STANCE CAPITAL LLC

CIK 0002056334 • 7 13F filings • Apr 14, 2025 – Aug 14, 2026

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Filer information

Filed by: STANCE CAPITAL LLC, Compliance Consultant
Address: 131 DARTMOUTH STREET, 3RD FLOOR, BOSTON, MA, 02116
Phone: 720-343-1278
AUM: $272.0M

AUM over time

$328.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $272.0M6 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.5%Prev: 0.1%	11,339 SH	Increased+9,689 SH
ABBVIE INC	COM	$1.4M	0.5%Prev: 1.1%	6,240 SH	Decreased-3,412 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.4M	0.5%Prev: 0.2%	5,170 SH	Increased+4,451 SH
ADOBE INC	COM	$1.4M	0.5%Prev: 0.1%	3,981 SH	Increased+3,565 SH
ADVANCED MICRO DEVICES INC	COM	$5.5M	2.0%Prev: 0.1%	25,773 SH	Increased+24,382 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.5%Prev: 0.1%	3,631 SH	Increased+3,006 SH
AMERICAN WTR WKS CO INC NEW	COM	$1.4M	0.5%Prev: 0.1%	10,747 SH	Increased+9,363 SH
AMGEN INC	COM	$1.4M	0.5%Prev: 2.1%	4,398 SH	Decreased-8,697 SH
ANALOG DEVICES INC	COM	$1.3M	0.5%Prev: 0.1%	4,926 SH	Increased+4,063 SH
AON PLC	SHS CL A	$1.4M	0.5%Prev: 2.7%	4,015 SH	Decreased-8,245 SH
APPLIED MATLS INC	COM	$1.3M	0.5%Prev: 0.1%	5,175 SH	Increased+4,150 SH
APTIV PLC	COM SHS	$1.3M	0.5%	17,662 SH	New
ARISTA NETWORKS INC	COM SHS	$1.4M	0.5%Prev: 0.1%	10,399 SH	Increased+8,516 SH
AUTODESK INC	COM	$1.4M	0.5%Prev: 0.1%	4,645 SH	Increased+3,987 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.1M	1.5%Prev: 0.1%	16,093 SH	Increased+15,292 SH
AUTOZONE INC	COM	$1.3M	0.5%Prev: 2.6%	394 SH	Decreased-936 SH
BANK NEW YORK MELLON CORP	COM	$1.4M	0.5%Prev: 2.9%	11,780 SH	Decreased-48,312 SH
BERKLEY W R CORP	COM	$2.3M	0.8%	32,219 SH	New
BEST BUY INC	COM	$1.9M	0.7%Prev: 2.1%	28,110 SH	Decreased-12,342 SH
BRISTOL-MYERS SQUIBB CO	COM	$1.5M	0.5%Prev: 0.1%	27,302 SH	Increased+24,102 SH
BUNGE GLOBAL SA	COM SHS	$3.4M	1.3%	38,671 SH	New
CADENCE DESIGN SYSTEM INC	COM	$1.3M	0.5%Prev: 0.1%	4,166 SH	Increased+3,546 SH
CARDINAL HEALTH INC	COM	$4.2M	1.5%Prev: 0.0%	20,213 SH	Increased+20,209 SH
CARRIER GLOBAL CORPORATION	COM	$1.4M	0.5%Prev: 0.1%	25,779 SH	Increased+22,732 SH
CENCORA INC	COM	$3.4M	1.3%Prev: 0.1%	10,109 SH	Increased+9,156 SH
CHARTER COMMUNICATIONS INC N	CL A	$1.8M	0.7%	8,513 SH	New
CHURCH & DWIGHT CO INC	COM	$1.4M	0.5%Prev: 0.1%	16,721 SH	Increased+14,997 SH
CIENA CORP	COM NEW	$1.3M	0.5%	5,765 SH	New
CISCO SYS INC	COM	$1.4M	0.5%Prev: 0.1%	17,631 SH	Increased+14,408 SH
CLOUDFLARE INC	CL A COM	$1.3M	0.5%	6,721 SH	New
CME GROUP INC	COM	$1.4M	0.5%Prev: 0.1%	5,132 SH	Increased+4,335 SH
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$1.4M	0.5%Prev: 2.4%	16,673 SH	Decreased-33,564 SH
COMCAST CORP NEW	CL A	$1.5M	0.6%Prev: 0.1%	50,203 SH	Increased+45,794 SH
CVS HEALTH CORP	COM	$3.1M	1.1%	39,048 SH	New
DELL TECHNOLOGIES INC	CL C	$1.3M	0.5%Prev: 0.0%	10,079 SH	Increased+10,071 SH
DELTA AIR LINES INC DEL	COM NEW	$3.9M	1.4%	56,637 SH	New
DISNEY WALT CO	COM	$1.4M	0.5%Prev: 0.1%	12,455 SH	Increased+10,820 SH
EA SERIES TRUST	STANCE SUSTAINAB	$7.1M	2.6%Prev: 3.3%	259,956 SH	Increased+43,877 SH
EBAY INC	COM	$3.1M	1.1%Prev: 0.0%	35,536 SH	Increased+35,514 SH
ECOLAB INC	COM	$1.4M	0.5%Prev: 0.1%	5,345 SH	Increased+4,557 SH
EDISON INTL	COM	$3.3M	1.2%	55,246 SH	New
ELECTRONIC ARTS INC	COM	$1.4M	0.5%Prev: 0.1%	6,860 SH	Increased+5,699 SH
ELEVANCE HEALTH INC FORMERLY	COM	$1.4M	0.5%	3,875 SH	New
ELI LILLY & CO	COM	$1.5M	0.5%Prev: 0.2%	1,377 SH	Increased+1,053 SH
EMCOR GROUP INC	COM	$1.3M	0.5%	2,183 SH	New
EQUIFAX INC	COM	$1.4M	0.5%Prev: 0.0%	6,333 SH	Increased+6,298 SH
EQUINIX INC	COM	$1.4M	0.5%	1,847 SH	New
EXTRA SPACE STORAGE INC	COM	$2.9M	1.0%	21,894 SH	New
FIRST SOLAR INC	COM	$1.3M	0.5%Prev: 0.0%	5,124 SH	Increased+5,073 SH
FORD MTR CO	COM	$3.2M	1.2%Prev: 0.0%	244,721 SH	Increased+244,706 SH
FORTINET INC	COM	$1.3M	0.5%Prev: 0.1%	16,951 SH	Increased+14,933 SH
GENERAL MTRS CO	COM	$3.4M	1.3%Prev: 0.0%	41,836 SH	Increased+41,814 SH
GENUINE PARTS CO	COM	$4.1M	1.5%	33,295 SH	New
GILEAD SCIENCES INC	COM	$1.4M	0.5%Prev: 0.0%	11,272 SH	Increased+11,264 SH
GLOBE LIFE INC	COM	$3.1M	1.2%	22,439 SH	New
HA SUSTAINABLE INFRA CAP INC	COM	$237K	0.1%Prev: 0.3%	7,528 SH	Decreased-13,050 SH
HENNESSY FDS TR	SUSTAINABLE ETF	$14.6M	5.4%	440,871 SH	New
HEWLETT PACKARD ENTERPRISE C	COM	$1.4M	0.5%Prev: 0.0%	56,977 SH	Increased+56,948 SH
HILTON WORLDWIDE HLDGS INC	COM	$4.8M	1.8%Prev: 2.6%	16,874 SH	Increased-389 SH
HOME DEPOT INC	COM	$1.3M	0.5%	3,836 SH	New
IDEXX LABS INC	COM	$271K	0.1%Prev: 0.1%	400 SH	Increased-6 SH
INTEL CORP	COM	$4.6M	1.7%Prev: 0.1%	125,375 SH	Increased+117,228 SH
INTERNATIONAL PAPER CO	COM	$2.4M	0.9%	61,177 SH	New
INTUIT	COM	$1.4M	0.5%Prev: 0.1%	2,068 SH	Increased+1,713 SH
JABIL INC	COM	$3.3M	1.2%	14,602 SH	New
JOHNSON CTLS INTL PLC	SHS	$2.0M	0.7%Prev: 0.0%	16,414 SH	Increased+16,401 SH
JPMORGAN CHASE & CO	COM	$2.4M	0.9%Prev: 0.0%	7,315 SH	Increased+7,291 SH
KENVUE INC	COM	$1.4M	0.5%	80,721 SH	New
KEURIG DR PEPPER INC	COM	$2.9M	1.1%	103,037 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$1.3M	0.5%	6,520 SH	New
KRAFT HEINZ CO	COM	$2.8M	1.0%	116,414 SH	New
LAUDER ESTEE COS INC	CL A	$1.4M	0.5%	13,245 SH	New
LULULEMON ATHLETICA INC	COM	$2.2M	0.8%	10,541 SH	New
MAPLEBEAR INC	COM	$1.4M	0.5%	31,309 SH	New
MARRIOTT INTL INC NEW	CL A	$1.5M	0.5%	4,713 SH	New
MARSH & MCLENNAN COS INC	COM	$1.4M	0.5%Prev: 0.1%	7,610 SH	Increased+6,654 SH
MARTIN MARIETTA MATLS INC	COM	$1.4M	0.5%	2,208 SH	New
MARVELL TECHNOLOGY INC	COM	$1.3M	0.5%Prev: 0.1%	15,627 SH	Increased+13,562 SH
MASTERCARD INCORPORATED	CL A	$1.4M	0.5%Prev: 2.7%	2,472 SH	Decreased-5,815 SH
MEDTRONIC PLC	SHS	$1.3M	0.5%Prev: 0.0%	14,011 SH	Increased+13,851 SH
MERCK & CO INC	COM	$1.5M	0.5%Prev: 0.1%	13,997 SH	Increased+11,980 SH
MICRON TECHNOLOGY INC	COM	$1.5M	0.6%Prev: 0.1%	5,403 SH	Increased+3,469 SH
MONGODB INC	CL A	$1.4M	0.5%	3,320 SH	New
MONOLITHIC PWR SYS INC	COM	$1.3M	0.5%Prev: 0.0%	1,416 SH	Increased+1,405 SH
MOODYS CORP	COM	$1.5M	0.5%Prev: 0.1%	2,873 SH	Increased+2,485 SH
NETFLIX INC	COM	$1.4M	0.5%Prev: 0.1%	14,858 SH	Increased+14,643 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$2.8M	1.0%	123,797 SH	New
NVIDIA CORPORATION	COM	$4.6M	1.7%Prev: 0.2%	24,914 SH	Increased+22,889 SH
OMNICOM GROUP INC	COM	$1.4M	0.5%Prev: 0.0%	17,459 SH	Increased+17,421 SH
ORACLE CORP	COM	$1.4M	0.5%Prev: 0.1%	7,023 SH	Increased+5,980 SH
PALO ALTO NETWORKS INC	COM	$1.4M	0.5%Prev: 0.1%	7,340 SH	Increased+6,360 SH
PARAMOUNT SKYDANCE CORP	COM CL B	$1.3M	0.5%	99,017 SH	New
PAYPAL HLDGS INC	COM	$1.3M	0.5%Prev: 0.1%	22,659 SH	Increased+20,452 SH
PFIZER INC	COM	$668K	0.2%Prev: 0.1%	26,846 SH	Increased+19,589 SH
PROGRESSIVE CORP	COM	$1.4M	0.5%Prev: 0.1%	6,057 SH	Increased+5,351 SH
PROLOGIS INC	COM	$1.4M	0.5%Prev: 0.1%	10,709 SH	Increased+9,099 SH
QUALCOMM INC	COM	$1.3M	0.5%Prev: 0.1%	7,712 SH	Increased+6,520 SH
RAYMOND JAMES FINL INC	COM	$2.7M	1.0%	16,670 SH	New
REGIONS FINANCIAL CORP NEW	COM	$217K	0.1%Prev: 0.0%	8,002 SH	Increased+7,652 SH
REPUBLIC SVCS INC	COM	$1.4M	0.5%	6,621 SH	New
ROPER TECHNOLOGIES INC	COM	$1.4M	0.5%Prev: 0.1%	3,088 SH	Increased+2,756 SH
ROSS STORES INC	COM	$1.4M	0.5%Prev: 0.1%	7,635 SH	Increased+6,415 SH
S&P GLOBAL INC	COM	$1.5M	0.5%Prev: 0.1%	2,804 SH	Increased+2,436 SH
SALESFORCE INC	COM	$1.4M	0.5%Prev: 0.1%	5,324 SH	Increased+4,629 SH
SANDISK CORP	COM	$1.4M	0.5%	5,783 SH	New
SCHWAB CHARLES CORP	COM	$1.4M	0.5%Prev: 0.1%	14,404 SH	Increased+12,085 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$2.3M	0.8%Prev: 0.0%	8,308 SH	Increased+8,306 SH
SERVICENOW INC	COM	$1.2M	0.5%Prev: 0.1%	8,050 SH	Increased+7,867 SH
SMUCKER J M CO	COM NEW	$2.8M	1.0%	29,105 SH	New
SMURFIT WESTROCK PLC	SHS	$1.5M	0.6%	38,873 SH	New
SNAP INC	CL A	$1.5M	0.5%	183,016 SH	New
STEEL DYNAMICS INC	COM	$1.4M	0.5%Prev: 0.0%	8,072 SH	Increased+7,980 SH
STRYKER CORPORATION	COM	$4.4M	1.6%Prev: 0.2%	12,517 SH	Increased+11,843 SH
SYNOPSYS INC	COM	$1.4M	0.5%Prev: 0.1%	2,921 SH	Increased+2,583 SH
TE CONNECTIVITY PLC	ORD SHS	$1.3M	0.5%Prev: 0.1%	5,721 SH	Increased+4,544 SH
TERADYNE INC	COM	$1.3M	0.5%	6,850 SH	New
TEXAS INSTRS INC	COM	$1.3M	0.5%Prev: 0.1%	7,695 SH	Increased+6,759 SH
THE CIGNA GROUP	COM	$2.9M	1.1%Prev: 2.0%	10,466 SH	Decreased-1,096 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.4M	0.5%Prev: 0.1%	2,405 SH	Increased+2,054 SH
TOLL BROTHERS INC	COM	$1.4M	0.5%	9,993 SH	New
TRANE TECHNOLOGIES PLC	SHS	$2.6M	0.9%	6,634 SH	New
TRAVELERS COMPANIES INC	COM	$4.2M	1.5%Prev: 0.0%	14,428 SH	Increased+14,427 SH
ULTA BEAUTY INC	COM	$1.4M	0.5%	2,349 SH	New
UNITED AIRLS HLDGS INC	COM	$3.8M	1.4%	34,195 SH	New
US FOODS HLDG CORP	COM	$1.4M	0.5%	18,177 SH	New
VERISK ANALYTICS INC	COM	$1.4M	0.5%Prev: 0.1%	6,444 SH	Increased+5,788 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	0.5%Prev: 2.3%	34,761 SH	Decreased-56,382 SH
VISA INC	COM CL A	$4.5M	1.7%Prev: 0.1%	12,910 SH	Increased+12,178 SH
WARNER MUSIC GROUP CORP	COM CL A	$1.5M	0.6%	50,198 SH	New
WASTE MGMT INC DEL	COM	$1.4M	0.5%Prev: 2.4%	6,583 SH	Decreased-12,971 SH
WESTERN DIGITAL CORP	COM	$1.3M	0.5%	7,462 SH	New
WORKDAY INC	CL A	$1.3M	0.5%Prev: 0.1%	6,238 SH	Increased+5,485 SH
WW GRAINGER INC	COM	$4.0M	1.5%	3,982 SH	New

Sold (vs prior filing)

3M CO — $3.9M
ABERCROMBIE & FITCH CO — $448
ACUITY BRANDS INC — $584
ADVANCED DRAIN SYS INC DEL — $116
AECOM — $3K
AGILENT TECHNOLOGIES INC — $10K
ALPHABET INC — $279K
ALPHABET INC — $18K
AMAZON COM INC — $13K
AMERICAN SUPERCONDUCTOR CORP — $71K
AMERIPRISE FINL INC — $179K
APPLE INC — $4.9M
ASML HOLDING N V — $39K
ASPEN AEROGELS INC — $34K
AT&T INC — $4.3M
ATERIAN INC — $86
ATLASSIAN CORPORATION — $164K
AURORA CANNABIS INC — $34
AVALONBAY CMNTYS INC — $3K
AXON ENTERPRISE INC — $594
… and 163 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Mar 17, 2026	Q4 2025	13F-HR	0002056334-26-000001	$272.0M	View
Apr 14, 2025	Q4 2024	13F-HR	0002056334-25-000001	$161.4M	View
Nov 19, 2025	Q3 2025