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CIK 0002056334 • 7 13F filings • Apr 14, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLIED MATLS INC | COM | $3.7M | 2.7% | 25,357 SH | |
| BEST BUY INC | COM | $2.3M | 1.7% | 30,706 SH | |
| BOSTON SCIENTIFIC CORP | COM | $4.2M | 3.1% | 41,897 SH | |
| BRISTOL-MYERS SQUIBB CO | COM | $2.6M | 1.9% | 42,365 SH | |
| CARDINAL HEALTH INC | COM | $4.9M | 3.6% | 35,224 SH | |
| CITIGROUP INC | COM NEW | $1.6M | 1.2% | 22,730 SH | |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | $4.2M | 3.1% | 55,388 SH | |
| CONSOLIDATED EDISON INC | COM | $4.4M | 3.2% | 39,635 SH | |
| D R HORTON INC | COM | $3.7M | 2.7% | 28,833 SH | |
| DELL TECHNOLOGIES INC | CL C | $297K | 0.2% | 3,260 SH | |
| EA SERIES TRUST | STANCE SUSTAINAB | $5.1M | 3.8% | 216,079 SH | |
| ELI LILLY & CO | COM | $1.3M | 0.9% | 1,514 SH | |
| EXPEDIA GROUP INC | COM NEW | $3.4M | 2.5% | 20,470 SH | |
| GE VERNOVA INC | COM | $397K | 0.3% | 1,301 SH | |
| GOLDMAN SACHS GROUP INC | COM | $3.8M | 2.8% | 7,005 SH | |
| HA SUSTAINABLE INFRA CAP INC | COM | $583K | 0.4% | 19,949 SH | |
| HCA HEALTHCARE INC | COM | $5.0M | 3.7% | 14,359 SH | |
| HENNESSY FDS TR | STANCE ESG ETF | $14.3M | 10.6% | 481,143 SH | |
| HERSHEY CO | COM | $4.1M | 3.0% | 23,944 SH | |
| HILTON WORLDWIDE HLDGS INC | COM | $2.2M | 1.6% | 9,666 SH | |
| INGERSOLL RAND INC | COM | $2.6M | 2.0% | 33,099 SH | |
| INTERNATIONAL BUSINESS MACHS | COM | $4.4M | 3.2% | 17,669 SH | |
| INTERNATIONAL PAPER CO | COM | $4.1M | 3.0% | 76,305 SH | |
| JOHNSON CTLS INTL PLC | SHS | $837K | 0.6% | 10,443 SH | |
| KIMCO RLTY CORP | COM | $766K | 0.6% | 36,083 SH | |
| LAS VEGAS SANDS CORP | COM | $2.2M | 1.6% | 57,113 SH | |
| LOWES COS INC | COM | $3.8M | 2.8% | 16,322 SH | |
| MASTERCARD INCORPORATED | CL A | $4.4M | 3.2% | 7,992 SH | |
| MCKESSON CORP | COM | $4.9M | 3.6% | 7,313 SH | |
| MID-AMER APT CMNTYS INC | COM | $1.3M | 1.0% | 7,917 SH | |
| MORGAN STANLEY | COM NEW | $2.7M | 2.0% | 22,802 SH | |
| NVIDIA CORPORATION | COM | $3.3M | 2.4% | 30,146 SH | |
| ORACLE CORP | COM | $2.6M | 1.9% | 18,255 SH | |
| PPG INDS INC | COM | $3.9M | 2.9% | 35,421 SH | |
| PULTE GROUP INC | COM | $752K | 0.6% | 7,316 SH | |
| REGIONS FINANCIAL CORP NEW | COM | $2.6M | 1.9% | 121,335 SH | |
| SMURFIT WESTROCK PLC | SHS | $1.1M | 0.8% | 23,304 SH | |
| STARBUCKS CORP | COM | $4.1M | 3.0% | 41,446 SH | |
| STATE STR CORP | COM | $502K | 0.4% | 5,608 SH | |
| TARGET CORP | COM | $3.1M | 2.3% | 29,311 SH | |
| VIATRIS INC | COM | $2.7M | 2.0% | 306,757 SH | |
| VISA INC | COM CL A | $3.7M | 2.7% | 10,484 SH | |
| WELLTOWER INC | COM | $1.8M | 1.3% | 11,716 SH | |
| XCEL ENERGY INC | COM | $1.3M | 1.0% | 18,716 SH |
| 13F-HR |
| 0002056334-25-000005 |
| $272.7M |
| View |
| Aug 14, 2026 | Q2 2026 | 13F-HR | 0002056334-26-000003 | $328.2M | View |
| Aug 22, 2025 | Q2 2025 | 13F-HR | 0002056334-25-000003 | $266.0M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002056334-26-000002 | $206.1M | View |
| May 16, 2025 | Q1 2025 | 13F-HR | 0002056334-25-000002 | $135.3M | View |