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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 13 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 IJH ISHARES TR 3,341.0 $258K 0.04% $77.11 -0.4%
242 RYLD GLOBAL X FDS 15,518.0 $248K 0.03% +404.0 +2.7% $15.99 +2.8%
243 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,170.0 $244K 0.03% -1K -16.1% $34.00 +8.5%
244 EMR EMERSON ELEC CO Industrials 1,701.0 $243K 0.03% -95.0 -5.3% $143.15 +9.8%
245 LIN LINDE PLC Basic Materials 468.0 $243K 0.03% -150.0 -24.3% $518.94 -6.0%
246 SCHO SCHWAB STRATEGIC TR 10,059.0 $243K 0.03% $24.14 -0.2%
247 CSX CSX CORP Industrials 4,968.0 $236K 0.03% $47.53 +8.5%
248 EEM ISHARES TR 3,396.0 $232K 0.03% NEW $68.41 -1.9%
249 MUNI PIMCO ETF TR 4,400.0 $231K 0.03% +90.0 +2.1% $52.60 -1.7%
250 FORTINET INC 1,463.0 $225K 0.03% NEW $153.62
251 OKE ONEOK INC NEW Energy 2,507.0 $218K 0.03% $86.94 +7.3%
252 ARCC ARES CAPITAL CORP Financial Services 11,431.0 $212K 0.03% $18.53 +7.5%
253 IEP ICAHN ENTERPRISES LP Industrials 29,091.0 $210K 0.03% +2K +7.6% $7.21 -5.8%
254 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 3,822.0 $201K 0.03% -46.0 -1.2% $52.65 +28.3%
255 PUTNAM ETF TRUST 19,229.0 $175K 0.02% $9.13
256 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 11,262.0 $173K 0.02% -776.0 -6.5% $15.35 +11.0%
257 F FORD MTR CO Consumer Cyclical 12,175.0 $169K 0.02% -695.0 -5.4% $13.90 +3.7%
258 FIRST TR HIGH YIELD OPPRT 20 11,239.0 $154K 0.02% $13.70
259 GSBD GOLDMAN SACHS BDC INC Financial Services 11,713.0 $111K 0.01% NEW $9.48 +3.8%
260 JBLU JETBLUE AIRWAYS CORP Industrials 15,000.0 $86K 0.01% $5.73 -14.7%
Page 13 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%