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Portfolio (Quarterly) Guide ↗

Stablepoint Partners, LLC

· CIK 0002011237
13F Portfolio $723M AUM 260 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 101 Added 70 Reduced 7 Exited
Page 1 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMGN AMGEN INC Healthcare 31,144.0 $11.3M 1.56% +176.0 +0.6% $362.12 +19.8%
2 SRLN SSGA ACTIVE ETF TR 269,885.0 $10.9M 1.50% +3K +1.1% $40.29 +0.6%
3 PFF ISHARES TR 346,842.0 $10.6M 1.46% +7K +2.1% $30.49 -0.1%
4 IAU ISHARES GOLD TR Financial Services 120,038.0 $9.1M 1.25% +2K +1.9% $75.51 +12.7%
5 ULST SSGA ACTIVE ETF TR 220,840.0 $8.9M 1.24% +5K +2.4% $40.42 -0.1%
6 VWOB VANGUARD WHITEHALL FDS 132,146.0 $8.9M 1.23% +5K +3.8% $67.24 -2.0%
7 TOTL SSGA ACTIVE ETF TR 219,753.0 $8.7M 1.20% +8K +3.9% $39.47 -1.6%
8 MRK MERCK & CO INC Healthcare 67,206.0 $8.6M 1.20% +537.0 +0.8% $128.50 +16.1%
9 JNJ JOHNSON & JOHNSON Healthcare 29,950.0 $7.6M 1.05% +193.0 +0.7% $253.97 +5.3%
10 CVX CHEVRON CORPORATION Energy 45,046.0 $7.5M 1.03% +364.0 +0.8% $165.76 +24.1%
11 WMT WALMART INC Consumer Defensive 63,964.0 $7.2M 1.00% +529.0 +0.8% $113.26 -8.3%
12 BSJT INVESCO EXCH TRD SLF IDX FD 340,722.0 $7.2M 1.00% +22K +6.8% $21.13 +0.3%
13 LMT LOCKHEED MARTIN CORP Industrials 13,993.0 $7.1M 0.99% +155.0 +1.1% $509.48 +12.2%
14 COF CAPITAL ONE FINL CORP Financial Services 33,451.0 $6.7M 0.93% +454.0 +1.4% $200.62 +5.9%
15 VZ VERIZON COMMUNICATIONS INC Communication Services 155,789.0 $6.6M 0.91% +2K +1.1% $42.34 +16.2%
16 PEP PEPSICO INC Consumer Defensive 48,466.0 $6.6M 0.91% +242.0 +0.5% $135.40 +4.9%
17 D DOMINION ENERGY INC Utilities 95,706.0 $6.5M 0.90% +1K +1.3% $68.29 -1.2%
18 FE FIRSTENERGY CORP Utilities 135,507.0 $6.4M 0.89% +2K +1.4% $47.54 -0.8%
19 MCD MCDONALDS CORP Consumer Cyclical 23,041.0 $6.2M 0.86% +389.0 +1.7% $270.31 -0.4%
20 UNILEVER PLC 97,951.0 $5.9M 0.81% +722.0 +0.7% $60.12
Page 1 of 6  ·  101 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 21.5%
Financial Services 16.3%
Healthcare 14.9%
Consumer Cyclical 8.2%
Consumer Defensive 7.8%
Utilities 7.4%
Energy 7.2%
Communication Services 7.0%
Industrials 5.7%
Real Estate 2.2%