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Portfolio (Quarterly) Guide ↗

Stablepoint Partners, LLC

· CIK 0002011237
13F Portfolio $641M AUM 245 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 245 New
Page 10 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WAB WABTEC Industrials 2,230.0 $476K 0.07% NEW $213.45 +26.2%
182 BAC BANK AMERICA CORP Financial Services 8,384.0 $461K 0.07% NEW $55.00 -9.5%
183 MO ALTRIA GROUP INC Consumer Defensive 7,886.0 $455K 0.07% NEW $57.66 +25.6%
184 GLD SPDR GOLD TR Financial Services 1,125.0 $446K 0.07% NEW $396.31 +7.8%
185 MPLX MPLX LP Energy 8,283.0 $442K 0.07% NEW $53.37 +4.1%
186 NBTB NBT BANCORP INC Financial Services 10,582.0 $439K 0.07% NEW $41.52 +6.9%
187 XPO XPO INC Industrials 3,208.0 $436K 0.07% NEW $135.91 +51.2%
188 EQIN COLUMBIA ETF TR I 8,876.0 $422K 0.07% NEW $47.49 +4.7%
189 ARKK ARK ETF TR 5,379.0 $414K 0.07% NEW $76.92 -2.6%
190 TXN TEXAS INSTRS INC Technology 2,376.0 $412K 0.06% NEW $173.49 +76.6%
191 HSY HERSHEY CO Consumer Defensive 2,251.0 $410K 0.06% NEW $181.98 +4.6%
192 JEPI J P MORGAN EXCHANGE TRADED F 7,134.0 $408K 0.06% NEW $57.24 -2.4%
193 MUB ISHARES TR 3,782.0 $405K 0.06% NEW $107.10 -0.9%
194 HYMB SPDR SERIES TRUST 16,226.0 $405K 0.06% NEW $24.94 -0.4%
195 IVV ISHARES TR 589.0 $403K 0.06% NEW $684.94 +8.4%
196 HON HONEYWELL INTL INC Industrials 2,026.0 $395K 0.06% NEW $195.09 +11.6%
197 TFI SPDR SERIES TRUST 8,617.0 $394K 0.06% NEW $45.71 -1.2%
198 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 10,604.0 $392K 0.06% NEW $37.00 -11.8%
199 VTV VANGUARD INDEX FDS 2,046.0 $391K 0.06% NEW $190.99 +8.2%
200 PAA PLAINS ALL AMERN PIPELINE L Energy 21,110.0 $379K 0.06% NEW $17.96 +25.2%
Page 10 of 13  ·  245 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 21.3%
Financial Services 18.1%
Healthcare 15.4%
Consumer Defensive 8.1%
Communication Services 7.9%
Consumer Cyclical 7.5%
Utilities 6.8%
Energy 6.1%
Industrials 5.2%
Basic Materials 2.3%