# EDGAR Filing Document

**Accession Number:** 0002056334
**File Stem:** 0002056334-25-000003
**Filing Date:** 2025-8
**Character Count:** 22342
**Document Hash:** deadf88f9f86aa192ba66ba6c47a6750
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056334-25-000003.hdr.sgml**: 20250822

**ACCESSION NUMBER**: 0002056334-25-000003

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250822

**DATE AS OF CHANGE**: 20250822

**EFFECTIVENESS DATE**: 20250822

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** STANCE CAPITAL LLC
- **CENTRAL INDEX KEY:** 0002056334

**ORGANIZATION NAME:**
- **EIN:** 815170907
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25494
- **FILM NUMBER:** 251244096

**BUSINESS ADDRESS:**
- **STREET 1:** 131 DARTMOUTH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116
- **BUSINESS PHONE:** 6178751062

**MAIL ADDRESS:**
- **STREET 1:** 131 DARTMOUTH STREET
- **STREET 2:** 3RD FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02116

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** STANCE CAPITAL LLC<br>**Address:** 131 DARTMOUTH STREET<br>3RD FLOOR<br>BOSTON, MA 02116

**Form 13F File Number:** 028-25494

**CRD Number (if applicable):** 000284267

**SEC File Number (if applicable):** 801-120103

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** JASON ARONSON<br>**Title:** CCO<br>**Phone:** 4135193519

**Signature, Place, and Date of Signing:**

JASON ARONSON  Boston, MA  08-22-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 6

**Form 13F Information Table Entry Total:** 187

**Form 13F Information Table Value Total:** $265981010

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                     | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | Robertson Stephens Wealth Management LLC | 028-19136              |    000289977 | 801-111814        |
|     2 | NATURAL INVESTMENTS LLC                  | 028-20215              |    000113348 | 801-63874         |
|     3 | MGO ONE SEVEN LLC                        | 028-18648              |    000283087 | 801-107829        |
|     4 | LAKE STREET ADVISORS GROUP LLC           | 028-18626              |    000288300 | 801-110455        |
|     5 | Vident Advisory LLC                      | 028-19675              |    000286622 | 801-114538        |
|     6 | Empowered Funds LLC                      | 028-17729              |    000171412 | 801-79835         |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 |  | 202211 | 7528 | SH |  | SOLE |  | 7528 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 214136 | 603 | SH |  | SOLE |  | 603 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 227184 | 2853 | SH |  | DFND | 2341 | 2853 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 231570 | 40 | SH |  | DFND | 2341 | 40 | 0 | 0 |
| PG CORP | COM | 69331C108 |  | 239196 | 17159 | SH |  | DFND | 2341 | 17159 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 242270 | 22329 | SH |  | DFND | 2341 | 22329 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 248325 | 463 | SH |  | DFND | 2341 | 463 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 251187 | 867 | SH |  | DFND | 2341 | 867 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 |  | 251782 | 3427 | SH |  | DFND | 2341 | 3427 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 255512 | 3267 | SH |  | DFND | 2341 | 3267 | 0 | 0 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 255909 | 2606 | SH |  | DFND | 2341 | 2606 | 0 | 0 |
| GLOBE LIFE INC | COM | 37959E102 |  | 256801 | 2066 | SH |  | SOLE |  | 2066 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 258244 | 5251 | SH |  | DFND | 2341 | 5251 | 0 | 0 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 269877 | 5763 | SH |  | SOLE |  | 5763 | 0 | 0 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 293712 | 9054 | SH |  | SOLE |  | 9054 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 301624 | 593 | SH |  | SOLE |  | 593 | 0 | 0 |
| FASTENAL CO | COM | 311900104 |  | 306600 | 7300 | SH |  | SOLE |  | 7300 | 0 | 0 |
| T-MOBILE US INC | COM | 872590104 |  | 306641 | 1287 | SH |  | SOLE |  | 1287 | 0 | 0 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 315329 | 2056 | SH |  | SOLE |  | 2056 | 0 | 0 |
| NASDAQ INC | COM | 631103108 |  | 320839 | 3588 | SH |  | SOLE |  | 3588 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 |  | 331145 | 3083 | SH |  | SOLE |  | 3083 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 333410 | 2169 | SH |  | SOLE |  | 2169 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 356121 | 31021 | SH |  | SOLE |  | 31021 | 0 | 0 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 380699 | 9256 | SH |  | DFND | 5 | 9256 | 0 | 0 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 395600 | 2567 | SH |  | DFND | 5 | 2567 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 414255 | 2466 | SH |  | SOLE |  | 2466 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 420777 | 1440 | SH |  | SOLE |  | 1440 | 0 | 0 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 424030 | 5325 | SH |  | SOLE |  | 5325 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 451561 | 78 | SH |  | SOLE |  | 78 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 452056 | 4933 | SH |  | SOLE |  | 4933 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 464917 | 1175 | SH |  | SOLE |  | 1175 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 465029 | 1106 | SH |  | SOLE |  | 1106 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 467504 | 5187 | SH |  | SOLE |  | 5187 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 |  | 468767 | 1618 | SH |  | SOLE |  | 1618 | 0 | 0 |
| PG CORP | COM | 69331C108 |  | 479020 | 34363 | SH |  | SOLE |  | 34363 | 0 | 0 |
| FORD MTR CO | COM | 345370860 |  | 479603 | 44203 | SH |  | SOLE |  | 44203 | 0 | 0 |
| DELTA AIR LINES INC DEL | COM NEW | 247361702 |  | 481079 | 9782 | SH |  | SOLE |  | 9782 | 0 | 0 |
| SMUCKER J M CO | COM NEW | 832696405 |  | 482849 | 4917 | SH |  | SOLE |  | 4917 | 0 | 0 |
| BERKLEY W R CORP | COM | 084423102 |  | 490706 | 6679 | SH |  | SOLE |  | 6679 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 498081 | 11511 | SH |  | SOLE |  | 11511 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 501949 | 7235 | SH |  | SOLE |  | 7235 | 0 | 0 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 |  | 504846 | 6455 | SH |  | SOLE |  | 6455 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 507524 | 4110 | SH |  | SOLE |  | 4110 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 510791 | 1650 | SH |  | SOLE |  | 1650 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 518084 | 2525 | SH |  | SOLE |  | 2525 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 559334 | 2521 | SH |  | DFND | 5 | 2521 | 0 | 0 |
| IDEXX LABS INC | COM | 45168D104 |  | 682224 | 1272 | SH |  | SOLE |  | 1272 | 0 | 0 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 707070 | 2258 | SH |  | DFND | 5 | 2258 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 |  | 825233 | 17439 | SH |  | DFND | 23541 | 17439 | 0 | 0 |
| POOL CORP | COM | 73278L105 |  | 947310 | 3250 | SH |  | DFND | 5 | 3250 | 0 | 0 |
| EASTMAN CHEM CO | COM | 277432100 |  | 955424 | 12797 | SH |  | DFND | 5 | 12797 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 |  | 1167750 | 1468 | SH |  | DFND | 6 | 1468 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 1236335 | 1586 | SH |  | DFND | 6 | 1586 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1246072 | 4169 | SH |  | DFND | 6 | 4169 | 0 | 0 |
| AMGEN INC | COM | 031162100 |  | 1246114 | 4463 | SH |  | DFND | 23641 | 4463 | 0 | 0 |
| KENVUE INC | COM | 49177J102 |  | 1255172 | 59970 | SH |  | DFND | 6 | 59970 | 0 | 0 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1258968 | 5502 | SH |  | DFND | 6 | 5502 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1259436 | 15910 | SH |  | DFND | 6 | 15910 | 0 | 0 |
| PROLOGIS INC. | COM | 74340W103 |  | 1261230 | 11998 | SH |  | DFND | 6 | 11998 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 1262402 | 6801 | SH |  | DFND | 6 | 6801 | 0 | 0 |
| ADOBE INC | COM | 00724F101 |  | 1272448 | 3289 | SH |  | DFND | 6 | 3289 | 0 | 0 |
| GRAINGER W W INC | COM | 384802104 |  | 1275334 | 1226 | SH |  | DFND | 6 | 1226 | 0 | 0 |
| WORKDAY INC | CL A | 98138H101 |  | 1276080 | 5317 | SH |  | DFND | 6 | 5317 | 0 | 0 |
| REPUBLIC SVCS INC | COM | 760759100 |  | 1278673 | 5185 | SH |  | DFND | 6 | 5185 | 0 | 0 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 1285684 | 7375 | SH |  | DFND | 6 | 7375 | 0 | 0 |
| CHURCH  DWIGHT CO INC | COM | 171340102 |  | 1287201 | 13393 | SH |  | DFND | 6 | 13393 | 0 | 0 |
| PROGRESSIVE CORP | COM | 743315103 |  | 1295872 | 4856 | SH |  | DFND | 6 | 4856 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1296547 | 4156 | SH |  | DFND | 6 | 4156 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1303732 | 2300 | SH |  | DFND | 6 | 2300 | 0 | 0 |
| ABBOTT LABS | COM | 002824100 |  | 1303928 | 9587 | SH |  | DFND | 6 | 9587 | 0 | 0 |
| VERISK ANALYTICS INC | COM | 92345Y106 |  | 1303939 | 4186 | SH |  | DFND | 6 | 4186 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1306691 | 4237 | SH |  | DFND | 6 | 4237 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 1307529 | 22443 | SH |  | DFND | 6 | 22443 | 0 | 0 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 1308560 | 5985 | SH |  | DFND | 6 | 5985 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1309230 | 3229 | SH |  | DFND | 6 | 3229 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 1311038 | 11825 | SH |  | DFND | 6 | 11825 | 0 | 0 |
| COPART INC | COM | 217204106 |  | 1312426 | 26746 | SH |  | DFND | 6 | 26746 | 0 | 0 |
| AON PLC | SHS CL A | G0403H108 |  | 1313590 | 3682 | SH |  | DFND | 6 | 3682 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 |  | 1313637 | 17058 | SH |  | DFND | 6 | 17058 | 0 | 0 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 1321380 | 4939 | SH |  | DFND | 6 | 4939 | 0 | 0 |
| ECOLAB INC | COM | 278865100 |  | 1323489 | 4912 | SH |  | DFND | 6 | 4912 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 1324088 | 8314 | SH |  | DFND | 6 | 8314 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 1324741 | 37118 | SH |  | DFND | 6 | 37118 | 0 | 0 |
| ATLASSIAN CORPORATION | CL A | 049468101 |  | 1329021 | 6544 | SH |  | DFND | 6 | 6544 | 0 | 0 |
| BANK NEW YORK MELLON CORP | COM | 064058100 |  | 1329842 | 14596 | SH |  | DFND | 6 | 14596 | 0 | 0 |
| CME GROUP INC | COM | 12572Q105 |  | 1329867 | 4825 | SH |  | DFND | 6 | 4825 | 0 | 0 |
| OMNICOM GROUP INC | COM | 681919106 |  | 1332545 | 18523 | SH |  | DFND | 6 | 18523 | 0 | 0 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 1334912 | 18239 | SH |  | DFND | 6 | 18239 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 1335845 | 7281 | SH |  | DFND | 6 | 7281 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 |  | 1336138 | 4336 | SH |  | DFND | 6 | 4336 | 0 | 0 |
| AFLAC INC | COM | 001055102 |  | 1341768 | 12723 | SH |  | DFND | 6 | 12723 | 0 | 0 |
| MAPLEBEAR INC | COM | 565394103 |  | 1341773 | 29659 | SH |  | DFND | 6 | 29659 | 0 | 0 |
| PULTE GROUP INC | COM | 745867101 |  | 1346546 | 12768 | SH |  | DFND | 2361 | 12768 | 0 | 0 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 1348517 | 7995 | SH |  | DFND | 6 | 7995 | 0 | 0 |
| FORTINET INC | COM | 34959E109 |  | 1349516 | 12765 | SH |  | DFND | 6 | 12765 | 0 | 0 |
| KLA CORP | COM NEW | 482480100 |  | 1353463 | 1511 | SH |  | DFND | 6 | 1511 | 0 | 0 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 1356968 | 6631 | SH |  | DFND | 6 | 6631 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1357834 | 14882 | SH |  | DFND | 6 | 14882 | 0 | 0 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 1358347 | 18277 | SH |  | DFND | 6 | 18277 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 1359122 | 1322 | SH |  | DFND | 6 | 1322 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 |  | 1359905 | 4987 | SH |  | DFND | 6 | 4987 | 0 | 0 |
| ANALOG DEVICES INC | COM | 032654105 |  | 1360760 | 5717 | SH |  | DFND | 6 | 5717 | 0 | 0 |
| INTUIT | COM | 461202103 |  | 1361025 | 1728 | SH |  | DFND | 6 | 1728 | 0 | 0 |
| NVR INC | COM | 62944T105 |  | 1366347 | 185 | SH |  | DFND | 6 | 185 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 1366466 | 11019 | SH |  | DFND | 6 | 11019 | 0 | 0 |
| MOODYS CORP | COM | 615369105 |  | 1369341 | 2730 | SH |  | DFND | 6 | 2730 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 |  | 1369372 | 2597 | SH |  | DFND | 6 | 2597 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 1371567 | 2524 | SH |  | DFND | 6 | 2524 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1378193 | 2706 | SH |  | DFND | 6 | 2706 | 0 | 0 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 1380803 | 5054 | SH |  | DFND | 6 | 5054 | 0 | 0 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 1385078 | 8673 | SH |  | DFND | 6 | 8673 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1386439 | 11249 | SH |  | DFND | 6 | 11249 | 0 | 0 |
| TEXAS INSTRS INC | COM | 882508104 |  | 1386902 | 6680 | SH |  | DFND | 6 | 6680 | 0 | 0 |
| SYNOPSYS INC | COM | 871607107 |  | 1392952 | 2717 | SH |  | DFND | 6 | 2717 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 1396092 | 7626 | SH |  | DFND | 6 | 7626 | 0 | 0 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 |  | 1405107 | 13446 | SH |  | DFND | 6 | 13446 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 1405210 | 5276 | SH |  | DFND | 6 | 5276 | 0 | 0 |
| NEWS CORP NEW | CL B | 65249B208 |  | 1407945 | 41036 | SH |  | DFND | 6 | 41036 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 1408836 | 1836 | SH |  | DFND | 6 | 1836 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 |  | 1415639 | 1879 | SH |  | DFND | 6 | 1879 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1415939 | 3988 | SH |  | DFND | 23641 | 3988 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 1426406 | 13942 | SH |  | DFND | 6 | 13942 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1428711 | 4479 | SH |  | DFND | 6 | 4479 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 1430957 | 63882 | SH |  | DFND | 6 | 63882 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 |  | 1440271 | 5225 | SH |  | DFND | 6 | 5225 | 0 | 0 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 |  | 1440795 | 11752 | SH |  | DFND | 6 | 11752 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1447356 | 9161 | SH |  | DFND | 2361 | 9161 | 0 | 0 |
| DEERE  CO | COM | 244199105 |  | 1454281 | 2860 | SH |  | DFND | 23641 | 2860 | 0 | 0 |
| CLOUDFLARE INC | CL A COM | 18915M107 |  | 1481062 | 7563 | SH |  | DFND | 6 | 7563 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 |  | 1481255 | 4314 | SH |  | DFND | 5 | 4314 | 0 | 0 |
| MARVELL TECHNOLOGY INC | COM | 573874104 |  | 1483294 | 19164 | SH |  | DFND | 6 | 19164 | 0 | 0 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 1489556 | 11600 | SH |  | DFND | 6 | 11600 | 0 | 0 |
| AUTOZONE INC | COM | 053332102 |  | 1492316 | 402 | SH |  | DFND | 2641 | 402 | 0 | 0 |
| NIKE INC | CL B | 654106103 |  | 1510737 | 21266 | SH |  | DFND | 6 | 21266 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1536582 | 33195 | SH |  | DFND | 23541 | 33195 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 1544738 | 17139 | SH |  | DFND | 23641 | 17139 | 0 | 0 |
| LAUDER ESTEE COS INC | CL A | 518439104 |  | 1546350 | 19138 | SH |  | DFND | 6 | 19138 | 0 | 0 |
| CLOROX CO DEL | COM | 189054109 |  | 1559589 | 12989 | SH |  | DFND | 5 | 12989 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1565768 | 36186 | SH |  | DFND | 23641 | 36186 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1588287 | 11193 | SH |  | DFND | 6 | 11193 | 0 | 0 |
| REDDIT INC | CL A | 75734B100 |  | 1641815 | 10904 | SH |  | DFND | 6 | 10904 | 0 | 0 |
| GENUINE PARTS CO | COM | 372460105 |  | 1642173 | 13537 | SH |  | DFND | 5 | 13537 | 0 | 0 |
| AUTODESK INC | COM | 052769106 |  | 1643198 | 5308 | SH |  | DFND | 23641 | 5308 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 |  | 1652998 | 31905 | SH |  | DFND | 5 | 31905 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1674009 | 9499 | SH |  | DFND | 5 | 9499 | 0 | 0 |
| EDISON INTL | COM | 281020107 |  | 1680251 | 32563 | SH |  | DFND | 5 | 32563 | 0 | 0 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 |  | 1716869 | 11600 | SH |  | DFND | 23541 | 11600 | 0 | 0 |
| GLOBE LIFE INC | COM | 37959E102 |  | 1727134 | 13896 | SH |  | DFND | 23541 | 13896 | 0 | 0 |
| EXELON CORP | COM | 30161N101 |  | 1842688 | 42439 | SH |  | DFND | 23541 | 42439 | 0 | 0 |
| KELLANOVA | COM | 487836108 |  | 1856469 | 23343 | SH |  | DFND | 5 | 23343 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1894984 | 13901 | SH |  | DFND | 5 | 13901 | 0 | 0 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 1935605 | 41333 | SH |  | DFND | 23541 | 41333 | 0 | 0 |
| CVS HEALTH CORP | COM | 126650100 |  | 1994212 | 28910 | SH |  | DFND | 5 | 28910 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 |  | 1998278 | 9140 | SH |  | DFND | 56 | 9140 | 0 | 0 |
| AT INC | COM | 00206R102 |  | 2004269 | 69256 | SH |  | DFND | 23541 | 69256 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 2008567 | 18159 | SH |  | DFND | 56 | 18159 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 2012295 | 1713 | SH |  | DFND | 5 | 1713 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 2017773 | 6906 | SH |  | DFND | 23541 | 6906 | 0 | 0 |
| D R HORTON INC | COM | 23331A109 |  | 2023657 | 15697 | SH |  | DFND | 5 | 15697 | 0 | 0 |
| VIATRIS INC | COM | 92556V106 |  | 2035495 | 227939 | SH |  | DFND | 5 | 227939 | 0 | 0 |
| 3M CO | COM | 88579Y101 |  | 2059046 | 13525 | SH |  | DFND | 5 | 13525 | 0 | 0 |
| INGERSOLL RAND INC | COM | 45687V106 |  | 2099380 | 25239 | SH |  | DFND | 5 | 25239 | 0 | 0 |
| CHARTER COMMUNICATIONS INC N | CL A | 16119P108 |  | 2120089 | 5186 | SH |  | DFND | 23541 | 5186 | 0 | 0 |
| WELLTOWER INC | COM | 95040Q104 |  | 2124939 | 13823 | SH |  | DFND | 23541 | 13823 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 2137619 | 5084 | SH |  | DFND | 23541 | 5084 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 |  | 2165134 | 23629 | SH |  | DFND | 23541 | 23629 | 0 | 0 |
| GARMIN LTD | SHS | H2906T109 |  | 2170938 | 10401 | SH |  | DFND | 35 | 10401 | 0 | 0 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 2193038 | 14299 | SH |  | DFND | 23541 | 14299 | 0 | 0 |
| WABTEC | COM | 929740108 |  | 2219529 | 10602 | SH |  | DFND | 5 | 10602 | 0 | 0 |
| NETAPP INC | COM | 64110D104 |  | 2438077 | 22882 | SH |  | DFND | 5 | 22882 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 2492419 | 6798 | SH |  | DFND | 56 | 6798 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2506914 | 8647 | SH |  | DFND | 23541 | 8647 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 2542445 | 6225 | SH |  | DFND | 51 | 6225 | 0 | 0 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 2568386 | 15288 | SH |  | DFND | 23541 | 15288 | 0 | 0 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 2604213 | 7840 | SH |  | DFND | 5 | 7840 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 2935990 | 14310 | SH |  | DFND | 235641 | 14310 | 0 | 0 |
| ROSS STORES INC | COM | 778296103 |  | 3172175 | 24864 | SH |  | DFND | 356 | 24864 | 0 | 0 |
| HENNESSY FDS TR | SUSTAINABLE ETF | 42588P692 |  | 3188934 | 103306 | SH |  | DFND | 1 | 103306 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 3269367 | 5818 | SH |  | DFND | 56 | 5818 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 3443323 | 299941 | SH |  | DFND | 235641 | 299941 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 3473554 | 28128 | SH |  | DFND | 235641 | 28128 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 |  | 3676194 | 9292 | SH |  | DFND | 235641 | 9292 | 0 | 0 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 3809458 | 8143 | SH |  | DFND | 56 | 8143 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 |  | 3947722 | 56900 | SH |  | DFND | 235641 | 56900 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 4164694 | 3110 | SH |  | DFND | 56 | 3110 | 0 | 0 |
| EA SERIES TRUST | STANCE SUSTAINAB | 02072L177 |  | 5393518 | 206886 | SH |  | SOLE |  | 206886 | 0 | 0 |
| HENNESSY FDS TR | SUSTAINABLE ETF | 42588P692 |  | 11425660 | 370137 | SH |  | SOLE |  | 370137 | 0 | 0 |

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