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Stablepoint Partners, LLC

SEC CIK
0002011237
Latest filing
Jul 9, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 3, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
248
−1 vs. Q2 2025
Portfolio value
$630.0M
+$42.1M (+7.2%) vs. Q2 2025
Filed
Nov 3, 2025
SEC
Holdings of Stablepoint Partners, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
GWREGuidewire Software, Inc.COM4,676$1.07M0.2%+1,410+43.2%AddedHistory
BBYBest Buy Co IncStock14,497$1.10M0.2%+2,403+19.9%AddedHistory
STZConstellation Brands, Inc.Stock8,172$1.10M0.2%+734+9.9%AddedHistory
INTUIntuit Inc.Stock1,617$1.10M0.2%−158−8.9%ReducedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF20,947$1.13M0.2%−469−2.2%Reduced–
SCHWSchwab Charles CorpStock12,237$1.17M0.2%−440−3.5%ReducedHistory
PMPhilip Morris International Inc.Stock7,368$1.20M0.2%−123−1.6%ReducedHistory
SLViShares Silver TrustETF28,325$1.20M0.2%+1,165+4.3%AddedHistory
COSTCostco Wholesale CorpStock1,304$1.21M0.2%−15−1.1%ReducedHistory
LVSLas Vegas Sands CorpCOM22,921$1.23M0.2%−906−3.8%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF2,603$1.25M0.2%−105−3.9%Reduced–
SNOWSnowflake Inc.Stock5,671$1.28M0.2%−529−8.5%ReducedHistory
Capital Group New Geography14021N105SHS41,829$1.29M0.2%+2,260+5.7%Added–
CRMSalesforce, Inc.Stock5,595$1.33M0.2%−538−8.8%ReducedHistory
BRK.BBerkshire Hathaway IncStock2,642$1.33M0.2%−60−2.2%ReducedHistory
NVONovo Nordisk A SADR24,003$1.33M0.2%+3,937+19.6%AddedHistory
SLBSLB LimitedStock40,184$1.38M0.2%+5,902+17.2%AddedHistory
ANETArista Networks, Inc.Stock9,631$1.40M0.2%+225+2.4%AddedHistory
TXRHTexas Roadhouse, Inc.COM8,450$1.40M0.2%+230+2.8%AddedHistory
NOWServiceNow, Inc.Stock1,531$1.41M0.2%+135+9.7%AddedHistory
MLMMartin Marietta Materials IncCOM2,240$1.41M0.2%+163+7.8%AddedHistory
DGDollar General CorpCOM13,688$1.41M0.2%−3,786−21.7%ReducedHistory
SNYSanofiSPONSORED ADR30,388$1.43M0.2%+2,815+10.2%AddedHistory
MAMastercard IncStock2,540$1.44M0.2%−18−0.7%ReducedHistory
RBRKRubrik, Inc.Stock17,952$1.48M0.2%−782−4.2%ReducedHistory
IBMInternational Business Machines CorpStock5,250$1.48M0.2%+26+0.5%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN86,721$1.49M0.2%+5,785+7.1%AddedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF24,019$1.49M0.2%+319+1.3%Added–
TGTTarget CorpStock16,696$1.50M0.2%+3,056+22.4%AddedHistory
CBChubb LtdStock5,418$1.53M0.2%+173+3.3%AddedHistory
BLKBlackRock, Inc.Stock1,312$1.53M0.2%−5−0.4%ReducedHistory
AIGAmerican International Group, Inc.Stock19,605$1.54M0.2%+281+1.5%AddedHistory
WECWec Energy Group, Inc.Stock13,474$1.54M0.2%+919+7.3%AddedHistory
SAPSAP SEADR5,900$1.58M0.3%+20.0%AddedHistory
CMCSAComcast CorpStock50,633$1.59M0.3%+4,618+10.0%AddedHistory
USBUS Bancorp DECOM NEW33,142$1.60M0.3%+765+2.4%AddedHistory
APDAir Products & Chemicals, Inc.Stock5,892$1.61M0.3%+469+8.6%AddedHistory
PANWPalo Alto Networks IncStock8,074$1.64M0.3%+191+2.4%AddedHistory
SHWSherwin Williams CoCOM4,774$1.65M0.3%+211+4.6%AddedHistory
STLDSteel Dynamics IncCOM11,910$1.66M0.3%+265+2.3%AddedHistory
INDBIndependent Bank CorpCOM24,167$1.67M0.3%+441+1.9%AddedHistory
AMATApplied Materials IncStock8,208$1.68M0.3%−358−4.2%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR22,411$1.72M0.3%+473+2.2%AddedHistory
MCKMcKesson CorpStock2,253$1.74M0.3%−186−7.6%ReducedHistory
UNHUnitedHealth Group IncStock5,066$1.75M0.3%+1,578+45.2%AddedHistory
PLTRPalantir Technologies Inc.Stock9,651$1.76M0.3%00.0%UnchangedHistory
APOApollo Global Management, Inc.COM13,328$1.78M0.3%00.0%UnchangedHistory
TKOTKO Group Holdings, Inc.CL A8,888$1.80M0.3%+84+1.0%AddedHistory
AMDAdvanced Micro Devices IncStock11,157$1.81M0.3%−1,345−10.8%ReducedHistory
SRESempraStock20,434$1.84M0.3%+1,377+7.2%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF44,284$1.89M0.3%−495−1.1%Reduced–
VLOValero Energy CorpStock11,421$1.94M0.3%+199+1.8%AddedHistory
MUMicron Technology IncStock11,729$1.96M0.3%+103+0.9%AddedHistory
COINCoinbase Global, Inc.COM CL A5,916$2.00M0.3%−773−11.6%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock4,241$2.06M0.3%+337+8.6%AddedHistory
WMBWilliams Companies, Inc.COM32,606$2.07M0.3%+704+2.2%AddedHistory
AXPAmerican Express CoStock6,450$2.14M0.3%+11+0.2%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock4,414$2.16M0.3%−286−6.1%ReducedHistory
PLDPrologis, Inc.REIT19,032$2.18M0.3%+1,243+7.0%AddedHistory
XOMExxonMobil Holdings CorpCOM19,700$2.22M0.4%−486−2.4%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV16,249$2.28M0.4%+80+0.5%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF7,781$2.29M0.4%+304+4.1%Added–
ISRGIntuitive Surgical IncCOM NEW5,172$2.31M0.4%+234+4.7%AddedHistory
RJFRaymond James Financial IncCOM13,459$2.32M0.4%+424+3.3%AddedHistory
VVisa Inc.Stock6,825$2.33M0.4%+5+0.1%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF51,500$2.39M0.4%+4,968+10.7%Added–
TTTrane Technologies plcSHS5,935$2.50M0.4%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR14,205$2.54M0.4%−1,294−8.3%ReducedHistory
DEDeere & CoStock5,574$2.55M0.4%+7+0.1%AddedHistory
LLYEli Lilly & CoStock3,367$2.57M0.4%+91+2.8%AddedHistory
Invesco QQQ Trust Series I46090E103ETF4,302$2.58M0.4%+381+9.7%Added–
PHParker-Hannifin CorpStock3,439$2.61M0.4%+91+2.7%AddedHistory
iShares S&P 500 Growth ETF464287309ETF21,611$2.61M0.4%+349+1.6%Added–
SBUXStarbucks CorpStock30,910$2.61M0.4%+2,111+7.3%AddedHistory
OSKOshkosh CorpCOM20,573$2.67M0.4%−2,778−11.9%ReducedHistory
GILDGilead Sciences, Inc.Stock24,631$2.73M0.4%−1,233−4.8%ReducedHistory
GOOGAlphabet Inc.Stock11,399$2.78M0.4%+40.0%AddedHistory
ABTAbbott LaboratoriesStock20,864$2.79M0.4%+214+1.0%AddedHistory
DGXQuest Diagnostics IncCOM14,750$2.81M0.4%−24−0.2%ReducedHistory
RTXRTX CorpStock17,133$2.87M0.5%−791−4.4%ReducedHistory
MDLZMondelez International, Inc.Stock48,573$3.03M0.5%+859+1.8%AddedHistory
ORCLOracle CorpStock10,839$3.05M0.5%−1,960−15.3%ReducedHistory
LOWLowes Companies IncStock12,160$3.06M0.5%+1,826+17.7%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF53,123$3.29M0.5%−519−1.0%Reduced–
TSMTaiwan Semiconductor Manufacturing Co LtdADR12,222$3.41M0.5%−1,194−8.9%ReducedHistory
NFLXNetflix IncStock2,883$3.46M0.5%−227−7.3%ReducedHistory
First Tr Exchange-Traded FD33734H106SHS80,314$3.71M0.6%+317+0.4%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF57,004$3.81M0.6%+3,064+5.7%Added–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26163,747$3.83M0.6%+13,503+9.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF17,935$3.87M0.6%−300−1.6%Reduced–
TJXTJX Companies IncStock26,982$3.90M0.6%−427−1.6%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -80,848$3.96M0.6%+13,723+20.4%AddedHistory
TSLATesla, Inc.Stock9,217$4.10M0.7%+631+7.3%AddedHistory
UBERUber Technologies, IncStock43,037$4.22M0.7%−2,394−5.3%ReducedHistory
DOWDow Inc.Stock191,777$4.40M0.7%+47,183+32.6%AddedHistory
KMBKimberly Clark CorpStock35,488$4.41M0.7%+1,343+3.9%AddedHistory
TMUST-Mobile US, Inc.Stock19,136$4.58M0.7%+524+2.8%AddedHistory
iShares Tr4642874407-10 YR TRSY BD47,587$4.59M0.7%+9,613+25.3%Added–
PFEPfizer IncStock182,839$4.66M0.7%+16,104+9.7%AddedHistory
EIXEdison InternationalStock86,174$4.76M0.8%+12,755+17.4%AddedHistory

Sold out since Q2 2025 (6)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Stablepoint Partners, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
TTDTrade Desk, Inc.Stock13,055$939.8K0.2%History
IQVIQVIA Holdings Inc.Stock5,556$875.6K0.1%History
Vanguard High Dividend Yield Index ETF921946406ETF3,498$466.4K0.1%–
DKNGDraftKings Inc.Stock7,021$301.1K0.1%History
NKENIKE, Inc.Stock3,217$228.6K<0.1%History
OKEONEOK IncCOM2,507$204.6K<0.1%History