Stableford Capital Ii Llc Portfolio Stock Holdings

Stableford Capital Ii Llc disclosed 144 stock positions valued at approximately $269.2 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ALPHABET INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 6, 2026.

Report Period
March 31, 2026
No. of Stocks
144
Portfolio Value
$269.2M
Holdings by Sector
Stableford Capital Ii Llc Portfolio Holdings in Q1 2026

143 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
SPDR SERIES TRUSTBILOther5.42%159,302+117,011+276.68%$14,598,435
ALPHABET INCGOOGLCommunication Services4.62%43,222-13,423-23.70%$12,428,918
MICROSOFT CORPMSFTTechnology3.99%29,001+6,177+27.06%$10,735,300
ISHARES TRSHVOther3.72%90,648+51,232+129.98%$10,006,633
ISHARES TRIEFOther3.53%99,614+16,458+19.79%$9,507,160
AMAZON COM INCAMZNConsumer Cyclical3.14%40,638-2,521-5.84%$8,463,676
APPLE INCAAPLTechnology2.99%31,681-425-1.32%$8,040,321
NVIDIA CORPORATIONNVDATechnology2.70%41,727+800+1.95%$7,277,189
VANGUARD SCOTTSDALE FDSVGITOther2.68%121,022+40,024+49.41%$7,206,860
ELI LILLY & COLLYHealthcare2.56%7,503+53+0.71%$6,901,034
META PLATFORMS INCMETACommunication Services2.10%9,889+131+1.34%$5,657,794
SCHWAB STRATEGIC TRSCHROther1.99%214,704+3,781+1.79%$5,348,277
ISHARES TRSGOVOther1.73%46,188+13,417+40.94%$4,649,284
EXXON MOBIL CORPXOMEnergy1.63%25,868-8,348-24.40%$4,388,765
ISHARES GOLD TRIAUOther1.53%46,587-47,730-50.61%$4,107,110
SCHWAB CHARLES CORPSCHWFinancial Services1.34%38,431+294+0.77%$3,611,745
ARES CAPITAL CORPARCCFinancial Services1.29%192,164+46,523+31.94%$3,462,795
MERCADOLIBRE INCMELIConsumer Cyclical1.23%1,917+11+0.58%$3,314,531
VISA INCVFinancial Services1.14%10,132+880+9.51%$3,062,296
WELLS FARGO CO NEWWFCFinancial Services1.03%34,969+531+1.54%$2,783,882
PROLOGIS INC.PLDReal Estate0.98%19,984+34+0.17%$2,641,485
JPMORGAN CHASE & CO.JPMFinancial Services0.92%8,459-993-10.51%$2,488,299
MASTERCARD INCORPORATEDMAFinancial Services0.91%4,895+245+5.27%$2,445,836
CELSIUS HLDGS INCCELHConsumer Defensive0.88%66,990+397+0.60%$2,376,805
SHERWIN WILLIAMS COSHWBasic Materials0.88%7,353-33-0.45%$2,357,004
CHENIERE ENERGY INCLNGEnergy0.86%8,193+5,493+203.44%$2,324,846
ISHARES TRGOVTOther0.80%93,577-2,447-2.55%$2,143,849
BROADCOM INCAVGOTechnology0.76%6,653+1,085+19.49%$2,059,170
CITIGROUP INCCFinancial Services0.73%17,227+450+2.68%$1,953,714
ENBRIDGE INCENBEnergy0.72%35,890+98+0.27%$1,943,085
VANGUARD SCOTTSDALE FDSVONVOther0.70%20,171-22-0.11%$1,890,830
ASML HOLDING N VASMLOther0.70%1,429-52-3.51%$1,887,466
GOLUB CAP BDC INCGBDCFinancial Services0.68%143,662+73,846+105.77%$1,818,761
ISHARES TRIWDOther0.67%8,397-789-8.59%$1,794,187
NETFLIX INCNFLXCommunication Services0.64%17,970+9,969+124.60%$1,727,816
LINDE PLCLINOther0.64%3,456-270-7.25%$1,713,347
MICRON TECHNOLOGY INCMUTechnology0.64%5,069-188-3.58%$1,712,511
T-MOBILE US INCTMUSCommunication Services0.63%8,132+1,093+15.53%$1,707,964
TC ENERGY CORPTRPEnergy0.63%27,122-140-0.51%$1,697,837
SELECT SECTOR SPDR TRXLUOther0.63%36,986-16,049-30.26%$1,697,288
CROWDSTRIKE HLDGS INCCRWDTechnology0.63%4,328-1,210-21.85%$1,689,694
HUBBELL INCHUBBIndustrials0.62%3,419-754-18.07%$1,677,840
GE AEROSPACEGEIndustrials0.62%5,912-1,078-15.42%$1,677,648
MERCK & CO INCMRKHealthcare0.59%13,153--$1,582,174
ADVANCED MICRO DEVICES INCAMDTechnology0.56%7,444+208+2.87%$1,514,333
JOHNSON & JOHNSONJNJHealthcare0.55%6,022-2,203-26.78%$1,472,018
WILLIAMS COS INCWMBEnergy0.54%20,029-5,043-20.11%$1,457,711
EATON CORP PLCETNOther0.54%4,065-845-17.21%$1,453,929
BLACKSTONE INCBXFinancial Services0.54%12,590+12,590+100.00%$1,447,724
SHOPIFY INCSHOPTechnology0.52%11,866+11,866+100.00%$1,407,545
ABBOTT LABSABTHealthcare0.51%13,441+573+4.45%$1,379,987
KKR & CO INCKKRFinancial Services0.51%14,838+14,838+100.00%$1,372,515
S&P GLOBAL INCSPGIFinancial Services0.50%3,179+3,179+100.00%$1,352,156
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.49%2,664+19+0.72%$1,309,436
ARES MANAGEMENT CORPORATIONARESFinancial Services0.49%11,987+11,987+100.00%$1,307,782
BANK NEW YORK MELLON CORPBKFinancial Services0.48%10,961+54+0.50%$1,300,303
NEWMONT CORPNEMBasic Materials0.48%11,880-6,477-35.28%$1,286,010
ESTABLISHMENT LABS HLDGS INCESTAOther0.47%22,359-665-2.89%$1,269,544
BIOGEN INCBIIBHealthcare0.47%6,904-10-0.14%$1,265,710
PHILIP MORRIS INTL INCPMConsumer Defensive0.47%7,623-121-1.56%$1,260,387
US BANCORP DELUSBFinancial Services0.46%23,890+28+0.12%$1,242,519
FREEPORT-MCMORAN INCFCXBasic Materials0.46%20,904-44,996-68.28%$1,228,737
JANUS DETROIT STR TRJMBSOther0.45%27,090-369-1.34%$1,223,926
PALO ALTO NETWORKS INCPANWTechnology0.45%7,619+3,088+68.15%$1,221,478
COSTCO WHSL CORP NEWCOSTConsumer Defensive0.42%1,141-50-4.20%$1,136,927
SOUTHERN COSOUtilities0.42%11,758-481-3.93%$1,134,882
CLOUDFLARE INCNETTechnology0.42%5,462+85+1.58%$1,127,029
DUKE ENERGY CORP NEWDUKUtilities0.42%8,579-699-7.53%$1,123,334
CBRE GROUP INCCBREReal Estate0.41%8,102+4,225+108.98%$1,097,497
EOG RES INCEOGEnergy0.40%7,488-1,898-20.22%$1,082,540
AGNC INVT CORPAGNCReal Estate0.40%107,112+120+0.11%$1,074,333
WELLTOWER INCWELLReal Estate0.39%5,377-17-0.32%$1,063,087
LOWES COS INCLOWConsumer Cyclical0.39%4,427+145+3.39%$1,046,012
CHEVRON CORP NEWCVXEnergy0.39%5,035-2,209-30.49%$1,041,742
ANNALY CAPITAL MANAGEMENT INNLYReal Estate0.39%49,127+135+0.28%$1,039,036
CONSTELLATION ENERGY CORPCEGUtilities0.38%3,674+454+14.10%$1,025,965
ATAI BECKLEY NVN0731H103Other0.38%286,282-5,276-1.81%$1,013,438
QXO INCQXOTechnology0.36%50,586-230-0.45%$982,380
TJX COS INC NEWTJXConsumer Cyclical0.36%6,137-890-12.67%$980,079
HOME DEPOT INCHDConsumer Cyclical0.36%2,942-17-0.57%$967,594
COCA COLA COKOConsumer Defensive0.36%12,636-1,762-12.24%$960,968
CATERPILLAR INCCATIndustrials0.36%1,353-1,460-51.90%$958,546
RTX CORPORATIONRTXIndustrials0.35%4,938-831-14.40%$952,540
GE VERNOVA INCGEVUtilities0.35%1,086-501-31.57%$947,969
WALMART INCWMTConsumer Defensive0.35%7,548-1,997-20.92%$938,065
ECOLAB INCECLBasic Materials0.35%3,526+14+0.40%$937,987
MSCI INCMSCIFinancial Services0.35%1,733+5+0.29%$934,104
NEXTERA ENERGY INCNEEUtilities0.35%10,040-2,543-20.21%$932,515
ABBVIE INCABBVHealthcare0.35%4,274+110+2.64%$929,552
PROCTER AND GAMBLE COPGConsumer Defensive0.35%6,433+255+4.13%$929,183
BANK AMERICA CORPBACFinancial Services0.34%18,993-520-2.66%$925,909
MCDONALDS CORPMCDConsumer Cyclical0.34%2,968-144-4.63%$922,425
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.34%1,924+28+1.48%$921,981
DANAHER CORPORATIONDHRHealthcare0.34%4,841+1,428+41.84%$917,854
MOODYS CORPMCOFinancial Services0.34%2,080+13+0.63%$907,400
MEDTRONIC PLCMDTOther0.33%10,388+207+2.03%$900,120
UBER TECHNOLOGIES INCUBERTechnology0.33%12,507+2,383+23.54%$899,629
CONOCOPHILLIPSCOPEnergy0.33%6,777-3,545-34.34%$894,564
COMPASS PATHWAYS PLCCMPSHealthcare0.33%161,139+514+0.32%$891,099
AMERICAN ELEC PWR CO INCAEPUtilities0.33%6,725+6,725+100.00%$881,513
Stableford Capital Ii Llc Portfolio Stock Holdings | InsiderSet