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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 1,892 $428K 0.06% SOLD
2 MIDCAP FINANCIAL INVSTMNT CO 34,475 $387K 0.06% SOLD
3 BKNG BOOKING HOLDINGS INC Consumer Cyclical 74 $312K 0.05% SOLD
4 NOC NORTHROP GRUMMAN CORP Industrials 384 $262K 0.04% SOLD
5 IWY ISHARES TR 900 $224K 0.03% SOLD
6 BDX BECTON DICKINSON & CO Healthcare 1,380 $217K 0.03% SOLD
7 WULF TERAWULF INC Financial Services 11,500 $166K 0.03% SOLD
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%