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| Happy Holidays!! thanks for using AUM13F!! |
| Stance Capital LLC
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| CRD # | 284267 |
| SEC # | 801-120103 |
| CIK # | 0002056334 |
| AUM | $228.4 M (2025-05-01) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-875-1062 |
| Address | 131 Dartmouth Street Boston, MA 02116 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056334 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| HCA Holdings Inc | 5.0 | ||
| McKesson Corp | 4.9 | ||
| Cardinal Health Inc | 4.9 | ||
| International Business Machines Corp | 4.4 | ||
| Consolidated Edison Inc | 4.4 | ||
| Mastercard Inc | 4.4 | ||
| Cognizant Technology Solutions Corp | 4.2 | ||
| Boston Scientific Corp | 4.2 | ||
| Hershey Co | 4.1 | ||
| International Paper Co /New/ | 4.1 | ||
| Starbucks Corp | 4.1 | ||
| PPG Industries Inc | 3.9 | ||
| Goldman Sachs Group Inc | 3.8 | ||
| Lowes Companies Inc | 3.8 | ||
| Applied Materials Inc /DE | 3.7 | ||
| VISA Inc | 3.7 | ||
| Horton D R Inc /DE/ | 3.7 | ||
| Expedia Inc | 3.4 | ||
| Nvidia Corp | 3.3 | ||
| Target Corp | 3.1 | ||
| Upjohn Inc | 2.7 | ||
| Morgan Stanley | 2.7 | ||
| Gardner Denver Holdings Inc | 2.6 | ||
| Regions Financial Corp | 2.6 | ||
| Bristol Myers Squibb Co | 2.6 | ||
| Oracle Corp | 2.6 | ||
| Best Buy Co Inc | 2.3 | ||
| Las Vegas Sands Corp | 2.2 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Scarab Funds LLC | [2012-11-01] | 16.7 | 1.4 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 2.7 |
| (b) Individuals (high net worth individuals) | 14 | 15.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 114.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 80.3 |
| (h) Charitable organizations | 2 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 13.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 228.4 |
| By Discretionary | ||
| Discretionary | 98 | 155.8 |
| Non-Discretionary | 11 | 72.7 |
| Total | 109 | 228.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 228.4 | |
| Total | 109 | 228.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| George Bingham | 2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056334] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Washington Growth Strategies LLC
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DC | 0.2 |
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Evergreen Capital Associates LLC
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NJ | 0.2 |
|
MORI Huston Partners LLC
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FL | 0.2 |
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Gulfstream CM LLC
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NJ | 0.2 |
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Boyar Asset Management Inc
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NY | 0.2 |
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Brandywine Asset Management Inc
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PA | 0.2 |
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AtlasMark Financial Inc
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TX | 0.2 |
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Sparrow Capital Management Inc
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MO | 0.2 |
|
Crescat Portfolio Management LLC
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|
CO | 0.2 |
|
Ironwood Investment Management LLC
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|
MA | 0.2 |