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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MP MP MATERIALS CORP Basic Materials 10,506.0 $588K 0.20% -123.0 -1.2% $56.01 -2.7%
62 ABT ABBOTT LABORATORIES Healthcare 6,098.0 $553K 0.19% -7K -54.6% $90.74 +20.3%
63 IEF ISHARES TR 5,385.0 $509K 0.18% -94K -94.6% $94.57 -2.4%
64 XLK SELECT SECTOR SPDR TR 2,009.0 $383K 0.13% -179.0 -8.2% $190.52 -1.9%
65 VHT VANGUARD WORLD FD 1,233.0 $369K 0.13% -551.0 -30.9% $299.01 +7.6%
66 AMLP ALPS ETF TR 6,829.0 $354K 0.12% -113.0 -1.6% $51.85 +6.9%
67 SCHH SCHWAB STRATEGIC TR 14,899.0 $353K 0.12% -5K -24.1% $23.68 -0.1%
68 PFF ISHARES TR 9,325.0 $284K 0.10% -111.0 -1.2% $30.49 -0.4%
69 GOVT ISHARES TR 11,204.0 $255K 0.09% -82K -88.0% $22.78 -1.8%
70 T AT&T INC Communication Services 10,864.0 $225K 0.08% -1K -8.5% $20.70 +25.7%
71 WM WASTE MGMT INC DEL Industrials 983.0 $219K 0.08% -31.0 -3.1% $222.88 -1.5%
Page 4 of 4  ·  71 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%