Stanley Capital Management, LLC Top Holdings and 13F Report (2025) About Stanley Capital Management, LLCInvestment ActivityStanley Capital Management, LLC has $254.30 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 3.68% of the portfolio was purchased this quarter.About 91.47% of the portfolio was sold this quarter.This quarter, Stanley Capital Management, LLC has purchased 37 new stocks and bought additional shares in 1 stock.Stanley Capital Management, LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Fiserv $13,901,028Elevance Health $13,743,431Meta Platforms $12,651,102CORPAY INC $12,166,841McKesson $11,277,293 Largest New Holdings this Quarter 199333105 - Columbus McKinnon $4,444,125 Holding760125104 - Rentokil Initial $2,290,000 Holding Largest Purchases this Quarter Columbus McKinnon 262,500 shares (about $4.44M)VESTIS CORPORATION 264,253 shares (about $2.62M)Rentokil Initial 100,000 shares (about $2.29M) Largest Sales this Quarter Fiserv 62,610 shares (about $13.83M)Elevance Health 31,522 shares (about $13.71M)Meta Platforms 21,950 shares (about $12.65M)CORPAY INC 34,900 shares (about $12.17M)McKesson 16,743 shares (about $11.27M) 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$13,901,028$13,826,167 ▼-49.9%62,9495.5%Business ServicesELVElevance Health$13,743,431$13,710,809 ▼-49.9%31,5975.4%MedicalMETAMeta Platforms$12,651,102$12,651,102 ▼-50.0%21,9505.0%Computer and TechnologyCORPAY INC$12,166,841$12,170,328 ▼-50.0%34,8904.8%COM SHSMCKMcKesson$11,277,293$11,267,871 ▼-50.0%16,7574.4%MedicalVESTIS CORPORATION$10,845,975$2,616,105 ▲31.8%1,095,5534.3%COM SHSCTVACorteva$10,751,591$10,751,591 ▼-50.0%170,8504.2%Consumer StaplesCNCCentene$10,072,518$10,077,860 ▼-50.0%165,9124.0%MedicalORCLOracle$9,423,194$9,423,194 ▼-50.0%67,4003.7%Computer and TechnologyVRTVertiv$9,349,900$7,183,900 ▼-43.4%129,5003.7%Computer and TechnologyALITAlight$9,193,908$3,264,044 ▼-26.2%1,550,4063.6%Computer and TechnologyVNTVontier$8,803,800$6,635,700 ▼-43.0%268,0003.5%Business ServicesAVTRAvantor$8,092,843$3,229,843 ▼-28.5%499,2503.2%MedicalIGTInternational Game Technology$7,739,760$3,674,760 ▼-32.2%476,0003.0%Consumer DiscretionaryBACBank of America$7,651,613$7,627,493 ▼-49.9%183,3603.0%FinanceWALWestern Alliance Bancorporation$7,375,680$7,375,680 ▼-50.0%96,0002.9%FinanceAMATApplied Materials$7,248,744$7,234,232 ▼-49.9%49,9502.9%Computer and TechnologyGPNGlobal Payments$7,128,576$7,129,359 ▼-50.0%72,8002.8%Business ServicesEXPEExpedia Group$6,846,713$4,017,590 ▼-37.0%40,7302.7%Retail/WholesaleAXPAmerican Express$6,589,304$6,548,408 ▼-49.8%24,4912.6%FinanceQDELQuidelOrtho$6,032,325$786,825 ▼-11.5%172,5002.4%MedicalULTAUlta Beauty$5,424,792$5,472,442 ▼-50.2%14,8002.1%Retail/WholesaleACMAECOM$5,396,886$5,396,886 ▼-50.0%58,2002.1%ConstructionGOOGLAlphabet$4,564,973$4,527,859 ▼-49.8%29,5201.8%Computer and TechnologyFANGDiamondback Energy$4,476,640$4,476,640 ▼-50.0%28,0001.8%EnergyCMCOColumbus McKinnon$4,444,125$4,444,125 ▲New Holding262,5001.7%IndustrialsARMKAramark$4,049,196$4,049,196 ▼-50.0%117,3001.6%Business ServicesRHIRobert Half$3,867,650$3,850,794 ▼-49.9%70,9011.5%Business ServicesMCOMoody's$3,692,922$3,645,422 ▼-49.7%7,9301.5%FinanceAXTAAxalta Coating Systems$3,592,311$3,592,311 ▼-50.0%108,3001.4%Basic MaterialsASMLASML$3,313,150$3,313,150 ▼-50.0%5,0001.3%Computer and TechnologyOVVOvintiv$2,931,800$2,931,800 ▼-50.0%68,5001.2%EnergySTGWStagwell$2,881,343$2,868,227 ▼-49.9%476,2551.1%Business ServicesMSFTMicrosoft$2,765,123$2,751,234 ▼-49.9%7,3661.1%Computer and TechnologyRTORentokil Initial$2,290,000$2,290,000 ▲New Holding100,0000.9%Business ServicesGOOGAlphabet$1,965,373$1,934,127 ▼-49.6%12,5800.8%Computer and TechnologyPERIMETER SOLUTIONS INC$1,757,215$1,757,215 ▼-50.0%174,5000.7%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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