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Molly Wheeler

Stance Capital Llc

Assets Managed
$206.072M
Holdings
281
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-24.23%(2Q avg: -12.25%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Stance Capital Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 281 positions.

Assets under management

The assets under management (AUM) of Stance Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 206.072M in assets, with a quarterly growth rate of -24.23% and a 2-quarter average growth rate of -12.25%. The portfolio is managed by Molly Wheeler, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STNC
Hennessy Stance Esg Etf
Recent Activity
Decreased -0.05%
7.27%
$14.965M
440,642 shares@ $33.97 avg price
CHGX
Stance Sustainable Beta Etf
Recent Activity
Increased 2.41%
3.47%
$7.139M
266,204 shares@ $26.82 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
Increased 208.4%
2.48%
$5.107M
84,197 shares@ $60.65 avg price
WDC
Western Digital Corp
Recent Activity
Increased 129.96%
2.26%
$4.641M
17,159 shares@ $270.5 avg price
AZO
Autozone Inc
Recent Activity
Increased 238.58%
2.19%
$4.506M
1,334 shares@ $3377.78 avg price
HD
Home Depot Inc
Recent Activity
Increased 247.35%
2.13%
$4.382M
13,324 shares@ $328.89 avg price
MA
Mastercard Inc - A
Recent Activity
Increased 243.41%
2.06%
$4.242M
8,489 shares@ $499.67 avg price
JBL
Jabil Inc
Recent Activity
Increased 5.85%
2%
$4.105M
15,455 shares@ $265.64 avg price
ADSK
Autodesk Inc
Recent Activity
Increased 265.88%
1.98%
$4.069M
16,995 shares@ $239.4 avg price
ADP
Automatic Data Processing
Recent Activity
Increased 19.83%
1.91%
$3.918M
19,284 shares@ $203.18 avg price

1-10 of 281