Stanley Capital Management, LLC
40 holdingsFiling period: 2026-03-31Current AUM: $707.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | 190.7K | $47.8M | $46.1M | 6.51% | -38,300 | 2026-03-31 |
| 2 | AMAT | APPLIED MATLS INC | 98.8K | $33.8M | $50.2M | 7.09% | -9,000 | 2026-03-31 |
| 3 | RRX | REGAL REXNORD CORPORATION | 133.6K | $25.0M | $27.4M | 3.87% | -- | 2026-03-31 |
| 4 | MCK | MCKESSON CORP | 28.8K | $24.9M | $24.7M | 3.48% | -1,300 | 2026-03-31 |
| 5 | META | META PLATFORMS INC | 41.9K | $24.0M | $23.3M | 3.30% | -- | 2026-03-31 |
| 6 | ORCL | ORACLE CORP | 159.8K | $23.5M | $20.8M | 2.93% | +28.0K | 2026-03-31 |
| 7 | EXPE | EXPEDIA GROUP INC | 101.6K | $23.5M | $30.0M | 4.23% | -- | 2026-03-31 |
| 8 | CPAY | CORPAY INC | 79.8K | $23.2M | $30.5M | 4.31% | -- | 2026-03-31 |
| 9 | CTVA | CORTEVA INC | 261.7K | $21.9M | $20.6M | 2.91% | -- | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 68.8K | $19.8M | $24.5M | 3.46% | -- | 2026-03-31 |
| 11 | RTO | RENTOKIL INITIAL PLC | 623.3K | $19.6M | $14.6M | 2.06% | -- | 2026-03-31 |
| 12 | VNT | VONTIER CORPORATION | 536.0K | $19.0M | $17.2M | 2.43% | -- | 2026-03-31 |
| 13 | MRVL | MARVELL TECHNOLOGY INC | 183.0K | $18.1M | $34.3M | 4.85% | +20.0K | 2026-03-31 |
| 14 | ELV | ELEVANCE HEALTH INC FORMERLY | 58.5K | $17.1M | $22.0M | 3.11% | -- | 2026-03-31 |
| 15 | BE | BLOOM ENERGY CORP | 117.0K | $15.9M | $24.1M | 3.40% | -- | 2026-03-31 |
| 16 | BAC | BANK AMERICA CORP | 321.6K | $15.7M | $19.9M | 2.82% | -- | 2026-03-31 |
| 17 | VSTS | VESTIS CORPORATION | 1.94M | $15.3M | $28.1M | 3.97% | -- | 2026-03-31 |
| 18 | AXP | AMERICAN EXPRESS CO | 48.8K | $14.8M | $16.4M | 2.32% | -- | 2026-03-31 |
| 19 | WAL | WESTERN ALLIANCE BANCORP | 192.0K | $13.6M | $15.5M | 2.18% | -- | 2026-03-31 |
| 20 | — | ASML HLDG NV | 10.0K | $13.2M | $13.2M | 1.87% | -- | 2026-03-31 |
| 21 | ULTA | ULTA BEAUTY INC | 23.7K | $12.4M | $12.2M | 1.72% | -- | 2026-03-31 |
| 22 | IQV | IQVIA HLDGS INC | 67.4K | $11.5M | $15.8M | 2.24% | -- | 2026-03-31 |
| 23 | — | ICON PLC | 100.0K | $11.1M | $11.1M | 1.56% | -- | 2026-03-31 |
| 24 | — | BRIGHTSTAR LOTTERY PLC | 857.0K | $10.9M | $10.9M | 1.54% | -- | 2026-03-31 |
| 25 | CNC | CENTENE CORP DEL | 324.7K | $10.6M | $20.2M | 2.85% | -- | 2026-03-31 |
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