Stablepoint Partners, LLC

CIK 0002011237 • 6 13F filings • Apr 11, 2025 – Jul 9, 2026

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Filer information

Filed by: Stablepoint Partners, LLC, Chief Compliance Officer
Address: 45 BRAINTREE HILL PARK, SUITE #402, BRAINTREE, MA, 02184
Phone: (781) 654-4600
AUM: $640.9M

AUM over time

$722.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $552.0M242 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.7M	0.5%	20,426 SH
ABBVIE INC	COM	$4.6M	0.8%	22,106 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$265K	0.0%	848 SH
ADOBE INC	COM	$849K	0.2%	2,213 SH
ADVANCED MICRO DEVICES INC	COM	$1.2M	0.2%	11,554 SH
AIR PRODS & CHEMS INC	COM	$1.5M	0.3%	5,249 SH
ALIBABA GROUP HLDG LTD	SPONSORED ADS	$2.0M	0.4%	15,456 SH
ALPHABET INC	CAP STK CL A	$4.5M	0.8%	28,812 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.3%	11,102 SH
ALTRIA GROUP INC	COM	$468K	0.1%	7,802 SH
AMAZON COM INC	COM	$8.2M	1.5%	42,917 SH
AMERICAN EXPRESS CO	COM	$1.7M	0.3%	6,244 SH
AMERICAN INTL GROUP INC	COM NEW	$1.7M	0.3%	19,067 SH
AMGEN INC	COM	$9.0M	1.6%	28,900 SH
ANALOG DEVICES INC	COM	$513K	0.1%	2,542 SH
APOLLO GLOBAL MGMT INC	COM	$1.7M	0.3%	12,318 SH
APPLE INC	COM	$15.8M	2.9%	71,236 SH
APPLIED MATLS INC	COM	$1.2M	0.2%	8,249 SH
ARES CAPITAL CORP	COM	$246K	0.0%	11,112 SH
ARISTA NETWORKS INC	COM SHS	$723K	0.1%	9,329 SH
ARK ETF TR	INNOVATION ETF	$440K	0.1%	9,257 SH
ASML HOLDING N V	N Y REGISTRY SHS	$206K	0.0%	311 SH
ASTRAZENECA PLC	SPONSORED ADR	$1.6M	0.3%	21,825 SH
AT&T INC	COM	$7.0M	1.3%	245,939 SH
AUTOMATIC DATA PROCESSING IN	COM	$321K	0.1%	1,050 SH
BANK AMERICA CORP	COM	$381K	0.1%	9,120 SH
BANK NEW YORK MELLON CORP	COM	$262K	0.0%	3,123 SH
BECTON DICKINSON & CO	COM	$321K	0.1%	1,402 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	0.3%	2,722 SH
BEST BUY INC	COM	$792K	0.1%	10,757 SH
BLACKROCK HEALTH SCIENCES TE	COM SHS	$197K	0.0%	13,202 SH
BLACKROCK INC	COM	$1.2M	0.2%	1,297 SH
BLACKROCK SCIENCE & TECHNOLO	SHS BEN INT	$191K	0.0%	10,770 SH
BLACKSTONE INC	COM	$4.9M	0.9%	34,980 SH
BOOKING HOLDINGS INC	COM	$516K	0.1%	112 SH
BROADCOM INC	COM	$6.6M	1.2%	39,517 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$607K	0.1%	17,031 SH
CAPITAL GROUP NEW GEOGRAPHY	SHS	$943K	0.2%	37,490 SH
CAPITAL ONE FINL CORP	COM	$5.6M	1.0%	31,315 SH
CARLYLE GROUP INC	COM	$574K	0.1%	13,177 SH
CHEVRON CORP NEW	COM	$6.7M	1.2%	40,046 SH
CHIPOTLE MEXICAN GRILL INC	COM	$552K	0.1%	11,000 SH
CHUBB LIMITED	COM	$1.6M	0.3%	5,163 SH
CISCO SYS INC	COM	$5.2M	0.9%	84,090 SH
CITIGROUP INC	COM NEW	$469K	0.1%	6,600 SH
COCA COLA CO	COM	$8.3M	1.5%	115,882 SH
COINBASE GLOBAL INC	COM CL A	$1.1M	0.2%	6,633 SH
COMCAST CORP NEW	CL A	$1.7M	0.3%	44,962 SH
CONSTELLATION BRANDS INC	CL A	$1.3M	0.2%	7,341 SH
COSTCO WHSL CORP NEW	COM	$1.3M	0.2%	1,327 SH
CROWDSTRIKE HLDGS INC	CL A	$1.8M	0.3%	4,992 SH
CROWN CASTLE INC	COM	$6.1M	1.1%	58,693 SH
CVS HEALTH CORP	COM	$6.7M	1.2%	98,316 SH
DANAHER CORPORATION	COM	$336K	0.1%	1,638 SH
DEERE & CO	COM	$2.6M	0.5%	5,497 SH
DISNEY WALT CO	COM	$959K	0.2%	9,716 SH
DOLLAR GEN CORP NEW	COM	$1.5M	0.3%	17,364 SH
DOMINION ENERGY INC	COM	$4.7M	0.9%	84,075 SH
DOW INC	COM	$4.8M	0.9%	137,356 SH
DRAFTKINGS INC NEW	COM CL A	$239K	0.0%	7,207 SH
DUKE ENERGY CORP NEW	COM NEW	$4.9M	0.9%	40,458 SH
EDISON INTL	COM	$4.2M	0.8%	71,310 SH
ELI LILLY & CO	COM	$2.8M	0.5%	3,355 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.4M	0.3%	76,180 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.0M	0.2%	30,418 SH
EVERSOURCE ENERGY	COM	$269K	0.0%	4,324 SH
EXXON MOBIL CORP	COM	$2.5M	0.5%	21,159 SH
FEDEX CORP	COM	$540K	0.1%	2,214 SH
FIFTH THIRD BANCORP	COM	$4.1M	0.7%	103,712 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1.2M	0.2%	46,422 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$2.9M	0.5%	53,445 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$268K	0.0%	4,261 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$746K	0.1%	5,642 SH
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$8.4M	1.5%	139,708 SH
FIRST TR EXCHANGE-TRADED FD	NY ARCA BIOTECH	$738K	0.1%	4,338 SH
FIRST TR EXCHNG TRADED FD VI	TCW OPPORTUNIS	$218K	0.0%	4,966 SH
FIRST TR HIGH YIELD OPPRT 20	COM	$186K	0.0%	12,890 SH
FIRST TR VALUE LINE DIVID IN	SHS	$3.6M	0.7%	80,842 SH
FIRSTENERGY CORP	COM	$5.0M	0.9%	124,518 SH
FORD MTR CO	COM	$131K	0.0%	13,063 SH
GE AEROSPACE	COM NEW	$349K	0.1%	1,745 SH
GENERAL MTRS CO	COM	$288K	0.1%	6,133 SH
GILEAD SCIENCES INC	COM	$3.0M	0.5%	26,822 SH
GOLDMAN SACHS GROUP INC	COM	$451K	0.1%	825 SH
GSK PLC	SPONSORED ADR	$4.7M	0.8%	120,796 SH
GUIDEWIRE SOFTWARE INC	COM	$537K	0.1%	2,865 SH
GXO LOGISTICS INCORPORATED	COMMON STOCK	$515K	0.1%	13,186 SH
HERSHEY CO	COM	$385K	0.1%	2,251 SH
HESS MIDSTREAM LP	CL A SHS	$313K	0.1%	7,390 SH
HOME DEPOT INC	COM	$348K	0.1%	950 SH
HONEYWELL INTL INC	COM	$361K	0.1%	1,703 SH
HUNTINGTON BANCSHARES INC	COM	$176K	0.0%	11,752 SH
ICAHN ENTERPRISES LP	DEPOSITARY UNIT	$233K	0.0%	25,748 SH
INDEPENDENT BK CORP MASS	COM	$1.4M	0.3%	23,032 SH
INGERSOLL RAND INC	COM	$592K	0.1%	7,400 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.3M	0.2%	5,302 SH
INTUIT	COM	$1.7M	0.3%	2,750 SH
INTUITIVE SURGICAL INC	COM NEW	$2.4M	0.4%	4,864 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 HY	$6.6M	1.2%	285,741 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 26	$3.2M	0.6%	140,111 SH
INVESCO QQQ TR	UNIT SER 1	$1.8M	0.3%	3,764 SH
IQVIA HLDGS INC	COM	$1.1M	0.2%	5,959 SH
ISHARES GOLD TR	ISHARES NEW	$9.7M	1.8%	164,061 SH
ISHARES INC	MSCI JPN ETF NEW	$231K	0.0%	3,366 SH
ISHARES SILVER TR	ISHARES	$1.2M	0.2%	37,135 SH
ISHARES TR	7-10 YR TRSY BD	$3.4M	0.6%	35,323 SH
ISHARES TR	CORE S&P SCP ETF	$205K	0.0%	1,956 SH
ISHARES TR	CORE S&P500 ETF	$269K	0.0%	479 SH
ISHARES TR	IBONDS DEC 25	$219K	0.0%	8,202 SH
ISHARES TR	MSCI EAFE MIN VL	$392K	0.1%	5,036 SH
ISHARES TR	NATIONAL MUN ETF	$472K	0.1%	4,481 SH
ISHARES TR	PFD AND INCM SEC	$7.3M	1.3%	238,910 SH
ISHARES TR	RUS 1000 VAL ETF	$313K	0.1%	1,666 SH
ISHARES TR	RUSSELL 2000 ETF	$275K	0.0%	1,380 SH
ISHARES TR	S&P 500 GRWT ETF	$1.9M	0.4%	20,894 SH
ISHARES TR	TIPS BD ETF	$7.4M	1.3%	66,558 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$380K	0.1%	6,645 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$11.1M	2.0%	225,890 SH
JOHNSON & JOHNSON	COM	$5.8M	1.0%	34,693 SH
JPMORGAN CHASE & CO.	COM	$9.6M	1.7%	39,129 SH
KIMBERLY-CLARK CORP	COM	$4.8M	0.9%	33,688 SH
KINDER MORGAN INC DEL	COM	$5.0M	0.9%	176,931 SH
KORN FERRY	COM NEW	$339K	0.1%	5,000 SH
KRANESHARES TRUST	BOSERA MSCI CHIN	$248K	0.0%	10,481 SH
LAS VEGAS SANDS CORP	COM	$957K	0.2%	24,770 SH
LOCKHEED MARTIN CORP	COM	$6.1M	1.1%	13,608 SH
LOWES COS INC	COM	$2.3M	0.4%	9,922 SH
LYONDELLBASELL INDUSTRIES N	SHS - A -	$4.5M	0.8%	64,111 SH
MARSH & MCLENNAN COS INC	COM	$210K	0.0%	861 SH
MARTIN MARIETTA MATLS INC	COM	$916K	0.2%	1,915 SH
MASTERCARD INCORPORATED	CL A	$1.5M	0.3%	2,689 SH
MCDONALDS CORP	COM	$6.4M	1.2%	20,475 SH
MCKESSON CORP	COM	$1.6M	0.3%	2,425 SH
MEDICAL PPTYS TRUST INC	COM	$124K	0.0%	20,586 SH
MEDTRONIC PLC	SHS	$6.1M	1.1%	67,666 SH
MERCK & CO INC	COM	$5.4M	1.0%	60,438 SH
META PLATFORMS INC	CL A	$6.0M	1.1%	10,335 SH
METLIFE INC	COM	$4.2M	0.8%	52,033 SH
MICRON TECHNOLOGY INC	COM	$910K	0.2%	10,477 SH
MICROSOFT CORP	COM	$8.6M	1.5%	22,786 SH
MONDELEZ INTL INC	CL A	$3.2M	0.6%	47,382 SH
MPLX LP	COM UNIT REP LTD	$364K	0.1%	6,796 SH
NASDAQ INC	COM	$903K	0.2%	11,906 SH
NBT BANCORP INC	COM	$433K	0.1%	10,087 SH
NETFLIX INC	COM	$3.1M	0.6%	3,334 SH
NEXTERA ENERGY INC	COM	$9.0M	1.6%	127,391 SH
NIKE INC	CL B	$260K	0.0%	4,089 SH
NORTHROP GRUMMAN CORP	COM	$242K	0.0%	472 SH
NOVARTIS AG	SPONSORED ADR	$507K	0.1%	4,549 SH
NOVO-NORDISK A S	ADR	$1.3M	0.2%	18,798 SH
NUVEEN MASSACHUSETS QLT MUN	COM	$379K	0.1%	32,000 SH
NVIDIA CORPORATION	COM	$3.9M	0.7%	35,631 SH
ONEOK INC NEW	COM	$249K	0.0%	2,507 SH
ORACLE CORP	COM	$1.8M	0.3%	12,938 SH
OSHKOSH CORP	COM	$2.1M	0.4%	22,635 SH
PALANTIR TECHNOLOGIES INC	CL A	$815K	0.1%	9,651 SH
PALO ALTO NETWORKS INC	COM	$1.5M	0.3%	8,530 SH
PARKER-HANNIFIN CORP	COM	$2.0M	0.4%	3,235 SH
PAYPAL HLDGS INC	COM	$1.2M	0.2%	18,560 SH
PEPSICO INC	COM	$6.1M	1.1%	41,009 SH
PFIZER INC	COM	$4.1M	0.7%	161,120 SH
PHILIP MORRIS INTL INC	COM	$1.2M	0.2%	7,494 SH
PHILLIPS 66	COM	$5.8M	1.1%	47,328 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$383K	0.1%	19,125 SH
PROCTER AND GAMBLE CO	COM	$7.1M	1.3%	41,841 SH
PROGRESSIVE CORP	COM	$450K	0.1%	1,591 SH
PROLOGIS INC.	COM	$2.0M	0.4%	17,489 SH
PROSHARES TR	S&P 500 DV ARIST	$371K	0.1%	3,626 SH
QUALCOMM INC	COM	$5.0M	0.9%	32,359 SH
QUEST DIAGNOSTICS INC	COM	$2.5M	0.5%	14,977 SH
RAYMOND JAMES FINL INC	COM	$1.8M	0.3%	12,706 SH
ROSS STORES INC	COM	$425K	0.1%	3,329 SH
RTX CORPORATION	COM	$2.4M	0.4%	17,906 SH
RUBRIK INC.	CL A	$1.1M	0.2%	17,595 SH
S&P GLOBAL INC	COM	$338K	0.1%	666 SH
SAFETY SHOT INC	COM NEW	$9K	0.0%	25,000 SH
SALESFORCE INC	COM	$1.6M	0.3%	5,988 SH
SANOFI	SPONSORED ADR	$1.5M	0.3%	26,945 SH
SAP SE	SPON ADR	$1.6M	0.3%	5,815 SH
SCHLUMBERGER LTD	COM STK	$1.4M	0.2%	32,830 SH
SCHWAB CHARLES CORP	COM	$957K	0.2%	12,229 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$4.3M	0.8%	50,666 SH
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$966K	0.2%	6,614 SH
SEMPRA	COM	$1.3M	0.2%	18,521 SH
SERVICENOW INC	COM	$1.1M	0.2%	1,349 SH
SHERWIN WILLIAMS CO	COM	$1.6M	0.3%	4,491 SH
SNOWFLAKE INC	CL A	$895K	0.2%	6,124 SH
SPDR GOLD TR	GOLD SHS	$446K	0.1%	1,547 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$1.3M	0.2%	23,863 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.6M	0.3%	42,708 SH
SPDR INDEX SHS FDS	S&P INTL ETF	$286K	0.1%	7,449 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$453K	0.1%	849 SH
SPDR SER TR	BBG CONV SEC ETF	$669K	0.1%	8,728 SH
SPDR SER TR	NUVEEN BLMBRG MU	$506K	0.1%	11,229 SH
SPDR SER TR	NUVEEN BLOOMBERG	$512K	0.1%	20,301 SH
SPDR SER TR	PORTFOLIO S&P400	$371K	0.1%	7,253 SH
SPDR SER TR	PORTFOLIO S&P600	$1.9M	0.3%	45,452 SH
SPDR SER TR	S&P DIVID ETF	$2.2M	0.4%	16,036 SH
SSGA ACTIVE ETF TR	BLACKSTONE SENR	$10.3M	1.9%	251,348 SH
STARBUCKS CORP	COM	$2.8M	0.5%	28,339 SH
STEEL DYNAMICS INC	COM	$1.4M	0.3%	11,409 SH
STRYKER CORPORATION	COM	$559K	0.1%	1,503 SH
T-MOBILE US INC	COM	$5.0M	0.9%	18,667 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$2.2M	0.4%	13,072 SH
TARGET CORP	COM	$1.3M	0.2%	12,809 SH
TESLA INC	COM	$2.2M	0.4%	8,664 SH
TEXAS INSTRS INC	COM	$394K	0.1%	2,195 SH
TEXAS ROADHOUSE INC	COM	$1.3M	0.2%	8,060 SH
THE TRADE DESK INC	COM CL A	$665K	0.1%	12,147 SH
THERMO FISHER SCIENTIFIC INC	COM	$1.9M	0.4%	3,896 SH
TJX COS INC NEW	COM	$3.3M	0.6%	27,233 SH
TKO GROUP HOLDINGS INC	CL A	$1.3M	0.2%	8,371 SH
TORONTO DOMINION BK ONT	COM NEW	$4.6M	0.8%	76,831 SH
TRANE TECHNOLOGIES PLC	SHS	$2.0M	0.4%	6,035 SH
TRANSDIGM GROUP INC	COM	$581K	0.1%	420 SH
UBER TECHNOLOGIES INC	COM	$3.4M	0.6%	46,673 SH
UNILEVER PLC	SPON ADR NEW	$6.0M	1.1%	100,165 SH
UNITEDHEALTH GROUP INC	COM	$2.2M	0.4%	4,224 SH
US BANCORP DEL	COM NEW	$1.3M	0.2%	31,115 SH
VALERO ENERGY CORP	COM	$1.6M	0.3%	11,942 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$1.0M	0.2%	5,932 SH
VANGUARD INDEX FDS	GROWTH ETF	$921K	0.2%	2,483 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.9M	0.3%	7,394 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$468K	0.1%	5,174 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$412K	0.1%	1,500 SH
VANGUARD INDEX FDS	VALUE ETF	$223K	0.0%	1,291 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$957K	0.2%	21,151 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$437K	0.1%	5,350 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	0.7%	18,917 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$3.5M	0.6%	53,748 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$480K	0.1%	3,719 SH
VERIZON COMMUNICATIONS INC	COM	$6.0M	1.1%	132,484 SH
VISA INC	COM CL A	$2.4M	0.4%	6,888 SH
WABTEC	COM	$511K	0.1%	2,815 SH
WALMART INC	COM	$5.8M	1.0%	65,536 SH
WASTE MGMT INC DEL	COM	$567K	0.1%	2,449 SH
WEBSTER FINL CORP	COM	$4.4M	0.8%	85,129 SH
WEC ENERGY GROUP INC	COM	$1.3M	0.2%	11,884 SH
WILLIAMS COS INC	COM	$1.9M	0.3%	31,688 SH
WORKDAY INC	CL A	$475K	0.1%	2,035 SH
XPO INC	COM	$406K	0.1%	3,771 SH
YUM BRANDS INC	COM	$661K	0.1%	4,203 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 13, 2026	Q4 2025	13F-HR	0001951757-26-000053	$640.9M	View
Nov 3, 2025	Q3 2025	13F-HR	0001951757-25-001247	$630.0M	View
Jul 9, 2026	Q2 2026