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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 11 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MUB ISHARES TR 4,001.0 $425K 0.06% +219.0 +5.8% $106.15 -0.0%
202 TFI SPDR SERIES TRUST 9,268.0 $420K 0.06% +651.0 +7.5% $45.34 -0.4%
203 C CITIGROUP INC Financial Services 3,700.0 $420K 0.06% -500.0 -11.9% $113.41 +8.8%
204 ARKK ARK ETF TR 6,072.0 $410K 0.06% +693.0 +12.9% $67.59 +10.8%
205 HESM HESS MIDSTREAM LP Energy 10,515.0 $409K 0.06% $38.87 +0.9%
206 VTV VANGUARD INDEX FDS 2,010.0 $394K 0.06% -36.0 -1.8% $196.20 +5.3%
207 NMT NUVEEN MASS QUALITY MUN INC Financial Services 32,000.0 $394K 0.06% $12.31 +4.8%
208 MIDCAP FINANCIAL INVSTMNT CO 34,475.0 $387K 0.06% NEW $11.24
209 SPMD SPDR SERIES TRUST 6,424.0 $380K 0.06% -62.0 -1.0% $59.22 +6.9%
210 BK BANK NEW YORK MELLON CORP Financial Services 3,123.0 $370K 0.06% -25.0 -0.8% $118.63 +13.8%
211 EFAV ISHARES TR 3,995.0 $365K 0.05% -83.0 -2.0% $91.37 -1.2%
212 ROST ROSS STORES INC Consumer Cyclical 1,560.0 $338K 0.05% $216.63 -1.6%
213 DIS DISNEY WALT CO Communication Services 3,446.0 $332K 0.05% -3K -49.7% $96.38 +9.4%
214 GE GE AEROSPACE Industrials 1,136.0 $322K 0.05% -41.0 -3.5% $283.77 +2.7%
215 PGR PROGRESSIVE CORP Financial Services 1,620.0 $321K 0.05% +22.0 +1.4% $198.24 -1.2%
216 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,868.0 $312K 0.05% -60K -93.9% $80.57 -9.1%
217 BKNG BOOKING HOLDINGS INC Consumer Cyclical 74.0 $312K 0.05% -19.0 -20.4% $4210.32 -96.3%
218 DHR DANAHER CORP DEL Healthcare 1,632.0 $309K 0.05% +87.0 +5.6% $189.60 -13.2%
219 ASML ASML HLDG NV Technology 234.0 $309K 0.05% +3.0 +1.3% $1320.83 +13.7%
220 IEI ISHARES TR 2,589.0 $307K 0.05% NEW $118.60 -1.4%
Page 11 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%