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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
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 895.0 $334K 0.05% -241.0 -21.2% $373.73 -7.8%
62 EFAV ISHARES TR 3,528.0 $309K 0.04% -467.0 -11.7% $87.71 +7.1%
63 DHR DANAHER CORP DEL Healthcare 1,561.0 $297K 0.04% -71.0 -4.3% $190.51 +13.3%
64 SPGI S&P GLOBAL INC Financial Services 644.0 $262K 0.04% -12.0 -1.8% $407.26 +6.1%
65 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,170.0 $244K 0.03% -1K -16.1% $34.00 +3.8%
66 EMR EMERSON ELEC CO Industrials 1,701.0 $243K 0.03% -95.0 -5.3% $143.15 +8.1%
67 LIN LINDE PLC Basic Materials 468.0 $243K 0.03% -150.0 -24.3% $518.94 -7.3%
68 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,822.0 $201K 0.03% -46.0 -1.2% $52.65 +29.4%
69 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 11,262.0 $173K 0.02% -776.0 -6.5% $15.35 +10.6%
70 F FORD MTR CO Consumer Cyclical 12,175.0 $169K 0.02% -695.0 -5.4% $13.90 +0.6%
Page 4 of 4  ·  70 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 21.5%
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%