Stanich Group LLC
Portfolio value QoQ: +21.1% 13F does not disclose cash
Top 10 holdings weight84.42%
Top 25 holdings weight94.49%
Positions above 1%12
Effective number of positions4.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.44% Est. buys $11,217,866 · sells $3,534,175
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 76.5% still held
New positions8
Increased26
Decreased16
Closed3
Portfolio value
$158.8M
Positions
52
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 52 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| ESGV | $72,919,518 | 45.91% | 551,409 | $13,683,490 | Up ×4 | ||
| ESGD | $23,953,957 | 15.08% | 232,994 | $3,012,263 | Up ×6 | ||
| ESGE | $8,072,929 | 5.08% | 147,616 | $1,623,036 | Up ×6 | ||
| ESML | $7,566,715 | 4.76% | 135,264 | $1,439,653 | Up ×6 | ||
| SCHH | $5,803,777 | 3.65% | 245,088 | $924,018 | Up ×3 | ||
| QUAL | $5,767,752 | 3.63% | 26,284 | $1,281,041 | Up ×1 | ||
| DSI | $3,275,753 | 2.06% | 23,005 | $470,057 | Down ×6 | ||
| AAPL | $2,558,403 | 1.61% | 8,841 | $264,140 | Down ×1 | ||
| IMCG | $2,140,310 | 1.35% | 21,771 | $750,241 | Up ×1 | ||
| VBK | $2,012,393 | 1.27% | 5,499 | $688,690 | Up ×1 | ||
| QEFA | $1,819,898 | 1.15% | 18,953 | $347,364 | Up ×1 | ||
| VIG | $1,750,346 | 1.10% | 7,397 | $41,699 | Down ×1 | ||
| SPYD | $1,546,186 | 0.97% | 32,407 | $375,286 | Up ×2 | ||
| MU | $1,529,434 | 0.96% | 1,325 | $1,027,066 | Down ×2 | ||
| IYW | $1,123,689 | 0.71% | 4,455 | $-119,402 | Down ×1 | ||
| VOO | $1,090,646 | 0.69% | 1,588 | $122,623 | Down ×2 | ||
| HEZU | $1,086,558 | 0.68% | 21,665 | $310,934 | Up ×1 | ||
| NVDA | $935,826 | 0.59% | 4,677 | $147,887 | Up ×4 | ||
| MSFT | $861,725 | 0.54% | 2,310 | $11,414 | Up ×1 | ||
| XLK | $860,477 | 0.54% | 4,512 | $341,120 | Up ×1 | ||
| IVV | $832,765 | 0.52% | 1,112 | $429,735 | Up ×2 | ||
| IWD | $813,105 | 0.51% | 3,355 | $55,105 | Down ×1 | ||
| SPEM | $672,357 | 0.42% | 12,987 | $111,770 | Up ×1 | ||
| IWM | $543,652 | 0.34% | 1,809 | $-193,765 | Down ×1 | ||
| AMD | $537,923 | 0.34% | 926 | Up ×1 | |||
| DGRO | $536,558 | 0.34% | 7,080 | $33,050 | Down ×1 | ||
| AMZN | $519,820 | 0.33% | 2,181 | $80,162 | Up ×1 | ||
| IWF | $503,699 | 0.32% | 4,057 | $-709,207 | Up ×1 | ||
| VEA | $492,428 | 0.31% | 6,911 | $49,617 | Up ×1 | ||
| GOOGL | $415,415 | 0.26% | 1,162 | $103,003 | Up ×1 | ||
| MDY | $388,953 | 0.24% | 553 | $-323,874 | Down ×2 | ||
| SPY | $360,106 | 0.23% | 482 | $-484,604 | Down ×1 | ||
| GOOG | $342,266 | 0.22% | 969 | $-8,632 | Down ×1 | ||
| ACWV | $339,406 | 0.21% | 2,824 | $-42,588 | Down ×1 | ||
| JNJ | $338,288 | 0.21% | 1,332 | $32,982 | Up ×2 | ||
| VWO | $311,343 | 0.20% | 5,216 | $29,418 | |||
| VGT | $304,475 | 0.19% | 2,547 | $82,261 | Up ×1 | ||
| LLY | $302,256 | 0.19% | 252 | $86,110 | Up ×1 | ||
| EZM | $301,089 | 0.19% | 3,973 | $29,318 | Down ×4 | ||
| IJK | $286,323 | 0.18% | 2,437 | $41,334 | Up ×1 | ||
| VONE | $284,864 | 0.18% | 841 | Up ×1 | |||
| AVGO | $282,962 | 0.18% | 749 | $74,645 | Up ×1 | ||
| XLY | $279,831 | 0.18% | 2,386 | $8,471 | Down ×1 | ||
| SUSA | $276,642 | 0.17% | 1,793 | $52,925 | Up ×4 | ||
| SPSM | $263,554 | 0.17% | 4,570 | $38,093 | Down ×3 | ||
| IVW | $262,544 | 0.17% | 1,909 | Up ×1 | |||
| DYNF | $251,432 | 0.16% | 3,697 | ||||
| IVE | $225,924 | 0.14% | 995 | ||||
| SPUS | $221,631 | 0.14% | 3,855 | Up ×1 | |||
| HLAL | $221,303 | 0.14% | 3,100 | Up ×1 | |||
| BRK-B | $217,169 | 0.14% | 434 | ||||
| PBA | $216,450 | 0.14% | 4,680 | $6,973 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| ESGV | Bought more | +24K | +$13.7M |
| ESGD | Bought more | +14K | +$3.0M |
| ESGE | Bought more | +6K | +$1.6M |
| ESML | Bought more | +5K | +$1.4M |
| QUAL | Bought more | +3K | +$1.3M |
| MU | Trimmed | -162 | +$1.0M |
| SCHH | Bought more | +18K | +$924K |
| IMCG | Bought more | +4K | +$750K |
| IWF | Bought more | +1K | -$709K |
| VBK | Bought more | +1K | +$689K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| NUBD | June 30, 2025 | 569,691 | $12,638,522 | |
| AGG | Dec. 31, 2025 | 120,657 | $12,098,284 | |
| VGSH | Dec. 31, 2025 | 155,724 | $9,166,091 | |
| VGSH | June 30, 2025 | 103,854 | $6,095,206 | |
| SUSC | Dec. 31, 2025 | 235,868 | $5,557,533 | |
| NUBD | Dec. 31, 2025 | 183,799 | $4,127,256 | |
| AGG | June 30, 2025 | 37,864 | $3,745,553 | |
| SUSC | June 30, 2025 | 151,143 | $3,485,433 | |
| SUSB | June 30, 2025 | 127,799 | $3,193,662 | |
| SUSB | Dec. 31, 2025 | 92,752 | $2,347,707 | |
| IAGG | June 30, 2025 | 18,713 | $935,441 | |
| IAGG | Dec. 31, 2025 | 18,243 | $934,560 | |
| JNK | June 30, 2025 | 8,194 | $780,890 | -3.8% |
| JNK | Dec. 31, 2025 | 6,846 | $671,114 | -3.7% |
| MUB | June 30, 2025 | 5,961 | $628,528 | |
| IUSB | Dec. 31, 2025 | 12,532 | $585,384 | |
| NEAR | June 30, 2025 | 10,781 | $548,410 | |
| GLD | June 30, 2026 | 1,167 | $502,148 | |
| MUB | Dec. 31, 2025 | 4,571 | $486,781 | |
| NEAR | Dec. 31, 2025 | 8,322 | $426,651 | |
| IUSB | June 30, 2025 | 8,156 | $375,839 | |
| NYF | June 30, 2025 | 6,435 | $338,802 | -2.9% |
| BSV | June 30, 2025 | 4,324 | $338,473 | |
| BSV | Dec. 31, 2025 | 4,216 | $332,663 | |
| NYF | Dec. 31, 2025 | 5,364 | $286,174 | -5.4% |
| COST | Sept. 30, 2025 | 234 | $229,534 | -0.5% |
| IVE | March 31, 2026 | 1,072 | $227,339 | |
| DYNF | March 31, 2026 | 3,622 | $220,254 | |
| PEP | June 30, 2026 | 1,348 | $209,331 | -7.0% |
| BRK-B | June 30, 2025 | 386 | $205,576 | No longer tracked |
| SDY | June 30, 2026 | 1,407 | $205,318 | |
| BRK-B | March 31, 2026 | 402 | $202,065 | No longer tracked |