Stablepoint Partners, Llc Portfolio Stock Holdings
Stablepoint Partners, Llc disclosed 260 stock positions valued at approximately $672.6 million in its latest SEC 13F filing. The largest holdings include APPLE INC, FIRST TR EXCHANGE-TRADED FD, and NEXTERA ENERGY INC. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 260
- Portfolio Value
- $672.6M
Holdings by Sector
Stablepoint Partners, Llc Portfolio Holdings in Q1 2026
255 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 2.77% | 73,385 | -1,353 | -1.81% | $18,624,455 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 1.95% | 219,580 | +1,362 | +0.62% | $13,126,509 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.80% | 130,623 | -1,677 | -1.27% | $12,132,222 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.71% | 39,144 | +545 | +1.41% | $11,514,540 |
| BROADCOM INC | AVGO | Technology | 1.63% | 35,399 | -1,003 | -2.76% | $10,956,486 |
| AMGEN INC | AMGN | Healthcare | 1.62% | 30,968 | -331 | -1.06% | $10,896,072 |
| SSGA ACTIVE ETF TR | SRLN | Other | 1.59% | 266,815 | -20,268 | -7.06% | $10,709,970 |
| ISHARES GOLD TR | IAU | Other | 1.54% | 117,815 | -25,368 | -17.72% | $10,386,570 |
| ISHARES TR | PFF | Other | 1.53% | 339,843 | +71,137 | +26.47% | $10,304,054 |
| ISHARES TR | TIP | Other | 1.45% | 88,228 | +15,731 | +21.70% | $9,736,809 |
| CHEVRON CORPORATION | CVX | Energy | 1.37% | 44,682 | +423 | +0.96% | $9,244,726 |
| COCA COLA CO | KO | Consumer Defensive | 1.37% | 121,507 | +4,834 | +4.14% | $9,240,620 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.35% | 43,475 | +306 | +0.71% | $9,054,538 |
| PHILLIPS 66 | PSX | Energy | 1.32% | 48,615 | +226 | +0.47% | $8,856,644 |
| SSGA ACTIVE ETF TR | ULST | Other | 1.30% | 215,734 | +215,734 | +100.00% | $8,737,238 |
| MICROSOFT CORP | MSFT | Technology | 1.27% | 22,991 | +847 | +3.82% | $8,510,657 |
| SSGA ACTIVE ETF TR | TOTL | Other | 1.25% | 211,583 | +211,583 | +100.00% | $8,406,205 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.24% | 13,838 | -1,220 | -8.10% | $8,363,276 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 1.24% | 127,287 | +68,594 | +116.87% | $8,361,489 |
| AT&T INC | T | Communication Services | 1.19% | 277,237 | +45,434 | +19.60% | $8,037,097 |
| MERCK & CO INC | MRK | Healthcare | 1.19% | 66,669 | -4,768 | -6.67% | $8,019,571 |
| WALMART INC | WMT | Consumer Defensive | 1.17% | 63,435 | -4,355 | -6.42% | $7,883,672 |
| ALPHABET INC | GOOGL | Communication Services | 1.15% | 26,931 | -2,042 | -7.05% | $7,744,237 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.15% | 154,137 | +23,554 | +18.04% | $7,737,673 |
| PEPSICO INC | PEP | Consumer Defensive | 1.11% | 48,224 | +2,071 | +4.49% | $7,488,674 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.08% | 29,757 | -5,495 | -15.59% | $7,273,887 |
| KINDER MORGAN INC DEL | KMI | Energy | 1.07% | 215,197 | +11,373 | +5.58% | $7,215,569 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.07% | 49,625 | +5,154 | +11.59% | $7,167,874 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.05% | 22,652 | +1,279 | +5.98% | $7,040,005 |
| FIRSTENERGY CORP | FE | Utilities | 1.01% | 133,638 | +615 | +0.46% | $6,770,085 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 1.00% | 319,190 | +319,190 | +100.00% | $6,714,166 |
| CISCO SYS INC | CSCO | Technology | 0.98% | 84,870 | +774 | +0.92% | $6,585,039 |
| WEBSTER FINL CORP | WBS | Financial Services | 0.96% | 93,404 | +866 | +0.94% | $6,484,092 |
| MEDTRONIC PLC | MDT | Other | 0.94% | 73,137 | +2,302 | +3.25% | $6,337,350 |
| CVS HEALTH CORP | CVS | Healthcare | 0.94% | 88,169 | -3,782 | -4.11% | $6,332,308 |
| EDISON INTL | EIX | Utilities | 0.91% | 83,783 | +358 | +0.43% | $6,131,257 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.90% | 32,997 | +762 | +2.36% | $6,019,722 |
| GSK PLC | GSK | Healthcare | 0.89% | 108,849 | -9,644 | -8.14% | $6,007,395 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.87% | 44,826 | +3,751 | +9.13% | $5,869,546 |
| DOMINION ENERGY INC | D | Utilities | 0.87% | 94,516 | +7,994 | +9.24% | $5,842,971 |
| CROWN CASTLE INC | CCI | Real Estate | 0.86% | 71,396 | +17,605 | +32.73% | $5,805,229 |
| TORONTO DOMINION BK ONT | TD | Financial Services | 0.85% | 61,423 | -6,725 | -9.87% | $5,731,352 |
| PFIZER INC | PFE | Healthcare | 0.83% | 198,246 | +32,318 | +19.48% | $5,566,756 |
| META PLATFORMS INC | META | Communication Services | 0.82% | 9,635 | -412 | -4.10% | $5,512,523 |
| QUALCOMM INC | QCOM | Technology | 0.81% | 42,544 | +4,608 | +12.15% | $5,478,817 |
| NVIDIA CORPORATION | NVDA | Technology | 0.75% | 29,015 | +7 | +0.02% | $5,060,220 |
| FIFTH THIRD BANCORP | FITB | Financial Services | 0.75% | 108,395 | -2,146 | -1.94% | $5,036,053 |
| ISHARES TR | IEF | Other | 0.74% | 51,953 | -39 | -0.08% | $4,958,363 |
| METLIFE INC | MET | Financial Services | 0.71% | 67,478 | +7,477 | +12.46% | $4,772,032 |
| ABBVIE INC | ABBV | Healthcare | 0.71% | 21,886 | -638 | -2.83% | $4,759,897 |
| KONTOOR BRANDS INC | KTB | Consumer Cyclical | 0.71% | 67,577 | +67,577 | +100.00% | $4,749,983 |
| T-MOBILE US INC | TMUS | Communication Services | 0.70% | 22,317 | +3,467 | +18.39% | $4,687,166 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.64% | 44,705 | +16,207 | +56.87% | $4,312,673 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.64% | 19,955 | -592 | -2.88% | $4,291,504 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.62% | 26,132 | -847 | -3.14% | $4,173,352 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.61% | 87,952 | -41,260 | -31.93% | $4,136,383 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.60% | 40,979 | +40,979 | +100.00% | $4,031,556 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.60% | 10,289 | -29,584 | -74.20% | $4,030,855 |
| PUBLIC STORAGE OPER CO | PSA | Real Estate | 0.59% | 14,588 | +14,588 | +100.00% | $3,951,597 |
| BLACKSTONE INC | BX | Financial Services | 0.54% | 31,679 | -4,871 | -13.33% | $3,642,764 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.52% | 10,282 | -1,862 | -15.33% | $3,474,803 |
| FIRST TR EXCHANGE TRADED FD | FV | Other | 0.50% | 56,190 | +2,861 | +5.36% | $3,395,969 |
| NETFLIX INC. | NFLX | Communication Services | 0.49% | 34,611 | +5,640 | +19.47% | $3,327,848 |
| DEERE & CO | DE | Industrials | 0.48% | 5,753 | +50 | +0.88% | $3,240,931 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.48% | 23,221 | -1,748 | -7.00% | $3,236,317 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.48% | 44,992 | +1,936 | +4.50% | $3,236,262 |
| TESLA INC | TSLA | Consumer Cyclical | 0.48% | 8,612 | -418 | -4.63% | $3,201,511 |
| RTX CORPORATION | RTX | Industrials | 0.46% | 16,139 | -976 | -5.70% | $3,113,122 |
| OSHKOSH CORP | OSK | Industrials | 0.45% | 20,742 | -371 | -1.76% | $3,053,488 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.45% | 52,834 | +4,083 | +8.38% | $3,045,347 |
| ALPHABET INC | GOOG | Communication Services | 0.45% | 10,607 | -714 | -6.31% | $3,042,779 |
| ELI LILLY & CO | LLY | Healthcare | 0.45% | 3,293 | -27 | -0.81% | $3,029,044 |
| SPDR SERIES TRUST | SDY | Other | 0.45% | 20,685 | -12,321 | -37.33% | $3,018,830 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.44% | 32,772 | +2,193 | +7.17% | $2,936,071 |
| QUEST DIAGNOSTICS INC | DGX | Healthcare | 0.43% | 14,626 | -139 | -0.94% | $2,866,456 |
| INVESCO QQQ TR | QQQ | Other | 0.42% | 4,887 | +459 | +10.37% | $2,820,835 |
| JANUS DETROIT STR TR | VNLA | Other | 0.42% | 57,596 | -181,112 | -75.87% | $2,814,152 |
| VALERO ENERGY CORP | VLO | Energy | 0.41% | 11,219 | -74 | -0.66% | $2,771,869 |
| SPDR SERIES TRUST | SPSM | Other | 0.41% | 57,329 | +4,115 | +7.73% | $2,770,155 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.41% | 3,067 | -310 | -9.18% | $2,745,848 |
| ISHARES TR | IVW | Other | 0.39% | 23,227 | +1,477 | +6.79% | $2,627,161 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.39% | 11,016 | -1,290 | -10.48% | $2,602,918 |
| PROLOGIS INC. | PLD | Real Estate | 0.38% | 19,238 | -5 | -0.03% | $2,542,900 |
| VANGUARD INDEX FDS | VO | Other | 0.37% | 8,740 | +967 | +12.44% | $2,509,846 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.36% | 5,181 | -16 | -0.31% | $2,388,389 |
| WILLIAMS COS INC | WMB | Energy | 0.35% | 32,140 | -106 | -0.33% | $2,339,140 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.34% | 5,565 | -1 | -0.02% | $2,319,158 |
| EXXON MOBIL CORP | XOM | Energy | 0.34% | 13,519 | -5,618 | -29.36% | $2,293,627 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.34% | 49,722 | +3,954 | +8.64% | $2,269,799 |
| VISA INC | V | Financial Services | 0.33% | 7,366 | +554 | +8.13% | $2,226,342 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.33% | 21,583 | +517 | +2.45% | $2,215,930 |
| APPLIED MATLS INC | AMAT | Technology | 0.31% | 6,155 | -2,039 | -24.88% | $2,103,763 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.30% | 14,014 | +369 | +2.70% | $2,029,134 |
| ORACLE CORP | ORCL | Technology | 0.29% | 13,226 | +2,418 | +22.37% | $1,945,711 |
| MCKESSON CORP | MCK | Healthcare | 0.29% | 2,238 | -20 | -0.89% | $1,936,687 |
| SEMPRA | SRE | Utilities | 0.29% | 19,762 | -758 | -3.69% | $1,920,311 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.28% | 9,417 | -1,744 | -15.63% | $1,915,700 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.28% | 5,774 | +283 | +5.15% | $1,881,980 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.28% | 6,177 | -6 | -0.10% | $1,868,453 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.28% | 3,780 | -446 | -10.55% | $1,858,014 |