Institutional filer · SEC 13F · Q2 2025
STANCE CAPITAL LLC
The reported 13F portfolio of STANCE CAPITAL LLC (CIK 2056334) - top holdings, how concentrated the book is, and what changed last quarter.
- $207.6M
- Reported book
- 158
- Positions
- #196
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, STANCE CAPITAL LLC ranks #196 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q2 2025 the reported book is $207.6M across 158 positions, a broadly diversified portfolio.
- $207.6M
- reported 13F value
- 158
- disclosed positions
- 2.6%
- in EA SERIES TRUST
- #196
- of 360 filers
Top-5 share 9.6% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, STANCE CAPITAL LLC ranks #196 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where STANCE CAPITAL LLC sits by disclosed position count
STANCE CAPITAL LLC reports 158 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
STANCE CAPITAL LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
158 139th of 360 higher than 221 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
STANCE CAPITAL LLC reports $0.21B across 158 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2056334 · Q2 2025 $208M book
BOOK-LIGHT · POS-FOCUS · CONC-BROAD · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #196/360
- POS-FOCUS 158 names
- CONC-BROAD 10% top-5
- LEAD-MIX 2.6% top
- PHOTO-FINISH Plum Street ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q2 2025
Photo-finish peer on reported book: Plum Street Advisors, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · STANCE CAPITAL LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$207.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | EA SERIES TRUST | $5.4M | 2.6% |
| 2 | NETFLIX INC | $4.2M | 2.0% |
| 3 | ULTA BEAUTY INC | $3.8M | 1.8% |
| 4 | MASTERCARD INCORPORATED | $3.3M | 1.6% |
| 5 | HENNESSY FDS TR | $3.2M | 1.5% |
| 6 | ROSS STORES INC | $3.2M | 1.5% |
| 7 | ROCKWELL AUTOMATION INC | $2.6M | 1.3% |
| 8 | HUBBELL INC | $2.5M | 1.2% |
| 9 | JPMORGAN CHASE & CO. | $2.5M | 1.2% |
| 10 | HOME DEPOT INC | $2.5M | 1.2% |
| 11 | NETAPP INC | $2.4M | 1.2% |
| 12 | WABTEC | $2.2M | 1.1% |
| 13 | GARMIN LTD | $2.2M | 1.1% |
| 14 | CHARTER COMMUNICATIONS INC N | $2.1M | 1.0% |
| 15 | INGERSOLL RAND INC | $2.1M | 1.0% |
| 16 | 3M CO | $2.1M | 1.0% |
| 17 | VIATRIS INC | $2.0M | 1.0% |
| 18 | D R HORTON INC | $2.0M | 1.0% |
| 19 | METTLER TOLEDO INTERNATIONAL | $2.0M | 1.0% |
| 20 | LENNAR CORP | $2.0M | 1.0% |
| 21 | AT&T INC | $2.0M | 1.0% |
| 22 | ORACLE CORP | $2.0M | 1.0% |
| 23 | CVS HEALTH CORP | $2.0M | 1.0% |
| 24 | PALANTIR TECHNOLOGIES INC | $1.9M | 0.9% |
| 25 | KELLANOVA | $1.9M | 0.9% |
Latest Quarter Trades · Q2 2025
New positions (158)
Frequently Asked Questions
- How big is STANCE CAPITAL LLC's 13F portfolio?
- STANCE CAPITAL LLC reports $207.6M of long US-equity positions across 158 securities as of Q2 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does STANCE CAPITAL LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, STANCE CAPITAL LLC ranks #196 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is STANCE CAPITAL LLC's largest position?
- STANCE CAPITAL LLC's largest reported position is EA SERIES TRUST at $5.4M, about 2.6% of its reported book as of Q2 2025.
- What did STANCE CAPITAL LLC trade last quarter?
- In its Q2 2025 filing, STANCE CAPITAL LLC opened 158 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for STANCE CAPITAL LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($207.6M here).
Similar holding count
Nearest filers by number of disclosed positions (158 here).
Using this filing
- The rankings sort every tracked filer the same way STANCE CAPITAL LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Plum Street Advisors, LLC reported the nearest book value ($207.6M) this quarter, a useful scale comparison for STANCE CAPITAL LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q2 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.