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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 12 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 12,211.0 $276K 0.04% NEW $22.61 +23.3%
222 BDX BECTON DICKINSON & CO Healthcare 1,380.0 $268K 0.04% NEW $194.07 -26.1%
223 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,029.0 $265K 0.04% NEW $257.23 -16.6%
224 DWX SPDR INDEX SHS FDS 5,952.0 $262K 0.04% NEW $43.94 +5.9%
225 KBA KRANESHARES TRUST 8,081.0 $250K 0.04% NEW $30.90 +8.7%
226 ASML ASML HOLDING N V Technology 231.0 $247K 0.04% NEW $1069.86 +40.4%
227 EWJ ISHARES INC 3,007.0 $243K 0.04% NEW $80.74 +12.8%
228 ACN ACCENTURE PLC IRELAND Technology 868.0 $233K 0.04% NEW $268.30 -37.1%
229 IJR ISHARES TR 1,931.0 $232K 0.04% NEW $120.18 +11.4%
230 RYLD GLOBAL X FDS 15,114.0 $231K 0.04% NEW $15.30 +1.6%
231 ARCC ARES CAPITAL CORP Financial Services 11,396.0 $231K 0.04% NEW $20.23 -6.6%
232 NOC NORTHROP GRUMMAN CORP Industrials 389.0 $222K 0.04% NEW $570.33 -3.8%
233 KKR KKR & CO INC Financial Services 1,738.0 $222K 0.04% NEW $127.48 -21.9%
234 GRID FIRST TR EXCHANGE TRADED FD 1,441.0 $221K 0.03% NEW $153.02 +25.3%
235 IJH ISHARES TR 3,172.0 $209K 0.03% NEW $66.00 +9.4%
236 FIXD FIRST TR EXCHNG TRADED FD VI 4,715.0 $209K 0.03% NEW $44.32 -2.4%
237 MUNI PIMCO ETF TR 3,934.0 $206K 0.03% NEW $52.41 -0.7%
238 IEP ICAHN ENTERPRISES LP Industrials 27,032.0 $204K 0.03% NEW $7.55 +7.4%
239 PYPL PAYPAL HLDGS INC Financial Services 3,462.0 $202K 0.03% NEW $58.38 -22.9%
240 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 12,562.0 $189K 0.03% NEW $15.05 -8.0%
Page 12 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%