Stanley Capital Management, LLC Top Holdings and 13F Report (2026) About Stanley Capital Management, LLCInvestment ActivityStanley Capital Management, LLC has $754.29 million in total holdings as of June 30, 2026.Stanley Capital Management, LLC owns shares of 37 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 9.29% of the portfolio was purchased this quarter.About 11.69% of the portfolio was sold this quarter.This quarter, Stanley Capital Management, LLC has purchased 40 new stocks and bought additional shares in 8 stocks.Stanley Capital Management, LLC sold shares of 4 stocks and completely divested from 6 stocks this quarter.Largest Holdings Applied Materials $56,249,400Vertiv $53,468,745Marvell Technology $49,449,740Regal Rexnord $31,822,184VESTIS CORPORATION $29,636,874 Largest New Holdings this Quarter 73278L105 - Pool $13,323,800 Holding29445S100 - EQUIPMENTSHARE COM INC $11,976,872 Holding29605J106 - ESAB $11,174,779 Holding Largest Purchases this Quarter Pool 62,000 shares (about $13.32M)EQUIPMENTSHARE COM INC 609,200 shares (about $11.98M)ESAB 113,300 shares (about $11.17M)Robert Half 230,000 shares (about $7.06M)Icon 40,160 shares (about $6.98M) Largest Sales this Quarter Applied Materials 21,000 shares (about $15.18M)Vertiv 31,006 shares (about $10.38M)Bloom Energy 27,200 shares (about $8.23M)Marvell Technology 17,000 shares (about $5.06M) 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 PortfolioSectorAMATApplied Materials$56,249,400$15,183,000 â–¼-21.3%77,8007.5%TechnologyVRTVertiv$53,468,745$10,381,429 â–¼-16.3%159,6947.1%IndustrialsMRVLMarvell Technology$49,449,740$5,064,130 â–¼-9.3%166,0006.6%TechnologyRRXRegal Rexnord$31,822,1840.0%133,6004.2%IndustrialsVESTIS CORPORATION$29,636,874$1,452,000 â–²5.2%2,041,1073.9%COM SHSELVElevance Health$28,161,292$5,530,239 â–²24.4%72,8193.7%HealthcareBEBloom Energy$27,182,460$8,233,440 â–¼-23.2%89,8003.6%IndustrialsCORPAY INC$26,591,6130.0%79,7903.5%COM SHSCNCCentene$26,300,055$5,456,150 â–²26.2%409,7223.5%HealthcareEXPEExpedia Group$26,005,0840.0%101,6303.4%Consumer DiscretionaryGOOGLAlphabet$24,587,0560.0%68,8003.3%Communication ServicesICLRIcon$24,347,194$6,976,194 â–²40.2%140,1603.2%HealthcareMETAMeta Platforms$23,601,8510.0%41,9003.1%Communication ServicesORCLOracle$23,418,6900.0%159,8003.1%TechnologyCTVACorteva$22,163,3730.0%261,7002.9%MaterialsMCKMcKesson$21,761,2800.0%28,8002.9%HealthcareASMLASML$19,894,4000.0%10,0002.6%TechnologyRTORentokil Initial$19,092,283$1,258,840 â–²7.1%667,3292.5%IndustrialsBACBank of America$18,327,1610.0%321,6422.4%FinanceIQVIQVIA$16,887,428$3,864,400 â–²29.7%87,4002.2%HealthcareAXPAmerican Express$16,516,7480.0%48,8302.2%FinanceWALWestern Alliance Bancorporation$15,782,4000.0%192,0002.1%FinanceVNTVontier$15,544,0000.0%536,0002.1%TechnologyRHIRobert Half$14,751,135$7,061,000 â–²91.8%480,4932.0%IndustrialsPOOLPool$13,323,800$13,323,800 â–²New Holding62,0001.8%Consumer DiscretionaryCMCOColumbus McKinnon$12,936,150$1,966,900 â–²17.9%855,0001.7%IndustrialsPERIMETER SOLUTIONS INC$12,441,8500.0%349,0001.6%COMMON STOCKEQUIPMENTSHARE COM INC$11,976,872$11,976,872 â–²New Holding609,2001.6%COM CL AESABESAB$11,174,779$11,174,779 â–²New Holding113,3001.5%IndustrialsULTAUlta Beauty$10,701,7550.0%23,7301.4%Consumer DiscretionaryGOOGAlphabet$8,819,1170.0%24,9601.2%Communication ServicesACMAECOM$8,124,7200.0%116,4001.1%IndustrialsAXTAAxalta Coating Systems$7,412,0520.0%216,6001.0%MaterialsMCOMoody's$7,137,1130.0%15,7580.9%FinanceSTGWStagwell$7,061,0410.0%950,3420.9%Communication ServicesFISERV INC$6,158,6690.0%125,5590.8%COMMSFTMicrosoft$5,481,5290.0%14,6950.7%TechnologyBRIGHTSTAR LOTTERY PLC$0$10,918,180 â–¼-100.0%00.0%SHS USDARMKAramark$0$9,510,684 â–¼-100.0%00.0%Consumer DiscretionaryGPNGlobal Payments$0$9,193,718 â–¼-100.0%00.0%FinanceINTUIntuit$0$8,344,934 â–¼-100.0%00.0%TechnologyAVTRAvantor$0$7,201,040 â–¼-100.0%00.0%HealthcareQDELQuidelOrtho$0$4,140,360 â–¼-100.0%00.0%HealthcareShowing largest 100 holdings. 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