Stanley Capital Management as of June 30, 2026
Portfolio Holdings for Stanley Capital Management
Stanley Capital Management holds 37 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applied Materials (AMAT) | 7.5 | $56M | 78k | 723.00 | |
| Vertiv Holdings Com Cl A (VRT) | 7.1 | $54M | 160k | 334.82 | |
| Marvell Technology (MRVL) | 6.6 | $49M | 166k | 297.89 | |
| Regal-beloit Corporation (RRX) | 4.2 | $32M | 134k | 238.19 | |
| Vestis Corporation Com Shs (VSTS) | 3.9 | $30M | 2.0M | 14.52 | |
| Anthem (ELV) | 3.7 | $28M | 73k | 386.73 | |
| Bloom Energy Corp Com Cl A (BE) | 3.6 | $27M | 90k | 302.70 | |
| Corpay Com Shs (CPAY) | 3.5 | $27M | 80k | 333.27 | |
| Centene Corporation (CNC) | 3.5 | $26M | 410k | 64.19 | |
| Expedia Group Com New (EXPE) | 3.4 | $26M | 102k | 255.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $25M | 69k | 357.37 | |
| Icon Pub SHS (ICLR) | 3.2 | $24M | 140k | 173.71 | |
| Meta Platforms Cl A (META) | 3.1 | $24M | 42k | 563.29 | |
| Oracle Corporation (ORCL) | 3.1 | $23M | 160k | 146.55 | |
| Corteva (CTVA) | 2.9 | $22M | 262k | 84.69 | |
| McKesson Corporation (MCK) | 2.9 | $22M | 29k | 755.60 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.6 | $20M | 10k | 1989.44 | |
| Rentokil Initial Sponsored Adr (RTO) | 2.5 | $19M | 667k | 28.61 | |
| Bank of America Corporation (BAC) | 2.4 | $18M | 322k | 56.98 | |
| Iqvia Holdings (IQV) | 2.2 | $17M | 87k | 193.22 | |
| American Express Company (AXP) | 2.2 | $17M | 49k | 338.25 | |
| Western Alliance Bancorporation (WAL) | 2.1 | $16M | 192k | 82.20 | |
| Vontier Corporation (VNT) | 2.1 | $16M | 536k | 29.00 | |
| Robert Half International (RHI) | 2.0 | $15M | 481k | 30.70 | |
| Pool Corporation (POOL) | 1.8 | $13M | 62k | 214.90 | |
| Columbus McKinnon (CMCO) | 1.7 | $13M | 855k | 15.13 | |
| Perimeter Solutions Common Stock (PRM) | 1.6 | $12M | 349k | 35.65 | |
| Equipmentshare Com Cl A (EQPT) | 1.6 | $12M | 609k | 19.66 | |
| Esab Corporation (ESAB) | 1.5 | $11M | 113k | 98.63 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.4 | $11M | 24k | 450.98 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $8.8M | 25k | 353.33 | |
| AECOM Technology Corporation (ACM) | 1.1 | $8.1M | 116k | 69.80 | |
| Axalta Coating Sys (AXTA) | 1.0 | $7.4M | 217k | 34.22 | |
| Moody's Corporation (MCO) | 0.9 | $7.1M | 16k | 452.92 | |
| Stagwell Com Cl A (STGW) | 0.9 | $7.1M | 950k | 7.43 | |
| Fiserv (FISV) | 0.8 | $6.2M | 126k | 49.05 | |
| Microsoft Corporation (MSFT) | 0.7 | $5.5M | 15k | 373.02 |
