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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
First Tr Exchange-Traded FD33734X176TECH ALPHADEX6,356$1.07M0.2%+180+2.9%Added–
NDAQNasdaq, Inc.COM11,236$1.09M0.2%+324+3.0%AddedHistory
INTUIntuit Inc.Stock1,650$1.09M0.2%+33+2.0%AddedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF20,440$1.10M0.2%−507−2.4%Reduced–
CMCSAComcast CorpStock37,194$1.11M0.2%−13,439−26.5%ReducedHistory
COSTCostco Wholesale CorpStock1,305$1.13M0.2%+1+0.1%AddedHistory
PMPhilip Morris International Inc.Stock7,310$1.17M0.2%−58−0.8%ReducedHistory
NOWServiceNow, Inc.Stock7,778$1.19M0.2%+123+1.6%AddedConverted for a 5-for-1 splitHistory
SNOWSnowflake Inc.Stock5,618$1.23M0.2%−53−0.9%ReducedHistory
SCHWSchwab Charles CorpStock12,349$1.23M0.2%+112+0.9%AddedHistory
ANETArista Networks, Inc.Stock9,640$1.26M0.2%+9+0.1%AddedHistory
APDAir Products & Chemicals, Inc.Stock5,248$1.30M0.2%−644−10.9%ReducedHistory
TGTTarget CorpStock13,376$1.31M0.2%−3,320−19.9%ReducedHistory
BRK.BBerkshire Hathaway IncStock2,612$1.31M0.2%−30−1.1%ReducedHistory
MLMMartin Marietta Materials IncCOM2,170$1.35M0.2%−70−3.1%ReducedHistory
BLKBlackRock, Inc.Stock1,298$1.39M0.2%−14−1.1%ReducedHistory
Vanguard Morningstar Growth ETF922908736ETF2,857$1.39M0.2%+254+9.8%Added–
TXRHTexas Roadhouse, Inc.COM8,436$1.40M0.2%−14−0.2%ReducedHistory
RBRKRubrik, Inc.Stock18,313$1.40M0.2%+361+2.0%AddedHistory
COINCoinbase Global, Inc.COM CL A6,221$1.41M0.2%+305+5.2%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN85,422$1.41M0.2%−1,299−1.5%ReducedHistory
SNYSanofiSPONSORED ADR29,243$1.42M0.2%−1,145−3.8%ReducedHistory
WECWec Energy Group, Inc.Stock13,558$1.43M0.2%+84+0.6%AddedHistory
Capital Group New Geography14021N105SHS44,869$1.43M0.2%+3,040+7.3%Added–
MAMastercard IncStock2,543$1.45M0.2%+3+0.1%AddedHistory
SAPSAP SEADR5,980$1.45M0.2%+80+1.4%AddedHistory
CRMSalesforce, Inc.Stock5,593$1.48M0.2%−20.0%ReducedHistory
SLBSLB LimitedStock38,884$1.49M0.2%−1,300−3.2%ReducedHistory
LVSLas Vegas Sands CorpCOM23,042$1.50M0.2%+121+0.5%AddedHistory
PANWPalo Alto Networks IncStock8,207$1.51M0.2%+133+1.6%AddedHistory
UNHUnitedHealth Group IncStock4,632$1.53M0.2%−434−8.6%ReducedHistory
SLViShares Silver TrustETF24,055$1.55M0.2%−4,270−15.1%ReducedHistory
SHWSherwin Williams CoCOM4,788$1.55M0.2%+14+0.3%AddedHistory
IBMInternational Business Machines CorpStock5,250$1.56M0.2%00.0%UnchangedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF24,813$1.60M0.2%+794+3.3%Added–
AIGAmerican International Group, Inc.Stock19,922$1.70M0.3%+317+1.6%AddedHistory
CBChubb LtdStock5,491$1.71M0.3%+73+1.3%AddedHistory
PLTRPalantir Technologies Inc.Stock9,706$1.73M0.3%+55+0.6%AddedHistory
INDBIndependent Bank CorpCOM24,434$1.79M0.3%+267+1.1%AddedHistory
USBUS Bancorp DECOM NEW33,514$1.79M0.3%+372+1.1%AddedHistory
SRESempraStock20,520$1.81M0.3%+86+0.4%AddedHistory
DGDollar General CorpCOM13,668$1.81M0.3%−20−0.1%ReducedHistory
VLOValero Energy CorpStock11,293$1.84M0.3%−128−1.1%ReducedHistory
MCKMcKesson CorpStock2,258$1.85M0.3%+5+0.2%AddedHistory
TKOTKO Group Holdings, Inc.CL A8,987$1.88M0.3%+99+1.1%AddedHistory
WMBWilliams Companies, Inc.COM32,246$1.94M0.3%−360−1.1%ReducedHistory
APOApollo Global Management, Inc.COM13,435$1.94M0.3%+107+0.8%AddedHistory
STLDSteel Dynamics IncCOM11,810$2.00M0.3%−100−0.8%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF45,768$2.03M0.3%+1,484+3.4%Added–
CRWDCrowdStrike Holdings, Inc.Stock4,362$2.04M0.3%−52−1.2%ReducedHistory
BABAAlibaba Group Holding LtdADR14,177$2.08M0.3%−28−0.2%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR22,789$2.09M0.3%+378+1.7%AddedHistory
AMATApplied Materials IncStock8,194$2.11M0.3%−14−0.2%ReducedHistory
ORCLOracle CorpStock10,808$2.11M0.3%−31−0.3%ReducedHistory
TTTrane Technologies plcSHS5,566$2.17M0.3%−369−6.2%ReducedHistory
RJFRaymond James Financial IncCOM13,645$2.19M0.3%+186+1.4%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF7,773$2.26M0.4%−8−0.1%Reduced–
AXPAmerican Express CoStock6,183$2.29M0.4%−267−4.1%ReducedHistory
XOMExxonMobil Holdings CorpCOM19,137$2.30M0.4%−563−2.9%ReducedHistory
VVisa Inc.Stock6,812$2.39M0.4%−13−0.2%ReducedHistory
AMDAdvanced Micro Devices IncStock11,161$2.39M0.4%+40.0%AddedHistory
TMOThermo Fisher Scientific Inc.Stock4,226$2.45M0.4%−15−0.4%ReducedHistory
PLDPrologis, Inc.REIT19,243$2.46M0.4%+211+1.1%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF53,214$2.49M0.4%+1,714+3.3%Added–
DGXQuest Diagnostics IncCOM14,765$2.56M0.4%+15+0.1%AddedHistory
SBUXStarbucks CorpStock30,579$2.58M0.4%−331−1.1%ReducedHistory
MDLZMondelez International, Inc.Stock48,751$2.62M0.4%+178+0.4%AddedHistory
ABTAbbott LaboratoriesStock21,066$2.64M0.4%+202+1.0%AddedHistory
OSKOshkosh CorpCOM21,113$2.65M0.4%+540+2.6%AddedHistory
DEDeere & CoStock5,703$2.66M0.4%+129+2.3%AddedHistory
iShares S&P 500 Growth ETF464287309ETF21,750$2.68M0.4%+139+0.6%Added–
NFLXNetflix IncStock28,971$2.72M0.4%00.0%UnchangedConverted for a 10-for-1 splitHistory
Invesco QQQ Trust Series I46090E103ETF4,428$2.72M0.4%+126+2.9%Added–
LYBLyondellBasell Industries N.V.SHS - A -63,821$2.76M0.4%−17,027−21.1%ReducedHistory
KMBKimberly Clark CorpStock28,498$2.88M0.4%−6,990−19.7%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW5,197$2.94M0.5%+25+0.5%AddedHistory
LOWLowes Companies IncStock12,306$2.97M0.5%+146+1.2%AddedHistory
PHParker-Hannifin CorpStock3,377$2.97M0.5%−62−1.8%ReducedHistory
DOWDow Inc.Stock127,095$2.97M0.5%−64,682−33.7%ReducedHistory
GILDGilead Sciences, Inc.Stock24,969$3.06M0.5%+338+1.4%AddedHistory
RTXRTX CorpStock17,115$3.14M0.5%−18−0.1%ReducedHistory
MUMicron Technology IncStock11,648$3.32M0.5%−81−0.7%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF53,329$3.36M0.5%+206+0.4%Added–
UBERUber Technologies, IncStock43,056$3.52M0.5%+190.0%AddedHistory
GOOGAlphabet Inc.Stock11,321$3.55M0.6%−78−0.7%ReducedHistory
LLYEli Lilly & CoStock3,320$3.57M0.6%−47−1.4%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR12,144$3.69M0.6%−78−0.6%ReducedHistory
TMUST-Mobile US, Inc.Stock18,850$3.83M0.6%−286−1.5%ReducedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF58,693$3.96M0.6%+1,689+3.0%Added–
TSLATesla, Inc.Stock9,030$4.06M0.6%−187−2.0%ReducedHistory
PFEPfizer IncStock165,928$4.13M0.6%−16,911−9.2%ReducedHistory
TJXTJX Companies IncStock26,979$4.14M0.6%−30.0%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26180,256$4.21M0.7%+16,509+10.1%Added–
Vanguard Dividend Appreciation ETF921908844ETF20,547$4.52M0.7%+2,612+14.6%Added–
SPDR Series Trust78464A763ST STR SP DIV33,006$4.59M0.7%+16,757+103.1%Added–
METMetlife IncStock60,001$4.74M0.7%−10.0%ReducedHistory
CCICrown Castle Inc.REIT53,791$4.78M0.7%−3,214−5.6%ReducedHistory
DUKDuke Energy CORPStock41,075$4.81M0.8%+495+1.2%AddedHistory
iShares Tr4642874407-10 YR TRSY BD51,992$5.00M0.8%+4,405+9.3%Added–
EIXEdison InternationalStock83,425$5.01M0.8%−2,749−3.2%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