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Stablepoint Partners, LLC

SEC CIK
0002011237
Latest filing
Jul 9, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 2, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
241
+8 vs. Q1 2024
Portfolio value
$515.9M
+$22.5M (+4.6%) vs. Q1 2024
Filed
Aug 2, 2024
SEC
Holdings of Stablepoint Partners, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BNKKBonk, Inc.COM NEW10,000$9.30K<0.1%+10,000NewHistory
ABEVAmbev S.A.SPONSORED ADR13,217$27.9K<0.1%00.0%UnchangedHistory
FFord Motor CoStock11,360$125.1K<0.1%+11,360NewHistory
NIONIO Inc.ADR39,977$175.5K<0.1%−26,336−39.7%ReducedHistory
HBANHuntington Bancshares IncCOM11,752$176.5K<0.1%00.0%UnchangedHistory
MFICMidCap Financial Investment CorpCOM NEW12,379$179.7K<0.1%00.0%UnchangedHistory
MRSHMarsh & McLennan Companies, Inc.Stock920$202.1K<0.1%−302−24.7%ReducedHistory
EMREmerson Electric CoStock1,731$203.9K<0.1%+1,731NewHistory
Vanguard Morningstar Value ETF922908744ETF1,233$205.5K<0.1%00.0%Unchanged–
OKEONEOK IncCOM2,507$206.1K<0.1%−1,444−36.5%ReducedHistory
BNYBank of New York Mellon CorpStock3,267$211.0K<0.1%+3,267NewHistory
PLTRPalantir Technologies Inc.Stock7,805$211.4K<0.1%+7,805NewHistory
BMEZBlackRock Health Sciences Term TrustCOM SHS13,702$212.8K<0.1%−715−5.0%ReducedHistory
UPSUnited Parcel Service IncStock1,698$218.4K<0.1%−2,137−55.7%ReducedHistory
DKNGDraftKings Inc.Stock6,170$226.6K<0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT4,444$232.6K<0.1%+4,444New–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,996$233.6K<0.1%+2,996New–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF4,261$236.4K<0.1%00.0%Unchanged–
MPTMedical Properties Trust IncCOM48,932$245.6K<0.1%−308,434−86.3%ReducedHistory
ADPAutomatic Data Processing IncStock1,020$260.3K0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM5,933$261.9K0.1%+5,933NewHistory
iShares Core S&P 500 ETF464287200ETF479$262.4K0.1%−9−1.8%Reduced–
iShares Core S&P Small Cap ETF464287804ETF2,310$270.2K0.1%+2,310New–
MPLXMPLX LPCOM UNIT REP LTD6,403$275.2K0.1%−1,120−14.9%ReducedHistory
HESMHess Midstream LPCL A SHS7,390$275.2K0.1%00.0%UnchangedHistory
ACNAccenture plcStock848$276.6K0.1%+14+1.7%AddedHistory
SPDR Index Shs FDS78463X772ST S&P INTL ETF7,704$277.1K0.1%+52+0.7%Added–
ESEversource EnergyStock4,324$280.8K0.1%−95−2.1%ReducedHistory
iShares Inc46434G822MSCI JAPAN ETF4,262$293.4K0.1%−851−16.6%Reduced–
PAAPlains All American Pipeline LPUNIT LTD PARTN16,125$295.9K0.1%00.0%UnchangedHistory
GEGeneral Electric CoStock1,781$302.5K0.1%+1,781NewHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK10,303$314.8K0.1%−3,265−24.1%ReducedHistory
BACBank of America CorpStock7,697$316.3K0.1%+7,697NewHistory
SPGIS&P Global Inc.Stock666$326.2K0.1%+10+1.5%AddedHistory
GLDSPDR Gold TrustETF1,500$330.5K0.1%00.0%UnchangedHistory
HONHoneywell International IncCOM1,642$330.7K0.1%−166−9.2%ReducedHistory
PGRProgressive CorpStock1,593$340.3K0.1%−26−1.6%ReducedHistory
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD7,850$343.9K0.1%−1,249−13.7%Reduced–
BBYBest Buy Co IncStock4,121$352.3K0.1%+4,121NewHistory
NMTNuveen Massachusetts Quality Municipal Income FundCOM32,000$355.8K0.1%00.0%UnchangedHistory
WECWec Energy Group, Inc.Stock4,327$363.9K0.1%+4,327NewHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF5,156$372.6K0.1%−192−3.6%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,416$381.9K0.1%+8+0.6%Added–
iShares Tr46434VBG4IBONDS DEC24 ETF15,404$387.6K0.1%−12,658−45.1%Reduced–
MOAltria Group, Inc.Stock7,802$394.2K0.1%−1,000−11.4%ReducedHistory
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM26,815$395.5K0.1%−2,784−9.4%ReducedHistory
ALBAlbemarle CorpStock4,370$400.6K0.1%+1,492+51.8%AddedHistory
CCitigroup IncStock6,249$401.8K0.1%+2,500+66.7%AddedHistory
GSGoldman Sachs Group IncStock816$402.1K0.1%+24+3.0%AddedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF5,103$414.3K0.1%+890+21.1%Added–
BKNGBooking Holdings Inc.Stock112$420.6K0.1%00.0%UnchangedHistory
Kraneshares Trust500767405BOSERA MSCI CHIN19,969$427.3K0.1%−7,499−27.3%Reduced–
Vanguard Real Estate ETF922908553ETF4,787$431.0K0.1%+803+20.2%Added–
IEPIcahn Enterprises L.P.DEPOSITARY UNIT25,000$432.8K0.1%+2,719+12.2%AddedHistory
Invesco QQQ Trust Series I46090E103ETF936$434.2K0.1%−56−5.6%Reduced–
TXNTexas Instruments IncStock2,186$441.3K0.1%00.0%UnchangedHistory
ProShares Tr74348A467S&P 500 DV ARIST4,391$442.0K0.1%00.0%Unchanged–
DHRDanaher CorpStock1,638$445.0K0.1%−86−5.0%ReducedHistory
XPOXPO, Inc.COM4,060$448.5K0.1%−119−2.8%ReducedHistory
BDXBecton Dickinson & CoStock1,890$449.5K0.1%00.0%UnchangedHistory
WABWestinghouse Air Brake Technologies CorpStock2,815$450.3K0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A2,035$462.2K0.1%00.0%UnchangedHistory
KFYKorn FerryCOM NEW6,500$463.5K0.1%00.0%UnchangedHistory
HSYHershey CoCOM2,451$472.0K0.1%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM3,329$472.4K0.1%00.0%UnchangedHistory
Vanguard High Dividend Yield Index ETF921946406ETF3,871$477.3K0.1%+241+6.6%Added–
NBTBNBT Bancorp IncCOM9,979$484.5K0.1%00.0%UnchangedHistory
NVSNovartis AGADR4,487$496.6K0.1%−200−4.3%ReducedHistory
SYKStryker CorpStock1,507$502.3K0.1%+12+0.8%AddedHistory
WMWaste Management IncStock2,509$503.2K0.1%−35−1.4%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF902$505.6K0.1%+6+0.7%AddedHistory
iShares Russell 2000 ETF464287655ETF2,288$507.3K0.1%−859−27.3%Reduced–
iShares Tr464288414NATIONAL MUN ETF4,768$511.7K0.1%+743+18.5%Added–
TDGTransDigm Group INCCOM418$516.7K0.1%+11+2.7%AddedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF10,057$541.3K0.1%−894−8.2%Reduced–
YUMYum Brands IncStock4,173$544.3K0.1%−41−1.0%ReducedHistory
SPDR Series Trust78468R721STATE STREET SPD12,089$557.5K0.1%+2,063+20.6%Added–
SPDR Series Trust78464A284ST NUVE HIGH ETF21,730$562.4K0.1%+737+3.5%Added–
HDHome Depot, Inc.Stock1,565$566.0K0.1%+32+2.1%AddedHistory
CMGChipotle Mexican Grill IncCOM11,150$568.3K0.1%−250−2.2%ReducedConverted for a 50-for-1 splitHistory
ADIAnalog Devices IncStock2,550$579.9K0.1%−13−0.5%ReducedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF8,429$615.7K0.1%+843+11.1%Added–
CGCarlyle Group Inc.COM13,377$636.1K0.1%−69−0.5%ReducedHistory
SNOWSnowflake Inc.Stock5,135$665.3K0.1%+1,141+28.6%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock2,571$665.4K0.1%+2,571NewHistory
FDXFedEx CorpStock2,245$671.8K0.1%−4−0.2%ReducedHistory
LVSLas Vegas Sands CorpCOM17,034$673.7K0.1%+2,991+21.3%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM12,813$730.6K0.1%−7,466−36.8%Reduced–
IRIngersoll Rand Inc.COM7,400$730.7K0.1%+77+1.1%AddedHistory
SLViShares Silver TrustETF29,584$752.6K0.1%−1,500−4.8%ReducedHistory
SCHWSchwab Charles CorpStock11,721$765.4K0.1%+822+7.5%AddedHistory
ADBEAdobe Inc.Stock1,447$776.5K0.2%+316+27.9%AddedHistory
NKENIKE, Inc.Stock10,612$780.5K0.2%−1,889−15.1%ReducedHistory
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH4,773$791.6K0.2%+2,638+123.6%Added–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX6,062$813.9K0.2%+2,177+56.0%Added–
Invesco Exch TRD SLF Idx FD46138J833BULSHS 2024 HY36,002$815.1K0.2%−566−1.5%Reduced–
PMPhilip Morris International Inc.Stock7,534$861.9K0.2%−362−4.6%ReducedHistory
GXOGXO Logistics, Inc.Stock15,615$866.3K0.2%+2,866+22.5%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF2,444$886.6K0.2%−41−1.6%Reduced–
DGDollar General CorpCOM7,616$893.8K0.2%+2,073+37.4%AddedHistory

Sold out since Q1 2024 (6)

Positions held at the end of Q1 2024 that are gone from this filing.

Positions of Stablepoint Partners, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
PXDPioneer Natural Resources CoCOM4,551$1.19M0.2%History
MCOMoodys CorpStock763$299.9K0.1%History
INTCIntel CorpStock5,354$236.5K<0.1%History
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE1,847$211.7K<0.1%–
XYZBlock, Inc.CL A2,433$205.8K<0.1%History
BSTZBlackRock Science & Technology Term TrustSHS BEN INT10,582$205.3K<0.1%History