Stanley Capital Management, LLC Top Holdings and 13F Report (2025) About Stanley Capital Management, LLCInvestment ActivityStanley Capital Management, LLC has $508.33 million in total holdings as of March 31, 2025.Stanley Capital Management, LLC owns shares of 37 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 10.67% of the portfolio was purchased this quarter.About 4.61% of the portfolio was sold this quarter.This quarter, Stanley Capital Management, LLC has purchased 37 new stocks and bought additional shares in 8 stocks.Stanley Capital Management, LLC sold shares of 0 stocks and completely divested from 2 stocks this quarter.Largest Holdings Fiserv $27,727,194Elevance Health $27,454,240Meta Platforms $25,302,204CORPAY INC $24,337,169McKesson $22,545,165 Largest New Holdings this Quarter 199333105 - Columbus McKinnon $8,888,250 Holding760125104 - Rentokil Initial $4,580,000 Holding Largest Purchases this Quarter VESTIS CORPORATION 1,359,807 shares (about $13.46M)Columbus McKinnon 525,000 shares (about $8.89M)Alight 1,000,000 shares (about $5.93M)QuidelOrtho 150,000 shares (about $5.25M)Avantor 300,000 shares (about $4.86M) Sector Allocation Over TimeMap of 500 Largest Holdings ofStanley Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFIFiserv$27,727,1940.0%125,5595.5%Business ServicesELVElevance Health$27,454,2400.0%63,1195.4%MedicalMETAMeta Platforms$25,302,2040.0%43,9005.0%Computer and TechnologyCORPAY INC$24,337,1690.0%69,7904.8%COM SHSMCKMcKesson$22,545,1650.0%33,5004.4%MedicalVESTIS CORPORATION$21,691,959$13,462,089 ▲163.6%2,191,1074.3%COM SHSCTVACorteva$21,503,1810.0%341,7004.2%Consumer StaplesCNCCentene$20,150,3780.0%331,9124.0%MedicalORCLOracle$18,846,3880.0%134,8003.7%Computer and TechnologyVRTVertiv$18,699,800$2,166,000 ▲13.1%259,0003.7%Computer and TechnologyALITAlight$18,387,952$5,930,000 ▲47.6%3,100,8353.6%Computer and TechnologyVNTVontier$17,607,600$2,168,100 ▲14.0%536,0003.5%Business ServicesAVTRAvantor$16,185,685$4,863,000 ▲42.9%998,5003.2%MedicalIGTInternational Game Technology$15,479,520$4,065,000 ▲35.6%952,0003.0%Consumer DiscretionaryBACBank of America$15,279,1060.0%366,1423.0%FinanceWALWestern Alliance Bancorporation$14,751,3600.0%192,0002.9%FinanceAMATApplied Materials$14,482,9760.0%99,8002.8%Computer and TechnologyGPNGlobal Payments$14,257,9350.0%145,6082.8%Business ServicesEXPEExpedia Group$13,722,003$2,857,700 ▲26.3%81,6302.7%Retail/WholesaleAXPAmerican Express$13,137,7120.0%48,8302.6%FinanceQDELQuidelOrtho$12,064,650$5,245,500 ▲76.9%345,0002.4%MedicalULTAUlta Beauty$10,897,2340.0%29,7302.1%Retail/WholesaleACMAECOM$10,793,7720.0%116,4002.1%ConstructionGOOGLAlphabet$9,092,8320.0%58,8001.8%Computer and TechnologyFANGDiamondback Energy$8,953,2800.0%56,0001.8%EnergyCMCOColumbus McKinnon$8,888,250$8,888,250 ▲New Holding525,0001.7%IndustrialsARMKAramark$8,098,3920.0%234,6001.6%Business ServicesRHIRobert Half$7,718,4430.0%141,4931.5%Business ServicesMCOMoody's$7,338,3430.0%15,7581.4%FinanceAXTAAxalta Coating Systems$7,184,6220.0%216,6001.4%Basic MaterialsASMLASML$6,626,3000.0%10,0001.3%Computer and TechnologyOVVOvintiv$5,863,6000.0%137,0001.2%EnergySTGWStagwell$5,749,5690.0%950,3421.1%Business ServicesMSFTMicrosoft$5,516,3560.0%14,6951.1%Computer and TechnologyRTORentokil Initial$4,580,000$4,580,000 ▲New Holding200,0000.9%Business ServicesGOOGAlphabet$3,899,5010.0%24,9600.8%Computer and TechnologyPERIMETER SOLUTIONS INC$3,514,4300.0%349,0000.7%COMMON STOCKGSThe Goldman Sachs Group$0$12,379,472 ▼-100.0%00.0%FinanceLADLithia Motors$0$11,064,961 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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