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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 10 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WM WASTE MGMT INC DEL Industrials 2,399.0 $551K 0.08% -99.0 -4.0% $229.74 -4.8%
182 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 857.0 $529K 0.08% -57.0 -6.2% $616.97 +6.9%
183 MO ALTRIA GROUP INC Consumer Defensive 7,802.0 $515K 0.08% -84.0 -1.1% $65.99 +9.7%
184 TXN TEXAS INSTRS INC Technology 2,592.0 $503K 0.07% +216.0 +9.1% $194.14 +57.8%
185 TDG TRANSDIGM GROUP INC Industrials 425.0 $493K 0.07% $1158.96 +1.7%
186 NBTB NBT BANCORP INC Financial Services 11,229.0 $478K 0.07% +647.0 +6.1% $42.58 +4.2%
187 JEPI J P MORGAN EXCHANGE TRADED F 8,380.0 $475K 0.07% +1K +17.5% $56.68 -1.4%
188 IVV ISHARES TR 724.0 $473K 0.07% +135.0 +22.9% $653.21 +13.7%
189 MPLX MPLX LP Energy 8,283.0 $473K 0.07% $57.07 -2.6%
190 PAA PLAINS ALL AMERN PIPELINE L Energy 21,110.0 $471K 0.07% $22.33 +0.7%
191 EQIN COLUMBIA ETF TR I 9,548.0 $469K 0.07% +672.0 +7.6% $49.15 +1.1%
192 HSY HERSHEY CO Consumer Defensive 2,251.0 $468K 0.07% $207.89 -8.5%
193 BAC BANK AMERICA CORP Financial Services 9,348.0 $456K 0.07% +964.0 +11.5% $48.75 +2.1%
194 SYK STRYKER CORPORATION Healthcare 1,383.0 $454K 0.07% $328.59 -7.0%
195 TGT TARGET CORP Consumer Defensive 3,688.0 $447K 0.07% -10K -72.4% $121.20 +1.6%
196 GM GENERAL MTRS CO Consumer Cyclical 5,933.0 $442K 0.07% $74.50 +4.4%
197 VTI VANGUARD INDEX FDS 1,375.0 $441K 0.07% -125.0 -8.3% $320.81 +13.1%
198 HYMB SPDR SERIES TRUST 17,554.0 $435K 0.07% +1K +8.2% $24.80 +0.2%
199 HON HONEYWELL INTL INC Industrials 1,892.0 $428K 0.06% -134.0 -6.6% $225.99 -3.7%
200 DG DOLLAR GEN CORP Consumer Defensive 3,585.0 $426K 0.06% -10K -73.8% $118.72 -11.5%
Page 10 of 13  ·  260 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%