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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AGZ ISHARES TR 2,434.0 $267K 0.04% NEW $109.69 -0.9%
22 MBB ISHARES TR 2,810.0 $267K 0.04% NEW $94.96 -1.5%
23 TLH ISHARES TR 2,628.0 $265K 0.04% NEW $100.74 -2.9%
24 ETN EATON CORP PLC Industrials 709.0 $254K 0.04% NEW $357.67 +14.1%
25 SCHO SCHWAB STRATEGIC TR 10,059.0 $244K 0.04% NEW $24.27 -0.6%
26 OKE ONEOK INC NEW Energy 2,507.0 $227K 0.03% NEW $90.39 +0.7%
27 LRCX LAM RESEARCH CORP Technology 1,033.0 $221K 0.03% NEW $213.66 +40.0%
28 CSX CSX CORP Industrials 4,968.0 $204K 0.03% NEW $41.05 +11.9%
29 PUTNAM ETF TRUST 19,229.0 $172K 0.03% NEW $8.97
Page 2 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%