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Portfolio (Quarterly) Guide ↗

STABLEFORD CAPITAL II LLC

· CIK 0001842089
13F Portfolio $289M AUM 147 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 47 Added 71 Reduced 16 Exited
Page 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ORCL ORACLE CORP Technology 4,454.0 $653K 0.23% +335.0 +8.1% $146.55 +7.5%
42 PAVE GLOBAL X FDS 10,370.0 $611K 0.21% +561.0 +5.7% $58.92 -6.6%
43 VCIT VANGUARD SCOTTSDALE FDS 7,082.0 $585K 0.20% +1K +20.3% $82.65 -2.5%
44 PFXF VANECK ETF TRUST 32,253.0 $575K 0.20% +10K +47.7% $17.84 +0.4%
45 FPE FIRST TR EXCH TRADED FD III 27,270.0 $488K 0.17% +12K +78.2% $17.88 -1.4%
46 RSP INVESCO EXCHANGE TRADED FD T 2,074.0 $441K 0.15% +377.0 +22.2% $212.77 +3.0%
47 VEA VANGUARD TAX-MANAGED FDS 3,522.0 $251K 0.09% +61.0 +1.8% $71.25 +3.3%
Page 3 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.9%
Financial Services 17.5%
Communication Services 11.5%
Healthcare 10.7%
Consumer Cyclical 9.4%
Industrials 6.8%
Energy 6.1%
Basic Materials 4.4%
Utilities 3.7%
Real Estate 3.2%