Stablepoint Partners, LLC
Top Portfolio Positions
195 positions ·
$534,398,928 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
73,385 | $18,624,379 | 3.49% | |
| NEE |
Nextera Energy Inc
Utilities
|
130,623 | $12,132,264 | 2.27% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
39,144 | $11,514,599 | 2.15% | |
| AVGO |
Broadcom Inc.
Technology
|
35,399 | $10,956,344 | 2.05% | |
| AMGN |
Amgen Inc
Healthcare
|
30,968 | $10,896,090 | 2.04% | |
| IAU |
Ishares Gold Trust
|
117,815 | $10,386,570 | 1.94% | |
| CVX |
Chevron Corp
Energy
|
44,682 | $9,244,705 | 1.73% | |
| KO |
Coca Cola Co
Consumer Defensive
|
121,507 | $9,240,607 | 1.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
43,475 | $9,054,538 | 1.69% | |
| PSX |
Phillips 66
Energy
|
48,615 | $8,856,680 | 1.66% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BMEZ
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $172,865 | 12,038 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $189,058 | 12,562 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $181,144 | 12,562 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $188,260 | 13,202 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $196,709 | 13,202 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $182,908 | 12,702 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $217,039 | 13,702 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $210,462 | 13,702 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $236,294 | 14,417 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $178,876 | 12,210 | Shares | Sole | 2024-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||