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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 7 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PAVE GLOBAL X FDS 10,370.0 $611K 0.21% +561.0 +5.7% $58.92 -6.4%
122 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,079.0 $610K 0.21% -22.0 -1.1% $293.18 +2.8%
123 MP MP MATERIALS CORP Basic Materials 10,506.0 $588K 0.20% -123.0 -1.2% $56.01 -2.6%
124 VCIT VANGUARD SCOTTSDALE FDS 7,082.0 $585K 0.20% +1K +20.3% $82.65 -2.6%
125 PFXF VANECK ETF TRUST 32,253.0 $575K 0.20% +10K +47.7% $17.84 +0.4%
126 TDG TRANSDIGM GROUP INC Industrials 431.0 $574K 0.20% $1332.04 -12.8%
127 ABT ABBOTT LABORATORIES Healthcare 6,098.0 $553K 0.19% -7K -54.6% $90.74 +19.4%
128 EATON VANCE TAX-MANAGED BUY- 34,880.0 $519K 0.18% $14.88
129 IEF ISHARES TR 5,385.0 $509K 0.18% -94K -94.6% $94.57 -2.5%
130 FPE FIRST TR EXCH TRADED FD III 27,270.0 $488K 0.17% +12K +78.2% $17.88 -1.3%
131 IBM INTERNATIONAL BUSINESS MACHS Technology 1,690.0 $475K 0.17% $281.21 -16.5%
132 RSP INVESCO EXCHANGE TRADED FD T 2,074.0 $441K 0.15% +377.0 +22.2% $212.77 +2.9%
133 XLK SELECT SECTOR SPDR TR 2,009.0 $383K 0.13% -179.0 -8.2% $190.52 -1.7%
134 VHT VANGUARD WORLD FD 1,233.0 $369K 0.13% -551.0 -30.9% $299.01 +7.6%
135 AMLP ALPS ETF TR 6,829.0 $354K 0.12% -113.0 -1.6% $51.85 +7.5%
136 SCHH SCHWAB STRATEGIC TR 14,899.0 $353K 0.12% -5K -24.1% $23.68 -1.0%
137 IGF ISHARES TR 4,740.0 $316K 0.11% NEW $66.60 -2.3%
138 INTC INTEL CORP Technology 2,230.0 $311K 0.11% NEW $139.63 -31.4%
139 PFF ISHARES TR 9,325.0 $284K 0.10% -111.0 -1.2% $30.49 -0.4%
140 GOVT ISHARES TR 11,204.0 $255K 0.09% -82K -88.0% $22.78 -1.9%
Page 7 of 8  ·  147 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%