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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 Chg Shares Chg % Period Price ① Since Period ①
1 INTC INTEL CORP Technology 4,203.0 $587K 0.08% NEW $139.63 -34.6%
2 DASH DOORDASH INC Communication Services 1,499.0 $277K 0.04% NEW $184.53 +19.1%
3 GLW CORNING INC Technology 1,057.0 $270K 0.04% NEW $255.43 -40.2%
4 SNOW SNOWFLAKE INC Technology 1,024.0 $261K 0.04% NEW $254.50 +24.5%
5 EEM ISHARES TR 3,396.0 $232K 0.03% NEW $68.41 -1.7%
6 FORTINET INC 1,463.0 $225K 0.03% NEW $153.62
7 GSBD GOLDMAN SACHS BDC INC Financial Services 11,713.0 $111K 0.01% NEW $9.48 +4.0%

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%