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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 5 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PH PARKER-HANNIFIN CORP Industrials 3,067.0 $2.7M 0.41% -310.0 -9.2% $895.29 -1.7%
82 IVW ISHARES TR 23,227.0 $2.6M 0.39% +1K +6.8% $113.11 +20.9%
83 LOW LOWES COS INC Consumer Cyclical 11,016.0 $2.6M 0.39% -1K -10.5% $236.29 -5.4%
84 PLD PROLOGIS INC. Real Estate 19,238.0 $2.5M 0.38% $132.18 +7.9%
85 VO VANGUARD INDEX FDS 8,740.0 $2.5M 0.37% +967.0 +12.4% $287.17 -73.4%
86 ISRG INTUITIVE SURGICAL INC Healthcare 5,181.0 $2.4M 0.35% $460.99 -7.1%
87 WMB WILLIAMS COS INC Energy 32,140.0 $2.3M 0.35% $72.78 +6.7%
88 TT TRANE TECHNOLOGIES PLC Industrials 5,565.0 $2.3M 0.34% $416.74 +15.6%
89 XOM EXXON MOBIL CORP Energy 13,519.0 $2.3M 0.34% -6K -29.4% $169.66 -9.9%
90 SPDW SPDR INDEX SHS FDS 49,722.0 $2.3M 0.34% +4K +8.6% $45.65 +7.7%
91 V VISA INC Financial Services 7,366.0 $2.2M 0.33% +554.0 +8.1% $302.25 +6.7%
92 ABT ABBOTT LABORATORIES Healthcare 21,583.0 $2.2M 0.33% +517.0 +2.5% $102.67 -17.7%
93 AZN ASTRAZENECA PLC Healthcare 10,742.0 $2.1M 0.32% NEW $197.22 -7.9%
94 AMAT APPLIED MATLS INC Technology 6,155.0 $2.1M 0.31% -2K -24.9% $341.80 +27.7%
95 RJF RAYMOND JAMES FINL INC Financial Services 14,014.0 $2.0M 0.30% +369.0 +2.7% $144.79 +7.4%
96 ORCL ORACLE CORP Technology 13,226.0 $1.9M 0.29% +2K +22.4% $147.11 +33.0%
97 MCK MCKESSON CORP Healthcare 2,238.0 $1.9M 0.29% -20.0 -0.9% $865.37 -13.7%
98 SRE SEMPRA Utilities 19,762.0 $1.9M 0.29% -758.0 -3.7% $97.17 -4.4%
99 AMD ADVANCED MICRO DEVICES INC Technology 9,417.0 $1.9M 0.28% -2K -15.6% $203.43 +108.5%
100 CB CHUBB LTD SWITZ Financial Services 5,774.0 $1.9M 0.28% +283.0 +5.2% $325.94 -0.5%
Page 5 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%