Stanley Capital Management, LLC
Net seller this quarter
$754M
37
-$19.8M
47.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMAT | $56.2M | 7.46% | 0.01% | -21.3% | Q4 2018 |
 VRT | $53.5M | 7.09% | 0.04% | -16.3% | Q2 2022 |
 MRVL | $49.4M | 6.56% | 0.02% | -9.3% | Q2 2025 |
 RRX | $31.8M | 4.22% | 0.20% | Not reported | Q2 2025 |
 VSTS | $29.6M | 3.93% | 1.55% | +5.2% | Q4 2023 |
 ELV | $28.2M | 3.73% | 0.03% | +24.4% | Q2 2016 |
 BE | $27.2M | 3.60% | 0.03% | -23.3% | Q3 2025 |
 CPAY | $26.6M | 3.53% | 0.12% | Not reported | Q2 2024 |
 CNC | $26.3M | 3.49% | 0.08% | +26.2% | Q4 2019 |
 EXPE | $26M | 3.45% | 0.09% | Not reported | Q4 2024 |
 GOOGL | $24.6M | 3.26% | 0.00% | Not reported | Q4 2015 |
 ICLR | $24.3M | 3.23% | 0.18% | +40.2% | Q1 2026 |
 META | $23.6M | 3.13% | Not reported | Not reported | Q4 2018 |
 ORCL | $23.4M | 3.10% | 0.01% | Not reported | Q1 2021 |
 CTVA | $22.2M | 2.94% | 0.04% | Not reported | Q4 2019 |
 MCK | $21.8M | 2.88% | 0.02% | Not reported | Q1 2017 |
 ASML | $19.9M | 2.64% | 0.00% | Not reported | Q4 2014 |
 RTO | $19.1M | 2.53% | 0.03% | +7.1% | Q1 2025 |
 BAC | $18.3M | 2.43% | 0.00% | Not reported | Q4 2014 |
 IQV | $16.9M | 2.24% | 0.05% | +29.7% | Q3 2025 |
 AXP | $16.5M | 2.19% | 0.01% | Not reported | Q4 2014 |
 WAL | $15.8M | 2.09% | 0.18% | Not reported | Q2 2023 |
 VNT | $15.5M | 2.06% | 0.38% | Not reported | Q2 2021 |
 RHI | $14.8M | 1.96% | 0.47% | +91.8% | Q4 2014 |
 POOL | $13.3M | 1.77% | 0.17% | New | Q2 2026 |
 CMCO | $12.9M | 1.72% | 2.97% | +17.9% | Q1 2025 |
 PRM | $12.4M | 1.65% | 0.21% | Not reported | Q2 2022 |
 EQPT | $12M | 1.59% | 0.77% | New | Q2 2026 |
 ESAB | $11.2M | 1.48% | 0.19% | New | Q2 2026 |
 ULTA | $10.7M | 1.42% | 0.06% | Not reported | Q3 2020 |
| GOOG | $8.82M | 1.17% | Not reported | Not reported | Q4 2015 |
 ACM | $8.12M | 1.08% | 0.09% | Not reported | Q1 2020 |
 AXTA | $7.41M | 0.98% | 0.10% | Not reported | Q2 2020 |
 MCO | $7.14M | 0.95% | 0.01% | Not reported | Q4 2014 |
 STGW | $7.06M | 0.94% | 0.38% | Not reported | Q3 2021 |
 FISV | $6.16M | 0.82% | 0.02% | Not reported | Q3 2019 |
 MSFT | $5.48M | 0.73% | 0.00% | Not reported | Q4 2014 |
| Q1 2026 | |||||
| VRT | $47.8M | 7.99% | 0.05% | -16.7% | Q2 2022 |
| AMAT | $33.8M | 5.64% | 0.01% | -8.4% | Q4 2018 |
| RRX | $25M | 4.18% | 0.20% | Not reported | Q2 2025 |
| MCK | $24.9M | 4.17% | 0.02% | -4.3% | Q1 2017 |
| META | $24M | 4.01% | Not reported | Not reported | Q4 2018 |
| ORCL | $23.5M | 3.93% | 0.01% | +21.2% | Q1 2021 |
| EXPE | $23.5M | 3.92% | 0.09% | Not reported | Q4 2024 |
| CPAY | $23.2M | 3.88% | 0.12% | Not reported | Q2 2024 |
| CTVA | $21.9M | 3.66% | 0.04% | Not reported | Q4 2019 |
| GOOGL | $19.8M | 3.31% | 0.00% | Not reported | Q4 2015 |
| RTO | $19.6M | 3.28% | 0.02% | Not reported | Q1 2025 |
| VNT | $19M | 3.18% | 0.38% | Not reported | Q2 2021 |
| MRVL | $18.1M | 3.03% | 0.02% | +12.3% | Q2 2025 |
| ELV | $17.1M | 2.86% | 0.03% | Not reported | Q2 2016 |
| BE | $15.9M | 2.65% | 0.04% | Not reported | Q3 2025 |
| BAC | $15.7M | 2.62% | 0.00% | Not reported | Q4 2014 |
| VSTS | $15.3M | 2.55% | 1.47% | Not reported | Q4 2023 |
| AXP | $14.8M | 2.47% | 0.01% | Not reported | Q4 2014 |
| WAL | $13.6M | 2.27% | 0.17% | Not reported | Q2 2023 |
| ASML | $13.2M | 2.21% | 0.00% | Not reported | Q4 2014 |
| ULTA | $12.4M | 2.07% | 0.05% | Not reported | Q3 2020 |
| IQV | $11.5M | 1.92% | 0.04% | Not reported | Q3 2025 |
| ICLR | $11.1M | 1.85% | 0.13% | New | Q1 2026 |
 BRSL | $10.9M | 1.82% | 0.46% | Not reported | Q2 2021 |
| CNC | $10.6M | 1.78% | 0.07% | Not reported | Q4 2019 |
| CMCO | $10.5M | 1.76% | 2.52% | +2.8% | Q1 2025 |
| ACM | $9.87M | 1.65% | 0.09% | Not reported | Q1 2020 |
 ARMK | $9.51M | 1.59% | 0.09% | Not reported | Q2 2020 |
 GPN | $9.19M | 1.54% | 0.05% | Not reported | Q1 2022 |
| PRM | $8.52M | 1.42% | 0.21% | Not reported | Q2 2022 |
 INTU | $8.34M | 1.39% | 0.01% | New | Q1 2026 |
 AVTR | $7.2M | 1.20% | 0.13% | Not reported | Q2 2023 |
| GOOG | $7.16M | 1.20% | Not reported | Not reported | Q4 2015 |
| FISV | $7.01M | 1.17% | 0.02% | Not reported | Q3 2019 |
| MCO | $6.87M | 1.15% | 0.01% | Not reported | Q4 2014 |
| RHI | $6.36M | 1.06% | 0.24% | Not reported | Q4 2014 |
| AXTA | $6M | 1.00% | 0.10% | Not reported | Q2 2020 |
| STGW | $5.98M | 1.00% | 0.38% | Not reported | Q3 2021 |
| MSFT | $5.44M | 0.91% | 0.00% | Not reported | Q4 2014 |
 QDEL | $4.14M | 0.69% | 0.37% | -37.3% | Q4 2024 |
| Q4 2025 | |||||
| VRT | $37.1M | 6.20% | 0.06% | Not reported | Q2 2022 |
| EXPE | $28.8M | 4.81% | 0.09% | Not reported | Q4 2024 |
| AMAT | $27.7M | 4.63% | 0.01% | Not reported | Q4 2018 |
| META | $27.7M | 4.62% | Not reported | Not reported | Q4 2018 |
| ORCL | $25.7M | 4.30% | 0.00% | +16.8% | Q1 2021 |
| MCK | $24.7M | 4.13% | 0.02% | Not reported | Q1 2017 |
| CPAY | $24M | 4.01% | 0.12% | Not reported | Q2 2024 |
| GOOGL | $21.5M | 3.60% | 0.00% | Not reported | Q4 2015 |
| ELV | $20.5M | 3.43% | 0.03% | Not reported | Q2 2016 |
| VNT | $19.9M | 3.33% | 0.38% | Not reported | Q2 2021 |
| RRX | $18.7M | 3.13% | 0.20% | Not reported | Q2 2025 |
| RTO | $18.4M | 3.07% | 0.02% | +9.3% | Q1 2025 |
| AXP | $18.1M | 3.02% | 0.01% | Not reported | Q4 2014 |
| BAC | $17.7M | 2.96% | 0.00% | Not reported | Q4 2014 |
| CTVA | $17.5M | 2.93% | 0.04% | -23.4% | Q4 2019 |
| WAL | $16.1M | 2.70% | 0.17% | Not reported | Q2 2023 |
| IQV | $15.2M | 2.54% | 0.04% | +46.8% | Q3 2025 |
| ULTA | $14.4M | 2.40% | 0.05% | Not reported | Q3 2020 |
| MRVL | $13.9M | 2.32% | 0.02% | Not reported | Q2 2025 |
| CNC | $13.4M | 2.23% | 0.07% | -26.4% | Q4 2019 |
| BRSL | $13.3M | 2.22% | 0.46% | -10.0% | Q2 2021 |
| VSTS | $12.9M | 2.16% | 1.47% | +5.4% | Q4 2023 |
| CMCO | $12.2M | 2.03% | 2.45% | +4.4% | Q1 2025 |
| QDEL | $11.5M | 1.92% | 0.59% | +6.6% | Q4 2024 |
| ACM | $11.1M | 1.86% | 0.09% | Not reported | Q1 2020 |
| ASML | $10.7M | 1.79% | 0.00% | Not reported | Q4 2014 |
| GPN | $10.6M | 1.77% | 0.06% | -22.7% | Q1 2022 |
| AVTR | $10.5M | 1.76% | 0.13% | -30.3% | Q2 2023 |
| BE | $10.2M | 1.70% | 0.05% | Not reported | Q3 2025 |
| PRM | $9.61M | 1.61% | 0.23% | Not reported | Q2 2022 |
| ARMK | $8.65M | 1.45% | 0.09% | Not reported | Q2 2020 |
| FISV | $8.43M | 1.41% | 0.02% | -7.4% | Q3 2019 |
| MCO | $8.05M | 1.35% | 0.01% | Not reported | Q4 2014 |
| GOOG | $7.83M | 1.31% | Not reported | Not reported | Q4 2015 |
| MSFT | $7.11M | 1.19% | 0.00% | Not reported | Q4 2014 |
| AXTA | $7M | 1.17% | 0.10% | Not reported | Q2 2020 |
| RHI | $6.8M | 1.14% | 0.25% | -16.9% | Q4 2014 |
 ALIT | $6.11M | 1.02% | 0.70% | Not reported | Q2 2023 |
| STGW | $4.65M | 0.78% | 0.38% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| VRT | $34.5M | 5.68% | 0.06% | -36.4% | Q2 2022 |
| ORCL | $31.7M | 5.22% | 0.00% | -16.3% | Q1 2021 |
| META | $30.8M | 5.06% | Not reported | -4.6% | Q4 2018 |
| MCK | $23.3M | 3.83% | 0.02% | -10.2% | Q1 2017 |
| CTVA | $23.1M | 3.80% | 0.05% | Not reported | Q4 2019 |
| CPAY | $23M | 3.78% | 0.11% | Not reported | Q2 2024 |
| VNT | $22.5M | 3.70% | 0.37% | Not reported | Q2 2021 |
| AMAT | $22.1M | 3.63% | 0.01% | Not reported | Q4 2018 |
| EXPE | $21.7M | 3.57% | 0.09% | Not reported | Q4 2024 |
| RRX | $19.2M | 3.15% | 0.20% | Not reported | Q2 2025 |
| ELV | $18.9M | 3.11% | 0.03% | +8.1% | Q2 2016 |
| FISV | $17.5M | 2.88% | 0.02% | Not reported | Q3 2019 |
| GOOGL | $16.7M | 2.75% | 0.00% | Not reported | Q4 2015 |
| WAL | $16.7M | 2.74% | 0.17% | Not reported | Q2 2023 |
| BAC | $16.6M | 2.73% | 0.00% | -6.5% | Q4 2014 |
| AVTR | $16.5M | 2.71% | 0.19% | Not reported | Q2 2023 |
| BRSL | $16.4M | 2.70% | 0.47% | Not reported | Q2 2021 |
| AXP | $16.2M | 2.67% | 0.01% | Not reported | Q4 2014 |
| CNC | $15.7M | 2.59% | 0.09% | +32.8% | Q4 2019 |
| ACM | $15.2M | 2.50% | 0.09% | Not reported | Q1 2020 |
| GPN | $14.7M | 2.41% | 0.07% | +9.3% | Q1 2022 |
| RTO | $14.4M | 2.37% | 0.02% | +37.9% | Q1 2025 |
| MRVL | $13.7M | 2.25% | 0.02% | +27.3% | Q2 2025 |
| ULTA | $13M | 2.14% | 0.05% | -25.7% | Q3 2020 |
| QDEL | $11.1M | 1.83% | 0.56% | Not reported | Q4 2024 |
| RHI | $10.2M | 1.69% | 0.30% | Not reported | Q4 2014 |
| ALIT | $10.2M | 1.68% | 0.70% | +12.6% | Q2 2023 |
| BE | $9.89M | 1.63% | 0.05% | New | Q3 2025 |
| ASML | $9.68M | 1.59% | 0.00% | Not reported | Q4 2014 |
| CMCO | $9.68M | 1.59% | 2.35% | +22.7% | Q1 2025 |
| ARMK | $9.01M | 1.48% | 0.09% | Not reported | Q2 2020 |
| IQV | $8.72M | 1.43% | 0.03% | New | Q3 2025 |
| VSTS | $8.34M | 1.37% | 1.40% | Not reported | Q4 2023 |
| PRM | $7.81M | 1.29% | 0.24% | Not reported | Q2 2022 |
| MSFT | $7.61M | 1.25% | 0.00% | Not reported | Q4 2014 |
| MCO | $7.51M | 1.24% | 0.01% | Not reported | Q4 2014 |
 FANG | $6.3M | 1.04% | 0.02% | -21.4% | Q2 2022 |
| AXTA | $6.2M | 1.02% | 0.10% | Not reported | Q2 2020 |
| GOOG | $6.08M | 1.00% | Not reported | Not reported | Q4 2015 |
| STGW | $5.35M | 0.88% | 0.37% | Not reported | Q3 2021 |