1y return+17.7%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $140 against $157 in the S&P 500.2
Stablepoint Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $21.0M | 2.9% | |
| AVGOBroadcom Inc | $13.2M | 1.8% | |
| JPMJpmorgan Chase & Co | $12.8M | 1.8% | |
| FTSMFirst Tr Exchange-traded Fd | $12.8M | 1.8% | −2.7% |
| NEENextera Energy Inc | $11.4M | 1.6% | |
| AMGNAmgen Inc | $11.3M | 1.6% | |
| SRLNSsga Active Etf Tr | $10.9M | 1.5% | +1.2% |
| PFFIshares Tr | $10.6M | 1.5% | +2.1% |
| AMZNAmazon Com Inc | $10.3M | 1.4% | |
| CSCOCisco Sys Inc | $9.9M | 1.4% | |
| KOCoca Cola Co | $9.9M | 1.4% | |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $9.8M | 1.4% | −1.6% |
| TIPIshares Tr | $9.7M | 1.3% | |
| GOOGLAlphabet Inc | $9.2M | 1.3% | −4.7% |
| CVSCvs Health Corp | $9.1M | 1.3% | |
| IAUIshares Gold Tr | $9.1M | 1.3% | +1.9% |
| ULSTSsga Active Etf Tr | $8.9M | 1.2% | +2.4% |
| VWOBVanguard Whitehall Fds | $8.9M | 1.2% | +3.8% |
| TOTLSsga Active Etf Tr | $8.7M | 1.2% | +3.9% |
| MRKMerck & Co Inc | $8.6M | 1.2% | |
| MSFTMicrosoft Corp | $8.5M | 1.2% | |
| PSXPhillips 66 | $8.2M | 1.1% | |
| QCOMQualcomm Inc | $7.9M | 1.1% | |
| JNJJohnson & Johnson | $7.6M | 1.1% | |
| CVXChevron Corporation | $7.5M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2023 | +1030.4% | $9.8M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $13.2M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $9.2M |
| CSCOCisco Sys Inc | December 31, 2023 | +132.5% | $9.9M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $7.2M |
| IAUIshares Gold Tr | December 31, 2023 | +93.5% | $9.1M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $12.8M |
| TDToronto Dominion Bk Ont | December 31, 2023 | +87.9% | $7.5M |
| KMIKinder Morgan Inc Del | December 31, 2023 | +81.2% | $6.9M |
| FITBFifth Third Bancorp | December 31, 2023 | +63.4% | $6.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $428K
- MFICMidcap Financial Invstmnt Co was $387K
- BKNGBooking Holdings Inc was $312K
- NOCNorthrop Grumman Corp was $262K
- IWYIshares Tr was $224K
- BDXBecton Dickinson & Co was $217K
- WULFTerawulf Inc was $166K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.5% | +14.8% |
| March 31, 2026 | +1.6% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +5.3% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | −1.6% | +2.1% |
| September 30, 2024 | +7.2% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Stablepoint Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2011237&type=13F-HR&dateb=&owner=include&count=40CIK 2011237
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2011237/000195175726000964/Filed July 9, 2026 · accession 0001951757-26-000964