Stablepoint Partners, LLC

CIK

2011237

Location

BRAINTREE, MA

Portfolio Value

Small $531,675,047

Diversification

Diversified

Filing Date

Global Rank

#2,510 / 8,603 ▲ 106 · as of Mar 2026

Top Industry

Drug Manufacturers - General 10.5%

3Y Alpha vs SPY

+0.6%

Period ended 3 months ago

Filed Apr 30, 2026 · 2mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+55.2%

SPY

+53.6%

Annualised alpha

+0.5%

Max drawdown

−15.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

194 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

3.5%

−0.4 pts

Top 5

12.1%

−1.1 pts

Top 10

20.9%

−2.1 pts

HHI

112

Diversified−8

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	16.5%	$87,561,700	27
Healthcare	15.3%	$81,520,540	24
Financial Services	13.5%	$71,818,563	38
Consumer Defensive	9.5%	$50,370,019	14
Consumer Cyclical	8.5%	$45,126,577	20
Energy	7.9%	$42,170,515	16
Utilities	7.6%	$40,615,553	8
Communication Services	7.6%	$40,607,244	9
Industrials	6.6%	$34,894,421	23
Unclassified	3.0%	$16,112,953	5
Real Estate	2.3%	$12,299,683	3
Basic Materials	1.6%	$8,577,279	7

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACHR	Archer Aviation Inc.	+84,205	177,657	$918,486
T	At&T Inc.	+45,434	277,237	$8,037,100
PFE	Pfizer Inc	+32,318	198,246	$5,566,747
VZ	Verizon Communications Inc	+23,554	154,137	$7,737,677
KGS	Kodiak Gas Services, Inc.	+20,395	29,550	$1,723,356
CCI	Crown Castle Inc.	+17,605	71,396	$5,805,208
KMB	Kimberly Clark Corp	+16,207	44,705	$4,312,691
CMCSA	Comcast Corp	+12,291	49,485	$1,420,714
KMI	Kinder Morgan, Inc.	+11,373	215,197	$7,215,555
EQT	EQT Corp	+9,345	29,177	$1,856,824
D	Dominion Energy, Inc	+7,994	94,516	$5,842,979
MET	Metlife Inc	+7,477	67,478	$4,772,044
RBRK	Rubrik, Inc.	+7,358	25,671	$1,257,108
NFLX	Netflix Inc	+5,640	34,611	$3,327,847
PG	PROCTER & GAMBLE Co	+5,154	49,625	$7,167,835
KO	Coca Cola Co	+4,834	121,507	$9,240,607
BBY	Best Buy Co Inc	+4,729	17,374	$1,115,410
NVO	Novo Nordisk A S	+4,699	25,250	$927,937
NOW	ServiceNow, Inc.	+4,622	12,400	$1,296,420
QCOM	Qualcomm Inc/De	+4,608	42,544	$5,478,816
UL	Unilever PLC	+4,551	97,229	$5,539,136
SNY	Sanofi	+4,169	33,412	$1,609,790
MDLZ	Mondelez International, Inc.	+4,083	52,834	$3,045,351
JBLU	Jetblue Airways Corp	+4,000	15,000	$66,300
HD	Home Depot, Inc.	+3,950	4,861	$1,598,734
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LYB	LyondellBasell Industries N.V.	−59,953	3,868	$311,606
STX	Seagate Technology Holdings plc	−29,584	10,289	$4,030,818
IAU	Ishares Gold Trust	−25,368	117,815	$10,386,570
DG	Dollar General Corp	−10,083	3,585	$425,647
TGT	Target Corp	−9,688	3,688	$446,985
GSK	GSK plc	−9,644	108,849	$6,007,376
TD	Toronto Dominion Bank	−6,725	61,423	$5,731,380
MU	Micron Technology Inc	−6,297	5,351	$1,807,781
JNJ	Johnson & Johnson	−5,495	29,757	$7,273,801
SLB	Slb Limited/Nv	−5,430	33,454	$1,719,201
BX	Blackstone Inc.	−4,871	31,679	$3,642,768
MRK	Merck & Co., Inc.	−4,768	66,669	$8,019,614
WMT	Walmart Inc.	−4,355	63,435	$7,883,701
CVS	CVS HEALTH Corp	−3,782	88,169	$6,332,297
DIS	Walt Disney Co	−3,408	3,446	$332,125
FITB	Fifth Third Bancorp	−2,146	108,395	$5,036,031
USB	US Bancorp De	−2,137	31,377	$1,631,917
CMG	Chipotle Mexican Grill Inc	−2,054	8,550	$273,685
GOOGL	Alphabet Inc.	−2,042	26,931	$7,744,278
AMAT	Applied Materials Inc /De	−2,039	6,155	$2,103,717
LVS	Las Vegas Sands Corp	−1,998	21,044	$1,133,850
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−1,862	10,282	$3,474,801
STLD	Steel Dynamics Inc	−1,764	10,046	$1,808,280
GILD	Gilead Sciences, Inc.	−1,748	23,221	$3,236,310
AMD	Advanced Micro Devices Inc	−1,744	9,417	$1,915,700
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
KTB	Kontoor Brands, Inc.	67,577	$4,749,987
UPS	United Parcel Service Inc	40,979	$4,031,514
PSA	Public Storage	14,588	$3,951,597
AZN	Astrazeneca PLC	10,742	$2,118,537
TPL	Texas Pacific Land Corp	3,801	$1,803,802
GEV	GE Vernova Inc.	1,940	$1,693,426
DKS	Dick's Sporting Goods, Inc.	7,916	$1,569,663
SOLS	Solstice Advanced Materials Inc.	20,154	$1,534,928
EHC	Encompass Health Corp	11,662	$1,128,065
BOOT	Boot Barn Holdings, Inc.	6,765	$990,125
HOOD	Robinhood Markets, Inc.	11,015	$763,339
MFIC	MidCap Financial Investment Corp	34,475	$387,499
LIN	Linde PLC	618	$306,379
ETN	Eaton Corp plc	709	$253,588
OKE	Oneok Inc /New/	2,507	$226,607
LRCX	Lam Research Corp	1,033	$220,710
CSX	Csx Corp	4,968	$203,936
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
DOW	Dow Inc.	127,095	$2,971,481
SNOW	Snowflake Inc.	5,618	$1,232,364
INTU	Intuit Inc.	1,650	$1,092,993
ADBE	Adobe Inc.	2,891	$1,011,821
FLUT	Flutter Entertainment plc	4,009	$862,095
GXO	GXO Logistics, Inc.	10,153	$534,453
ADP	Automatic Data Processing Inc	1,029	$264,689
ACN	Accenture plc	868	$232,884
KKR	KKR & Co. Inc.	1,738	$221,560
PYPL	PayPal Holdings, Inc.	3,462	$202,111
MPT	Medical Properties Trust Inc	10,192	$50,960
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

194 positions · $531,675,047 total · as of Mar 31, 2026

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

Showing 1–50 of 194 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	73,385	-1,353	$18,624,379	−8.3%	3.50%
NEE	Nextera Energy Inc Utilities	Reduced	130,623	-1,677	$12,132,264	+14.2%	2.28%
JPM	Jpmorgan Chase & Co Financial Services	Added	39,144	+545	$11,514,599	−7.4%	2.17%
AVGO	Broadcom Inc. Technology	Reduced	35,399	-1,003	$10,956,344	−13.0%	2.06%
AMGN	Amgen Inc Healthcare	Reduced	30,968	-331	$10,896,090	+6.4%	2.05%
IAU	Ishares Gold Trust	Reduced	117,815	-25,368	$10,386,570	−10.6%	1.95%
CVX	Chevron Corp Energy	Added	44,682	+423	$9,244,705	+37.0%	1.74%
KO	Coca Cola Co Consumer Defensive	Added	121,507	+4,834	$9,240,607	+13.3%	1.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	43,475	+306	$9,054,538	−9.1%	1.70%
PSX	Phillips 66 Energy	Added	48,615	+226	$8,856,680	+41.8%	1.67%
MSFT	Microsoft Corp Technology	Added	22,991	+847	$8,510,578	−20.5%	1.60%
LMT	Lockheed Martin Corp Industrials	Reduced	13,838	-1,220	$8,363,548	+14.8%	1.57%
T	At&T Inc. Communication Services	Added	277,237	+45,434	$8,037,100	+39.6%	1.51%
MRK	Merck & Co., Inc. Healthcare	Reduced	66,669	-4,768	$8,019,614	+6.7%	1.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	63,435	-4,355	$7,883,701	+4.4%	1.48%
GOOGL	Alphabet Inc. Communication Services	Reduced	26,931	-2,042	$7,744,278	−14.6%	1.46%
VZ	Verizon Communications Inc Communication Services	Added	154,137	+23,554	$7,737,677	+45.5%	1.46%
PEP	Pepsico Inc Consumer Defensive	Added	48,224	+2,071	$7,488,704	+13.1%	1.41%
JNJ	Johnson & Johnson Healthcare	Reduced	29,757	-5,495	$7,273,801	−0.3%	1.37%
KMI	Kinder Morgan, Inc. Energy	Added	215,197	+11,373	$7,215,555	+28.8%	1.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	49,625	+5,154	$7,167,835	+12.5%	1.35%
MCD	Mcdonalds Corp Consumer Cyclical	Added	22,652	+1,279	$7,040,015	+7.8%	1.32%
FE	Firstenergy Corp Utilities	Added	133,638	+615	$6,770,101	+13.7%	1.27%
CSCO	Cisco Systems, Inc. Technology	Added	84,870	+774	$6,585,063	+1.7%	1.24%
WBS	Webster Financial Corp Financial Services	Added	93,404	+866	$6,484,105	+11.3%	1.22%
MDT	Medtronic plc Healthcare	Added	73,137	+2,302	$6,337,321	−6.9%	1.19%
CVS	CVS HEALTH Corp Healthcare	Reduced	88,169	-3,782	$6,332,297	−13.2%	1.19%
EIX	Edison International Utilities	Added	83,783	+358	$6,131,239	+22.4%	1.15%
COF	Capital One Financial Corp Financial Services	Added	32,997	+762	$6,019,642	−22.9%	1.13%
GSK	GSK plc Healthcare	Reduced	108,849	-9,644	$6,007,376	+3.4%	1.13%
DUK	Duke Energy CORP Utilities	Added	44,826	+3,751	$5,869,516	+21.9%	1.10%
D	Dominion Energy, Inc Utilities	Added	94,516	+7,994	$5,842,979	+15.3%	1.10%
CCI	Crown Castle Inc. Real Estate	Added	71,396	+17,605	$5,805,208	+21.4%	1.09%
TD	Toronto Dominion Bank Financial Services	Reduced	61,423	-6,725	$5,731,380	−10.7%	1.08%
PFE	Pfizer Inc Healthcare	Added	198,246	+32,318	$5,566,747	+34.7%	1.05%
UL	Unilever PLC Consumer Defensive	Added	97,229	+4,551	$5,539,136	−8.6%	1.04%
META	Meta Platforms, Inc. Communication Services	Reduced	9,635	-412	$5,512,472	−16.9%	1.04%
QCOM	Qualcomm Inc/De Technology	Added	42,544	+4,608	$5,478,816	−15.6%	1.03%
NVDA	Nvidia Corp Technology	Added	29,015	+7	$5,060,216	−6.5%	0.95%
FITB	Fifth Third Bancorp Financial Services	Reduced	108,395	-2,146	$5,036,031	−2.7%	0.95%
MET	Metlife Inc Financial Services	Added	67,478	+7,477	$4,772,044	+0.8%	0.90%
ABBV	AbbVie Inc. Healthcare	Reduced	21,886	-638	$4,759,986	−7.5%	0.90%
KTB	Kontoor Brands, Inc. Consumer Cyclical	NEW	67,577	NEW	$4,749,987	NEW	0.89%
TMUS	T-Mobile US, Inc. Communication Services	Added	22,317	+3,467	$4,687,239	+22.5%	0.88%
KMB	Kimberly Clark Corp Consumer Defensive	Added	44,705	+16,207	$4,312,691	+50.0%	0.81%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	26,132	-847	$4,173,280	+0.7%	0.78%
UPS	United Parcel Service Inc Industrials	NEW	40,979	NEW	$4,031,514	NEW	0.76%
STX	Seagate Technology Holdings plc Technology	Reduced	10,289	-29,584	$4,030,818	−63.3%	0.76%
PSA	Public Storage Real Estate	NEW	14,588	NEW	$3,951,597	NEW	0.74%
BX	Blackstone Inc. Financial Services	Reduced	31,679	-4,871	$3,642,768	−35.3%	0.69%