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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 9 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NVO NOVO-NORDISK A S Healthcare 25,250.0 $928K 0.14% +5K +22.9% $36.75 +24.6%
162 FTGC FIRST TR EXCHANGE TRAD FD VI 32,001.0 $919K 0.14% +5K +19.4% $28.71 +3.6%
163 ACHR ARCHER AVIATION INC Industrials 177,657.0 $918K 0.14% +84K +90.1% $5.17 +17.0%
164 CWB SPDR SERIES TRUST 9,351.0 $856K 0.13% +187.0 +2.0% $91.52 +14.2%
165 VXF VANGUARD INDEX FDS 3,838.0 $790K 0.12% -459.0 -10.7% $205.80 +9.1%
166 ADI ANALOG DEVICES INC Technology 2,460.0 $783K 0.12% $318.14 +31.2%
167 VCIT VANGUARD SCOTTSDALE FDS 9,445.0 $782K 0.12% +2K +25.8% $82.75 -0.9%
168 VNQ VANGUARD INDEX FDS 8,737.0 $775K 0.12% +990.0 +12.8% $88.70 +5.9%
169 HOOD ROBINHOOD MKTS INC Financial Services 11,015.0 $763K 0.11% NEW $69.30 +16.5%
170 FDX FEDEX CORP Industrials 1,980.0 $705K 0.10% -223.0 -10.1% $356.18 +6.7%
171 NVS NOVARTIS AG Healthcare 4,530.0 $692K 0.10% +39.0 +0.9% $152.75 -2.0%
172 CG CARLYLE GROUP INC Financial Services 14,177.0 $686K 0.10% $48.39 -0.8%
173 BSJR INVESCO EXCH TRD SLF IDX FD 29,618.0 $662K 0.10% NEW $22.36 +0.3%
174 GLD SPDR GOLD TR Financial Services 1,538.0 $662K 0.10% +413.0 +36.7% $430.29 -0.7%
175 YUM YUM BRANDS INC Consumer Cyclical 4,183.0 $650K 0.10% $155.48 -3.1%
176 XPO XPO INC Industrials 3,097.0 $603K 0.09% -111.0 -3.5% $194.55 +5.7%
177 INGERSOLL RAND INC 7,093.0 $568K 0.08% -76.0 -1.1% $80.12
178 IWD ISHARES TR 2,656.0 $568K 0.08% +183.0 +7.4% $213.69 +8.7%
179 WAB WABTEC Industrials 2,230.0 $557K 0.08% $249.91 +7.8%
180 GS GOLDMAN SACHS GROUP INC Financial Services 656.0 $555K 0.08% +27.0 +4.3% $846.19 +14.5%
Page 9 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%