1y return+19.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $131 against $127 in the S&P 500.2
Stance Capital LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| STNCHennessy Fds Tr | $17.2M | 5.2% | +1.2% |
| INTCIntel Corp | $9.1M | 2.8% | +111.0% |
| CHGXEa Series Trust | $9.0M | 2.8% | +2.3% |
| AMATApplied Matls Inc | $8.7M | 2.6% | +197.2% |
| WDCWestern Digital Corp | $6.0M | 1.8% | −44.8% |
| AMGNAmgen Inc | $4.9M | 1.5% | +262.6% |
| ROSTRoss Stores Inc | $4.7M | 1.4% | +30.4% |
| CMCSAComcast Corp New | $4.6M | 1.4% | +321.3% |
| GLWCorning Inc | $4.6M | 1.4% | New |
| LRCXLam Research Corp | $4.6M | 1.4% | New |
| GILDGilead Sciences Inc | $4.6M | 1.4% | +278.3% |
| AXPAmerican Express Co | $4.6M | 1.4% | +192.5% |
| JBLJabil Inc | $4.1M | 1.3% | −30.6% |
| ROLRollins Inc | $3.7M | 1.1% | New |
| FRTFederal Rlty Invt Tr New | $3.4M | 1.0% | New |
| PNCPnc Finl Svcs Group Inc | $3.4M | 1.0% | New |
| HDHome Depot Inc | $3.2M | 1.0% | −31.8% |
| LHLabcorp Holdings Inc | $3.1M | 1.0% | New |
| PCARPaccar Inc | $3.1M | 0.9% | New |
| TJXTjx Cos Inc New | $3.1M | 0.9% | −7.8% |
| EXCExelon Corp | $3.1M | 0.9% | +561.5% |
| HLTHilton Worldwide Hldgs Inc | $3.1M | 0.9% | New |
| STZConstellation Brands Inc | $3.0M | 0.9% | New |
| Medtronic PLCCUSIP G5960L103 | $2.9M | 0.9% | New |
| GWWWw Grainger Inc | $2.8M | 0.9% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| WDCWestern Digital Corp | September 30, 2025 | +432.0% | $6.0M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $8.7M |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $2.3M |
| JBLJabil Inc | December 31, 2025 | +69.1% | $4.1M |
| ROSTRoss Stores Inc | June 30, 2025 | +66.8% | $4.7M |
| PANWPalo Alto Networks Inc | June 30, 2025 | +66.6% | $2.2M |
| EIXEdison Intl | June 30, 2025 | +44.3% | $2.2M |
| AMGNAmgen Inc | June 30, 2025 | +29.7% | $4.9M |
| STNCHennessy Fds Tr | December 31, 2024 | +26.9% | $17.2M |
| CHGXEa Series Trust | September 30, 2025 | +21.6% | $9.0M |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $2.7M
- BNYBank New York Mellon Corp was $1.4M
- EQIXEquinix Inc was $1.4M
- ALLAllstate Corp was $1.4M
- MRSHMarsh & Mclennan Cos Inc was $1.4M
- AFLAflac Inc was $1.4M
- MCOMoodys Corp was $1.3M
- CMECme Group Inc was $1.3M
- CSLCarlisle Cos Inc was $1.3M
- GOOGAlphabet Inc was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.5% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +5.2% | +7.8% |
| June 30, 2025 | +6.9% | +10.5% |
| March 31, 2025 | +2.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stance Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056334&type=13F-HR&dateb=&owner=include&count=40CIK 2056334
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056334/000205633426000003/Filed August 14, 2026 · accession 0002056334-26-000003