Stanley Capital Management, LLC Top Holdings and 13F Report (2025) About Stanley Capital Management, LLCInvestment ActivityStanley Capital Management, LLC has $594.31 million in total holdings as of June 30, 2025.Stanley Capital Management, LLC owns shares of 38 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 12.37% of the portfolio was purchased this quarter.About 2.39% of the portfolio was sold this quarter.This quarter, Stanley Capital Management, LLC has purchased 37 new stocks and bought additional shares in 13 stocks.Stanley Capital Management, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Vertiv $46,227,600Meta Platforms $32,402,151Oracle $29,471,324CORPAY INC $26,475,918Corteva $25,466,901 Largest New Holdings this Quarter 758750103 - Regal Rexnord $19,366,656 Holding573874104 - Marvell Technology $9,907,200 Holding Largest Purchases this Quarter Regal Rexnord 133,600 shares (about $19.37M)Vertiv 101,000 shares (about $12.97M)Marvell Technology 128,000 shares (about $9.91M)Robert Half 160,000 shares (about $6.57M)Rentokil Initial 213,449 shares (about $5.12M) Largest Sales this Quarter Elevance Health 9,000 shares (about $3.50M)VESTIS CORPORATION 350,000 shares (about $2.01M)Alight 320,000 shares (about $1.81M)Bank of America 22,000 shares (about $1.04M) 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 PortfolioSectorVRTVertiv$46,227,600$12,969,410 ▲39.0%360,0007.8%Computer and TechnologyMETAMeta Platforms$32,402,1510.0%43,9005.5%Computer and TechnologyORCLOracle$29,471,3240.0%134,8005.0%Computer and TechnologyCORPAY INC$26,475,918$3,318,200 ▲14.3%79,7904.5%COM SHSCTVACorteva$25,466,9010.0%341,7004.3%Consumer StaplesMCKMcKesson$24,548,1300.0%33,5004.1%MedicalFIFiserv$23,371,727$1,724,100 ▲8.0%135,5593.9%Business ServicesELVElevance Health$21,050,126$3,500,640 ▼-14.3%54,1193.5%MedicalVNTVontier$19,778,4000.0%536,0003.3%Business ServicesAMATApplied Materials$19,734,946$1,464,560 ▲8.0%107,8003.3%Computer and TechnologyRRXRegal Rexnord$19,366,656$19,366,656 ▲New Holding133,6003.3%IndustrialsCNCCentene$18,016,1830.0%331,9123.0%MedicalAVTRAvantor$17,747,010$4,307,200 ▲32.0%1,318,5003.0%MedicalEXPEExpedia Group$17,142,948$3,373,600 ▲24.5%101,6302.9%Retail/WholesaleBACBank of America$16,284,799$1,041,040 ▼-6.0%344,1422.7%FinanceALITAlight$15,739,526$1,811,200 ▼-10.3%2,780,8352.6%Computer and TechnologyAXPAmerican Express$15,575,7930.0%48,8302.6%FinanceIGTInternational Game Technology$15,051,1200.0%952,0002.5%Consumer DiscretionaryWALWestern Alliance Bancorporation$14,972,1600.0%192,0002.5%FinanceULTAUlta Beauty$14,937,493$1,029,204 ▲7.4%31,9302.5%Retail/WholesaleACMAECOM$13,136,9040.0%116,4002.2%ConstructionGPNGlobal Payments$12,935,104$1,280,640 ▲11.0%161,6082.2%Business ServicesRHIRobert Half$12,376,288$6,568,000 ▲113.1%301,4932.1%Business ServicesGOOGLAlphabet$12,124,624$1,762,300 ▲17.0%68,8002.0%Computer and TechnologyQDELQuidelOrtho$10,865,140$922,240 ▲9.3%377,0001.8%MedicalVESTIS CORPORATION$10,549,543$2,005,500 ▼-16.0%1,841,1071.8%COM SHSRTORentokil Initial$9,922,776$5,122,776 ▲106.7%413,4491.7%Business ServicesMRVLMarvell Technology$9,907,200$9,907,200 ▲New Holding128,0001.7%Computer and TechnologyARMKAramark$9,822,7020.0%234,6001.7%Business ServicesCMCOColumbus McKinnon$8,398,500$381,750 ▲4.8%550,0001.4%IndustrialsASMLASML$8,013,9000.0%10,0001.3%Computer and TechnologyMCOMoody's$7,904,0550.0%15,7581.3%FinanceFANGDiamondback Energy$7,694,4000.0%56,0001.3%EnergyMSFTMicrosoft$7,309,4400.0%14,6951.2%Computer and TechnologyAXTAAxalta Coating Systems$6,430,8540.0%216,6001.1%Basic MaterialsPERIMETER SOLUTIONS INC$4,858,0800.0%349,0000.8%COMMON STOCKGOOGAlphabet$4,427,6540.0%24,9600.7%Computer and TechnologySTGWStagwell$4,276,5390.0%950,3420.7%Business ServicesOVVOvintiv$0$5,863,600 ▼-100.0%00.0%EnergyShowing 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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