Fund Holdings

STANCE CAPITAL LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BRISTOL MYERS SQUIBB CO27,30284,197+56,8951,472,6705,106,548+3,633,878
VIATRIS INC0263,327+263,32703,557,548+3,557,548
TJX COS INC NEW022,222+22,22203,548,853+3,548,853
TYSON FOODS INC055,323+55,32303,544,545+3,544,545
NEWMONT CORP032,189+32,18903,484,459+3,484,459
WESTERN DIGITAL CORP017,159+17,15904,641,338+4,641,338
AUTOZONE INC3941,334+9401,336,2514,505,958+3,169,707
ZOETIS INC026,479+26,47903,130,082+3,130,082
HOME DEPOT INC3,83613,324+9,4881,319,9684,382,130+3,062,162
HP INC0152,622+152,62202,931,844+2,931,844
OTIS WORLDWIDE CORP038,017+38,01702,930,325+2,930,325
REGIONS FINANCIAL CORP NEW8,002120,231+112,229216,8543,140,434+2,923,580
VENTAS INC035,303+35,30302,887,079+2,887,079
KIMBERLY CLARK CORP029,887+29,88702,883,199+2,883,199
XYLEM INC023,818+23,81802,846,251+2,846,251
MASTERCARD INCORPORATED2,4728,489+6,0171,411,2154,241,614+2,830,399
CARNIVAL CORP0104,768+104,76802,711,396+2,711,396
AUTODESK INC4,64516,995+12,3501,374,9664,068,603+2,693,637
GE VERNOVA INC02,964+2,96402,587,275+2,587,275
ROSS STORES INC7,63517,093+9,4581,375,4063,703,029+2,327,623
TEXAS INSTRS INC7,69518,032+10,3371,335,0063,500,732+2,165,726
MOLSON COORS BEVERAGE CO040,661+40,66101,750,863+1,750,863
CHARTER COMMUNICATIONS INC8,51315,962+7,4491,777,0893,445,876+1,668,787
ALLSTATE CORP06,726+6,72601,394,569+1,394,569
HASBRO INC014,877+14,87701,392,487+1,392,487
AFLAC INC012,651+12,65101,387,941+1,387,941
DECKERS OUTDOOR CORP013,657+13,65701,366,929+1,366,929
APPLE INC05,351+5,35101,358,030+1,358,030
INTUITIVE SURGICAL INC02,874+2,87401,324,885+1,324,885
CARLISLE COS INC03,956+3,95601,319,801+1,319,801
NIKE INC024,882+24,88201,314,267+1,314,267
ALPHABET INC04,546+4,54601,304,066+1,304,066
BLOOM ENERGY CORP09,410+9,41001,274,961+1,274,961
BERKLEY W R CORP32,21949,215+16,9962,259,1963,261,970+1,002,774
JABIL INC14,60215,455+8533,329,5484,105,312+775,764
AT&T INC025,323+25,3230734,114+734,114
DOW HLDGS INC017,445+17,4450726,585+726,585
ARCHER DANIELS MIDLAND CO08,692+8,6920631,821+631,821
LAS VEGAS SANDS CORP09,740+9,7400524,792+524,792
EXELON CORP010,062+10,0620493,239+493,239
HENNESSY FDS TR440,871440,642-22914,610,38614,965,093+354,707
DELL TECHNOLOGIES INC10,0799,704-3751,268,7451,592,718+323,973
CIENA CORP5,7654,137-1,6281,348,2611,606,108+257,847
DOLLAR TREE INC02,190+2,1900239,827+239,827
FLAHERTY & CRUMRINE DYNAMIC08,708+8,7080174,778+174,778
MONOLITHIC PWR SYS INC1,4161,323-931,283,4061,446,502+163,096
MARVELL TECHNOLOGY INC15,62714,957-6701,327,9821,481,491+153,509
MICROSOFT CORP0352+3520130,475+130,475
RTX CORPORATION0623+6230120,177+120,177
ALPHABET INC0380+3800109,273+109,273
EMCOR GROUP INC2,1831,931-2521,335,5381,425,677+90,139
VANGUARD WORLD FD01,167+1,167083,709+83,709
INVESCO EXCH TRADED FD TR II01,497+1,497083,398+83,398
ISHARES TR0871+871083,285+83,285
VANGUARD SPECIALIZED FUNDS0383+383082,436+82,436
CISCO SYS INC17,63118,560+9291,358,1161,440,070+81,954
HA SUSTAINABLE INFRA CAP INC7,5288,635+1,107236,615317,348+80,733
VANGUARD WHITEHALL FDS0520+520077,023+77,023
JANUS DETROIT STR TR01,500+1,500075,555+75,555
KRANESHARES TRUST03,112+3,112073,941+73,941
TIDAL TRUST II02,577+2,577073,299+73,299
EA SERIES TRUST259,956266,204+6,2487,067,4767,139,379+71,903
QUANTA SVCS INC0130+130071,491+71,491
ISHARES TR02,421+2,421071,411+71,411
SCHWAB STRATEGIC TR02,934+2,934071,208+71,208
TIDAL TRUST II03,396+3,396070,174+70,174
CATERPILLAR INC099+99070,138+70,138
SIMPLIFY EXCHANGE TRADED FUN03,407+3,407069,332+69,332
SSGA ACTIVE ETF TR01,718+1,718068,961+68,961
SERIES PORTFOLIOS TR02,670+2,670068,486+68,486
ZURN ELKAY WATER SOLNS CORP01,526+1,526068,426+68,426
BANK NEW YORK MELLON CORP11,78012,092+3121,367,5401,434,474+66,934
ICON PLC0600+600066,396+66,396
HUBBELL INC0133+133065,461+65,461
TIDAL TRUST II03,598+3,598065,088+65,088
ISHARES TR03,519+3,519064,363+64,363
SIMON PPTY GROUP INC NEW0340+340063,398+63,398
NXP SEMICONDUCTORS N V0320+320062,995+62,995
CLOUDFLARE INC6,7216,726+51,325,0451,387,843+62,798
NAVITAS SEMICONDUCTOR CORP06,722+6,722058,952+58,952
FREEPORT MCMORAN INC0985+985057,898+57,898
RELX PLC01,741+1,741057,726+57,726
FORTINET INC16,95117,174+2231,346,0791,403,459+57,380
WALMART INC0455+455056,547+56,547
MONDELEZ INTL INC0969+969055,853+55,853
AMERICAN INTL GROUP INC0699+699052,622+52,622
CENTENE CORP DEL01,598+1,598052,295+52,295
FIRST TR EXCHANGE TRADED FD02,031+2,031051,851+51,851
APPLIED DIGITAL CORP02,157+2,157051,207+51,207
AIR PRODUCTS AND CHEMICALS I0175+175050,836+50,836
CROCS INC0600+600049,812+49,812
APPLIED MATLS INC5,1754,035-1,1401,329,9231,379,123+49,200
AMERICAN EXPRESS CO3,6314,603+9721,343,2881,392,315+49,027
MP MATERIALS CORP01,012+1,012048,843+48,843
ISHARES TR02,148+2,148048,588+48,588
IRON MTN INC DEL0473+473048,312+48,312
ZOOM COMMUNICATIONS INC0600+600048,234+48,234
ISHARES TR0606+606048,213+48,213
PEPSICO INC0303+303047,053+47,053
BANK AMERICA CORP0948+948046,215+46,215
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