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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 7 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ET ENERGY TRANSFER L P Energy 88,296.0 $1.7M 0.23% +3K +3.4% $19.12 +10.8%
122 SHW SHERWIN WILLIAMS CO Basic Materials 4,893.0 $1.7M 0.23% -48.0 -1.0% $344.34 +0.7%
123 WEC WEC ENERGY GROUP INC Utilities 14,345.0 $1.7M 0.23% $116.77 -9.2%
124 AIG AMERICAN INTL GROUP INC Financial Services 22,161.0 $1.7M 0.23% $74.53 +2.1%
125 TPL TEXAS PACIFIC LAND CORPORATI Energy 3,754.0 $1.6M 0.23% -47.0 -1.2% $437.65 -12.3%
126 ANET ARISTA NETWORKS INC Technology 9,582.0 $1.6M 0.23% -58.0 -0.6% $169.88 +11.0%
127 NOW SERVICENOW INC Technology 16,302.0 $1.6M 0.22% +4K +31.5% $99.28 +29.4%
128 VUG VANGUARD INDEX FDS 18,660.0 $1.6M 0.22% +16K +559.4% $86.14 +1.6%
129 FXL FIRST TR EXCHANGE-TRADED FD 7,309.0 $1.6M 0.22% +206.0 +2.9% $217.22 -1.2%
130 SLB SLB LIMITED Energy 33,431.0 $1.6M 0.21% $46.49 +15.9%
131 EQT EQT CORP Energy 29,041.0 $1.5M 0.21% $53.17 +1.0%
132 APOS APOLLO GLOBAL MGMT INC 13,024.0 $1.5M 0.21% -261.0 -2.0% $118.31
133 IBM INTERNATIONAL BUSINESS MACHS Technology 5,231.0 $1.5M 0.20% +30.0 +0.6% $281.21 -16.2%
134 SNY SANOFI SA Healthcare 33,442.0 $1.4M 0.20% $42.66 +7.5%
135 COIN COINBASE GLOBAL INC Financial Services 9,564.0 $1.4M 0.19% -278.0 -2.8% $146.18 +27.6%
136 VWO VANGUARD INTL EQUITY INDEX F 23,184.0 $1.4M 0.19% +2K +11.3% $59.69 +1.3%
137 BLK BLACKROCK INC Financial Services 1,422.0 $1.4M 0.19% -12.0 -0.8% $961.77 +20.3%
138 PM PHILIP MORRIS INTL INC Consumer Defensive 7,518.0 $1.4M 0.19% $180.92 +4.0%
139 BBY BEST BUY INC Consumer Cyclical 17,568.0 $1.3M 0.18% +194.0 +1.1% $75.88 +13.2%
140 FBT FIRST TR EXCHANGE-TRADED FD 5,139.0 $1.3M 0.18% +210.0 +4.3% $247.89 +9.4%
Page 7 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%