account_balance
Investment manager · 13F filer · SEC CIK 1518934
Stanley Capital Management, LLC
Reported value$754Mas of Jun 30, 2026
Positions37 3 new, 6 sold out
Top 10 weight47.0%AMAT alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AMATApplied Matls Inc
7.5%Trimmed −21%
VRTVertiv Holdings Co
7.1%Trimmed −16%
MRVLMarvell Technology Inc
6.6%Trimmed −9%
RRXRegal Rexnord Corporation
4.2%
VSTSVestis Corporation
3.9%Added +5%
ELVElevance Health Inc Formerly
3.7%Added +24%
BEBloom Energy Corp
3.6%Trimmed −23%
CPAYCorpay Inc
3.5%
CNCCentene Corp
3.5%Added +26%
EXPEExpedia Group Inc
3.4%
GOOGLAlphabet Inc
3.3%
ICLRIcon Pub Ltd Co
3.2%Added +40%
AMATApplied Matls Inc
7.5%Trimmed −21%
VRTVertiv Holdings Co
7.1%Trimmed −16%
MRVLMarvell Technology Inc
6.6%Trimmed −9%
RRXRegal Rexnord Corporation
4.2%
VSTSVestis Corporation
3.9%Added +5%
ELV3.7%BE3.6%CPAY3.5%CNC3.5%EXPE3.4%GOOGL3.3%ICLR3.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMAT Applied Matls Inc 7.5% Trimmed −21%VRT Vertiv Holdings Co 7.1% Trimmed −16%MRVL Marvell Technology Inc 6.6% Trimmed −9%RRX Regal Rexnord Corporation 4.2% HeldVSTS Vestis Corporation 3.9% Added +5%ELV Elevance Health Inc Formerly 3.7% Added +24%BE Bloom Energy Corp 3.6% Trimmed −23%CPAY Corpay Inc 3.5% HeldCNC Centene Corp 3.5% Added +26%EXPE Expedia Group Inc 3.4% HeldGOOGL Alphabet Inc 3.3% HeldICLR Icon Pub Ltd Co 3.2% Added +40%
What changed