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Portfolio (Quarterly) Guide ↗

Stablepoint Partners, LLC

· CIK 0002011237
13F Portfolio $672.6B AUM 260 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 29 New 106 Added 89 Reduced 14 Exited
Page 2 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 D DOMINION ENERGY INC Utilities 94,516.0 $5.8M 0.87% +8K +9.2% $61.82 +10.2%
22 CCI CROWN CASTLE INC Real Estate 71,396.0 $5.8M 0.86% +18K +32.7% $81.31 +6.9%
23 PFE PFIZER INC Healthcare 198,246.0 $5.6M 0.83% +32K +19.5% $28.08 -10.2%
24 UNILEVER PLC 97,229.0 $5.5M 0.82% +5K +4.9% $56.97
25 QCOM QUALCOMM INC Technology 42,544.0 $5.5M 0.81% +5K +12.2% $128.78 +61.9%
26 MET METLIFE INC Financial Services 67,478.0 $4.8M 0.71% +7K +12.5% $70.72 +13.0%
27 TMUS T-MOBILE US INC Communication Services 22,317.0 $4.7M 0.70% +3K +18.4% $210.03 -10.9%
28 KMB KIMBERLY-CLARK CORP Consumer Defensive 44,705.0 $4.3M 0.64% +16K +56.9% $96.47 +0.4%
29 FV FIRST TR EXCHANGE TRADED FD 56,190.0 $3.4M 0.51% +3K +5.4% $60.44 +14.9%
30 NFLX NETFLIX INC. Communication Services 34,611.0 $3.3M 0.49% +6K +19.5% $96.15 -9.1%
31 DE DEERE & CO Industrials 5,753.0 $3.2M 0.48% +50.0 +0.9% $563.35 +0.0%
32 UBER UBER TECHNOLOGIES INC Technology 44,992.0 $3.2M 0.48% +2K +4.5% $71.93 +3.7%
33 MDLZ MONDELEZ INTL INC Consumer Defensive 52,834.0 $3.0M 0.45% +4K +8.4% $57.64 +5.8%
34 SBUX STARBUCKS CORP Consumer Cyclical 32,772.0 $2.9M 0.44% +2K +7.2% $89.59 +19.5%
35 QQQ INVESCO QQQ TR Financial Services 4,887.0 $2.8M 0.42% +459.0 +10.4% $577.21 +23.1%
36 SPSM SPDR SERIES TRUST 57,329.0 $2.8M 0.41% +4K +7.7% $48.32 +8.1%
37 IVW ISHARES TR 23,227.0 $2.6M 0.39% +1K +6.8% $113.11 +20.7%
38 VO VANGUARD INDEX FDS 8,740.0 $2.5M 0.37% +967.0 +12.4% $287.17 -73.4%
39 SPDW SPDR INDEX SHS FDS 49,722.0 $2.3M 0.34% +4K +8.6% $45.65 +8.5%
40 V VISA INC Financial Services 7,366.0 $2.2M 0.33% +554.0 +8.1% $302.25 +7.7%
Page 2 of 6  ·  106 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 16.8%
Financial Services 16.2%
Healthcare 15.4%
Consumer Cyclical 8.6%
Consumer Defensive 8.4%
Energy 8.3%
Communication Services 8.2%
Utilities 8.0%
Industrials 6.2%
Real Estate 2.3%