Stanley Capital Management, LLC
37 holdingsFiling period: 2026-06-30Current AUM: $677.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Matls Inc | 77.8K | $56.2M | $30.2M | 4.45% | -21,000 | 2026-06-30 |
| 2 | VRT | Vertiv Holdings Co | 159.7K | $53.5M | $31.9M | 4.71% | -31,006 | 2026-06-30 |
| 3 | MRVL | Marvell Technology Inc | 166.0K | $49.4M | $38.8M | 5.73% | -17,000 | 2026-06-30 |
| 4 | RRX | Regal Rexnord Corporation | 133.6K | $31.8M | $20.1M | 2.97% | -- | 2026-06-30 |
| 5 | VSTS | Vestis Corporation | 2.04M | $29.6M | $30.5M | 4.50% | +100.0K | 2026-06-30 |
| 6 | ELV | Elevance Health Inc Formerly | 72.8K | $28.2M | $31.4M | 4.63% | +14.3K | 2026-06-30 |
| 7 | BE | Bloom Energy Corp | 89.8K | $27.2M | $18.3M | 2.70% | -27,200 | 2026-06-30 |
| 8 | CPAY | Corpay Inc | 79.8K | $26.6M | $31.9M | 4.71% | -- | 2026-06-30 |
| 9 | CNC | Centene Corp Del | 409.7K | $26.3M | $27.9M | 4.11% | +85.0K | 2026-06-30 |
| 10 | EXPE | Expedia Group Inc | 101.6K | $26.0M | $28.9M | 4.26% | -- | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 68.8K | $24.6M | $21.8M | 3.22% | -- | 2026-06-30 |
| 12 | — | Icon Pub Ltd Co | 140.2K | $24.3M | $24.3M | 3.59% | +40.2K | 2026-06-30 |
| 13 | META | Meta Platforms Inc | 41.9K | $23.6M | $26.4M | 3.90% | -- | 2026-06-30 |
| 14 | ORCL | Oracle Corp | 159.8K | $23.4M | $20.1M | 2.97% | -- | 2026-06-30 |
| 15 | CTVA | Corteva Inc | 261.7K | $22.2M | $3.1M | 0.46% | -- | 2026-06-30 |
| 16 | MCK | McKesson Corp | 28.8K | $21.8M | $28.6M | 4.22% | -- | 2026-06-30 |
| 17 | — | Asml Hldg NV | 10.0K | $19.9M | $19.9M | 2.93% | -- | 2026-06-30 |
| 18 | RTO | Rentokil Initial PLC | 667.3K | $19.1M | $15.1M | 2.23% | +44.0K | 2026-06-30 |
| 19 | BAC | Bank of Amer Corp | 321.6K | $18.3M | $16.2M | 2.40% | -- | 2026-06-30 |
| 20 | IQV | Iqvia Hldgs Inc | 87.4K | $16.9M | $23.9M | 3.53% | +20.0K | 2026-06-30 |
| 21 | AXP | American Express Co | 48.8K | $16.5M | $15.4M | 2.27% | -- | 2026-06-30 |
| 22 | WAL | Western Alliance Bancorp | 192.0K | $15.8M | $14.5M | 2.14% | -- | 2026-06-30 |
| 23 | VNT | Vontier Corporation | 536.0K | $15.5M | $18.5M | 2.74% | -- | 2026-06-30 |
| 24 | RHI | Robert Half Inc. | 480.5K | $14.8M | $21.6M | 3.19% | +230.0K | 2026-06-30 |
| 25 | POOL | Pool Corp | 62.0K | $13.3M | $12.1M | 1.79% | -- | 2026-06-30 |
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