13F-HR filed by STANCE CAPITAL LLC
STANCE CAPITAL LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-22, with 158 holding rows worth $265,981,010.
- Accession
- 0002056334-25-000003
- Filer
- CIK 2056334
- Filed
- 2025-08-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A combination report, 187 entries on the cover page, a total value of $265,981,010 stated on the cover page (in dollars after the unit check, H1), rows summing to $265,981,010 with VALUE read as dollars as filed, 13F file number 028-25494. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerRobertson Stephens Wealth Management, LLC028-19136
- reports for this filerNATURAL INVESTMENTS, LLC028-20215
- reports for this filerMGO ONE SEVEN LLC028-18648
- reports for this filerLAKE STREET ADVISORS GROUP, LLC028-18626
- reports for this filerVident Advisory, LLC028-19675
- reports for this filerEmpowered Funds, LLC028-17729
- included managerRobertson Stephens Wealth Management, LLC028-19136
- included managerNATURAL INVESTMENTS, LLC028-20215
- included managerMGO ONE SEVEN LLC028-18648
- included managerLAKE STREET ADVISORS GROUP, LLC028-18626
- included managerVident Advisory, LLC028-19675
- included managerEmpowered Funds, LLC028-17729
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| HENNESSY FDS TR | 42588P692 | SUSTAINABLE ETF | 473,443 | $14,614,594 | dollars as filed | |
| EA SERIES TRUST | 02072L177 | STANCE SUSTAINAB | 206,886 | $5,393,518 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 64,135 | $4,449,671 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,110 | $4,164,694 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 10,467 | $4,141,111 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 32,238 | $3,981,078 | dollars as filed | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 8,143 | $3,809,458 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 330,962 | $3,799,444 | dollars as filed | |
| Apple Inc | 037833100 | COM | 16,835 | $3,454,074 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 5,818 | $3,269,367 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 24,864 | $3,172,175 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 17,754 | $2,982,641 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 28,562 | $2,617,190 | dollars as filed | |
| ROCKWELL AUTOMATION INC COM | 773903109 | Stock | 7,840 | $2,604,213 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 6,190 | $2,602,648 | dollars as filed | |
| HUBBELL INC COM | 443510607 | Stock | 6,225 | $2,542,445 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 16,355 | $2,508,367 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 8,647 | $2,506,914 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 6,798 | $2,492,419 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 15,992 | $2,458,349 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 8,346 | $2,438,550 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 22,882 | $2,438,077 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 10,602 | $2,219,529 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 47,096 | $2,205,482 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 10,401 | $2,170,938 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 6,958 | $2,153,989 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 5,186 | $2,120,089 | dollars as filed | |
| INGERSOLL RAND INC COM | 45687V106 | Stock | 25,239 | $2,099,380 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 47,697 | $2,063,849 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 13,525 | $2,059,046 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 227,939 | $2,035,495 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 15,697 | $2,023,657 | dollars as filed | |
| METTLER TOLEDO INTERNATIONAL COM | 592688105 | Stock | 1,713 | $2,012,295 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 22,326 | $2,012,242 | dollars as filed | |
| LENNAR CORP CL A | 526057104 | Stock | 18,159 | $2,008,567 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 69,256 | $2,004,269 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 9,140 | $1,998,278 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 28,910 | $1,994,212 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 15,962 | $1,983,935 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 13,901 | $1,894,984 | dollars as filed | |
| KELLANOVA | 487836108 | COM | 23,343 | $1,856,469 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 42,439 | $1,842,688 | dollars as filed | |
| Deere & Company | 244199105 | COM | 3,453 | $1,755,905 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 11,600 | $1,716,869 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 32,563 | $1,680,251 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 9,499 | $1,674,009 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 31,905 | $1,652,998 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 13,537 | $1,642,173 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 10,904 | $1,641,815 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,591 | $1,630,075 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 11,193 | $1,588,287 | dollars as filed | |
| CLOROX CO DEL | 189054109 | COM | 12,989 | $1,559,589 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 19,138 | $1,546,350 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 33,195 | $1,536,582 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 21,266 | $1,510,737 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 402 | $1,492,316 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 11,600 | $1,489,556 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 19,164 | $1,483,294 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 4,314 | $1,481,255 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 7,563 | $1,481,062 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 9,161 | $1,447,356 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 11,752 | $1,440,795 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 5,225 | $1,440,271 | dollars as filed | |
| Intel Corp | 458140100 | COM | 63,882 | $1,430,957 | dollars as filed | |
| American Express Company | 025816109 | COM | 4,479 | $1,428,711 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 13,942 | $1,426,406 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 1,879 | $1,415,639 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 1,836 | $1,408,836 | dollars as filed | |
| NEWS CORP NEW | 65249B208 | CL B | 41,036 | $1,407,945 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 5,276 | $1,405,210 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 13,446 | $1,405,107 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 7,626 | $1,396,092 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2,717 | $1,392,952 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 6,680 | $1,386,902 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 11,249 | $1,386,439 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 8,673 | $1,385,078 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 5,054 | $1,380,803 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 2,706 | $1,378,193 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 2,524 | $1,371,567 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 2,597 | $1,369,372 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 2,730 | $1,369,341 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 11,019 | $1,366,466 | dollars as filed | |
| NVR INC COM | 62944T105 | Stock | 185 | $1,366,347 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,728 | $1,361,025 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 5,717 | $1,360,760 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 4,987 | $1,359,905 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 1,322 | $1,359,122 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 18,277 | $1,358,347 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 14,882 | $1,357,834 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 6,631 | $1,356,968 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,511 | $1,353,463 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 12,765 | $1,349,516 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 7,995 | $1,348,517 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 12,768 | $1,346,546 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 29,659 | $1,341,773 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 12,723 | $1,341,768 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 4,336 | $1,336,138 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 7,281 | $1,335,845 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 18,239 | $1,334,912 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 18,523 | $1,332,545 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 4,825 | $1,329,867 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 14,596 | $1,329,842 | dollars as filed | |
| ATLASSIANCORPCLASSA | 049468101 | STOK | 6,544 | $1,329,021 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 37,118 | $1,324,741 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 8,314 | $1,324,088 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 4,912 | $1,323,489 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 4,939 | $1,321,380 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 17,058 | $1,313,637 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 3,682 | $1,313,590 | dollars as filed | |
| COPART INC COM | 217204106 | Stock | 26,746 | $1,312,426 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 11,825 | $1,311,038 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 3,229 | $1,309,230 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 5,985 | $1,308,560 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 22,443 | $1,307,529 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 4,237 | $1,306,691 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 4,186 | $1,303,939 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 9,587 | $1,303,928 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 2,300 | $1,303,732 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 4,156 | $1,296,547 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 4,856 | $1,295,872 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 13,393 | $1,287,201 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 7,375 | $1,285,684 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 5,185 | $1,278,673 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 5,317 | $1,276,080 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 1,226 | $1,275,334 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 3,289 | $1,272,448 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,801 | $1,262,402 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 11,998 | $1,261,230 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 15,910 | $1,259,436 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 5,502 | $1,258,968 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 59,970 | $1,255,172 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 4,463 | $1,246,114 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 4,169 | $1,246,072 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,586 | $1,236,335 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 1,468 | $1,167,750 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 12,797 | $955,424 | dollars as filed | |
| POOL CORP COM | 73278L105 | Stock | 3,250 | $947,310 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 1,735 | $930,549 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 17,439 | $825,233 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 9,722 | $760,358 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 10,106 | $742,488 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 15,033 | $739,323 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 7,523 | $738,758 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 66,532 | $721,873 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 2,485 | $719,954 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 51,522 | $718,216 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 2,258 | $707,070 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 118 | $683,131 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 8,178 | $651,214 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,521 | $559,334 | dollars as filed | |
| ATMOS ENERGY CORP COM | 049560105 | Stock | 2,567 | $395,600 | dollars as filed | |
| FIFTH THIRD BANCORP COM | 316773100 | Stock | 9,256 | $380,699 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 3,083 | $331,145 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 3,588 | $320,839 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,287 | $306,641 | dollars as filed | |
| FASTENAL CO COM | 311900104 | Stock | 7,300 | $306,600 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 9,054 | $293,712 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 7,528 | $202,211 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056334-25-000003 | this filing | 2025-08-22 | acceptance time not in the bulk data set |