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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 13 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FIRST TR HIGH YIELD OPPRT 20 11,609.0 $163K 0.03% NEW $14.07
242 F FORD MTR CO Consumer Cyclical 12,370.0 $162K 0.03% NEW $13.12 +10.4%
243 WULF TERAWULF INC Financial Services 10,000.0 $115K 0.02% NEW $11.49 +110.4%
244 MPT MEDICAL PPTYS TRUST INC Financial Services 10,192.0 $51K 0.01% NEW $5.00 +3.6%
245 JBLU JETBLUE AWYS CORP Industrials 11,000.0 $50K 0.01% NEW $4.55 +7.3%
Page 13 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%