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Stablepoint Partners, LLC

SEC CIK
0002011237
Latest filing
Jul 9, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Apr 23, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
233
+15 vs. Q4 2023
Portfolio value
$493.3M
+$103.2M (+26.4%) vs. Q4 2023
Filed
Apr 23, 2024
SEC
Holdings of Stablepoint Partners, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BLKBlackRock, Inc.COM1,217$1.01M0.2%+358+41.7%AddedHistory
SLBSLB LimitedStock18,590$1.02M0.2%+1,933+11.6%AddedHistory
APDAir Products & Chemicals, Inc.Stock4,288$1.04M0.2%+346+8.8%AddedHistory
ANETArista Networks, Inc.COM3,585$1.04M0.2%+143+4.2%AddedHistory
HALHalliburton CoStock26,544$1.05M0.2%+5,505+26.2%AddedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF19,941$1.05M0.2%+4,746+31.2%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF25,713$1.07M0.2%+4,930+23.7%Added–
INDBIndependent Bank CorpCOM21,213$1.10M0.2%+2,527+13.5%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN71,228$1.12M0.2%+20,229+39.7%AddedHistory
COSTCostco Wholesale CorpStock1,532$1.12M0.2%+153+11.1%AddedHistory
PYPLPayPal Holdings, Inc.Stock16,969$1.14M0.2%+4,147+32.3%AddedHistory
PANWPalo Alto Networks IncStock4,035$1.15M0.2%+1,449+56.0%AddedHistory
BRK.BBerkshire Hathaway IncStock2,762$1.16M0.2%+606+28.1%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF32,550$1.17M0.2%+8,468+35.2%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM20,279$1.17M0.2%+3,546+21.2%Added–
NKENIKE, Inc.Stock12,501$1.17M0.2%+1,707+15.8%AddedHistory
PXDPioneer Natural Resources CoCOM4,551$1.19M0.2%+497+12.3%AddedHistory
STZConstellation Brands, Inc.Stock4,460$1.21M0.2%+1,304+41.3%AddedHistory
IQVIQVIA Holdings Inc.Stock4,871$1.23M0.2%+1,176+31.8%AddedHistory
NOWServiceNow, Inc.Stock1,623$1.24M0.3%+301+22.8%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF7,261$1.27M0.3%00.0%Unchanged–
USBUS Bancorp DECOM NEW29,191$1.30M0.3%+3,298+12.7%AddedHistory
MAMastercard IncStock2,721$1.31M0.3%+253+10.3%AddedHistory
CBChubb LtdStock5,097$1.32M0.3%+541+11.9%AddedHistory
AIGAmerican International Group, Inc.Stock17,169$1.34M0.3%+1,842+12.0%AddedHistory
ARK Innovation ETF00214Q104ETF26,884$1.35M0.3%+6,719+33.3%Added–
TXRHTexas Roadhouse, Inc.COM8,795$1.36M0.3%+901+11.4%AddedHistory
STLDSteel Dynamics IncCOM9,242$1.37M0.3%+985+11.9%AddedHistory
MCKMcKesson CorpStock2,599$1.40M0.3%+256+10.9%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR10,458$1.42M0.3%+1,719+19.7%AddedHistory
TSLATesla, Inc.Stock8,231$1.45M0.3%+1,936+30.8%AddedHistory
AMDAdvanced Micro Devices IncStock8,284$1.50M0.3%+1,702+25.9%AddedHistory
SHWSherwin Williams CoCOM4,378$1.52M0.3%+763+21.1%AddedHistory
WMBWilliams Companies, Inc.COM39,702$1.55M0.3%+13,132+49.4%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR23,003$1.56M0.3%+5,695+32.9%AddedHistory
AMATApplied Materials IncStock7,598$1.57M0.3%+847+12.5%AddedHistory
SAPSAP SEADR8,121$1.58M0.3%+826+11.3%AddedHistory
PHParker-Hannifin CorpStock2,875$1.60M0.3%+645+28.9%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF6,451$1.61M0.3%+1,631+33.8%Added–
APOApollo Global Management, Inc.COM14,516$1.63M0.3%+1,500+11.5%AddedHistory
GOOGAlphabet Inc.Stock10,974$1.67M0.3%+1,164+11.9%AddedHistory
MPTMedical Properties Trust IncCOM357,366$1.68M0.3%+20,201+6.0%AddedHistory
AXPAmerican Express CoStock7,402$1.69M0.3%+678+10.1%AddedHistory
XOMExxonMobil Holdings CorpCOM14,587$1.70M0.3%+10,442+251.9%AddedHistory
TGTTarget CorpStock9,778$1.73M0.4%+681+7.5%AddedHistory
RJFRaymond James Financial IncCOM13,510$1.73M0.4%+973+7.8%AddedHistory
ORCLOracle CorpStock14,034$1.76M0.4%+4,211+42.9%AddedHistory
GILDGilead Sciences, Inc.Stock24,166$1.77M0.4%+5,730+31.1%AddedHistory
NVONovo Nordisk A SADR14,010$1.80M0.4%+1,419+11.3%AddedHistory
iShares S&P 500 Growth ETF464287309ETF21,434$1.81M0.4%+6,822+46.7%Added–
PLDPrologis, Inc.REIT14,206$1.85M0.4%+3,764+36.0%AddedHistory
DGXQuest Diagnostics IncCOM14,065$1.87M0.4%+2,299+19.5%AddedHistory
RTXRTX CorpStock19,221$1.87M0.4%+3,545+22.6%AddedHistory
TTTrane Technologies plcSHS6,253$1.88M0.4%+593+10.5%AddedHistory
CMCSAComcast CorpStock44,893$1.95M0.4%+8,402+23.0%AddedHistory
VVisa Inc.Stock6,996$1.95M0.4%+1,524+27.9%AddedHistory
VLOValero Energy CorpStock11,604$1.98M0.4%+2,709+30.5%AddedHistory
DISWalt Disney CoStock16,641$2.04M0.4%+3,739+29.0%AddedHistory
ISRGIntuitive Surgical IncCOM NEW5,110$2.04M0.4%+676+15.2%AddedHistory
CRMSalesforce, Inc.Stock6,840$2.06M0.4%+793+13.1%AddedHistory
ABTAbbott LaboratoriesStock18,443$2.10M0.4%+2,860+18.4%AddedHistory
TMOThermo Fisher Scientific Inc.Stock3,722$2.16M0.4%+700+23.2%AddedHistory
LOWLowes Companies IncStock8,496$2.16M0.4%+2,175+34.4%AddedHistory
DEDeere & CoStock5,475$2.25M0.5%+791+16.9%AddedHistory
INTUIntuit Inc.Stock3,477$2.26M0.5%+2,519+262.9%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV17,514$2.30M0.5%+3,129+21.8%Added–
SBUXStarbucks CorpStock25,652$2.34M0.5%+3,416+15.4%AddedHistory
UNHUnitedHealth Group IncStock4,977$2.46M0.5%+865+21.0%AddedHistory
OSKOshkosh CorpCOM20,069$2.50M0.5%+3,236+19.2%AddedHistory
MDLZMondelez International, Inc.Stock35,909$2.51M0.5%+6,849+23.6%AddedHistory
NFLXNetflix IncStock4,227$2.57M0.5%+724+20.7%AddedHistory
TJXTJX Companies IncStock26,830$2.72M0.6%+3,216+13.6%AddedHistory
LLYEli Lilly & CoStock3,537$2.75M0.6%+779+28.2%AddedHistory
PFEPfizer IncStock101,027$2.80M0.6%+10,130+11.1%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF16,009$2.92M0.6%+3,014+23.2%Added–
DDominion Energy, IncStock60,026$2.95M0.6%+4,373+7.9%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF54,070$3.09M0.6%+10,331+23.6%Added–
TMUST-Mobile US, Inc.Stock19,414$3.17M0.6%+2,769+16.6%AddedHistory
AMGNAmgen IncStock11,387$3.24M0.7%+1,959+20.8%AddedHistory
COINCoinbase Global, Inc.COM CL A13,097$3.47M0.7%+3,511+36.6%AddedHistory
KMBKimberly Clark CorpStock27,585$3.57M0.7%+1,711+6.6%AddedHistory
UBERUber Technologies, IncStock47,185$3.63M0.7%+7,596+19.2%AddedHistory
EIXEdison InternationalStock51,673$3.65M0.7%+3,112+6.4%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF58,490$3.73M0.8%+5,041+9.4%Added–
NVDANVIDIA CorpStock4,144$3.74M0.8%+1,499+56.7%AddedHistory
TDToronto Dominion BankStock63,859$3.86M0.8%+3,961+6.6%AddedHistory
ABBVAbbVie Inc.Stock21,809$3.97M0.8%+4,420+25.4%AddedHistory
First Tr Exchange-Traded FD33734H106SHS94,296$3.98M0.8%+20,581+27.9%Added–
DUKDuke Energy CORPStock41,233$3.99M0.8%+3,058+8.0%AddedHistory
KMIKinder Morgan, Inc.Stock218,696$4.01M0.8%+17,449+8.7%AddedHistory
CCICrown Castle Inc.REIT39,993$4.23M0.9%+4,199+11.7%AddedHistory
FEFirstenergy CorpCOM110,989$4.29M0.9%+8,662+8.5%AddedHistory
GSKGSK plcADR104,265$4.47M0.9%+6,375+6.5%AddedHistory
CSCOCisco Systems, Inc.Stock90,329$4.51M0.9%+7,264+8.7%AddedHistory
ULUnilever PLCSPON ADR NEW89,871$4.51M0.9%+7,664+9.3%AddedHistory
TAT&T Inc.Stock268,363$4.72M1.0%+30,149+12.7%AddedHistory
GOOGLAlphabet Inc.Stock31,676$4.78M1.0%+5,429+20.7%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW80,967$4.83M1.0%+10,753+15.3%Added–
JNJJohnson & JohnsonStock30,813$4.87M1.0%+5,090+19.8%AddedHistory
METMetlife IncStock66,965$4.96M1.0%+4,261+6.8%AddedHistory

Sold out since Q4 2023 (6)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Stablepoint Partners, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
SBACSba Communications CorpCL A1,931$489.9K0.1%History
CPCanadian Pacific Kansas City LtdCOM5,165$408.3K0.1%History
CHTRCharter Communications, Inc.CL A1,036$402.7K0.1%History
DALDelta Air Lines, Inc.COM NEW7,907$318.1K0.1%History
iShares Tr46435U432IBONDS DEC 257,820$207.6K0.1%–
iShares Tr46435U697IBONDS DEC7,963$206.5K0.1%–