Stablepoint Partners, LLC Top Holdings and 13F Report (2026)

About Stablepoint Partners, LLC

Investment Activity

Stablepoint Partners, LLC has $722.70 million in total holdings as of June 30, 2026.
Stablepoint Partners, LLC owns shares of 260 different stocks, but just 96 companies or ETFs make up 80% of its holdings.
Approximately 1.82% of the portfolio was purchased this quarter.
About 1.11% of the portfolio was sold this quarter.
This quarter, Stablepoint Partners, LLC has purchased 260 new stocks and bought additional shares in 130 stocks.
Stablepoint Partners, LLC sold shares of 91 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $21,048,298
Broadcom: $13,243,224
JPMorgan Chase & Co.: $12,821,257
First Trust Enhanced Short Maturity ETF: $12,760,584
NextEra Energy: $11,448,201

Largest New Holdings this Quarter

458140100 - Intel: $586,865 Holding
25809K105 - DOORDASH INC: $276,610 Holding
219350105 - Corning: $269,990 Holding
833445109 - Snowflake: $260,608 Holding
464287234 - iShares MSCI Emerging Markets ETF: $232,320 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 27,177 shares (about $2.19M)
Vanguard Growth ETF: 15,830 shares (about $1.36M)
Intel: 4,203 shares (about $586.87K)
Invesco BulletShares 2029 High Yield Corporate Bond ETF: 21,532 shares (about $454.97K)
ServiceNow: 3,902 shares (about $387.39K)

Largest Sales this Quarter

Alphabet: 1,271 shares (about $454.22K)
iShares Silver Trust: 7,903 shares (about $422.57K)
First Trust Enhanced Short Maturity ETF: 5,942 shares (about $354.92K)
CrowdStrike: 428 shares (about $326.62K)
Tesla: 545 shares (about $229.23K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$21,048,298	$186,348 â–¼	-0.9%	72,741	2.9%	Computer and Technology
AVGO Broadcom	$13,243,224	$128,813 â–¼	-1.0%	35,058	1.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$12,821,257	$8,183 â–²	0.1%	39,169	1.8%	Finance
FTSM First Trust Enhanced Short Maturity ETF	$12,760,584	$354,915 â–¼	-2.7%	213,638	1.8%	Manufacturing
NEE NextEra Energy	$11,448,201	$16,589 â–¼	-0.1%	130,434	1.6%	Utilities
AMGN Amgen	$11,277,831	$63,733 â–²	0.6%	31,144	1.6%	Medical
SRLN SPDR Blackstone Senior Loan ETF	$10,873,685	$123,691 â–²	1.2%	269,885	1.5%	ETF
PFF iShares Preferred and Income Securities ETF	$10,575,208	$213,399 â–²	2.1%	346,842	1.5%	ETF
AMZN Amazon.com	$10,344,194	$17,637 â–¼	-0.2%	43,401	1.4%	Retail/Wholesale
CSCO Cisco Systems	$9,945,678	$23,140 â–¼	-0.2%	84,673	1.4%	Computer and Technology
KO CocaCola	$9,901,637	$26,738 â–²	0.3%	121,836	1.4%	Consumer Staples
STX Seagate Technology	$9,768,888	$160,193 â–¼	-1.6%	10,123	1.4%	Computer and Technology
TIP iShares TIPS Bond ETF	$9,684,661	$29,874 â–²	0.3%	88,501	1.3%	ETF
GOOGL Alphabet	$9,170,102	$454,217 â–¼	-4.7%	25,660	1.3%	Computer and Technology
CVS CVS Health	$9,140,765	$19,656 â–²	0.2%	88,359	1.3%	Medical
IAU iShares Gold Trust	$9,064,069	$167,859 â–²	1.9%	120,038	1.3%	Finance
ULST SPDR SSgA Ultra Short Term Bond ETF	$8,927,440	$206,410 â–²	2.4%	220,840	1.2%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$8,885,470	$326,718 â–²	3.8%	132,146	1.2%	ETF
TOTL SPDR Doubleline Total Return Tactical ETF	$8,673,663	$322,470 â–²	3.9%	219,753	1.2%	ETF
MRK Merck & Co., Inc.	$8,635,941	$69,004 â–²	0.8%	67,206	1.2%	Medical
MSFT Microsoft	$8,527,513	$48,492 â–¼	-0.6%	22,861	1.2%	Computer and Technology
PSX Phillips 66	$8,226,343	$7,945 â–²	0.1%	48,662	1.1%	Energy
QCOM Qualcomm	$7,896,808	$35,110 â–²	0.4%	42,734	1.1%	Computer and Technology
JNJ Johnson & Johnson	$7,606,372	$49,016 â–²	0.6%	29,950	1.1%	Medical
CVX Chevron	$7,466,851	$60,337 â–²	0.8%	45,046	1.0%	Energy
TD Toronto Dominion Bank	$7,461,423	$2,793 â–²	0.0%	61,446	1.0%	Finance
PG Procter & Gamble	$7,285,494	$8,505 â–²	0.1%	49,683	1.0%	Consumer Staples
WALMART INC	$7,244,583	$59,915 â–²	0.8%	63,964	1.0%	COM
BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF	$7,199,462	$454,972 â–²	6.7%	340,722	1.0%	ETF
LMT Lockheed Martin	$7,129,107	$78,969 â–²	1.1%	13,993	1.0%	Aerospace
WBS Webster Financial	$7,124,876	$13,068 â–¼	-0.2%	93,233	1.0%	Finance
KMI Kinder Morgan	$6,893,744	$13,907 â–²	0.2%	215,632	1.0%	Energy
COF Capital One Financial	$6,710,965	$91,082 â–²	1.4%	33,451	0.9%	Finance
VZ Verizon Communications	$6,596,114	$69,946 â–²	1.1%	155,789	0.9%	Computer and Technology
PEP PepsiCo	$6,562,241	$32,767 â–²	0.5%	48,466	0.9%	Consumer Staples
D Dominion Energy	$6,535,767	$81,265 â–²	1.3%	95,706	0.9%	Utilities
FE FirstEnergy	$6,442,024	$88,853 â–²	1.4%	135,507	0.9%	Utilities
EIX Edison International	$6,244,904	$7,296 â–²	0.1%	83,881	0.9%	Utilities
MCD McDonald's	$6,228,205	$105,150 â–²	1.7%	23,041	0.9%	Retail/Wholesale
FITB Fifth Third Bancorp	$6,140,498	$30,271 â–²	0.5%	108,932	0.8%	Finance
MU Micron Technology	$6,049,400	$126,967 â–¼	-2.1%	5,241	0.8%	Computer and Technology
UNILEVER PLC	$5,888,835	$43,407 â–²	0.7%	97,951	0.8%	SPON ADR NEW
MDT Medtronic	$5,803,826	$82,298 â–²	1.4%	74,189	0.8%	Medical
T AT&T	$5,798,625	$59,823 â–²	1.0%	280,127	0.8%	Computer and Technology
GSK GSK	$5,751,051	$45,186 â–²	0.8%	109,711	0.8%	Medical
MET MetLife	$5,746,760	$37,482 â–²	0.7%	67,921	0.8%	Finance
DUK Duke Energy	$5,715,087	$41,012 â–²	0.7%	45,150	0.8%	Utilities
NVDA NVIDIA	$5,710,631	$95,044 â–¼	-1.6%	28,540	0.8%	Computer and Technology
KTB Kontoor Brands	$5,660,675	$28,835 â–²	0.5%	67,923	0.8%	Consumer Discretionary
CCI Crown Castle	$5,468,312	$61,493 â–²	1.1%	72,208	0.8%	Finance
ABBV AbbVie	$5,453,030	$54,354 â–¼	-1.0%	21,670	0.8%	Medical
META Meta Platforms	$5,414,417	$12,956 â–¼	-0.2%	9,612	0.7%	Computer and Technology
AMD Advanced Micro Devices	$5,331,592	$138,837 â–¼	-2.5%	9,178	0.7%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$5,195,168	$282,006 â–²	5.7%	54,935	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$5,040,230	$318,490 â–²	6.7%	21,301	0.7%	ETF
KIMBERLY-CLARK CORP	$4,981,838	$74,534 â–²	1.5%	45,384	0.7%	COM
TSM Taiwan Semiconductor Manufacturing	$4,913,363	$2,865 â–²	0.1%	10,288	0.7%	Computer and Technology
PFE Pfizer	$4,840,951	$67,183 â–²	1.4%	201,036	0.7%	Medical
PSA Public Storage	$4,693,638	$49,976 â–²	1.1%	14,745	0.6%	Finance
UPS United Parcel Service	$4,485,883	$80,625 â–²	1.8%	41,729	0.6%	Transportation
FV First Trust Dorsey Wright Focus 5 ETF	$4,466,562	$202,829 â–²	4.8%	58,863	0.6%	Manufacturing
AMAT Applied Materials	$4,370,652	$79,532 â–¼	-1.8%	6,045	0.6%	Computer and Technology
FVD First Trust Value Line Dividend Index Fund	$4,206,355	$31,172 â–¼	-0.7%	87,305	0.6%	ETF
TJX TJX Companies	$3,934,553	$24,391 â–¼	-0.6%	25,971	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$3,886,561	$63,576 â–¼	-1.6%	3,240	0.5%	Medical
BX Blackstone	$3,767,836	$40,126 â–²	1.1%	32,020	0.5%	Finance
QQQ Invesco QQQ	$3,720,492	$121,513 â–²	3.4%	5,052	0.5%	Finance
DE Deere & Company	$3,695,986	$46,937 â–²	1.3%	5,827	0.5%	Industrials
TMUS T-Mobile US	$3,668,293	$74,976 â–¼	-2.0%	21,870	0.5%	Computer and Technology
GOOG Alphabet	$3,626,323	$121,549 â–¼	-3.2%	10,263	0.5%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$3,531,974	$225,834 â–²	6.8%	61,245	0.5%	ETF
SBUX Starbucks	$3,404,783	$55,796 â–²	1.7%	33,318	0.5%	Retail/Wholesale
TSLA Tesla	$3,392,980	$229,227 â–¼	-6.3%	8,067	0.5%	Auto/Tires/Trucks
CRWD CrowdStrike	$3,304,396	$326,624 â–¼	-9.0%	4,330	0.5%	Computer and Technology
UBER Uber Technologies	$3,291,421	$44,811 â–²	1.4%	45,613	0.5%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$3,273,198	$78,804 â–²	2.5%	23,800	0.5%	ETF
OSK Oshkosh	$3,261,136	$77,661 â–²	2.4%	21,248	0.5%	Auto/Tires/Trucks
SDY SPDR S&P Dividend ETF	$3,139,904	$7,913 â–¼	-0.3%	20,633	0.4%	ETF
RTX RTX	$3,125,403	$63,369 â–²	2.1%	16,473	0.4%	Aerospace
DGX Quest Diagnostics	$3,105,593	$5,511 â–²	0.2%	14,652	0.4%	Medical
PANW Palo Alto Networks	$3,097,144	$11,254 â–¼	-0.4%	9,082	0.4%	Computer and Technology
MDLZ Mondelez International	$3,066,628	$10,700 â–²	0.4%	53,019	0.4%	Consumer Staples
PH Parker-Hannifin	$2,934,545	$65,538 â–¼	-2.2%	3,000	0.4%	Industrials
GILD Gilead Sciences	$2,911,807	$21,984 â–¼	-0.7%	23,047	0.4%	Medical
VO Vanguard Mid-Cap ETF	$2,893,837	$2,189,654 â–²	310.9%	35,917	0.4%	ETF
VLO Valero Energy	$2,879,838	$41,929 â–¼	-1.4%	11,058	0.4%	Energy
TT Trane Technologies	$2,733,305		0.0%	5,565	0.4%	Construction
VNLA Janus Henderson Short Duration Income ETF	$2,620,554	$193,898 â–¼	-6.9%	53,628	0.4%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$2,580,865	$75,383 â–²	3.0%	51,218	0.4%	ETF
PLD Prologis	$2,515,110	$91,035 â–¼	-3.5%	18,566	0.3%	Finance
V Visa	$2,492,274	$34,996 â–¼	-1.4%	7,264	0.3%	Business Services
NFLX Netflix	$2,464,514	$6,712 â–¼	-0.3%	34,517	0.3%	Consumer Discretionary
LOW Lowe's Companies	$2,443,609	$14,772 â–²	0.6%	11,083	0.3%	Retail/Wholesale
WMB Williams Companies	$2,290,338	$98,946 â–¼	-4.1%	30,809	0.3%	Energy
STLD Steel Dynamics	$2,289,666	$15,604 â–¼	-0.7%	9,978	0.3%	Basic Materials
KGS Kodiak Gas Services	$2,228,521	$8,415 â–²	0.4%	29,662	0.3%	Energy
GE VERNOVA INC	$2,159,107	$119,820 â–¼	-5.3%	1,838	0.3%	COM
RUBRIK INC.	$2,152,387	$91,519 â–²	4.4%	26,811	0.3%	CL A
RJF Raymond James Financial	$2,151,155	$20,675 â–²	1.0%	14,150	0.3%	Finance
AXP American Express	$2,109,056	$19,619 â–²	0.9%	6,235	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Stablepoint Partners, LLC Top Holdings and 13F Report (2026)

About Stablepoint Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Stablepoint Partners, LLC Top Holdings and 13F Report (2026)

About Stablepoint Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofStablepoint Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools