Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stanley Capital Management, LLC (CIK 1518934) reported $754.3M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AMAT ($56.2M, 7.46%), VRT ($53.5M, 7.09%), MRVL ($49.4M, 6.56%), RRX ($31.8M, 4.22%), VSTS ($29.6M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | $56.2M | 7.46% | 77,800 | Trimmed |
| 2 | VRT | VERTIV HOLDINGS CO | $53.5M | 7.09% | 159,694 | Trimmed |
| 3 | MRVL | MARVELL TECHNOLOGY INC | $49.4M | 6.56% | 166,000 | Trimmed |
| 4 | RRX | REGAL REXNORD CORPORATION | $31.8M | 4.22% | 133,600 | Hold |
| 5 | VSTS | VESTIS CORPORATION | $29.6M | 3.93% | 2.0M | Added |
| 6 | ELV | ELEVANCE HEALTH INC FORMERLY | $28.2M | 3.73% | 72,819 | Added |
| 7 | BE | BLOOM ENERGY CORP | $27.2M | 3.60% | 89,800 | Trimmed |
| 8 | CPAY | CORPAY INC | $26.6M | 3.53% | 79,790 | Hold |
| 9 | CNC | CENTENE CORP DEL | $26.3M | 3.49% | 409,722 | Added |
| 10 | EXPE | EXPEDIA GROUP INC | $26.0M | 3.45% | 101,630 | Hold |
| 11 | GOOGL | ALPHABET INC | $24.6M | 3.26% | 68,800 | Hold |
| 12 | ICLR | ICON PUB LTD CO | $24.3M | 3.23% | 140,160 | Added |
| 13 | META | META PLATFORMS INC | $23.6M | 3.13% | 41,900 | Hold |
| 14 | ORCL | ORACLE CORP | $23.4M | 3.10% | 159,800 | Hold |
| 15 | CTVA | CORTEVA INC | $22.2M | 2.94% | 261,700 | Hold |
| 16 | MCK | MCKESSON CORP | $21.8M | 2.88% | 28,800 | Hold |
| 17 | ASML | ASML HLDG NV | $19.9M | 2.64% | 10,000 | Hold |
| 18 | RTO | RENTOKIL INITIAL PLC | $19.1M | 2.53% | 667,329 | Added |
| 19 | BAC | BANK OF AMER CORP | $18.3M | 2.43% | 321,642 | Hold |
| 20 | IQV | IQVIA HLDGS INC | $16.9M | 2.24% | 87,400 | Added |
| 21 | AXP | AMERICAN EXPRESS CO | $16.5M | 2.19% | 48,830 | Hold |
| 22 | WAL | WESTERN ALLIANCE BANCORP | $15.8M | 2.09% | 192,000 | Hold |
| 23 | VNT | VONTIER CORPORATION | $15.5M | 2.06% | 536,000 | Hold |
| 24 | RHI | ROBERT HALF INC. | $14.8M | 1.96% | 480,493 | Added |
| 25 | POOL | POOL CORP | $13.3M | 1.77% | 62,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30