Stanley Capital Management as of June 30, 2025
Portfolio Holdings for Stanley Capital Management
Stanley Capital Management holds 38 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 7.8 | $46M | 360k | 128.41 | |
| Meta Platforms Cl A (META) | 5.5 | $32M | 44k | 738.09 | |
| Oracle Corporation (ORCL) | 5.0 | $30M | 135k | 218.63 | |
| Corpay Com Shs (CPAY) | 4.5 | $27M | 80k | 331.82 | |
| Corteva (CTVA) | 4.3 | $26M | 342k | 74.53 | |
| McKesson Corporation (MCK) | 4.1 | $25M | 34k | 732.78 | |
| Fiserv (FI) | 3.9 | $23M | 136k | 172.41 | |
| Anthem (ELV) | 3.5 | $21M | 54k | 388.96 | |
| Vontier Corporation (VNT) | 3.3 | $20M | 536k | 36.90 | |
| Applied Materials (AMAT) | 3.3 | $20M | 108k | 183.07 | |
| Regal-beloit Corporation (RRX) | 3.3 | $19M | 134k | 144.96 | |
| Centene Corporation (CNC) | 3.0 | $18M | 332k | 54.28 | |
| Avantor (AVTR) | 3.0 | $18M | 1.3M | 13.46 | |
| Expedia Group Com New (EXPE) | 2.9 | $17M | 102k | 168.68 | |
| Bank of America Corporation (BAC) | 2.7 | $16M | 344k | 47.32 | |
| Alight Com Cl A (ALIT) | 2.6 | $16M | 2.8M | 5.66 | |
| American Express Company (AXP) | 2.6 | $16M | 49k | 318.98 | |
| International Game Technolog Shs Usd (BRSL) | 2.5 | $15M | 952k | 15.81 | |
| Western Alliance Bancorporation (WAL) | 2.5 | $15M | 192k | 77.98 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.5 | $15M | 32k | 467.82 | |
| AECOM Technology Corporation (ACM) | 2.2 | $13M | 116k | 112.86 | |
| Global Payments (GPN) | 2.2 | $13M | 162k | 80.04 | |
| Robert Half International (RHI) | 2.1 | $12M | 302k | 41.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $12M | 69k | 176.23 | |
| Quidel Corp (QDEL) | 1.8 | $11M | 377k | 28.82 | |
| Vestis Corporation Com Shs (VSTS) | 1.8 | $11M | 1.8M | 5.73 | |
| Rentokil Initial Sponsored Adr (RTO) | 1.7 | $9.9M | 413k | 24.00 | |
| Marvell Technology (MRVL) | 1.7 | $9.9M | 128k | 77.40 | |
| Aramark Hldgs (ARMK) | 1.7 | $9.8M | 235k | 41.87 | |
| Columbus McKinnon (CMCO) | 1.4 | $8.4M | 550k | 15.27 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.3 | $8.0M | 10k | 801.39 | |
| Moody's Corporation (MCO) | 1.3 | $7.9M | 16k | 501.59 | |
| Diamondback Energy (FANG) | 1.3 | $7.7M | 56k | 137.40 | |
| Microsoft Corporation (MSFT) | 1.2 | $7.3M | 15k | 497.41 | |
| Axalta Coating Sys (AXTA) | 1.1 | $6.4M | 217k | 29.69 | |
| Perimeter Solutions Common Stock (PRM) | 0.8 | $4.9M | 349k | 13.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $4.4M | 25k | 177.39 | |
| Stagwell Com Cl A (STGW) | 0.7 | $4.3M | 950k | 4.50 |
