Institutional Fund
Stance Capital LLC
Boston, MACIK 20563346 filings on record
Portfolio Value
$206.07M
Q1 2026
Holdings
279
Reported positions
New Buys
194
Opened this quarter
QoQ Change
-24.2%
from $271.99M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Hennessy Fds Tr7.3%
- Ea Series Trust3.5%
- Bristol-Myers Squibb Co2.5%
- Western Digital Corp2.3%
- Autozone Inc2.2%
- Home Depot Inc2.1%
- Other80.2%
Portfolio Holdings
279 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hennessy Fds Tr | 440.6K | $14.97M | 7.3% | −229 | Reduced |
| 2 | Ea Series Trust | 266.2K | $7.14M | 3.5% | +6.2K | Added |
| 3 | Bristol-Myers Squibb Co | 84.2K | $5.11M | 2.5% | +56.9K | Added |
| 4 | Western Digital Corp | 17.2K | $4.64M | 2.3% | +9.7K | Added |
| 5 | Autozone Inc | 1.3K | $4.51M | 2.2% | +940 | Added |
| 6 | Home Depot Inc | 13.3K | $4.38M | 2.1% | +9.5K | Added |
| 7 | Mastercard Incorporated | 8.5K | $4.24M | 2.1% | +6.0K | Added |
| 8 | Jabil Inc | 15.5K | $4.11M | 2.0% | +853 | Added |
| 9 | Autodesk Inc | 17.0K | $4.07M | 2.0% | +12.3K | Added |
| 10 | Automatic Data Processing In | 19.3K | $3.92M | 1.9% | +3.2K | Added |
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