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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 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ULST SSGA ACTIVE ETF TR 215,734.0 $8.7M 1.30% NEW $40.50 -0.3%
2 TOTL SSGA ACTIVE ETF TR 211,583.0 $8.4M 1.25% NEW $39.73 -1.4%
3 BSJT INVESCO EXCH TRD SLF IDX FD 319,190.0 $6.7M 1.00% NEW $21.04 +0.6%
4 KTB KONTOOR BRANDS INC Consumer Cyclical 67,577.0 $4.7M 0.71% NEW $70.29 -9.4%
5 UPS UNITED PARCEL SVCS INC Industrials 40,979.0 $4.0M 0.60% NEW $98.38 +0.0%
6 PSA PUBLIC STORAGE OPER CO Real Estate 14,588.0 $4.0M 0.59% NEW $270.88 +11.9%
7 AZN ASTRAZENECA PLC Healthcare 10,742.0 $2.1M 0.32% NEW $197.22 -7.9%
8 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,801.0 $1.8M 0.27% NEW $474.56 -18.1%
9 GEV GE VERNOVA INC Utilities 1,940.0 $1.7M 0.25% NEW $872.79 +24.9%
10 DKS DICKS SPORTING GOODS INC Consumer Cyclical 7,916.0 $1.6M 0.23% NEW $198.29 +11.7%
11 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 20,154.0 $1.5M 0.23% NEW $76.16 +14.0%
12 EHC ENCOMPASS HEALTH CORP Healthcare 11,662.0 $1.1M 0.17% NEW $96.73 +10.9%
13 BOOT BOOT BARN HLDGS INC Consumer Cyclical 6,765.0 $990K 0.15% NEW $146.36 -1.7%
14 HOOD ROBINHOOD MKTS INC Financial Services 11,015.0 $763K 0.11% NEW $69.30 +16.5%
15 BSJR INVESCO EXCH TRD SLF IDX FD 29,618.0 $662K 0.10% NEW $22.36 +0.3%
16 MIDCAP FINANCIAL INVSTMNT CO 34,475.0 $387K 0.06% NEW $11.24
17 IEI ISHARES TR 2,589.0 $307K 0.05% NEW $118.60 -1.4%
18 LIN LINDE PLC Basic Materials 618.0 $306K 0.05% NEW $495.76 +3.2%
19 STIP ISHARES TR 2,600.0 $269K 0.04% NEW $103.43 +0.1%
20 TFLO ISHARES TR 5,308.0 $269K 0.04% NEW $50.63 -0.1%
Page 1 of 2  ·  29 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%