Stanley Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Stanley Capital Management, LLC | Institutional Filer | ▲ 0.03% | $598.3M | 40 |
Current Portfolio Holdings
Showing all 40 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co | Industrials | 191K | $47.8M | 7.99% |
| 2 | AMAT | Applied Materials, Inc. | Technology | 99K | $33.8M | 5.64% |
| 3 | RRX | Regal Rexnord Corporation | Industrials | 134K | $25.0M | 4.18% |
| 4 | MCK | McKesson Corporation | Healthcare | 29K | $24.9M | 4.17% |
| 5 | META | Meta Platforms, Inc. | Technology | 42K | $24.0M | 4.01% |
| 6 | ORCL | Oracle Corporation | Technology | 160K | $23.5M | 3.93% |
| 7 | EXPE | Expedia Group, Inc. | Consumer Cyclical | 102K | $23.5M | 3.92% |
| 8 | CPAY | Corpay, Inc. | Technology | 80K | $23.2M | 3.88% |
| 9 | CTVA | Corteva, Inc. | Basic Materials | 262K | $21.9M | 3.66% |
| 10 | GOOGL | Alphabet Inc. | Technology | 69K | $19.8M | 3.31% |
| 11 | RTO | Rentokil Initial plc | Industrials | 623K | $19.6M | 3.28% |
| 12 | VNT | Vontier Corporation | Technology | 536K | $19.0M | 3.18% |
| 13 | MRVL | Marvell Technology, Inc. | Technology | 183K | $18.1M | 3.03% |
| 14 | ELV | Elevance Health Inc. | Healthcare | 59K | $17.1M | 2.86% |
| 15 | BE | Bloom Energy Corporation | Industrials | 117K | $15.9M | 2.65% |
Showing 1 to 15 of 40 holdings