Stance Capital LLC
Stance Capital LLC is a Boston-based Registered Investment Advisor founded in 2016 and specializing in quantitative ESG (Environmental, Social, and Governance) asset management and research. The firm serves individuals, families, endowments, and institutions, while also building products for other investment firms through research and sub-advisory agreements. Stance Capital employs a data-driven and systematic approach to investing, leveraging advances in big data, machine learning, and artificial intelligence to provide both quantifiable impact and competitive performance metrics. The firm has 3 employees.
Investment Strategy
Stance Capital’s investment strategy combines values-based screening—removing industries such as weapons, tobacco, and fossil fuels—with a proprietary, machine learning-driven model for fundamental security selection. Their process ranks industry peers on ESG and financial criteria, excludes companies on NGO sanction lists, and then applies systematic risk optimization. The result is a portfolio aiming for strong ESG alignment, outperformance relative to the market, and improved risk management, with a focus on measurable impact and transparent performance metrics.
Latest 13F Filing Activity
Stance Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 157 equity positions with a total 13F market value of $266M. The fund increased holdings in Cisco SYS Inc., Netflix Inc., Stryker Corporation among other positions. Stance Capital LLC reduced exposure to Hca Healthcare Inc., Mckesson Corp., International Business Machs among others.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S STNC | HENNESSY FDS TR | 5.49% | $14.6M | 473,443 | $30.34 | $30.87 | +$267.2K |
C CSCO | CISCO SYS INC | 1.67% | $4.4M | 64,135 | $69.38 | $69.38 | +$4.4M |
N NFLX | NETFLIX INC | 1.57% | $4.2M | 3,110 | $1339.13 | $1339.13 | +$4.2M |
S SYK | STRYKER CORPORATION | 1.56% | $4.1M | 10,467 | $395.63 | $395.63 | +$4.1M |
T TJX | TJX COS INC NEW | 1.50% | $4.0M | 32,238 | $123.49 | $123.49 | +$4.0M |