SCL
Stance Capital LLC Portfolio
Invests via Stance Capital LLC | Managed by William H. Davis, Kyle K. Balkissoon
Invests via Stance Capital LLC
Managed by William H. Davis, Kyle K. Balkissoon
Automatically Tracked
Company Profile
Specialist long/short small- and micro-cap equity manager, Stance Capital LLC focuses on event-driven, fundamental research and activist campaigns to unlock value in underfollowed US-listed companies. The firm emphasizes concentrated portfolios, deep forensic analysis, and governance engagement to generate asymmetric returns across cycles. Capital orientation targets institutional allocators seeking absolute-return strategies with high-conviction ideas, lean operating structure, and a record of catalyst-driven repositioning.
Specialist long/short small- and micro-cap equity manager, Stance Capital LLC focuses on event-driven, fundamental research and activist campaigns to unlock value in underfollowed US-listed companies. The firm emphasizes concentrated portfolios, deep forensic analysis, and governance engagement to generate asymmetric returns across cycles. Capital orientation targets institutional allocators seeking absolute-return strategies with high-conviction ideas, lean operating structure, and a record of catalyst-driven repositioning.
Investment Philosophy & Strategy
Adopts a concentrated long/short approach focused on underfollowed small- and micro-cap US equities, marrying event-driven fundamental research with activist engagement to unlock mispriced value. Capital is allocated to high-conviction, catalyst-rich positions sized for asymmetric upside while shorts manage downside and liquidity risk. Portfolio construction emphasizes forensic underwriting, governance-led repositioning, medium to multi-year horizons, rigorous risk controls and a lean operating platform serving institutional absolute-return mandates.
Adopts a concentrated long/short approach focused on underfollowed small- and micro-cap US equities, marrying event-driven fundamental research with activist engagement to unlock mispriced value. Capital is allocated to high-conviction, catalyst-rich positions sized for asymmetric upside while shorts manage downside and liquidity risk. Portfolio construction emphasizes forensic underwriting, governance-led repositioning, medium to multi-year horizons, rigorous risk controls and a lean operating platform serving institutional absolute-return mandates.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
24.87%
Gain -0.8%
Monthly
1.04%
Yearly
13.2%
Drawdown
13.17%
$312.41M
Equity
Holdings
$312.41M
Investment
$303.26M
$45.89M
Profit -$2.41M
Realized
$36.73M
Unrealized
$9.15M
Dividends
$6.56M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$2.41M
Win %
54%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$3.36M
Win %
54%
This Month
Compared to last month
Gain
0.42%
Profit
$1.32M
Win %
54%
This Year
Compared to last year
Gain
-4.62%
Profit
-$15.08M
Win %
57%
SWKS Skyworks Solutions Inc.
+2.92%
+$231 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.83%
+$33,864.4 
IDXX IDEXX Laboratories, Inc.
+2.81%
+$6,156 
WMG Warner Music Group Corp.
+2.7%
+$49,906.24 
VSNT Versant Media Group, Inc.
+2.66%
+$36,267.68 
VGNT Versigent plc
+2.29%
+$55 
F Ford Motor Company
+2.27%
+$35,091.84 
PODD Insulet Corporation
+2.05%
+$283.97 
PEP PepsiCo, Inc.
+2.03%
+$52,386.55 
MEOH Methanex Corporation
+2.01%
+$43.52 
LYB LyondellBasell Industries N.V.
+1.93%
+$121 
NEM Newmont Corporation
+1.9%
+$56,562 
CMCSA Comcast Corp
+1.88%
+$77,580.61 
CCI Crown Castle Inc.
+1.87%
+$150 
EXC Exelon Corporation
+1.77%
+$49,917 
NUE Nucor Corporation
+1.73%
+$17,930 
TJX The TJX Companies, Inc.
+1.71%
+$50,515.25 
WY Weyerhaeuser Company
+1.68%
+$657.15 
USB U.S. Bancorp
+1.62%
+$93 
MDLZ Mondelez International, Inc.
+1.59%
+$925 
AZO AutoZone Inc.
+1.58%
+$27,439.61 
CHTR Charter Communications Inc
+1.57%
+$25,358.34 
TAP Molson Coors Beverage Company
+1.55%
+$398.69 
SW Smurfit WestRock PLC
+1.53%
+$372.33 
ITRG Integra Resources Corp.
+1.45%
+$12.95 
COF Capital One Financial Corporation
+1.42%
+$283 
ERII Energy Recovery Inc.
+1.41%
+$2.16 
TSN Tyson Foods Inc.
+1.38%
+$30,005.58 
AMT American Tower Corporation
+1.34%
+$986.58 
C Citigroup Inc.
+1.33%
+$164 
TMUS T-Mobile US, Inc.
+1.32%
+$207 
VTRS Viatris Inc.
+1.32%
+$7,340.88 
AIG American International Group Inc.
+1.31%
+$416 
RELX Relx PLC Sponsored ADR
+1.31%
+$879.21 
STZ Constellation Brands, Inc.
+1.3%
+$35,988.55 
OTIS Otis Worldwide Corporation
+1.3%
+$225.09 
TFC Truist Financial Corporation
+1.28%
+$296.31 
MO Altria Group, Inc.
+1.27%
+$281.06 
CF CF Industries Holdings, Inc.
+1.23%
+$147 
COST Costco Wholesale Corporation
+1.23%
+$23.98 
STLD Steel Dynamics Inc.
+1.22%
+$18,752.06 
MAR Marriott International Inc. - Class A
+1.21%
+$31,779.42 
ZTS Zoetis Inc.
+1.19%
+$255.25 
NXPI NXP Semiconductors N.V.
+1.17%
+$867.2 
XYL Xylem Inc.
+1.15%
+$199.92 
NEE NextEra Energy, Inc.
+1.14%
+$217.8 
AWK American Water Works Company, Inc.
+1.13%
+$37.63 
APTV Aptiv PLC
+1.13%
+$13,581.81 
PCG PG&E Corporation
+1.12%
+$190.82 
VTR Ventas Inc.
+1.11%
+$223.72 
WFC Wells Fargo & Company
+1.1%
+$182 
HLT Hilton Worldwide Holdings Inc.
+1.09%
+$35,156.16 
CBOE Cboe Global Markets Inc.
+1.08%
+$18,960.54 
MRK Merck & Co., Inc.
+1.06%
+$22,759.66 
DOV Dover Corporation
+1.05%
+$204 
ROST Ross Stores, Inc.
+1.05%
+$54,942.39 
ENPH Enphase Energy, Inc.
+1.02%
+$268.38 
GM General Motors Company
+1.02%
+$21,533.05 
WTW Willis Towers Watson Public Limited Company
+1%
+$20,255.47 
SYK Stryker Corporation
+0.99%
+$16,447.38 
TXN Texas Instruments Inc
+0.99%
+$17,163.2 
PNC The PNC Financial Services Group, Inc.
+0.98%
+$28,995.62 
VZ Verizon Communications Inc.
+0.97%
+$15,802.07 
CMI Cummins Inc.
+0.97%
+$9,266.15 
SYF Synchrony Financial
+0.91%
+$16,768.33 
KR Kroger Co.
+0.91%
+$365.37 
DLTR Dollar Tree, Inc.
+0.91%
+$124.14 
O Realty Income Corporation
+0.88%
+$13,830.25 
DOW Dow Inc.
+0.86%
+$27.8 
FOXA Fox Corporation
+0.86%
+$164.45 
ORA Ormat Technologies Inc.
+0.85%
+$6.08 
CARR Carrier Global Corporation
+0.85%
+$11,804.02 
NKE Nike, Inc. - Class B
+0.83%
+$12,160.68 
LLY Eli Lilly and Company
+0.83%
+$15,927.3 
MKC McCormick & Company, Incorporated
+0.82%
+$149.62 
KHC The Kraft Heinz Company
+0.82%
+$170.43 
PGR Progressive Corporation
+0.81%
+$174 
CAG Conagra Brands Inc.
+0.81%
+$229.31 
HD The Home Depot, Inc.
+0.81%
+$22,727.5 
ACN Accenture plc Class A
+0.78%
+$17,615.67 
EIX Edison International
+0.77%
+$12,672.53 
AAPL Apple Inc.
+0.75%
+$15,396.87 
DLR Digital Realty Trust, Inc.
+0.73%
+$12,110.72 
VICI Vici Properties Inc.
+0.7%
+$33.33 
BALL Ball Corp.
+0.7%
+$131.56 
FISV Fiserv, Inc.
+0.69%
+$97.17 
WMT Walmart Inc.
+0.68%
+$541.6 
DG Dollar General Corporation
+0.68%
+$90.5 
KMB Kimberly-Clark Corporation
+0.66%
+$202.07 
ON ON Semiconductor Corporation
+0.65%
+$7,554.87 
SJM The J.M. Smucker Company
+0.61%
+$158.87 
TPR Tapestry Inc.
+0.6%
+$71.5 
ISRG Intuitive Surgical, Inc.
+0.59%
+$10,752.62 
V Visa Inc. Class A
+0.57%
+$12,073.74 
KVUE Kenvue Inc.
+0.56%
+$10,037.06 
GEV GE Vernova Inc.
+0.55%
+$3,573.76 
AJG Arthur J. Gallagher & Co.
+0.54%
+$134.5 
ABBV AbbVie Inc.
+0.54%
+$11,649.28 
T AT&T Inc.
+0.53%
+$13,794.25 
ADM Archer-Daniels-Midland Co
+0.53%
+$303.16 
CPB The Campbell's Company
+0.53%
+$62.79 
COO The Cooper Companies, Inc.
+0.51%
+$87 
ELS Equity Lifestyle Properties Inc.
+0.48%
+$112.52 
OC Owens Corning
+0.47%
+$199.81 
TW Tradeweb Markets Inc.
+0.45%
+$8,641.5 
EPRT Essential Properties Realty Trust, Inc.
+0.44%
+$189.63 
PCAR PACCAR Inc.
+0.44%
+$12,665.52 
DIS The Walt Disney Company
+0.42%
+$8,415.35 
PYPL PayPal Holdings Inc
+0.42%
+$71.76 
CLX The Clorox Company
+0.42%
+$36 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$196.33 
LVS Las Vegas Sands Corp.
+0.4%
+$23.87 
PFE Pfizer Inc.
+0.39%
+$9,057.63 
GPC Genuine Parts Company
+0.38%
+$51 
APD Air Products and Chemicals, Inc.
+0.38%
+$192.1 
JBSS John B. Sanfilippo & Son, Inc.
+0.35%
+$123.61 
PRIM Primoris Services Corporation
+0.33%
+$23.76 
MAS Masco Corporation
+0.32%
+$5,775.83 
SPG Simon Property Group, Inc.
+0.32%
+$5,278.72 
WTS Watts Water Technologies Inc.
+0.31%
+$145.2 
AXP American Express Company
+0.31%
+$12,927.36 
RF Regions Financial Corporation
+0.29%
+$3,466.96 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$240.58 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.26%
+$4 
ADP Automatic Data Processing Inc.
+0.24%
+$5,296.52 
BAC Bank of America Corporation
+0.23%
+$131.16 
IFF International Flavors & Fragrances Inc.
+0.23%
+$41 
AMGN Amgen Inc.
+0.22%
+$12,873.4 
FCX Freeport-McMoRan Inc.
+0.21%
+$147.75 
FRT Federal Realty Investment Trust
+0.2%
+$5,962.38 
VRSK Verisk Analytics Inc.
+0.19%
+$3,422.52 
CHD Church & Dwight Co., Inc.
+0.19%
+$3,423.19 
PHM PulteGroup Inc.
+0.18%
+$20 
WM Waste Management, Inc.
+0.17%
+$2,847.89 
IP International Paper Company
+0.16%
+$16.45 
IRM Iron Mountain Inc.
+0.16%
+$13.14 
ICE Intercontinental Exchange, Inc.
+0.16%
+$25 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.15%
+$130.65 
BG Bunge Global S.A.
+0.14%
+$15.5 
BSX Boston Scientific Corporation
+0.12%
+$5.5 
BMI Badger Meter Inc.
+0.12%
+$2.55 
NTRS Northern Trust Corporation
+0.11%
+$1,870.74 
WRB W.R. Berkley Corporation
+0.1%
+$1,945.35 
PNR Pentair plc
+0.09%
+$1,807.8 
BA Boeing Company
+0.07%
+$13 
GEHC GE HealthCare Technologies Inc.
+0.06%
+$15.96 
TDY Teledyne Technologies Incorporated
+0.04%
+$0.84 
ABT Abbott Laboratories
+0.03%
+$585.66 
BNL Broadstone Net Lease Inc.
+0.03%
+$13.77 
TEL TE Connectivity plc
+0.03%
+$351.48 
ALLE Allegion plc
+0.03%
+$4 
AOS A. O. Smith Corporation
+0.03%
+$626.36 
VIG Vanguard Dividend Appreciation ETF
+0.03%
+$23.29 
CAT Caterpillar Inc.
+0.01%
+$9.9 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 G200
G2004J103
0%
$0 
CRWV CoreWeave, Inc.
-11.19%
-$142,287.6 
MRNA Moderna, Inc.
-10.2%
-$3,618 
NBIS Nebius Group N.V.
-9.61%
-$2,861.38 
EOSE Eos Energy Enterprises Inc.
-9.49%
-$1,591.41 
IREN IREN Limited
-8.42%
-$2,242.56 
APLD Applied Digital Corporation
-8.26%
-$3,408.76 
FTNT Fortinet Inc.
-7.45%
-$168,345.2 
PANW Palo Alto Networks, Inc.
-7.37%
-$178,776.72 
TE T1 Energy Inc.
-6.83%
-$1,127.4 
WOLF Wolfspeed, Inc.
-6.72%
-$361.92 
GENB Generate Biomedicines, Inc.
-6.58%
-$1,190.24 
NET Cloudflare Inc.
-6.44%
-$159,718.06 
NVTS Navitas Semiconductor Corporation
-6.28%
-$957 
RKLB Rocket Lab Corporation
-6.08%
-$55,140.96 
FLEX Flex Ltd.
-6.06%
-$74,720.52 
P Everpure Inc.
-5.78%
-$3,215.07 
PL PLANET LABS PBC
-5.78%
-$1,394.4 
HPE Hewlett Packard Enterprise Company
-5.44%
-$5,952.54 
OKLO Oklo Inc.
-5.43%
-$475.96 
STX Seagate Technology Holdings plc
-5.26%
-$104,455.53 
FLNC Fluence Energy, Inc.
-5.13%
-$747.78 
CIEN Ciena Corporation
-5.08%
-$72,562.86 
NOW ServiceNow, Inc.
-4.61%
-$111,408.4 
UCTT Ultra Clean Holdings, Inc.
-4.53%
-$20.24 
SNDK SanDisk Corporation
-4.48%
-$66,067.79 
WDC Western Digital Corporation
-4.4%
-$148,521.63 
CHRW C.H. Robinson Worldwide, Inc.
-4.33%
-$622 
BKSY BlackSky Technology Inc.
-4.2%
-$40.3 
INTC Intel Corporation
-3.98%
-$247,171 
HYLN Hyliion Holdings Corp.
-3.96%
-$777.4 
BE Bloom Energy Corporation
-3.96%
-$2,758.75 
NTAP NetApp, Inc.
-3.86%
-$829 
AKAM Akamai Technologies Inc.
-3.81%
-$352 
SNAP Snap Inc.
-3.8%
-$78,575.42 
PLUG Plug Power Inc.
-3.69%
-$35.75 
AMD Advanced Micro Devices, Inc.
-3.61%
-$79,756.74 
MU Micron Technology, Inc.
-3.6%
-$66,799 
SNPS Synopsys, Inc.
-3.5%
-$61,961.65 
ANET Arista Networks, Inc.
-3.43%
-$72,300.48 
SHLS Shoals Technologies Group, Inc.
-3.42%
-$174.1 
ORCL Oracle Corporation
-3.39%
-$39,471.36 
AMBA Ambarella, Inc.
-3.33%
-$29.54 
LRCX Lam Research Corporation
-3.24%
-$96,092.89 
SPIR Spire Global Inc.
-3.12%
-$31.61 
AVGO Broadcom Inc.
-3.06%
-$63.24 
JKHY Jack Henry & Associates, Inc.
-3.05%
-$954 
GLW Corning Incorporated
-3.03%
-$76,124.82 
MRVL Marvell Technology, Inc.
-2.94%
-$48,346.71 
JBL Jabil Inc.
-2.93%
-$90,363.55 
AMAT Applied Materials, Inc.
-2.87%
-$148,233.48 
HAWK HawkEye 360, Inc.
-2.64%
-$25.5 
TTD The Trade Desk, Inc. Class A
-2.63%
-$206.31 
HPQ HP Inc.
-2.56%
-$236.21 
NFLX Netflix, Inc.
-2.51%
-$39,015.03 
CART Maplebear Inc.
-2.42%
-$51,896.48 
ADBE Adobe Inc.
-2.4%
-$44,441.1 
CRM Salesforce Inc
-2.4%
-$60,116.52 
DELL Dell Technologies Inc.
-2.4%
-$52,821.77 
CRDO Credo Technology Group Holding Ltd.
-2.36%
-$16.88 
ELF Elf Beauty Inc.
-2.34%
-$1,411.68 
TER Teradyne, Inc.
-2.25%
-$38,275.71 
ADSK Autodesk, Inc.
-2.15%
-$41,372.37 
SCHW Charles Schwab Corporation
-2.13%
-$39,508.56 
GFS GlobalFoundries Inc.
-2.05%
-$23,070 
AMSC American Superconductor Corporation
-2.04%
-$121 
INTU Intuit Inc.
-1.98%
-$39,674.05 
SOFI SoFi Technologies, Inc.
-1.96%
-$32,115.17 
ULTA Ulta Beauty Inc.
-1.95%
-$43,942.7 
NOK Nokia Corporation Sponsored ADR
-1.93%
-$440.12 
MSFT Microsoft Corp.
-1.93%
-$2,612.91 
ARE Alexandria Real Estate Equities, Inc.
-1.91%
-$161.19 
GOOGL Alphabet Inc
-1.88%
-$2,131.92 
KEYS Keysight Technologies, Inc.
-1.83%
-$33,732.53 
CSCO Cisco Systems, Inc.
-1.82%
-$29,566 
CDW CDW Corporation
-1.79%
-$276 
EW Edwards Lifesciences Corporation
-1.77%
-$156 
LMND Lemonade Inc.
-1.74%
-$372 
CMG Chipotle Mexican Grill, Inc.
-1.73%
-$158.47 
TSLA Tesla, Inc.
-1.62%
-$428.51 
EBAY eBay Inc.
-1.62%
-$427.85 
NIO Nio Inc.
-1.57%
-$12.93 
CBRE CBRE Group Inc.
-1.55%
-$75.6 
LH Labcorp Holdings Inc.
-1.54%
-$56,083.52 
STT State Street Corp
-1.54%
-$258 
FSLR First Solar, Inc.
-1.52%
-$19,991.67 
ETSY Etsy Inc.
-1.48%
-$967.56 
CHGX AXS Change Finance ESG ETF
-1.46%
-$133,458.42 
BX Blackstone Inc.
-1.4%
-$153 
APH Amphenol Corporation
-1.37%
-$448 
CGNX Cognex Corporation
-1.36%
-$110.96 
GDDY Godaddy Inc.
-1.36%
-$146.5 
UNH UnitedHealth Group Incorporated
-1.36%
-$23,264.71 
NDSN Nordson Corporation
-1.29%
-$26,170.95 
DXCM DexCom, Inc.
-1.27%
-$111.5 
SYM Symbotic Inc. Class A
-1.25%
-$43.56 
TMO Thermo Fisher Scientific Inc.
-1.23%
-$30,465 
CVNA Carvana Co.
-1.2%
-$73 
ROL Rollins, Inc.
-1.2%
-$36,016.25 
ALB Albemarle Corporation
-1.19%
-$40.95 
CDNS Cadence Design Systems, Inc.
-1.19%
-$17,501.24 
ARES Ares Management Corporation
-1.11%
-$127 
PWR Quanta Services Inc.
-1.1%
-$919.75 
IWMI Neos Russell 2000 High Income ETF
-1.09%
-$992.69 
EL The Estée Lauder Companies Inc. Class A
-1.08%
-$23,507.72 
USFD US Foods Holding Corp
-1.07%
-$20,839.71 
IQV IQVIA Holdings Inc.
-1.06%
-$287 
SN SharkNinja, Inc.
-1.05%
-$27,745.9 
BEN Franklin Resources Inc.
-1.05%
-$231 
A Agilent Technologies Inc.
-1.04%
-$183.5 
ATER Aterian Inc.
-1.02%
-$0.22 
CLH Clean Harbors Inc.
-1.01%
-$35.53 
BR Broadridge Financial Solutions, Inc.
-0.99%
-$173 
EME EMCOR Group, Inc.
-0.98%
-$15,880.95 
ACB Aurora Cannabis Inc.
-0.98%
-$0.32 
DECK Deckers Outdoor Corporation
-0.97%
-$13,015.8 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-0.94%
-$2,979.07 
MPWR Monolithic Power Systems, Inc.
-0.93%
-$13,710.39 
MP MP Materials Corp.
-0.91%
-$346.94 
CSGP CoStar Group, Inc.
-0.86%
-$110 
SFM Sprouts Farmers Market, Inc.
-0.86%
-$130.58 
BAX Baxter International Inc.
-0.85%
-$43.78 
CTSH Cognizant Technology Solutions Corporation
-0.84%
-$109.45 
ASPN Aspen Aerogels Inc.
-0.83%
-$36.49 
REXR Rexford Industrial Realty, Inc.
-0.83%
-$225.7 
WCC Wesco International Inc.
-0.81%
-$14,406 
MDT Medtronic plc
-0.75%
-$26,872.56 
ODFL Old Dominion Freight Line, Inc.
-0.75%
-$141.5 
LPLA LPL Financial Holdings Inc.
-0.72%
-$14,289.33 
SHW The Sherwin-Williams Company
-0.71%
-$5,521.33 
UPS United Parcel Service, Inc.
-0.69%
-$68 
EMR Emerson Electric Co.
-0.68%
-$110.5 
LULU lululemon athletica inc.
-0.68%
-$1,806.96 
FIS Fidelity National Information Services, Inc.
-0.68%
-$10,896.37 
CFG Citizens Financial Group, Inc.
-0.65%
-$81.59 
HDSN Hudson Technologies Inc.
-0.59%
-$196.8 
SYY Sysco Corporation
-0.55%
-$11.83 
TKO Tko Group Holdings Inc.
-0.55%
-$97.5 
GILD Gilead Sciences Inc.
-0.55%
-$31,397.43 
GPN Global Payments Inc.
-0.55%
-$139.03 
PAYX Paychex Inc.
-0.55%
-$61 
SPYI NEOS S&P 500 High Income ETF
-0.55%
-$1,114.21 
IBM International Business Machines Corporation
-0.55%
-$12.75 
LUV Southwest Airlines Co.
-0.54%
-$22 
VSGX Vanguard ESG International Stock ETF
-0.52%
-$478.47 
BBY Best Buy Co., Inc.
-0.49%
-$10,685.7 
OMC Omnicom Group Inc.
-0.49%
-$9,448 
ECL Ecolab Inc.
-0.47%
-$9,549.6 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
-0.47%
-$776.23 
ARRY Array Technologies Inc.
-0.42%
-$11.13 
EPAM Epam Systems Inc.
-0.42%
-$51 
BEPC Brookfield Renewable Corporation
-0.38%
-$113.08 
LEVI Levi Strauss & Co.
-0.36%
-$145.05 
UHS Universal Health Services, Inc.
-0.35%
-$66 
KRNT Kornit Digital Ltd.
-0.35%
-$27.72 
ZWS Zurn Elkay Water Solutions Corporation
-0.34%
-$244.16 
FTV Fortive Corporation
-0.33%
-$19 
EFX Equifax Inc.
-0.32%
-$5,450.54 
HUBB Hubbell Inc.
-0.32%
-$196.84 
NDAQ Nasdaq, Inc.
-0.31%
-$29 
TAN Invesco Solar ETF
-0.3%
-$194.61 
GWW W.W. Grainger, Inc.
-0.3%
-$8,389 
NVO Novo Nordisk A/S Sponsored ADR
-0.27%
-$30.34 
NVDA NVIDIA Corporation
-0.24%
-$4,955.48 
ICLN iShares Global Clean Energy ETF
-0.24%
-$140.76 
HAS Hasbro Inc.
-0.23%
-$23 
DD DuPont de Nemours, Inc.
-0.2%
-$43.16 
PFG Principal Financial Group, Inc.
-0.18%
-$3,158.2 
COR Cencora, Inc.
-0.18%
-$38.44 
WMS Advanced Drainage Systems, Inc.
-0.18%
-$4.14 
BXP Boston Properties, Inc.
-0.13%
-$6.48 
WELL Welltower Inc.
-0.12%
-$8.91 
RSG Republic Services, Inc.
-0.1%
-$1,785.22 
LDOS Leidos Holdings Inc.
-0.08%
-$10 
MA Mastercard Incorporated
-0.08%
-$1,666.15 
TECH Bio-Techne Corporation
-0.07%
-$14.95 
ABNB Airbnb, Inc.
-0.05%
-$8.5 
B BARRICK MINING CORP Common Stock (ABR0)
-0.04%
-$1.84 
BMY Bristol-Myers Squibb Company
-0.03%
-$122.78 
DHI D.R. Horton, Inc.
-0.01%
-$2 
STN Stantec Inc.
-0.01%
-$0.39 
STNC Hennessy Stance ESG ETF
-0.01%
-$2,228.82 Events
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Dividends
Dividend Analysis
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| Trades 1452 | Longs Won 745/1452 51% | Profit Factor 1.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $301,421.23 |
| Average Win $143,091.62 | Best Trade (Jun 30) $3.32M | Sharpe Ratio -9.38 |
| Average Loss -$85,878.45 | Worst Trade (Oct 16) -$2.43M | Z-Score -0.32 (24.75%) |
| Commissions $0 | Avg. Trade Length 4m 4w | Expectancy $31,602.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,636 | 3,273 | 2,909 | 2,545 | 2,182 | 1,818 | 1,455 | 1,091 | 727 | 364 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 100 | $13,283 | $17,371.5 | - | $4,088.5 | 30.78% | -1.045% |
| AAPL Apple Inc. | 5,991 | $1.54M | $2.06M | - | $521,098.44 | 33.77% | +0.751% |
| ABBV AbbVie Inc. | 7,664 | $1.53M | $2.18M | - | $657,195.69 | 43.05% | +0.536% |
| ABNB Airbnb, Inc. | 100 | $14,310 | $17,419.5 | - | $3,109.5 | 21.73% | -0.049% |
| ABT Abbott Laboratories | 19,522 | $2.29M | $2.04M | - | -$245,878.62 | -10.74% | +0.029% |
| ACB Aurora Cannabis Inc. | 8 | $26 | $32.48 | - | $6.48 | 24.92% | -0.976% |
| ACN Accenture plc Class A | 10,095 | $1.26M | $2.29M | - | $1.03M | 82.15% | +0.776% |
| ADBE Adobe Inc. | 7,370 | $2.25M | $1.81M | - | -$442,147.83 | -19.63% | -2.396% |
| ADM Archer-Daniels-Midland Co | 689 | $50,083.37 | $57,441.93 | - | $7,358.56 | 14.69% | +0.531% |
| ADP Automatic Data Processing Inc. | 7,676 | $1.8M | $2.2M | - | $395,921.76 | 21.97% | +0.242% |
| ADSK Autodesk, Inc. | 7,858 | $1.88M | $1.89M | - | $3,889.71 | 0.21% | -2.148% |
| AIG American International Group Inc. | 400 | $30,112.73 | $32,064 | - | $1,951.27 | 6.48% | +1.314% |
| AJG Arthur J. Gallagher & Co. | 100 | $22,957 | $25,144.5 | - | $2,187.5 | 9.53% | +0.538% |
| AKAM Akamai Technologies Inc. | 100 | $11,485 | $8,880 | - | -$2,605 | -22.68% | -3.813% |
| ALB Albemarle Corporation | 35 | $6,284 | $3,395.35 | - | -$2,888.65 | -45.97% | -1.192% |
| ALLE Allegion plc | 100 | $14,049 | $15,579 | - | $1,530 | 10.89% | +0.026% |
| AMAT Applied Materials, Inc. | 11,993 | $6.36M | $5.01M | - | -$1.35M | -21.27% | -2.874% |
| AMBA Ambarella, Inc. | 14 | $938.14 | $857.36 | - | -$80.78 | -8.61% | -3.331% |
| AMD Advanced Micro Devices, Inc. | 3,929 | $841,368.07 | $2.13M | - | $1.29M | 153.07% | -3.611% |
| AMGN Amgen Inc. | 13,480 | $4.58M | $5.86M | - | $1.29M | 28.11% | +0.22% |
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FAQ
Which stocks have generated the highest profits for Stance Capital LLC?
The largest contributions to the portfolio's profits come from the following stocks: Western Digital Corporation - $3.59M, Advanced Micro Devices, Inc - $2.67M, SanDisk Corporation - $2.3M, Micron Technology, Inc - $1.88M, and Cardinal Health Inc - $1.81M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Deckers Outdoor Corporation - $2.4M, Zoetis Inc - $1.2M, Autodesk, Inc - $989,023.5, Cognizant Technology Solutions Corporation - $834,976.29, and ServiceNow, Inc - $800,488.1. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stance Capital LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.56M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $248,137.74, Comcast Corp - $184,720.93, Hennessy Stance ESG ETF - $158,328.23, Bristol-Myers Squibb Company - $151,152.39, and AT&T Inc - $150,372.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stance Capital LLC's monthly returns?
Stance Capital LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Stance Capital LLC's strategy be considered aggressive or moderate?
Stance Capital LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stance Capital LLC's strategy?
Stance Capital LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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