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Stablepoint Partners, LLC

SEC CIK
0002011237
Latest filing
Jul 9, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Aug 13, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
249
+7 vs. Q1 2025
Portfolio value
$587.9M
+$35.9M (+6.5%) vs. Q1 2025
Filed
Aug 13, 2025
SEC
Holdings of Stablepoint Partners, LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock71,998$14.8M2.5%+762+1.1%AddedHistory
AVGOBroadcom Inc.Stock41,569$11.5M1.9%+2,052+5.2%AddedHistory
JPMJPMorgan Chase & CoStock39,151$11.4M1.9%+22+0.1%AddedHistory
MSFTMicrosoft CorpStock22,681$11.3M1.9%−105−0.5%ReducedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF222,628$11.0M1.9%−3,262−1.4%Reduced–
Ssga Active ETF Tr78467V608ST STR BL LN ETF260,870$10.8M1.8%+9,522+3.8%Added–
IAUiShares Gold TrustETF161,208$10.1M1.7%−2,853−1.7%ReducedHistory
AMZNAmazon Com IncStock42,883$9.41M1.6%−34−0.1%ReducedHistory
NEENextera Energy IncStock130,291$9.04M1.5%+2,900+2.3%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW146,574$8.78M1.5%+6,866+4.9%Added–
AMGNAmgen IncStock29,890$8.35M1.4%+990+3.4%AddedHistory
KOCoca Cola CoStock117,249$8.30M1.4%+1,367+1.2%AddedHistory
iShares Tr464288687PFD AND INCM SEC247,607$7.60M1.3%+8,697+3.6%Added–
METAMeta Platforms, Inc.Stock10,262$7.57M1.3%−73−0.7%ReducedHistory
STXSeagate Technology Holdings plcORD SHS51,905$7.49M1.3%+1,239+2.4%AddedHistory
TAT&T Inc.Stock248,178$7.18M1.2%+2,239+0.9%AddedHistory
iShares Tips Bond ETF464287176ETF65,210$7.18M1.2%−1,348−2.0%Reduced–
CVSCVS Health CorpStock99,410$6.86M1.2%+1,094+1.1%AddedHistory
COFCapital One Financial CorpStock32,166$6.84M1.2%+851+2.7%AddedHistory
PGProcter & Gamble CoStock42,385$6.75M1.1%+544+1.3%AddedHistory
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY291,035$6.71M1.1%+5,294+1.9%Added–
WMTWalmart Inc.Stock66,442$6.50M1.1%+906+1.4%AddedHistory
LMTLockheed Martin CorpStock13,958$6.46M1.1%+350+2.6%AddedHistory
ULUnilever PLCSPON ADR NEW101,808$6.23M1.1%+1,643+1.6%AddedHistory
CCICrown Castle Inc.REIT60,352$6.20M1.1%+1,659+2.8%AddedHistory
MCDMcDonalds CorpStock20,762$6.07M1.0%+287+1.4%AddedHistory
MDTMedtronic plcStock69,272$6.04M1.0%+1,606+2.4%AddedHistory
CSCOCisco Systems, Inc.Stock85,633$5.94M1.0%+1,543+1.8%AddedHistory
CVXChevron CorpStock41,137$5.89M1.0%+1,091+2.7%AddedHistory
VZVerizon Communications IncStock134,435$5.82M1.0%+1,951+1.5%AddedHistory
TDToronto Dominion BankStock77,955$5.73M1.0%+1,124+1.5%AddedHistory
PSXPhillips 66Stock47,648$5.68M1.0%+320+0.7%AddedHistory
PEPPepsiCo IncStock42,157$5.57M0.9%+1,148+2.8%AddedHistory
JNJJohnson & JohnsonStock35,338$5.40M0.9%+645+1.9%AddedHistory
KMIKinder Morgan, Inc.Stock183,132$5.38M0.9%+6,201+3.5%AddedHistory
QCOMQualcomm IncStock33,282$5.30M0.9%+923+2.9%AddedHistory
BXBlackstone Inc.COM35,265$5.27M0.9%+285+0.8%AddedHistory
NVDANVIDIA CorpStock32,827$5.19M0.9%−2,804−7.9%ReducedHistory
FEFirstenergy CorpCOM127,306$5.13M0.9%+2,788+2.2%AddedHistory
GOOGLAlphabet Inc.Stock28,735$5.06M0.9%−77−0.3%ReducedHistory
DDominion Energy, IncStock86,390$4.88M0.8%+2,315+2.8%AddedHistory
DUKDuke Energy CORPStock41,260$4.87M0.8%+802+2.0%AddedHistory
MRKMerck & Co., Inc.Stock61,369$4.86M0.8%+931+1.5%AddedHistory
WBSWebster Financial CorpCOM87,949$4.80M0.8%+2,820+3.3%AddedHistory
GSKGSK plcADR123,294$4.73M0.8%+2,498+2.1%AddedHistory
TMUST-Mobile US, Inc.Stock18,612$4.43M0.8%−55−0.3%ReducedHistory
KMBKimberly Clark CorpStock34,145$4.40M0.7%+457+1.4%AddedHistory
FITBFifth Third BancorpCOM106,815$4.39M0.7%+3,103+3.0%AddedHistory
METMetlife IncStock53,433$4.30M0.7%+1,400+2.7%AddedHistory
UBERUber Technologies, IncStock45,431$4.24M0.7%−1,242−2.7%ReducedHistory
NFLXNetflix IncStock3,110$4.16M0.7%−224−6.7%ReducedHistory
ABBVAbbVie Inc.Stock22,237$4.13M0.7%+131+0.6%AddedHistory
PFEPfizer IncStock166,735$4.04M0.7%+5,615+3.5%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -67,125$3.88M0.7%+3,014+4.7%AddedHistory
DOWDow Inc.Stock144,594$3.83M0.7%+7,238+5.3%AddedHistory
EIXEdison InternationalStock73,419$3.79M0.6%+2,109+3.0%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF18,235$3.73M0.6%−682−3.6%Reduced–
iShares Tr4642874407-10 YR TRSY BD37,974$3.64M0.6%+2,651+7.5%Added–
First Tr Exchange-Traded FD33734H106SHS79,997$3.58M0.6%−845−1.0%Reduced–
Vanguard Emerging Markets Government Bond ETF921946885ETF53,940$3.53M0.6%+192+0.4%Added–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26150,244$3.51M0.6%+10,133+7.2%Added–
TJXTJX Companies IncStock27,409$3.38M0.6%+176+0.6%AddedHistory
MDLZMondelez International, Inc.Stock47,714$3.22M0.5%+332+0.7%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF53,642$3.18M0.5%+197+0.4%Added–
TSMTaiwan Semiconductor Manufacturing Co LtdADR13,416$3.04M0.5%+344+2.6%AddedHistory
GILDGilead Sciences, Inc.Stock25,864$2.87M0.5%−958−3.6%ReducedHistory
DEDeere & CoStock5,567$2.83M0.5%+70+1.3%AddedHistory
ABTAbbott LaboratoriesStock20,650$2.81M0.5%+224+1.1%AddedHistory
ORCLOracle CorpStock12,799$2.80M0.5%−139−1.1%ReducedHistory
TSLATesla, Inc.Stock8,586$2.73M0.5%−78−0.9%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW4,938$2.68M0.5%+74+1.5%AddedHistory
DGXQuest Diagnostics IncCOM14,774$2.65M0.5%−203−1.4%ReducedHistory
OSKOshkosh CorpCOM23,351$2.65M0.5%+716+3.2%AddedHistory
SBUXStarbucks CorpStock28,799$2.64M0.4%+460+1.6%AddedHistory
RTXRTX CorpStock17,924$2.62M0.4%+18+0.1%AddedHistory
TTTrane Technologies plcSHS5,935$2.60M0.4%−100−1.7%ReducedHistory
LLYEli Lilly & CoStock3,276$2.55M0.4%−79−2.4%ReducedHistory
VVisa Inc.Stock6,820$2.42M0.4%−68−1.0%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock4,700$2.39M0.4%−292−5.8%ReducedHistory
COINCoinbase Global, Inc.COM CL A6,689$2.34M0.4%+56+0.8%AddedHistory
iShares S&P 500 Growth ETF464287309ETF21,262$2.34M0.4%+368+1.8%Added–
PHParker-Hannifin CorpStock3,348$2.34M0.4%+113+3.5%AddedHistory
LOWLowes Companies IncStock10,334$2.29M0.4%+412+4.2%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV16,169$2.19M0.4%+133+0.8%Added–
XOMExxonMobil Holdings CorpCOM20,186$2.18M0.4%−973−4.6%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF3,921$2.16M0.4%+157+4.2%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,477$2.09M0.4%+83+1.1%Added–
AXPAmerican Express CoStock6,439$2.05M0.3%+195+3.1%AddedHistory
GOOGAlphabet Inc.Stock11,395$2.02M0.3%+293+2.6%AddedHistory
WMBWilliams Companies, Inc.COM31,902$2.00M0.3%+214+0.7%AddedHistory
RJFRaymond James Financial IncCOM13,035$2.00M0.3%+329+2.6%AddedHistory
DGDollar General CorpCOM17,474$2.00M0.3%+110+0.6%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF46,532$1.98M0.3%+1,080+2.4%Added–
APOApollo Global Management, Inc.COM13,328$1.89M0.3%+1,010+8.2%AddedHistory
PLDPrologis, Inc.REIT17,789$1.87M0.3%+300+1.7%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF44,779$1.81M0.3%+2,071+4.8%Added–
SAPSAP SEADR5,898$1.79M0.3%+83+1.4%AddedHistory
MCKMcKesson CorpStock2,439$1.79M0.3%+14+0.6%AddedHistory
AMDAdvanced Micro Devices IncStock12,502$1.77M0.3%+948+8.2%AddedHistory
BABAAlibaba Group Holding LtdADR15,499$1.76M0.3%+43+0.3%AddedHistory

Sold out since Q1 2025 (3)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Stablepoint Partners, LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
MRSHMarsh & McLennan Companies, Inc.Stock861$210.1K<0.1%History
HBANHuntington Bancshares IncCOM11,752$176.4K<0.1%History
BNKKBonk, Inc.COM NEW25,000$9.10K<0.1%History