Stablepoint Partners, LLC
SEC Form 13F institutional filer · CIK 0002011237
13F-HR · 153 reported holdings · 2026-03-31
Reported long-US-equity value
$0.47B
Top-10 concentration
23.3%
Stablepoint Partners, LLC — $468M AUM allocation strategy
Stablepoint Partners, LLC files SEC Form 13F and reports $468M of long US equity value across 153 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 8.1%, followed by Consumer Staples 6.8% and Health Care 5.6%.
The top 10 holdings account for 23% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Stablepoint Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$468M
total across 153 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
23% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +45.4K sh · +$2.28M+$PFE +32.3K sh · +$1.44M+$VZ +23.6K sh · +$2.42M
Biggest trims (shares)
−$LYB −60K sh · −$2.45M−$STX −29.6K sh · −$6.95M−$DG −10.1K sh · −$1.39M
Exited to nil (held last quarter, gone now)
$DOW ($2.97M last qtr)$INTU ($1.09M last qtr)$ADBE ($1.01M last qtr)$XLV ($589K last qtr)$ADP ($265K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals4.0%—
- Soft Drinks & Non-alcoholic Beverages3.6%—
- Integrated Telecommunication Services3.4%—
- Pharmaceuticals3.3%—
- Multi-Utilities2.6%—
- Diversified Banks2.5%—
- Semiconductors2.3%—
- Biotechnology2.3%—
- Other holdings76.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 73.4K | $18.6M | -1.35K | 4.0% |
| $NEE | NextEra Energy Inc | 131K | $12.1M | -1.68K | 2.6% |
| $JPM | JP Morgan Chase & Co | 39.1K | $11.5M | +545 | 2.5% |
| $AVGO | Broadcom Inc | 35.4K | $11M | -1K | 2.3% |
| $AMGN | Amgen Inc | 31K | $10.9M | -331 | 2.3% |
| $CVX | Chevron Corporation | 44.7K | $9.24M | +423 | 2.0% |
| $KO | Coca-Cola Company | 122K | $9.24M | +4.83K | 2.0% |
| $AMZN | Amazon.com Inc | 43.5K | $9.05M | +306 | 1.9% |
| $PSX | Phillips 66 | 48.6K | $8.86M | +226 | 1.9% |
| $MSFT | Microsoft Corporation | 23K | $8.51M | +847 | 1.8% |
…and 143 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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