STANCE CAPITAL LLC
SEC Form 13F institutional filer · CIK 0002056334
13F-HR · 162 reported holdings · 2026-03-31
Reported long-US-equity value
$0.17B
Top-10 concentration
24.5%
STANCE CAPITAL LLC — $172M AUM allocation strategy
STANCE CAPITAL LLC files SEC Form 13F and reports $172M of long US equity value across 162 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 11.2%, followed by Consumer Discretionary 11.1% and Health Care 6.9%.
The top 10 holdings account for 24% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
STANCE CAPITAL LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$172M
total across 162 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
24% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$RF +112K sh · +$2.92M+$BMY +56.9K sh · +$3.63M+$WRB +17K sh · +$1M
Biggest trims (shares)
−$INTC −94.5K sh · −$3.27M−$HPE −53K sh · −$1.27M−$UAL −34K sh · −$3.8M
Exited to nil (held last quarter, gone now)
$HLT ($4.85M last qtr)$V ($4.53M last qtr)$SYK ($4.4M last qtr)$TRV ($4.18M last qtr)$CAH ($4.15M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals6.9%—
- Technology Hardware, Storage & Peripherals4.4%—
- Apparel Retail4.2%—
- Automotive Retail2.6%—
- Home Improvement Retail2.5%—
- Transaction & Payment Processing Services2.4%—
- Electronic Manufacturing Services2.4%—
- Application Software2.4%—
- Other holdings72.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $BMY | Bristol-Myers Squibb Company | 84.2K | $5.11M | +56.9K | 3.0% |
| $WDC | Western Digital Corporation | 17.2K | $4.64M | +9.7K | 2.7% |
| $AZO | AutoZone Inc | 1.33K | $4.51M | +940 | 2.6% |
| $HD | Home Depot Inc | 13.3K | $4.38M | +9.49K | 2.5% |
| $MA | Mastercard Incorporated | 8.49K | $4.24M | +6.02K | 2.5% |
| $JBL | Jabil Inc | 15.5K | $4.11M | +853 | 2.4% |
| $ADSK | Autodesk Inc | 17K | $4.07M | +12.3K | 2.4% |
| $ADP | Automatic Data Processing Inc | 19.3K | $3.92M | +3.19K | 2.3% |
| $ROST | Ross Stores Inc | 17.1K | $3.7M | +9.46K | 2.1% |
| $VTRS | Viatris Inc | 263K | $3.56M | — | 2.1% |
…and 152 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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