Stablepoint Partners, LLC — 13F Holdings & Portfolio
CIK 2011237 · latest 13F-HR filed 2026-04-30
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Loading holdings…
AUM
$672.6M
Long-equity book
Holdings
260
Distinct positions
Period
2026-03-31
Filed 2026-04-30
Q/Q Activity
+29 / −14 / ↑94 / ↓83
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD WHITEHALL FDS$4.4M +111.3%
- PHILLIPS 66$2.6M +41.8%
- CHEVRON CORPORATION$2.5M +37.0%
- VERIZON COMMUNICATIONS INC$2.4M +45.5%
- AT&T INC$2.3M +39.6%
Top Trims
- JANUS DETROIT STR TR-$8.9M -76.0%
- SEAGATE TECHNOLOGY HLDNGS PL-$6.9M -63.3%
- INVESCO EXCH TRD SLF IDX FD-$3.1M -73.5%
- LYONDELLBASELL INDUSTRIES NV-$2.5M -88.7%
- MICROSOFT CORP-$2.2M -20.5%
New Positions
- SSGA ACTIVE ETF TR$8.7M
- SSGA ACTIVE ETF TR$8.4M
- INVESCO EXCH TRD SLF IDX FD$6.7M
- KONTOOR BRANDS INC$4.7M
- UNITED PARCEL SVCS INC$4.0M
Exited Positions
- DOW INC$3.0M
- ASTRAZENECA PLC$2.1M
- SNOWFLAKE INC$1.2M
- INTUIT$1.1M
- ADOBE INC$1.0M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $18.6M | 2.77% | 73,385 | SH |
| 2 | FIRST TR EXCHANGE-TRADED FD | FTSM | 33739Q408 | $13.1M | 1.95% | 219,580 | SH |
| 3 | NEXTERA ENERGY INC | NEE | 65339F101 | $12.1M | 1.80% | 130,623 | SH |
| 4 | JPMORGAN CHASE & CO | JPM | 46625H100 | $11.5M | 1.71% | 39,144 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $11.0M | 1.63% | 35,399 | SH |
| 6 | AMGEN INC | AMGN | 031162100 | $10.9M | 1.62% | 30,968 | SH |
| 7 | SSGA ACTIVE ETF TR | SRLN | 78467V608 | $10.7M | 1.59% | 266,815 | SH |
| 8 | ISHARES GOLD TR | IAU | 464285204 | $10.4M | 1.54% | 117,815 | SH |
| 9 | ISHARES TR | PFF | 464288687 | $10.3M | 1.53% | 339,843 | SH |
| 10 | ISHARES TR | TIP | 464287176 | $9.7M | 1.45% | 88,228 | SH |
| 11 | CHEVRON CORPORATION | CVX | 166764100 | $9.2M | 1.37% | 44,682 | SH |
| 12 | COCA COLA CO | KO | 191216100 | $9.2M | 1.37% | 121,507 | SH |
| 13 | AMAZON COM INC | AMZN | 023135106 | $9.1M | 1.35% | 43,475 | SH |
| 14 | PHILLIPS 66 | PSX | 718546104 | $8.9M | 1.32% | 48,615 | SH |
| 15 | SSGA ACTIVE ETF TR | ULST | 78467V707 | $8.7M | 1.30% | 215,734 | SH |
| 16 | MICROSOFT CORP | MSFT | 594918104 | $8.5M | 1.27% | 22,991 | SH |
| 17 | SSGA ACTIVE ETF TR | TOTL | 78467V848 | $8.4M | 1.25% | 211,583 | SH |
| 18 | LOCKHEED MARTIN CORP | LMT | 539830109 | $8.4M | 1.24% | 13,838 | SH |
| 19 | VANGUARD WHITEHALL FDS | VWOB | 921946885 | $8.4M | 1.24% | 127,287 | SH |
| 20 | AT&T INC | T | 00206R102 | $8.0M | 1.19% | 277,237 | SH |
| 21 | MERCK & CO INC | MRK | 58933Y105 | $8.0M | 1.19% | 66,669 | SH |
| 22 | WALMART INC | WMT | 931142103 | $7.9M | 1.17% | 63,435 | SH |
| 23 | ALPHABET INC | GOOGL | 02079K305 | $7.7M | 1.15% | 26,931 | SH |
| 24 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $7.7M | 1.15% | 154,137 | SH |
| 25 | PEPSICO INC | PEP | 713448108 | $7.5M | 1.11% | 48,224 | SH |
| 26 | JOHNSON & JOHNSON | JNJ | 478160104 | $7.3M | 1.08% | 29,757 | SH |
| 27 | KINDER MORGAN INC DEL | KMI | 49456B101 | $7.2M | 1.07% | 215,197 | SH |
| 28 | PROCTER & GAMBLE CO | PG | 742718109 | $7.2M | 1.07% | 49,625 | SH |
| 29 | MCDONALDS CORP | MCD | 580135101 | $7.0M | 1.05% | 22,652 | SH |
| 30 | FIRSTENERGY CORP | FE | 337932107 | $6.8M | 1.01% | 133,638 | SH |
| 31 | INVESCO EXCH TRD SLF IDX FD | PDBC | 46138J395 | $6.7M | 1.00% | 319,190 | SH |
| 32 | CISCO SYS INC | CSCO | 17275R102 | $6.6M | 0.98% | 84,870 | SH |
| 33 | WEBSTER FINL CORP | WBS | 947890109 | $6.5M | 0.96% | 93,404 | SH |
| 34 | MEDTRONIC PLC | MDT | G5960L103 | $6.3M | 0.94% | 73,137 | SH |
| 35 | CVS HEALTH CORP | CVS | 126650100 | $6.3M | 0.94% | 88,169 | SH |
| 36 | EDISON INTL | EIX | 281020107 | $6.1M | 0.91% | 83,783 | SH |
| 37 | CAPITAL ONE FINL CORP | COF | 14040H105 | $6.0M | 0.90% | 32,997 | SH |
| 38 | GSK PLC | GSK | 37733W204 | $6.0M | 0.89% | 108,849 | SH |
| 39 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $5.9M | 0.87% | 44,826 | SH |
| 40 | DOMINION ENERGY INC | D | 25746U109 | $5.8M | 0.87% | 94,516 | SH |
| 41 | CROWN CASTLE INC | CCI | 22822V101 | $5.8M | 0.86% | 71,396 | SH |
| 42 | TORONTO DOMINION BK ONT | TD | 891160509 | $5.7M | 0.85% | 61,423 | SH |
| 43 | PFIZER INC | PFE | 717081103 | $5.6M | 0.83% | 198,246 | SH |
| 44 | UNILEVER PLC | UL | 904767803 | $5.5M | 0.82% | 97,229 | SH |
| 45 | META PLATFORMS INC | META | 30303M102 | $5.5M | 0.82% | 9,635 | SH |
| 46 | QUALCOMM INC | QCOM | 747525103 | $5.5M | 0.81% | 42,544 | SH |
| 47 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.1M | 0.75% | 29,015 | SH |
| 48 | FIFTH THIRD BANCORP | FITB | 316773100 | $5.0M | 0.75% | 108,395 | SH |
| 49 | ISHARES TR | IEF | 464287440 | $5.0M | 0.74% | 51,953 | SH |
| 50 | METLIFE INC | MET | 59156R108 | $4.8M | 0.71% | 67,478 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-30 | $672.6M | 260 | 0001951757-26-000764 |
| 2025-12-31 | 2026-01-13 | $640.9M | 245 | 0001951757-26-000053 |