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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NOC NORTHROP GRUMMAN CORP Industrials 384.0 $262K 0.04% -5.0 -1.3% $682.24 -20.5%
82 CIBR FIRST TR EXCHANGE-TRADED FD 4,121.0 $258K 0.04% -140.0 -3.3% $62.68 +26.7%
83 EWJ ISHARES INC 2,978.0 $251K 0.04% -29.0 -1.0% $84.44 +7.8%
84 KBA KRANESHARES TRUST 7,988.0 $242K 0.04% -93.0 -1.1% $30.26 +11.1%
85 EMR EMERSON ELEC CO Industrials 1,796.0 $235K 0.04% -295.0 -14.1% $131.02 +1.0%
86 IJR ISHARES TR 1,848.0 $230K 0.03% -83.0 -4.3% $124.31 +8.0%
87 IWY ISHARES TR 900.0 $224K 0.03% -200.0 -18.2% $248.84 +17.3%
88 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 12,038.0 $173K 0.03% -524.0 -4.2% $14.36 -4.2%
89 FIRST TR HIGH YIELD OPPRT 20 11,239.0 $152K 0.02% -370.0 -3.2% $13.53
Page 5 of 5  ·  89 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%