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Portfolio (Quarterly) Guide ↗

Stablepoint Partners, LLC

· CIK 0002011237
13F Portfolio $641M AUM 245 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 245 New
Page 3 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NVDA NVIDIA CORPORATION Technology 29,008.0 $5.4M 0.84% NEW $186.50 +26.4%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 130,583.0 $5.3M 0.83% NEW $40.73 +15.5%
43 FITB FIFTH THIRD BANCORP Financial Services 110,541.0 $5.2M 0.81% NEW $46.81 +1.9%
44 ABBV ABBVIE INC Healthcare 22,524.0 $5.1M 0.80% NEW $228.49 -7.9%
45 D DOMINION ENERGY INC Utilities 86,522.0 $5.1M 0.79% NEW $58.59 +7.5%
46 EIX EDISON INTL Utilities 83,425.0 $5.0M 0.78% NEW $60.02 +17.8%
47 IEF ISHARES TR 51,992.0 $5.0M 0.78% NEW $96.16 -2.8%
48 DUK DUKE ENERGY CORP NEW Utilities 41,075.0 $4.8M 0.75% NEW $117.21 +6.1%
49 CCI CROWN CASTLE INC Real Estate 53,791.0 $4.8M 0.75% NEW $88.87 -2.5%
50 MET METLIFE INC Financial Services 60,001.0 $4.7M 0.74% NEW $78.94 +0.3%
51 SDY SPDR SERIES TRUST 33,006.0 $4.6M 0.72% NEW $139.16 +5.0%
52 VIG VANGUARD SPECIALIZED FUNDS 20,547.0 $4.5M 0.70% NEW $219.78 +4.4%
53 BSJQ INVESCO EXCH TRD SLF IDX FD 180,256.0 $4.2M 0.66% NEW $23.34 -0.6%
54 TJX TJX COS INC NEW Consumer Cyclical 26,979.0 $4.1M 0.65% NEW $153.61 -4.1%
55 PFE PFIZER INC Healthcare 165,928.0 $4.1M 0.65% NEW $24.90 +3.4%
56 TSLA TESLA INC Consumer Cyclical 9,030.0 $4.1M 0.63% NEW $449.72 -1.4%
57 VWOB VANGUARD WHITEHALL FDS 58,693.0 $4.0M 0.62% NEW $67.43 -1.9%
58 TMUS T-MOBILE US INC Communication Services 18,850.0 $3.8M 0.60% NEW $203.04 -7.3%
59 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 12,144.0 $3.7M 0.58% NEW $303.88 +37.5%
60 LLY ELI LILLY & CO Healthcare 3,320.0 $3.6M 0.56% NEW $1074.72 -6.3%
Page 3 of 13  ·  245 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 21.3%
Financial Services 18.1%
Healthcare 15.4%
Consumer Defensive 8.1%
Communication Services 7.9%
Consumer Cyclical 7.5%
Utilities 6.8%
Energy 6.1%
Industrials 5.2%
Basic Materials 2.3%