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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 3 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CCI CROWN CASTLE INC Real Estate 71,396.0 $5.8M 0.86% +18K +32.7% $81.31 +6.6%
42 TD TORONTO DOMINION BK ONT Financial Services 61,423.0 $5.7M 0.85% -7K -9.9% $93.31 +16.0%
43 PFE PFIZER INC Healthcare 198,246.0 $5.6M 0.83% +32K +19.5% $28.08 -8.3%
44 UNILEVER PLC 97,229.0 $5.5M 0.82% +5K +4.9% $56.97
45 META META PLATFORMS INC Communication Services 9,635.0 $5.5M 0.82% -412.0 -4.1% $572.14 +8.1%
46 QCOM QUALCOMM INC Technology 42,544.0 $5.5M 0.81% +5K +12.2% $128.78 +55.4%
47 NVDA NVIDIA CORPORATION Technology 29,015.0 $5.1M 0.75% $174.40 +35.2%
48 FITB FIFTH THIRD BANCORP Financial Services 108,395.0 $5.0M 0.75% -2K -1.9% $46.46 +2.7%
49 IEF ISHARES TR 51,953.0 $5.0M 0.74% $95.44 -2.0%
50 MET METLIFE INC Financial Services 67,478.0 $4.8M 0.71% +7K +12.5% $70.72 +12.0%
51 ABBV ABBVIE INC Healthcare 21,886.0 $4.8M 0.71% -638.0 -2.8% $217.49 -3.3%
52 KTB KONTOOR BRANDS INC Consumer Cyclical 67,577.0 $4.7M 0.71% NEW $70.29 -9.4%
53 TMUS T-MOBILE US INC Communication Services 22,317.0 $4.7M 0.70% +3K +18.4% $210.03 -10.4%
54 KMB KIMBERLY-CLARK CORP Consumer Defensive 44,705.0 $4.3M 0.64% +16K +56.9% $96.47 +0.2%
55 VIG VANGUARD SPECIALIZED FUNDS 19,955.0 $4.3M 0.64% -592.0 -2.9% $215.06 +6.7%
56 TJX TJX COS INC NEW Consumer Cyclical 26,132.0 $4.2M 0.62% -847.0 -3.1% $159.70 -7.7%
57 FVD FIRST TR EXCHANGE-TRADED FD 87,952.0 $4.1M 0.61% -41K -31.9% $47.03 -0.9%
58 UPS UNITED PARCEL SVCS INC Industrials 40,979.0 $4.0M 0.60% NEW $98.38 +0.0%
59 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 10,289.0 $4.0M 0.60% -30K -74.2% $391.76 +105.4%
60 PSA PUBLIC STORAGE OPER CO Real Estate 14,588.0 $4.0M 0.59% NEW $270.88 +11.9%
Page 3 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%