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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 4 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FXL FIRST TR EXCHANGE-TRADED FD 7,309.0 $1.6M 0.22% +206.0 +2.9% $217.22 -1.6%
62 IBM INTERNATIONAL BUSINESS MACHS Technology 5,231.0 $1.5M 0.20% +30.0 +0.6% $281.21 -16.9%
63 VWO VANGUARD INTL EQUITY INDEX F 23,184.0 $1.4M 0.19% +2K +11.3% $59.69 +0.6%
64 BBY BEST BUY INC Consumer Cyclical 17,568.0 $1.3M 0.18% +194.0 +1.1% $75.88 +13.0%
65 FBT FIRST TR EXCHANGE-TRADED FD 5,139.0 $1.3M 0.18% +210.0 +4.3% $247.89 +8.1%
66 NVO NOVO-NORDISK A S Healthcare 25,914.0 $1.2M 0.17% +664.0 +2.6% $47.94 -3.8%
67 SAP SAP SE Technology 7,847.0 $1.2M 0.17% +145.0 +1.9% $154.10 +40.9%
68 EPD ENTERPRISE PRODS PARTNERS L Energy 32,265.0 $1.2M 0.16% +367.0 +1.1% $36.76 +4.5%
69 HOOD ROBINHOOD MKTS INC Financial Services 11,671.0 $1.2M 0.16% +656.0 +6.0% $100.28 -5.2%
70 SCHW SCHWAB CHARLES CORP Financial Services 12,611.0 $1.2M 0.16% +163.0 +1.3% $92.27 +19.0%
71 CGDV CAPITAL GROUP DIVIDEND VALUE 23,413.0 $1.2M 0.16% +951.0 +4.2% $49.28 +1.3%
72 BOOT BOOT BARN HLDGS INC Consumer Cyclical 6,832.0 $1.1M 0.15% +67.0 +1.0% $164.27 -2.5%
73 CWB SPDR SERIES TRUST 10,072.0 $1.1M 0.15% +721.0 +7.7% $107.82 -3.9%
74 NDAQ NASDAQ INC Financial Services 12,229.0 $964K 0.13% +420.0 +3.6% $78.82 +23.8%
75 VNQ VANGUARD INDEX FDS 9,120.0 $879K 0.12% +383.0 +4.4% $96.43 +2.2%
76 VCIT VANGUARD SCOTTSDALE FDS 10,321.0 $853K 0.12% +876.0 +9.3% $82.65 -1.9%
77 IWD ISHARES TR 3,233.0 $784K 0.11% +577.0 +21.7% $242.40 +5.7%
78 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,059.0 $745K 0.10% +202.0 +23.6% $703.57 -1.0%
79 EQIN COLUMBIA ETF TR I 11,712.0 $601K 0.08% +2K +22.7% $51.30 +5.5%
80 GLD SPDR GOLD TR Financial Services 1,563.0 $576K 0.08% +25.0 +1.6% $368.38 +12.7%
Page 4 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%