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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 10 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 INGERSOLL RAND INC 7,083.0 $581K 0.08% $81.99
182 GLD SPDR GOLD TR Financial Services 1,563.0 $576K 0.08% +25.0 +1.6% $368.38 +14.9%
183 TDG TRANSDIGM GROUP INC Industrials 425.0 $566K 0.08% $1332.04 -9.9%
184 MO ALTRIA GROUP INC Consumer Defensive 7,802.0 $561K 0.08% $71.95 -8.1%
185 NBTB NBT BANCORP INC Financial Services 11,119.0 $549K 0.08% -110.0 -1.0% $49.37 +5.5%
186 IVV ISHARES TR 724.0 $542K 0.07% $748.89 +2.7%
187 WM WASTE MGMT INC DEL Industrials 2,422.0 $540K 0.07% +23.0 +1.0% $222.88 +0.5%
188 BAC BANK OF AMER CORP Financial Services 9,454.0 $539K 0.07% +106.0 +1.1% $56.98 +8.3%
189 C CITIGROUP INC Financial Services 3,840.0 $537K 0.07% +140.0 +3.8% $139.96 -5.9%
190 VTI VANGUARD INDEX FDS 1,392.0 $515K 0.07% +17.0 +1.2% $370.04 +2.2%
191 XPO XPO INC Industrials 2,435.0 $500K 0.07% -662.0 -21.4% $205.29 -3.7%
192 ARKK ARK ETF TR 6,072.0 $491K 0.07% $80.82 +6.7%
193 YUM YUM BRANDS INC Consumer Cyclical 3,019.0 $483K 0.07% -1K -27.8% $159.86 -4.3%
194 TGT TARGET CORP Consumer Defensive 3,688.0 $482K 0.07% $130.59 +26.7%
195 MPLX MPLX LP Energy 8,534.0 $481K 0.07% +251.0 +3.0% $56.33 +3.7%
196 BK BANK OF NY MELLON CORP Financial Services 3,298.0 $477K 0.07% +175.0 +5.6% $144.61 -1.9%
197 PAA PLAINS ALL AMERN PIPELINE L Energy 21,110.0 $470K 0.07% $22.26 +10.6%
198 GM GENERAL MTRS CO Consumer Cyclical 5,933.0 $457K 0.06% $77.08 +14.1%
199 JEPI J P MORGAN EXCHANGE TRADED F 8,092.0 $457K 0.06% -288.0 -3.4% $56.48 +2.5%
200 LRCX LAM RESEARCH CORP Technology 1,022.0 $443K 0.06% -11.0 -1.1% $433.33 -27.5%
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 21.8%
Financial Services 16.3%
Healthcare 15.1%
Consumer Cyclical 8.3%
Consumer Defensive 7.9%
Utilities 7.5%
Energy 7.0%
Communication Services 6.5%
Industrials 5.8%
Real Estate 2.2%