Stanley Capital Management

Stanley Capital Management as of Dec. 31, 2025

Portfolio Holdings for Stanley Capital Management

Stanley Capital Management holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vertiv Holdings Com Cl A (VRT) 6.2 $37M 229k 162.01
Expedia Group Com New (EXPE) 4.8 $29M 102k 283.31
Applied Materials (AMAT) 4.6 $28M 108k 256.99
Meta Platforms Cl A (META) 4.6 $28M 42k 660.09
Oracle Corporation (ORCL) 4.3 $26M 132k 194.91
McKesson Corporation (MCK) 4.1 $25M 30k 820.29
Corpay Com Shs (CPAY) 4.0 $24M 80k 300.93
Alphabet Cap Stk Cl A (GOOGL) 3.6 $22M 69k 313.00
Anthem (ELV) 3.4 $21M 59k 350.55
Vontier Corporation (VNT) 3.3 $20M 536k 37.18
Regal-beloit Corporation (RRX) 3.1 $19M 134k 140.32
Rentokil Initial Sponsored Adr (RTO) 3.1 $18M 623k 29.46
American Express Company (AXP) 3.0 $18M 49k 369.95
Bank of America Corporation (BAC) 3.0 $18M 322k 55.00
Corteva (CTVA) 2.9 $18M 262k 67.03
Western Alliance Bancorporation (WAL) 2.7 $16M 192k 84.07
Iqvia Holdings (IQV) 2.5 $15M 67k 225.41
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.4 $14M 24k 605.01
Marvell Technology (MRVL) 2.3 $14M 163k 84.98
Centene Corporation (CNC) 2.2 $13M 325k 41.15
Brightstar Lottery Shs Usd (BRSL) 2.2 $13M 857k 15.48
Vestis Corporation Com Shs (VSTS) 2.2 $13M 1.9M 6.67
Columbus McKinnon (CMCO) 2.0 $12M 705k 17.25
Quidel Corp (QDEL) 1.9 $12M 402k 28.56
AECOM Technology Corporation (ACM) 1.9 $11M 116k 95.33
Asml Holding N V N Y Registry Shs (ASML) 1.8 $11M 10k 1069.86
Global Payments (GPN) 1.8 $11M 137k 77.40
Avantor (AVTR) 1.8 $11M 919k 11.46
Bloom Energy Corp Com Cl A (BE) 1.7 $10M 117k 86.89
Perimeter Solutions Common Stock (PRM) 1.6 $9.6M 349k 27.53
Aramark Hldgs (ARMK) 1.4 $8.6M 235k 36.86
Fiserv (FI) 1.4 $8.4M 126k 67.17
Moody's Corporation (MCO) 1.3 $8.0M 16k 510.85
Alphabet Cap Stk Cl C (GOOG) 1.3 $7.8M 25k 313.80
Microsoft Corporation (MSFT) 1.2 $7.1M 15k 483.62
Axalta Coating Sys (AXTA) 1.2 $7.0M 217k 32.31
Robert Half International (RHI) 1.1 $6.8M 251k 27.16
Alight Com Cl A (ALIT) 1.0 $6.1M 3.1M 1.95
Stagwell Com Cl A (STGW) 0.8 $4.6M 950k 4.89