Stablepoint Partners, LLC

CIK

2011237

Location

BRAINTREE, MA

Portfolio Value

Small $573,808,978

Diversification

Diversified

Filing Date

Global Rank

#624 / 3,203 ▲ 1899

Top Industry

Drug Manufacturers - General 10.0%

3Y Alpha vs SPY

+1.1%

Period ended 30 days ago

Filed Jul 9, 2026 · 21d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.1%

SPY

+50.3%

Annualised alpha

+2.4%

Max drawdown

−15.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

195 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

3.7%

+0.2 pts

Top 5

12.2%

+0.2 pts

Top 10

20.7%

+0.0 pts

HHI

112

Diversified+1

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	21.1%	$120,938,247	31
Healthcare	14.9%	$85,279,893	23
Financial Services	13.9%	$79,731,643	37
Consumer Defensive	8.8%	$50,552,709	14
Consumer Cyclical	8.2%	$47,281,144	20
Energy	7.2%	$41,246,127	17
Utilities	7.0%	$40,195,667	8
Communication Services	6.3%	$36,403,543	9
Industrials	6.1%	$35,276,238	21
Unclassified	2.6%	$15,028,455	5
Real Estate	2.2%	$12,676,927	3
Basic Materials	1.6%	$9,198,385	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+3,902	16,302	$1,618,462
T	At&T Inc.	+2,890	280,127	$5,798,628
ET	Energy Transfer LP	+2,870	88,296	$1,688,219
PFE	Pfizer Inc	+2,790	201,036	$4,840,946
IAU	Ishares Gold Trust	+2,223	120,038	$9,064,069
IEP	Icahn Enterprises L.P.	+2,059	29,091	$209,746
FE	Firstenergy Corp	+1,869	135,507	$6,442,002
VZ	Verizon Communications Inc	+1,652	155,789	$6,596,106
D	Dominion Energy, Inc	+1,190	95,706	$6,535,762
RBRK	Rubrik, Inc.	+1,140	26,811	$2,152,387
MDT	Medtronic plc	+1,052	74,189	$5,803,805
GSK	GSK plc	+862	109,711	$5,751,050
CCI	Crown Castle Inc.	+812	72,208	$5,468,311
UPS	United Parcel Service Inc	+750	41,729	$4,485,867
UL	Unilever PLC	+722	97,951	$5,888,814
BSTZ	BlackRock Science & Technology Term Trust	+710	12,832	$385,344
KMB	Kimberly Clark Corp	+679	45,384	$4,981,801
NVO	Novo Nordisk A S	+664	25,914	$1,242,317
HOOD	Robinhood Markets, Inc.	+656	11,671	$1,170,367
UBER	Uber Technologies, Inc	+621	45,613	$3,291,434
SBUX	Starbucks Corp	+546	33,318	$3,404,766
MRK	Merck & Co., Inc.	+537	67,206	$8,635,971
FITB	Fifth Third Bancorp	+537	108,932	$6,140,496
ACHR	Archer Aviation Inc.	+531	178,188	$842,829
WMT	Walmart Inc.	+529	63,964	$7,244,562
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−7,903	17,271	$923,480
CMG	Chipotle Mexican Grill Inc	−1,380	7,170	$243,780
WMB	Williams Companies, Inc.	−1,331	30,809	$2,290,341
GOOGL	Alphabet Inc.	−1,271	25,660	$9,170,114
YUM	Yum Brands Inc	−1,164	3,019	$482,617
BMEZ	BlackRock Health Sciences Term Trust	−776	11,262	$172,871
F	Ford Motor Co	−695	12,175	$169,232
PLD	Prologis, Inc.	−672	18,566	$2,515,136
XPO	XPO, Inc.	−662	2,435	$499,881
AAPL	Apple Inc.	−644	72,741	$21,048,335
TSLA	Tesla, Inc.	−545	8,067	$3,392,980
NVDA	Nvidia Corp	−475	28,540	$5,710,568
TMUS	T-Mobile US, Inc.	−447	21,870	$3,668,255
CRWD	CrowdStrike Holdings, Inc.	−428	4,330	$826,099
ISRG	Intuitive Surgical Inc	−368	4,813	$1,914,033
AVGO	Broadcom Inc.	−341	35,058	$13,243,159
TKO	TKO Group Holdings, Inc.	−334	8,631	$1,737,506
GWRE	Guidewire Software, Inc.	−311	7,021	$863,934
COIN	Coinbase Global, Inc.	−278	9,564	$1,398,161
CMCSA	Comcast Corp	−269	49,216	$1,208,252
APO	Apollo Global Management, Inc.	−261	13,024	$1,540,869
BRK-B	Berkshire Hathaway Inc	−258	2,354	$1,177,918
GE	General Electric Co	−241	895	$334,488
AMD	Advanced Micro Devices Inc	−239	9,178	$5,331,591
ABBV	AbbVie Inc.	−216	21,670	$5,453,038
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	4,203	$586,864
DASH	DoorDash, Inc.	1,499	$276,610
GLW	Corning Inc /Ny	1,057	$269,989
SNOW	Snowflake Inc.	1,024	$260,608
FTNT	Fortinet, Inc.	1,463	$224,746
GSBD	Goldman Sachs BDC, Inc.	11,713	$111,039
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	1,892	$427,648
MFIC	MidCap Financial Investment Corp	34,475	$387,499
BKNG	Booking Holdings Inc.	74	$311,563
NOC	Northrop Grumman Corp /De/	384	$261,980
BDX	Becton Dickinson & Co	1,380	$216,977
WULF	Terawulf Inc.	11,500	$165,945
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

195 tracked positions · $573,808,978 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 195 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	72,741	-644	$21,048,335	+13.0%	3.67%
AVGO	Broadcom Inc. Technology	Reduced	35,058	-341	$13,243,159	+20.9%	2.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	39,169	+25	$12,821,188	+11.3%	2.23%
NEE	Nextera Energy Inc Utilities	Reduced	130,434	-189	$11,448,192	−5.6%	2.00%
AMGN	Amgen Inc Healthcare	Added	31,144	+176	$11,277,865	+3.5%	1.97%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	43,401	-74	$10,344,194	+14.2%	1.80%
CSCO	Cisco Systems, Inc. Technology	Reduced	84,673	-197	$9,945,690	+51.0%	1.73%
KO	Coca Cola Co Consumer Defensive	Added	121,836	+329	$9,901,611	+7.2%	1.73%
STX	Seagate Technology Holdings plc Technology	Reduced	10,123	-166	$9,768,695	+142.4%	1.70%
GOOGL	Alphabet Inc. Communication Services	Reduced	25,660	-1,271	$9,170,114	+18.4%	1.60%
CVS	CVS HEALTH Corp Healthcare	Added	88,359	+190	$9,140,738	+44.4%	1.59%
IAU	Ishares Gold Trust	Added	120,038	+2,223	$9,064,069	−12.7%	1.58%
MRK	Merck & Co., Inc. Healthcare	Added	67,206	+537	$8,635,971	+7.7%	1.51%
MSFT	Microsoft Corp Technology	Reduced	22,861	-130	$8,527,610	+0.2%	1.49%
PSX	Phillips 66 Energy	Added	48,662	+47	$8,226,311	−7.1%	1.43%
QCOM	Qualcomm Inc/De Technology	Added	42,734	+190	$7,896,815	+44.1%	1.38%
JNJ	Johnson & Johnson Healthcare	Added	29,950	+193	$7,606,401	+4.6%	1.33%
CVX	Chevron Corp Energy	Added	45,046	+364	$7,466,824	−19.2%	1.30%
TD	Toronto Dominion Bank Financial Services	Added	61,446	+23	$7,461,387	+30.2%	1.30%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	49,683	+58	$7,285,515	+1.6%	1.27%
WMT	Walmart Inc. Consumer Defensive	Added	63,964	+529	$7,244,562	−8.1%	1.26%
LMT	Lockheed Martin Corp Industrials	Added	13,993	+155	$7,128,873	−14.8%	1.24%
WBS	Webster Financial Corp Financial Services	Reduced	93,233	-171	$7,124,865	+9.9%	1.24%
KMI	Kinder Morgan, Inc. Energy	Added	215,632	+435	$6,893,755	−4.5%	1.20%
COF	Capital One Financial Corp Financial Services	Added	33,451	+454	$6,710,939	+11.5%	1.17%
VZ	Verizon Communications Inc Communication Services	Added	155,789	+1,652	$6,596,106	−14.8%	1.15%
PEP	Pepsico Inc Consumer Defensive	Added	48,466	+242	$6,562,296	−12.4%	1.14%
D	Dominion Energy, Inc Utilities	Added	95,706	+1,190	$6,535,762	+11.9%	1.14%
FE	Firstenergy Corp Utilities	Added	135,507	+1,869	$6,442,002	−4.8%	1.12%
EIX	Edison International Utilities	Added	83,881	+98	$6,244,940	+1.9%	1.09%
MCD	Mcdonalds Corp Consumer Cyclical	Added	23,041	+389	$6,228,212	−11.5%	1.09%
FITB	Fifth Third Bancorp Financial Services	Added	108,932	+537	$6,140,496	+21.9%	1.07%
MU	Micron Technology Inc Technology	Reduced	5,241	-110	$6,049,633	+234.6%	1.05%
UL	Unilever PLC Consumer Defensive	Added	97,951	+722	$5,888,814	+6.3%	1.03%
MDT	Medtronic plc Healthcare	Added	74,189	+1,052	$5,803,805	−8.4%	1.01%
T	At&T Inc. Communication Services	Added	280,127	+2,890	$5,798,628	−27.9%	1.01%
GSK	GSK plc Healthcare	Added	109,711	+862	$5,751,050	−4.3%	1.00%
MET	Metlife Inc Financial Services	Added	67,921	+443	$5,746,795	+20.4%	1.00%
DUK	Duke Energy CORP Utilities	Added	45,150	+324	$5,715,087	−2.6%	1.00%
NVDA	Nvidia Corp Technology	Reduced	28,540	-475	$5,710,568	+12.9%	1.00%
KTB	Kontoor Brands, Inc. Consumer Cyclical	Added	67,923	+346	$5,660,702	+19.2%	0.99%
CCI	Crown Castle Inc. Real Estate	Added	72,208	+812	$5,468,311	−5.8%	0.95%
ABBV	AbbVie Inc. Healthcare	Reduced	21,670	-216	$5,453,038	+14.6%	0.95%
META	Meta Platforms, Inc. Communication Services	Reduced	9,612	-23	$5,414,343	−1.8%	0.94%
AMD	Advanced Micro Devices Inc Technology	Reduced	9,178	-239	$5,331,591	+178.3%	0.93%
KMB	Kimberly Clark Corp Consumer Defensive	Added	45,384	+679	$4,981,801	+15.5%	0.87%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	10,288	+6	$4,913,240	+41.4%	0.86%
PFE	Pfizer Inc Healthcare	Added	201,036	+2,790	$4,840,946	−13.0%	0.84%
PSA	Public Storage Real Estate	Added	14,745	+157	$4,693,480	+18.8%	0.82%
UPS	United Parcel Service Inc Industrials	Added	41,729	+750	$4,485,867	+11.3%	0.78%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.