STANCE CAPITAL LLC

BOSTON, MA · CIK 2056334 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBoston, MA

$328.2m reported value +59.3% vs Q1 2026

340positions

22.4%in top 10

146 new 73 added 73 reduced 87 sold out vs Q1 2026

This report includes the holdings of 5 other managers that share the investment decisions:

Empowered Funds, LLC – files its own report too; $208.4m of shares are in both
Vident Advisory, LLC – files its own report too; $123.3m of shares are in both
MGO ONE SEVEN LLC – files its own report too; $88.8m of shares are in both
Robertson Stephens Wealth Management, LLC – files its own report too; $55.3m of shares are in both
NATURAL INVESTMENTS, LLC – files its own report too; $31.9m of shares are in both

Also in the report of:

Empowered Funds, LLC – $208.4m of shares are in both reports
Vident Advisory, LLC – $123.3m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	HENNESSY FDS TR SUSTAINABLE ETF STNC	STNC	445,763	$17.2m5.23%	5.23%	Added +5.1k	+5,121 1.2%
2	INTEL CORP COM INTC	INTC	65,045	$9.1m2.77%	2.77%	Added +34.2k	+34,217 111.0%
3	EA SERIES TRUST STANCE SUSTAINAB CHGX	CHGX	272,253	$9.0m2.75%	2.75%	Added +6.0k	+6,049 2.3%
4	APPLIED MATLS INC COM AMAT	AMAT	11,993	$8.7m2.64%	2.64%	Added +8.0k	+7,958 197.2%
5	WESTERN DIGITAL CORP COM WDC	WDC	9,466	$6.0m1.84%	1.84%	Reduced -7.7k	-7,693 -44.8%
6	AMGEN INC COM AMGN	AMGN	13,480	$4.9m1.49%	1.49%	Added +9.8k	+9,762 262.6%
7	ROSS STORES INC COM ROST	ROST	22,289	$4.7m1.45%	1.45%	Added +5.2k	+5,196 30.4%
8	COMCAST CORP NEW CL A CMCSA	CMCSA	189,221	$4.6m1.42%	1.42%	Added +144.3k	+144,311 321.3%
9	CORNING INC COM GLW	GLW	18,125	$4.6m1.41%	1.41%	New
10	LAM RESEARCH CORP COM NEW LRCX	LRCX	10,677	$4.6m1.41%	1.41%	New
11	GILEAD SCIENCES INC COM GILD	GILD	36,089	$4.6m1.39%	1.39%	Added +26.5k	+26,548 278.2%
12	AMERICAN EXPRESS CO COM AXP	AXP	13,466	$4.6m1.39%	1.39%	Added +8.9k	+8,863 192.6%
13	JABIL INC COM JBL	JBL	10,732	$4.1m1.26%	1.26%	Reduced -4.7k	-4,723 -30.6%
14	ROLLINS INC COM ROL	ROL	88,929	$3.7m1.13%	1.13%	New
15	FEDERAL RLTY INVT TR NEW SH BEN INT NEW FRT	FRT	27,732	$3.4m1.04%	1.04%	New
16	PNC FINL SVCS GROUP INC COM PNC	PNC	13,742	$3.4m1.03%	1.03%	New
17	HOME DEPOT INC COM HD	HD	9,091	$3.2m0.98%	0.98%	Reduced -4.2k	-4,233 -31.8%
18	LABCORP HOLDINGS INC COM SHS LH	LH	11,172	$3.1m0.95%	0.95%	New
19	PACCAR INC COM PCAR	PCAR	25,848	$3.1m0.95%	0.95%	New
20	TJX COS INC NEW COM TJX	TJX	20,493	$3.1m0.95%	0.95%	Reduced -1.7k	-1,729 -7.8%
21	EXELON CORP COM EXC	EXC	66,556	$3.1m0.95%	0.95%	Added +56.5k	+56,494 561.5%
22	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	9,375	$3.1m0.94%	0.94%	New
23	CONSTELLATION BRANDS INC CL A STZ	STZ	21,295	$3.0m0.90%	0.90%	New
24	MEDTRONIC PLC SHS MDT	MDT	37,323	$2.9m0.89%	0.89%	New
25	GRAINGER W W INC COM GWW	GWW	2,092	$2.8m0.87%	0.87%	New
26	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	2,874	$2.8m0.84%	0.84%	New
27	PENTAIR PLC SHS PNR	PNR	36,156	$2.8m0.84%	0.84%	New
28	PEPSICO INC COM PEP	PEP	20,110	$2.7m0.83%	0.83%	Added +19.8k	+19,807 6537.0%
29	SMITH A O CORP COM AOS	AOS	41,757	$2.6m0.80%	0.80%	New
30	MARRIOTT INTL INC NEW CL A MAR	MAR	6,805	$2.5m0.77%	0.77%	New
31	SANDISK CORP COM SNDK	SNDK	1,057	$2.4m0.73%	0.73%	New
32	NEWMONT CORP COM NEM	NEM	25,710	$2.4m0.73%	0.73%	Reduced -6.5k	-6,479 -20.1%
33	TERADYNE INC COM TER	TER	4,958	$2.4m0.73%	0.73%	New
34	TYSON FOODS INC CL A TSN	TSN	40,276	$2.3m0.70%	0.70%	Reduced -15.0k	-15,047 -27.2%
35	MICRON TECHNOLOGY INC COM MU	MU	1,994	$2.3m0.70%	0.70%	Reduced -1.5k	-1,470 -42.4%
36	AT&T INC COM T	T	110,354	$2.3m0.70%	0.70%	Added +85.0k	+85,031 335.8%
37	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,929	$2.3m0.70%	0.70%	Reduced -6.0k	-5,991 -60.4%
38	PALO ALTO NETWORKS INC COM PANW	PANW	6,551	$2.2m0.68%	0.68%	Added +6.4k	+6,351 3175.5%
39	EDISON INTL COM EIX	EIX	29,471	$2.2m0.67%	0.67%	Reduced -599	-599 -2.0%
40	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	14,658	$2.1m0.64%	0.64%	Reduced -1.3k	-1,304 -8.2%
41	SHARKNINJA INC COM SHS SN	SN	13,601	$2.1m0.63%	0.63%	Added +13.3k	+13,301 4433.7%
42	MARVELL TECHNOLOGY INC COM MRVL	MRVL	6,819	$2.0m0.62%	0.62%	Reduced -8.1k	-8,138 -54.4%
43	FLEX LTD ORD FLEX	FLEX	12,516	$2.0m0.62%	0.62%	New
44	DELL TECHNOLOGIES INC CL C DELL	DELL	4,658	$2.0m0.61%	0.61%	Reduced -5.0k	-5,046 -52.0%
45	MASCO CORP COM MAS	MAS	24,578	$2.0m0.61%	0.61%	Added +24.2k	+24,179 6059.9%
46	MAPLEBEAR INC COM CART	CART	41,852	$2.0m0.60%	0.60%	Added +4.7k	+4,713 12.7%
47	CIENA CORP COM NEW CIEN	CIEN	4,009	$2.0m0.60%	0.60%	Reduced -128	-128 -3.1%
48	US FOODS HLDG CORP COM USFD	USFD	19,119	$2.0m0.60%	0.60%	Added +18.6k	+18,619 3723.8%
49	GENERAL MTRS CO COM GM	GM	25,333	$2.0m0.59%	0.59%	Added +5.1k	+5,074 25.1%
50	SOFI TECHNOLOGIES INC COM SOFI	SOFI	108,865	$2.0m0.59%	0.59%	New
51	ARISTA NETWORKS INC COM SHS ANET	ANET	11,368	$1.9m0.59%	0.59%	Added +1.4k	+1,372 13.7%
52	ABBVIE INC COM ABBV	ABBV	7,664	$1.9m0.59%	0.59%	Added +1.5k	+1,517 24.7%
53	ECOLAB INC COM ECL	ECL	6,920	$1.9m0.59%	0.59%	Added +2.0k	+1,959 39.5%
54	CLOUDFLARE INC CL A COM NET	NET	7,837	$1.9m0.59%	0.59%	Added +1.1k	+1,111 16.5%
55	FORTINET INC COM FTNT	FTNT	12,424	$1.9m0.58%	0.58%	Reduced -4.8k	-4,750 -27.7%
56	GLOBALFOUNDRIES INC ORDINARY SHARES GFS	GFS	23,070	$1.9m0.58%	0.58%	New
57	MERCK & CO INC COM MRK	MRK	14,779	$1.9m0.58%	0.58%	Added +2.5k	+2,460 20.0%
58	PFIZER INC COM PFE	PFE	78,762	$1.9m0.58%	0.58%	New
59	SYNCHRONY FINANCIAL COM SYF	SYF	24,842	$1.9m0.58%	0.58%	Added +24.6k	+24,642 12321.0%
60	NVIDIA CORPORATION COM NVDA	NVDA	9,439	$1.9m0.58%	0.58%	Added +8.6k	+8,569 984.9%
61	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	5,380	$1.9m0.57%	0.57%	New
62	NORDSON CORP COM NDSN	NDSN	6,187	$1.9m0.57%	0.57%	New
63	CARRIER GLOBAL CORPORATION COM CARR	CARR	25,385	$1.9m0.57%	0.57%	Added +418	+418 1.7%
64	TEXAS INSTRS INC COM TXN	TXN	6,219	$1.9m0.56%	0.56%	Reduced -11.8k	-11,813 -65.5%
65	SIMON PPTY GROUP INC NEW COM SPG	SPG	8,248	$1.8m0.56%	0.56%	Added +7.9k	+7,908 2325.9%
66	EMCOR GROUP INC COM EME	EME	2,218	$1.8m0.56%	0.56%	Added +287	+287 14.9%
67	ELI LILLY & CO COM LLY	LLY	1,530	$1.8m0.56%	0.56%	Added +134	+134 9.6%
68	BERKLEY W R CORP COM WRB	WRB	25,938	$1.8m0.56%	0.56%	Reduced -23.3k	-23,277 -47.3%
69	KENVUE INC COM KVUE	KVUE	95,591	$1.8m0.56%	0.56%	Added +17.9k	+17,899 23.0%
70	VISA INC COM CL A V	V	5,313	$1.8m0.56%	0.56%	New
71	MASTERCARD INCORPORATED CL A MA	MA	3,545	$1.8m0.55%	0.55%	Reduced -4.9k	-4,944 -58.2%
72	COREWEAVE INC COM CL A CRWV	CRWV	18,242	$1.8m0.55%	0.55%	New
73	SCHWAB CHARLES CORP COM SCHW	SCHW	19,656	$1.8m0.55%	0.55%	Added +19.3k	+19,256 4814.0%
74	AUTOZONE INC COM AZO	AZO	566	$1.8m0.55%	0.55%	Reduced -768	-768 -57.6%
75	NORTHERN TR CORP COM NTRS	NTRS	10,393	$1.8m0.55%	0.55%	New
76	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,559	$1.8m0.54%	0.54%	New
77	STRYKER CORPORATION COM SYK	SYK	5,652	$1.8m0.54%	0.54%	New
78	WESCO INTL INC COM WCC	WCC	5,145	$1.8m0.54%	0.54%	New
79	ABBOTT LABS COM ABT	ABT	19,522	$1.8m0.54%	0.54%	Added +6.5k	+6,500 49.9%
80	REALTY INCOME CORP COM O	O	28,225	$1.7m0.53%	0.53%	Added +27.8k	+27,772 6130.7%
81	UNITEDHEALTH GROUP INC COM UNH	UNH	4,207	$1.7m0.53%	0.53%	New
82	BEST BUY INC COM BBY	BBY	22,980	$1.7m0.53%	0.53%	Added +768	+768 3.5%
83	FORD MTR CO COM F	F	125,328	$1.7m0.53%	0.53%	Reduced -107.4k	-107,429 -46.2%
84	OMNICOM GROUP INC COM OMC	OMC	23,919	$1.7m0.53%	0.53%	Added +23.3k	+23,319 3886.5%
85	FIRST SOLAR INC COM FSLR	FSLR	7,377	$1.7m0.53%	0.53%	Added +6.7k	+6,705 997.8%
86	CISCO SYS INC COM CSCO	CSCO	14,783	$1.7m0.53%	0.53%	Reduced -3.8k	-3,777 -20.4%
87	ELECTRONIC ARTS INC COM EA	EA	8,467	$1.7m0.53%	0.53%	Added +1.5k	+1,490 21.4%
88	APPLE INC COM AAPL	AAPL	5,991	$1.7m0.53%	0.53%	Added +640	+640 12.0%
89	FIDELITY NATL INFORMATION SV COM FIS	FIS	44,475	$1.7m0.53%	0.53%	Added +43.7k	+43,675 5459.4%
90	REPUBLIC SVCS INC COM RSG	RSG	8,115	$1.7m0.53%	0.53%	New
91	DISNEY WALT CO COM DIS	DIS	17,905	$1.7m0.53%	0.53%	Added +3.3k	+3,311 22.7%
92	TRADEWEB MKTS INC CL A TW	TW	17,283	$1.7m0.52%	0.52%	New
93	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	7,676	$1.7m0.52%	0.52%	Reduced -11.6k	-11,608 -60.2%
94	WASTE MGMT INC DEL COM WM	WM	7,697	$1.7m0.52%	0.52%	New
95	DIGITAL RLTY TR INC COM DLR	DLR	9,536	$1.7m0.52%	0.52%	Added +9.3k	+9,336 4668.0%
96	WILLIS TOWERS WATSON PLC LTD SHS WTW	WTW	6,534	$1.7m0.52%	0.52%	New
97	VERISK ANALYTICS INC COM VRSK	VRSK	9,507	$1.7m0.52%	0.52%	New
98	PRINCIPAL FINANCIAL GROUP IN COM PFG	PFG	15,791	$1.7m0.52%	0.52%	New
99	LPL FINL HLDGS INC COM LPLA	LPLA	6,042	$1.7m0.52%	0.52%	New
100	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	4,534	$1.7m0.52%	0.52%	Reduced -225	-225 -4.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CARNIVAL CORP		104,768	$2.7m104.8k shares
BANK NEW YORK MELLON CORP BNY	BNY	12,092	$1.4m12.1k shares
EQUINIX INC EQIX	EQIX	1,462	$1.4m1.5k shares
ALLSTATE CORP ALL	ALL	6,726	$1.4m6.7k shares
MARSH & MCLENNAN COS INC MRSH	MRSH	8,022	$1.4m8.0k shares
AFLAC INC AFL	AFL	12,651	$1.4m12.7k shares
MOODYS CORP MCO	MCO	3,086	$1.3m3.1k shares
CME GROUP INC CME	CME	4,555	$1.3m4.6k shares
CARLISLE COS INC CSL	CSL	3,956	$1.3m4.0k shares
ALPHABET INC GOOG	GOOG	4,546	$1.3m4.5k shares
TRANE TECHNOLOGIES PLC TT	TT	1,124	$468.4k1.1k shares
RTX CORPORATION RTX	RTX	623	$120.2k623 shares
EXTRA SPACE STORAGE INC EXR	EXR	600	$78.7k600 shares
JANUS DETROIT STR TR JAAA	JAAA	1,500	$75.6k1.5k shares
KRANESHARES TRUST KHYB	KHYB	3,112	$73.9k3.1k shares
TIDAL TR II WDTE	WDTE	2,577	$73.3k2.6k shares
ISHARES TR HYGW	HYGW	2,421	$71.4k2.4k shares
SCHWAB STRATEGIC TR SCHO	SCHO	2,934	$71.2k2.9k shares
TIDAL TRUST II QQQY	QQQY	3,396	$70.2k3.4k shares
SIMPLIFY EXCHANGE TRADED FUN AGGH	AGGH	3,407	$69.3k3.4k shares
SSGA ACTIVE ETF TR SRLN	SRLN	1,718	$69.0k1.7k shares
SERIES PORTFOLIOS TR CLOZ	CLOZ	2,670	$68.5k2.7k shares
ICON PLC ICLR	ICLR	600	$66.4k600 shares
TIDAL TR II IWMY	IWMY	3,598	$65.1k3.6k shares
PROLOGIS INC. PLD	PLD	400	$52.9k400 shares