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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 9 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NDAQ NASDAQ INC Financial Services 12,229.0 $964K 0.13% +420.0 +3.6% $78.82 +24.6%
162 ADI ANALOG DEVICES INC Technology 2,410.0 $957K 0.13% -50.0 -2.0% $397.17 -6.1%
163 SLV ISHARES SILVER TR Financial Services 17,271.0 $923K 0.13% -8K -31.4% $53.47 +17.3%
164 VNQ VANGUARD INDEX FDS 9,120.0 $879K 0.12% +383.0 +4.4% $96.43 +2.1%
165 GWRE GUIDEWIRE SOFTWARE INC Technology 7,021.0 $864K 0.12% -311.0 -4.2% $123.05 +53.8%
166 VCIT VANGUARD SCOTTSDALE FDS 10,321.0 $853K 0.12% +876.0 +9.3% $82.65 -1.9%
167 ACHR ARCHER AVIATION INC Industrials 178,188.0 $843K 0.12% $4.73 +33.2%
168 IWD ISHARES TR 3,233.0 $784K 0.11% +577.0 +21.7% $242.40 +6.1%
169 VXF VANGUARD INDEX FDS 3,175.0 $782K 0.11% -663.0 -17.3% $246.21 -0.3%
170 TXN TEXAS INSTRS INC Technology 2,579.0 $769K 0.11% -13.0 -0.5% $298.07 -11.3%
171 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,059.0 $745K 0.10% +202.0 +23.6% $703.57 -0.6%
172 NVS NOVARTIS AG Healthcare 4,530.0 $710K 0.10% $156.72 +1.4%
173 BSJR INVESCO EXCH TRD SLF IDX FD 28,964.0 $647K 0.09% -654.0 -2.2% $22.35 +0.4%
174 FTGC FIRST TR EXCHANGE TRAD FD VI 23,527.0 $636K 0.09% -8K -26.5% $27.05 +12.9%
175 FDX FEDEX CORP Industrials 1,980.0 $620K 0.09% $313.13 +3.8%
176 EQIN COLUMBIA ETF TR I 11,712.0 $601K 0.08% +2K +22.7% $51.30 +6.1%
177 WAB WABTEC Industrials 2,228.0 $601K 0.08% $269.60 +10.4%
178 CG CARLYLE GROUP INC Financial Services 14,177.0 $597K 0.08% $42.11 +17.2%
179 GS GOLDMAN SACHS GROUP INC Financial Services 583.0 $590K 0.08% -73.0 -11.1% $1011.85 +2.7%
180 INTC INTEL CORP Technology 4,203.0 $587K 0.08% NEW $139.63 -35.5%
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 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%