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Stanley Capital Management, LLC
Q2 2026 13F filing
Updated 27 days ago37 disclosed positions worth $754.3M
Portfolio value
$754.3M
Total holdings
37
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMAT APPLIED MATLS INC | $56.2M | 77.8K | 7.46% | — |
| 2 | V VRT VERTIV HOLDINGS CO | $53.5M | 159.7K | 7.09% | — |
| 3 | M MRVL MARVELL TECHNOLOGY INC | $49.4M | 166.0K | 6.56% | — |
| 4 | R RRX REGAL REXNORD CORPORATION | $31.8M | 133.6K | 4.22% | — |
| 5 | V VSTS VESTIS CORPORATION | $29.6M | 2.04M | 3.93% | — |
| 6 | E ELV ELEVANCE HEALTH INC FORMERLY | $28.2M | 72.8K | 3.73% | — |
| 7 | B BE BLOOM ENERGY CORP | $27.2M | 89.8K | 3.60% | — |
| 8 | C CPAY CORPAY INC | $26.6M | 79.8K | 3.53% | — |
| 9 | C CNC CENTENE CORP DEL | $26.3M | 409.7K | 3.49% | — |
| 10 | E EXPE EXPEDIA GROUP INC | $26M | 101.6K | 3.45% | — |
| 11 | G GOOGN ALPHABET INC | $24.6M | 68.8K | 3.26% | — |
| 12 | I ICLR ICON PUB LTD CO | $24.3M | 140.2K | 3.23% | — |
| 13 | M META META PLATFORMS INC | $23.6M | 41.9K | 3.13% | — |
| 14 | O ORCL-PD ORACLE CORP | $23.4M | 159.8K | 3.10% | — |
| 15 | C CTVA CORTEVA INC | $22.2M | 261.7K | 2.94% | — |
| 16 | M MCK MCKESSON CORP | $21.8M | 28.8K | 2.88% | — |
| 17 | A ASMLF ASML HLDG NV | $19.9M | 10.0K | 2.64% | — |
| 18 | R RKLIF RENTOKIL INITIAL PLC | $19.1M | 667.3K | 2.53% | — |
| 19 | B BAC-PS BANK OF AMER CORP | $18.3M | 321.6K | 2.43% | — |
| 20 | I IQV IQVIA HLDGS INC | $16.9M | 87.4K | 2.24% | — |
| 21 | A AXP AMERICAN EXPRESS CO | $16.5M | 48.8K | 2.19% | — |
| 22 | W WAL-PA WESTERN ALLIANCE BANCORP | $15.8M | 192.0K | 2.09% | — |
| 23 | V VNT VONTIER CORPORATION | $15.5M | 536.0K | 2.06% | — |
| 24 | R RHI ROBERT HALF INC. | $14.8M | 480.5K | 1.96% | — |
| 25 | P POOL POOL CORP | $13.3M | 62.0K | 1.77% | — |
| 26 | C CMCO COLUMBUS MCKINNON CORP N Y | $12.9M | 855.0K | 1.72% | — |
| 27 | P PRM PERIMETER SOLUTIONS INC | $12.4M | 349.0K | 1.65% | — |
| 28 | E EQPT EQUIPMENTSHARE COM INC | $12M | 609.2K | 1.59% | — |
| 29 | E ESAB ESAB CORPORATION | $11.2M | 113.3K | 1.48% | — |
| 30 | U ULTA ULTA BEAUTY INC | $10.7M | 23.7K | 1.42% | — |
| 31 | G GOOGN ALPHABET INC | $8.8M | 25.0K | 1.17% | — |
| 32 | A ACM AECOM | $8.1M | 116.4K | 1.08% | — |
| 33 | A AXTA AXALTA COATING SYS LTD | $7.4M | 216.6K | 0.98% | — |
| 34 | M MCO MOODYS CORP | $7.1M | 15.8K | 0.95% | — |
| 35 | S STGW STAGWELL INC | $7.1M | 950.3K | 0.94% | — |
| 36 | F FISV FISERV INC | $6.2M | 125.6K | 0.82% | — |
| 37 | M MSFT MICROSOFT CORP | $5.5M | 14.7K | 0.73% | — |