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Stablepoint Partners, LLC

SEC CIK
0002011237
Latest filing
Jul 9, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 13, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
245
−3 vs. Q3 2025
Portfolio value
$640.9M
+$10.9M (+1.7%) vs. Q3 2025
Filed
Jan 13, 2026
SEC
Holdings of Stablepoint Partners, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock74,738$20.3M3.2%−749−1.0%ReducedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW218,218$13.1M2.0%+76,286+53.7%Added–
AVGOBroadcom Inc.Stock36,402$12.6M2.0%−517−1.4%ReducedHistory
JPMJPMorgan Chase & CoStock38,599$12.4M1.9%+167+0.4%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF287,083$11.8M1.8%+7,296+2.6%Added–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF238,708$11.7M1.8%+5,120+2.2%Added–
IAUiShares Gold TrustETF143,183$11.6M1.8%−4,703−3.2%ReducedHistory
STXSeagate Technology Holdings plcORD SHS39,873$11.0M1.7%−804−2.0%ReducedHistory
MSFTMicrosoft CorpStock22,144$10.7M1.7%+107+0.5%AddedHistory
NEENextera Energy IncStock132,300$10.6M1.7%+540+0.4%AddedHistory
AMGNAmgen IncStock31,299$10.2M1.6%+270+0.9%AddedHistory
AMZNAmazon Com IncStock43,169$9.96M1.6%+177+0.4%AddedHistory
GOOGLAlphabet Inc.Stock28,973$9.07M1.4%−52−0.2%ReducedHistory
iShares Tr464288687PFD AND INCM SEC268,706$8.32M1.3%+1,068+0.4%Added–
KOCoca Cola CoStock116,673$8.16M1.3%+1,693+1.5%AddedHistory
iShares Tips Bond ETF464287176ETF72,497$7.97M1.2%+2,751+3.9%Added–
COFCapital One Financial CorpStock32,235$7.81M1.2%+567+1.8%AddedHistory
WMTWalmart Inc.Stock67,790$7.55M1.2%+585+0.9%AddedHistory
MRKMerck & Co., Inc.Stock71,437$7.52M1.2%+808+1.1%AddedHistory
CVSCVS Health CorpStock91,951$7.30M1.1%+90+0.1%AddedHistory
JNJJohnson & JohnsonStock35,252$7.30M1.1%−343−1.0%ReducedHistory
LMTLockheed Martin CorpStock15,058$7.28M1.1%+187+1.3%AddedHistory
MDTMedtronic plcStock70,835$6.80M1.1%−57−0.1%ReducedHistory
CVXChevron CorpStock44,259$6.75M1.1%+644+1.5%AddedHistory
METAMeta Platforms, Inc.Stock10,047$6.63M1.0%−77−0.8%ReducedHistory
PEPPepsiCo IncStock46,153$6.62M1.0%−713−1.5%ReducedHistory
MCDMcDonalds CorpStock21,373$6.53M1.0%+372+1.8%AddedHistory
QCOMQualcomm IncStock37,936$6.49M1.0%+268+0.7%AddedHistory
CSCOCisco Systems, Inc.Stock84,096$6.48M1.0%+243+0.3%AddedHistory
TDToronto Dominion BankStock68,148$6.42M1.0%+141+0.2%AddedHistory
PGProcter & Gamble CoStock44,471$6.37M1.0%−1,371−3.0%ReducedHistory
PSXPhillips 66Stock48,389$6.24M1.0%+510+1.1%AddedHistory
ULUnilever PLCSPON ADR NEW92,678$6.06M0.9%+92,678NewHistory
FEFirstenergy CorpCOM133,023$5.96M0.9%+1,562+1.2%AddedHistory
First Tr Exchange-Traded FD33734H106SHS129,212$5.95M0.9%+48,898+60.9%Added–
WBSWebster Financial CorpCOM92,538$5.82M0.9%+1,490+1.6%AddedHistory
GSKGSK plcADR118,493$5.81M0.9%−116−0.1%ReducedHistory
TAT&T Inc.Stock231,803$5.76M0.9%+5,101+2.3%AddedHistory
BXBlackstone Inc.COM36,550$5.63M0.9%+578+1.6%AddedHistory
KMIKinder Morgan, Inc.Stock203,824$5.60M0.9%−1,598−0.8%ReducedHistory
NVDANVIDIA CorpStock29,008$5.41M0.8%−785−2.6%ReducedHistory
VZVerizon Communications IncStock130,583$5.32M0.8%−6,285−4.6%ReducedHistory
FITBFifth Third BancorpCOM110,541$5.17M0.8%+1,604+1.5%AddedHistory
ABBVAbbVie Inc.Stock22,524$5.15M0.8%+177+0.8%AddedHistory
DDominion Energy, IncStock86,522$5.07M0.8%−2,140−2.4%ReducedHistory
EIXEdison InternationalStock83,425$5.01M0.8%−2,749−3.2%ReducedHistory
iShares Tr4642874407-10 YR TRSY BD51,992$5.00M0.8%+4,405+9.3%Added–
DUKDuke Energy CORPStock41,075$4.81M0.8%+495+1.2%AddedHistory
CCICrown Castle Inc.REIT53,791$4.78M0.7%−3,214−5.6%ReducedHistory
METMetlife IncStock60,001$4.74M0.7%−10.0%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV33,006$4.59M0.7%+16,757+103.1%Added–
Vanguard Dividend Appreciation ETF921908844ETF20,547$4.52M0.7%+2,612+14.6%Added–
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26180,256$4.21M0.7%+16,509+10.1%Added–
TJXTJX Companies IncStock26,979$4.14M0.6%−30.0%ReducedHistory
PFEPfizer IncStock165,928$4.13M0.6%−16,911−9.2%ReducedHistory
TSLATesla, Inc.Stock9,030$4.06M0.6%−187−2.0%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF58,693$3.96M0.6%+1,689+3.0%Added–
TMUST-Mobile US, Inc.Stock18,850$3.83M0.6%−286−1.5%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR12,144$3.69M0.6%−78−0.6%ReducedHistory
LLYEli Lilly & CoStock3,320$3.57M0.6%−47−1.4%ReducedHistory
GOOGAlphabet Inc.Stock11,321$3.55M0.6%−78−0.7%ReducedHistory
UBERUber Technologies, IncStock43,056$3.52M0.5%+190.0%AddedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF53,329$3.36M0.5%+206+0.4%Added–
MUMicron Technology IncStock11,648$3.32M0.5%−81−0.7%ReducedHistory
RTXRTX CorpStock17,115$3.14M0.5%−18−0.1%ReducedHistory
GILDGilead Sciences, Inc.Stock24,969$3.06M0.5%+338+1.4%AddedHistory
DOWDow Inc.Stock127,095$2.97M0.5%−64,682−33.7%ReducedHistory
PHParker-Hannifin CorpStock3,377$2.97M0.5%−62−1.8%ReducedHistory
LOWLowes Companies IncStock12,306$2.97M0.5%+146+1.2%AddedHistory
ISRGIntuitive Surgical IncCOM NEW5,197$2.94M0.5%+25+0.5%AddedHistory
KMBKimberly Clark CorpStock28,498$2.88M0.4%−6,990−19.7%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -63,821$2.76M0.4%−17,027−21.1%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF4,428$2.72M0.4%+126+2.9%Added–
NFLXNetflix IncStock28,971$2.72M0.4%00.0%UnchangedConverted for a 10-for-1 splitHistory
iShares S&P 500 Growth ETF464287309ETF21,750$2.68M0.4%+139+0.6%Added–
DEDeere & CoStock5,703$2.66M0.4%+129+2.3%AddedHistory
OSKOshkosh CorpCOM21,113$2.65M0.4%+540+2.6%AddedHistory
ABTAbbott LaboratoriesStock21,066$2.64M0.4%+202+1.0%AddedHistory
MDLZMondelez International, Inc.Stock48,751$2.62M0.4%+178+0.4%AddedHistory
SBUXStarbucks CorpStock30,579$2.58M0.4%−331−1.1%ReducedHistory
DGXQuest Diagnostics IncCOM14,765$2.56M0.4%+15+0.1%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF53,214$2.49M0.4%+1,714+3.3%Added–
PLDPrologis, Inc.REIT19,243$2.46M0.4%+211+1.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock4,226$2.45M0.4%−15−0.4%ReducedHistory
AMDAdvanced Micro Devices IncStock11,161$2.39M0.4%+40.0%AddedHistory
VVisa Inc.Stock6,812$2.39M0.4%−13−0.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM19,137$2.30M0.4%−563−2.9%ReducedHistory
AXPAmerican Express CoStock6,183$2.29M0.4%−267−4.1%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF7,773$2.26M0.4%−8−0.1%Reduced–
RJFRaymond James Financial IncCOM13,645$2.19M0.3%+186+1.4%AddedHistory
TTTrane Technologies plcSHS5,566$2.17M0.3%−369−6.2%ReducedHistory
ORCLOracle CorpStock10,808$2.11M0.3%−31−0.3%ReducedHistory
AMATApplied Materials IncStock8,194$2.11M0.3%−14−0.2%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR22,789$2.09M0.3%+378+1.7%AddedHistory
BABAAlibaba Group Holding LtdADR14,177$2.08M0.3%−28−0.2%ReducedHistory
CRWDCrowdStrike Holdings, Inc.Stock4,362$2.04M0.3%−52−1.2%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF45,768$2.03M0.3%+1,484+3.4%Added–
STLDSteel Dynamics IncCOM11,810$2.00M0.3%−100−0.8%ReducedHistory
APOApollo Global Management, Inc.COM13,435$1.94M0.3%+107+0.8%AddedHistory
WMBWilliams Companies, Inc.COM32,246$1.94M0.3%−360−1.1%ReducedHistory

Sold out since Q3 2025 (7)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Stablepoint Partners, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Invesco Exch TRD SLF Idx FD46138J817BULSHS 2025 HY313,092$7.22M1.1%–
ULUnilever PLCSPON ADR NEW102,622$6.08M1.0%History
WDAYWorkday, Inc.CL A1,613$388.3K0.1%History
GEVGE Vernova Inc.Stock589$362.0K0.1%History
AMTAmerican Tower CorpREIT1,206$231.9K<0.1%History
iShares Tr46435U432IBONDS DEC 258,249$221.0K<0.1%–
MFICMidCap Financial Investment CorpCOM NEW10,255$123.0K<0.1%History