (SBUX) | 3.0 | $4.1M | +147921% | 41k | 98.09 |
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| PPG Industries (PPG) | 2.9 | $3.9M | +2375% | 35k | 109.35 |
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| Goldman Sachs (GS) | 2.8 | $3.8M | +700400% | 7.0k | 546.33 |
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| Lowe's Companies (LOW) | 2.8 | $3.8M | +816000% | 16k | 233.23 |
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| Applied Materials (AMAT) | 2.7 | $3.7M | +2373% | 25k | 145.12 |
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| Visa Com Cl A (V) | 2.7 | $3.7M | +1332% | 11k | 350.45 |
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| D.R. Horton (DHI) | 2.7 | $3.7M | NEW | 29k | 127.13 |
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| Expedia Group Com New (EXPE) | 2.5 | $3.4M | NEW | 21k | 168.10 |
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| NVIDIA Corporation (NVDA) | 2.4 | $3.3M | +1388% | 30k | 108.38 |
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| Target Corporation (TGT) | 2.3 | $3.1M | +325577% | 29k | 104.36 |
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| Viatris (VTRS) | 2.0 | $2.7M | +163% | 307k | 8.71 |
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| Morgan Stanley Com New (MS) | 2.0 | $2.7M | +379933% | 23k | 116.67 |
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| Ingersoll Rand (IR) | 2.0 | $2.6M | NEW | 33k | 80.03 |
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| Regions Financial Corporation (RF) | 1.9 | $2.6M | +34567% | 121k | 21.73 |
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| Bristol Myers Squibb (BMY) | 1.9 | $2.6M | +1223% | 42k | 60.99 |
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| Oracle Corporation (ORCL) | 1.9 | $2.6M | +1650% | 18k | 139.81 |
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| Best Buy (BBY) | 1.7 | $2.3M | -24% | 31k | 73.61 |
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| Las Vegas Sands (LVS) | 1.6 | $2.2M | NEW | 57k | 38.63 |
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| Hilton Worldwide Holdings (HLT) | 1.6 | $2.2M | -44% | 9.7k | 227.56 |
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| Welltower Inc Com reit (WELL) | 1.3 | $1.8M | NEW | 12k | 153.21 |
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| Citigroup Com New (C) | 1.2 | $1.6M | NEW | 23k | 70.99 |
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| Mid-America Apartment (MAA) | 1.0 | $1.3M | NEW | 7.9k | 167.58 |
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| Xcel Energy (XEL) | 1.0 | $1.3M | NEW | 19k | 70.79 |
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| Eli Lilly & Co. (LLY) | 0.9 | $1.3M | +367% | 1.5k | 825.96 |
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| Smurfit Westrock SHS (SW) | 0.8 | $1.1M | NEW | 23k | 45.06 |
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| Johnson Ctls Intl SHS (JCI) | 0.6 | $837k | +80230% | 10k | 80.11 |
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| Kimco Realty Corporation (KIM) | 0.6 | $766k | NEW | 36k | 21.24 |
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| Pulte (PHM) | 0.6 | $752k | +423% | 7.3k | 102.80 |
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| Hannon Armstrong (HASI) | 0.4 | $583k | -3% | 20k | 29.24 |
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| State Street Corporation (STT) | 0.4 | $502k | +185% | 5.6k | 89.53 |
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| Ge Vernova (GEV) | 0.3 | $397k | +1139% | 1.3k | 305.28 |
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| Dell Technologies CL C (DELL) | 0.2 | $297k | +40650% | 3.3k | 91.14 |
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Past Filings by Stance Capital
SEC 13F filings are viewable for Stance Capital going back to 2024
- Stance Capital 2025 Q1 filed May 16, 2025
- Stance Capital 2024 Q4 filed April 14, 2025