Stance-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RF",
  "LOW",
  "BSX",
  "EXPE",
  "HLT",
  "AMAT",
  "MA",
  null,
  "MAA",
  "MS",
  null,
  "HSY",
  "ORCL",
  "PHM",
  "NVDA",
  "GS",
  "PPG",
  "IBM",
  "SBUX",
  "TGT",
  "HASI",
  "IP",
  "IR",
  "CAH",
  "DHI",
  "HCA",
  "VTRS",
  "V",
  "WELL",
  "XEL",
  "LVS",
  "KIM",
  "JCI",
  "SW",
  "GEV",
  "MCK",
  "BBY",
  "BMY",
  "C",
  "CTSH",
  "ED",
  "DELL",
  "STT",
  "LLY"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 77
Total Value: 135269672
Accession Number: 0002056334-25-000002
Form Type: 13F-HR
CIK: stance-capital
Manager Name: Stance-Capital

Data Enrichment

96% identified

74 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

77 positions • $135.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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NVIDIA CORP

NVDA|67066G104

Shares:—

Value:$3.3M

% of Portfolio:2.4% ($3.3M/$135.3M)

TARGET CORP

TGT|87612E106

Shares:—

Value:$3.1M

% of Portfolio:2.3% ($3.1M/$135.3M)

Viatris Inc

VTRS|92556V106

Shares:—

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$135.3M)

MORGAN STANLEY

MS|617446448

Shares:—

Value:$2.7M

% of Portfolio:2.0% ($2.7M/$135.3M)

Ingersoll Rand Inc.

IR|45687V106

Shares:—

Value:$2.6M

% of Portfolio:2.0% ($2.6M/$135.3M)

REGIONS FINANCIAL CORP

RF|7591EP100

Shares:—

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$135.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:—

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$135.3M)

ORACLE CORP

ORCL|68389X105

Shares:—

Value:$2.6M

% of Portfolio:1.9% ($2.6M/$135.3M)

BEST BUY CO INC

BBY|086516101

Shares:—

Value:$2.3M

% of Portfolio:1.7% ($2.3M/$135.3M)

LAS VEGAS SANDS CORP

LVS|517834107

Shares:—

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$135.3M)

Hilton Worldwide Holdings Inc.

HLT|43300A203

Shares:—

Value:$2.2M

% of Portfolio:1.6% ($2.2M/$135.3M)

WELLTOWER INC.

WELL|95040Q104

Shares:—

Value:$1.8M

% of Portfolio:1.3% ($1.8M/$135.3M)

CITIGROUP INC

C|172967424

Shares:—

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$135.3M)

MID AMERICA APARTMENT COMMUNITIES INC.

MAA|59522J103

Shares:—

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$135.3M)

XCEL ENERGY INC

XEL|98389B100

Shares:—

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$135.3M)

ELI LILLY & Co

LLY|532457108

Shares:—

Value:$1.3M

% of Portfolio:0.9% ($1.3M/$135.3M)

Smurfit Westrock plc

SW|G8267P108

Shares:—

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$135.3M)

Johnson Controls International plc

JCI|G51502105

Shares:—

Value:$836.6K

% of Portfolio:0.6% ($836.6K/$135.3M)

KIMCO REALTY CORP

KIM|49446R109

Shares:—

Value:$766.4K

% of Portfolio:0.6% ($766.4K/$135.3M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:—

Value:$752.1K

% of Portfolio:0.6% ($752.1K/$135.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	—	QoQ - YoY-	All Managers (Combined)	$3.3M	2.4% ($3.3M/$135.3M)	QoQ +1101.45% (+$3.0M) YoY-
TARGET CORP(TGTcusip87612E106)	—	QoQ - YoY-	All Managers (Combined)	$3.1M	2.3% ($3.1M/$135.3M)	QoQ +251251.27% (+$3.1M) YoY-
Viatris Inc(VTRScusip92556V106)	—	QoQ - YoY-	All Managers (Combined)	$2.7M	2.0% ($2.7M/$135.3M)	QoQ +84.69% (+$1.2M) YoY-
MORGAN STANLEY(MScusip617446448)	—	QoQ - YoY-	All Managers (Combined)	$2.7M	2.0% ($2.7M/$135.3M)	QoQ +352730.23% (+$2.7M) YoY-
Ingersoll Rand Inc.(IRcusip45687V106)	—	QoQ NEW YoY-	All Managers (Combined)	$2.6M	2.0% ($2.6M/$135.3M)	QoQ NEW(+$2.6M) YoY-
REGIONS FINANCIAL CORP(RFcusip7591EP100)	—	QoQ - YoY-	All Managers (Combined)	$2.6M	1.9% ($2.6M/$135.3M)	QoQ +31928.79% (+$2.6M) YoY-
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	—	QoQ - YoY-	All Managers (Combined)	$2.6M	1.9% ($2.6M/$135.3M)	QoQ +1327.58% (+$2.4M) YoY-
ORACLE CORP(ORCLcusip68389X105)	—	QoQ - YoY-	All Managers (Combined)	$2.6M	1.9% ($2.6M/$135.3M)	QoQ +1368.51% (+$2.4M) YoY-
BEST BUY CO INC(BBYcusip086516101)	—	QoQ - YoY-	All Managers (Combined)	$2.3M	1.7% ($2.3M/$135.3M)	QoQ -34.87% (-$1.2M) YoY-
LAS VEGAS SANDS CORP(LVScusip517834107)	—	QoQ NEW YoY-	All Managers (Combined)	$2.2M	1.6% ($2.2M/$135.3M)	QoQ NEW(+$2.2M) YoY-
Hilton Worldwide Holdings Inc.(HLTcusip43300A203)	—	QoQ - YoY-	All Managers (Combined)	$2.2M	1.6% ($2.2M/$135.3M)	QoQ -48.44% (-$2.1M) YoY-
WELLTOWER INC.(WELLcusip95040Q104)	—	QoQ NEW YoY-	All Managers (Combined)	$1.8M	1.3% ($1.8M/$135.3M)	QoQ NEW(+$1.8M) YoY-
CITIGROUP INC(Ccusip172967424)	—	QoQ NEW YoY-	All Managers (Combined)	$1.6M	1.2% ($1.6M/$135.3M)	QoQ NEW(+$1.6M) YoY-
MID AMERICA APARTMENT COMMUNITIES INC.(MAAcusip59522J103)	—	QoQ NEW YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$135.3M)	QoQ NEW(+$1.3M) YoY-
XCEL ENERGY INC(XELcusip98389B100)	—	QoQ NEW YoY-	All Managers (Combined)	$1.3M	1.0% ($1.3M/$135.3M)	QoQ NEW(+$1.3M) YoY-
ELI LILLY & Co(LLYcusip532457108)	—	QoQ - YoY-	All Managers (Combined)	$1.3M	0.9% ($1.3M/$135.3M)	QoQ +399.94% (+$1.0M) YoY-
Smurfit Westrock plc(SWcusipG8267P108)	—	QoQ NEW YoY-	All Managers (Combined)	$1.1M	0.8% ($1.1M/$135.3M)	QoQ NEW(+$1.1M) YoY-
Johnson Controls International plc(JCIcusipG51502105)	—	QoQ - YoY-	All Managers (Combined)	$836.6K	0.6% ($836.6K/$135.3M)	QoQ +81438.88% (+$835.6K) YoY-
KIMCO REALTY CORP(KIMcusip49446R109)	—	QoQ NEW YoY-	All Managers (Combined)	$766.4K	0.6% ($766.4K/$135.3M)	QoQ NEW(+$766.4K) YoY-
PULTEGROUP INC/MI/(PHMcusip745867101)	—	QoQ - YoY-	All Managers (Combined)	$752.1K	0.6% ($752.1K/$135.3M)	QoQ +394.00% (+$599.8K) YoY-