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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 11 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HYMB SPDR SERIES TRUST 17,327.0 $441K 0.06% -227.0 -1.3% $25.44 -2.5%
202 SYK STRYKER CORPORATION Healthcare 1,399.0 $440K 0.06% +16.0 +1.2% $314.84 +4.6%
203 VTV VANGUARD INDEX FDS 2,005.0 $437K 0.06% $217.93 +3.9%
204 SPMD SPDR SERIES TRUST 6,409.0 $433K 0.06% $67.56 -0.4%
205 TFI SPDR SERIES TRUST 9,301.0 $426K 0.06% $45.80 -2.0%
206 MUB ISHARES TR 3,905.0 $420K 0.06% -96.0 -2.4% $107.62 -2.1%
207 NMT NUVEEN MASS QUALITY MUN INC Financial Services 32,000.0 $416K 0.06% $12.99 -3.9%
208 DG DOLLAR GEN CORP Consumer Defensive 3,585.0 $413K 0.06% $115.10 +7.2%
209 HESM HESS MIDSTREAM LP Energy 10,925.0 $411K 0.06% +410.0 +3.9% $37.60 +4.1%
210 HSY HERSHEY CO Consumer Defensive 2,251.0 $395K 0.06% $175.45 +6.3%
211 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 12,832.0 $385K 0.05% +710.0 +5.9% $30.03 +1.5%
212 CIBR FIRST TR EXCHANGE-TRADED FD 4,271.0 $384K 0.05% +150.0 +3.6% $89.85 +5.6%
213 STT STATE STR CORP Financial Services 2,092.0 $355K 0.05% $169.60 +10.3%
214 ASML ASML HLDG NV Technology 178.0 $354K 0.05% -56.0 -23.9% $1989.44 -11.3%
215 PGR PROGRESSIVE CORP Financial Services 1,612.0 $352K 0.05% $218.45 +0.4%
216 DIS DISNEY WALT CO Communication Services 3,593.0 $346K 0.05% +147.0 +4.3% $96.25 +12.0%
217 IWM ISHARES TR 1,140.0 $343K 0.05% $300.45 -0.2%
218 GE GE AEROSPACE Industrials 895.0 $334K 0.05% -241.0 -21.2% $373.73 -6.8%
219 ROST ROSS STORES INC Consumer Cyclical 1,560.0 $332K 0.05% $212.85 +12.3%
220 EFAV ISHARES TR 3,528.0 $309K 0.04% -467.0 -11.7% $87.71 +7.9%
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 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%