Stanley Capital Management, LLC Top Holdings and 13F Report (2026) About Stanley Capital Management, LLCInvestment ActivityStanley Capital Management, LLC has $598.27 million in total holdings as of March 31, 2026.Stanley Capital Management, LLC owns shares of 40 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.31% of the portfolio was purchased this quarter.About 3.74% of the portfolio was sold this quarter.This quarter, Stanley Capital Management, LLC has purchased 39 new stocks and bought additional shares in 3 stocks.Stanley Capital Management, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Vertiv $47,785,606Applied Materials $33,768,852Regal Rexnord $25,017,936McKesson $24,922,368Meta Platforms $23,972,247 Largest New Holdings this Quarter G4705A100 - Icon $11,066,000 Holding461202103 - Intuit $8,344,934 Holding Largest Purchases this Quarter Icon 100,000 shares (about $11.07M)Intuit 19,300 shares (about $8.34M)Oracle 28,000 shares (about $4.12M)Marvell Technology 20,000 shares (about $1.98M)Columbus McKinnon 20,000 shares (about $290.60K) Largest Sales this Quarter Vertiv 38,300 shares (about $9.60M)Applied Materials 9,000 shares (about $3.08M)QuidelOrtho 150,000 shares (about $2.46M)McKesson 1,300 shares (about $1.12M) 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$47,785,606$9,597,214 â–¼-16.7%190,7008.0%Computer and TechnologyAMATApplied Materials$33,768,852$3,076,110 â–¼-8.3%98,8005.6%Computer and TechnologyRRXRegal Rexnord$25,017,9360.0%133,6004.2%IndustrialsMCKMcKesson$24,922,368$1,124,968 â–¼-4.3%28,8004.2%MedicalMETAMeta Platforms$23,972,2470.0%41,9004.0%Computer and TechnologyORCLOracle$23,508,178$4,119,080 â–²21.2%159,8003.9%Computer and TechnologyEXPEExpedia Group$23,465,3510.0%101,6303.9%Retail/WholesaleCORPAY INC$23,218,0920.0%79,7903.9%COM SHSCTVACorteva$21,906,9070.0%261,7003.7%Consumer StaplesGOOGLAlphabet$19,784,1280.0%68,8003.3%Computer and TechnologyRTORentokil Initial$19,622,3970.0%623,3293.3%Business ServicesVNTVontier$19,011,9200.0%536,0003.2%Business ServicesMRVLMarvell Technology$18,126,150$1,981,000 â–²12.3%183,0003.0%Computer and TechnologyELVElevance Health$17,131,4370.0%58,5192.9%MedicalBEBloom Energy$15,852,3300.0%117,0002.6%EnergyBACBank of America$15,680,0480.0%321,6422.6%FinanceVESTIS CORPORATION$15,257,1010.0%1,941,1072.6%COM SHSAXPAmerican Express$14,770,0980.0%48,8302.5%FinanceWALWestern Alliance Bancorporation$13,603,2000.0%192,0002.3%FinanceASMLASML$13,208,3000.0%10,0002.2%Computer and TechnologyULTAUlta Beauty$12,403,9080.0%23,7302.1%Retail/WholesaleIQVIQVIA$11,494,3960.0%67,4001.9%MedicalICLRIcon$11,066,000$11,066,000 â–²New Holding100,0001.8%MedicalIGTInternational Game Technology$10,918,1800.0%857,0001.8%Consumer DiscretionaryCNCCentene$10,631,3980.0%324,7221.8%MedicalCMCOColumbus McKinnon$10,534,250$290,600 â–²2.8%725,0001.8%IndustrialsACMAECOM$9,873,0480.0%116,4001.7%ConstructionARMKAramark$9,510,6840.0%234,6001.6%Business ServicesGPNGlobal Payments$9,193,7180.0%136,6081.5%Business ServicesPERIMETER SOLUTIONS INC$8,522,5800.0%349,0001.4%COMMON STOCKINTUIntuit$8,344,934$8,344,934 â–²New Holding19,3001.4%Computer and TechnologyAVTRAvantor$7,201,0400.0%918,5001.2%MedicalGOOGAlphabet$7,160,0260.0%24,9601.2%Computer and TechnologyFISERV INC$7,006,1920.0%125,5591.2%COMMCOMoody's$6,874,4280.0%15,7581.1%FinanceRHIRobert Half$6,362,5220.0%250,4931.1%Business ServicesAXTAAxalta Coating Systems$5,999,8200.0%216,6001.0%Basic MaterialsSTGWStagwell$5,977,6510.0%950,3421.0%Business ServicesMSFTMicrosoft$5,439,6480.0%14,6950.9%Computer and TechnologyQDELQuidelOrtho$4,140,360$2,464,500 â–¼-37.3%252,0000.7%MedicalALITAlight$0$6,105,128 â–¼-100.0%00.0%Computer and TechnologyShowing 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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