13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002011237
Total reported value
$722.7M
$722.7M
233 檔
7.2%
As reported in its official Q1 2024 Form 13F filing, Stablepoint Partners, LLC's tracked investment portfolio stood at $722.7M with 233 total positions.
During Q1 2024, Stablepoint Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.14% | +17.20% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.09% | +21.94% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.05% | +0.06% | +16.02% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.90% | +0.20% | +11.03% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | +0.08% | +28.37% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 1.70% | -0.29% | +22.23% | |
| 7 | PSX | Phillips 66 | Stock-Energy | 1.62% | -0.18% | +12.95% | |
| 8 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.50% | -0.06% | +29.71% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 1.45% | -0.22% | +13.41% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.42% | -0.06% | +16.27% | |
| 11 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.34% | +0.01% | +15.30% | |
| 12 | COF | Capital One Financial CORP | Stock-Financials | 1.30% | +0.03% | +7.26% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-Other | 1.28% | -0.07% | +10.95% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | — | +13.91% | |
| 15 | QCOM | Qualcomm Inc | Stock-Tech | 1.26% | +0.28% | +9.83% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.23% | -0.09% | +17.31% | |
| 17 | CVS | Cvs Health CORP | Stock-Healthcare | 1.21% | +0.32% | +3.87% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.25% | +13.63% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.15% | -0.20% | +13.19% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 1.15% | -0.34% | +21.40% | |
| 21 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.12% | +0.75% | +8.14% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.11% | -0.19% | +17.84% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.07% | +42.23% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 1.10% | -0.17% | +228.95% | |
| 25 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.10% | -0.11% | +11.98% | |
| 26 | DOW | Dow Inc | Stock-Materials | 1.09% | — | +8.17% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | -0.24% | +11.50% | |
| 28 | FITB | Fifth Third Bancorp | Stock-Financials | 1.05% | +0.10% | +6.37% | |
| 29 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 1.04% | -0.02% | +11.47% | |
| 30 | BX | Blackstone Inc | Stock-Financials | 1.03% | -0.02% | +17.66% | |
| 31 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.01% | — | +15.49% | |
| 32 | MDT | Medtronic plc | Stock-Healthcare | 1.01% | -0.14% | +11.22% | |
| 33 | WBS | Webster Financial CORP | Stock-Financials | 1.01% | +0.03% | +8.12% | |
| 34 | MET | Metlife Inc | Stock-Financials | 1.01% | +0.09% | +6.80% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.03% | +19.79% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.98% | -0.18% | +15.31% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.97% | +0.12% | +20.68% | |
| 38 | T | At&t Inc | Stock-Comm Services | 0.96% | -0.39% | +12.66% | |
| 39 | UL | Unilever PLC | Stock-Consumer Staples | 0.91% | — | +9.32% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.91% | +0.40% | +8.74% | |
| 41 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.91% | -0.09% | +6.51% | |
| 42 | FE | Firstenergy CORP | Stock-Utilities | 0.87% | -0.12% | +8.46% | |
| 43 | CCI | Crown Castle Inc | Stock-Real Estate | 0.86% | -0.10% | +11.73% | |
| 44 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.81% | -0.12% | +8.67% | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.81% | -0.08% | +8.01% | |
| 46 | FVD | First Trust Value Line Dvd | ETF-Other | 0.81% | -0.04% | +27.92% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.04% | +25.42% | |
| 48 | TD | Toronto-dominion Bank | Stock-Financials | 0.78% | +0.18% | +6.61% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.04% | +56.67% | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.76% | -0.01% | +9.43% |
According to official SEC Form 13F filings, Stablepoint Partners, LLC reported a total U.S. public equity portfolio value of $722.7M across 233 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, JPM) accounted for 7.2% of total reported equity market value during Q1 2024.
During Q1 2024, Stablepoint Partners, LLC's top holdings by market value included AAPL (2.6%)、MSFT (2.2%)、JPM (2.0%). The largest single position, AAPL, represented 2.6% of total portfolio value.
In Q1 2024, Stablepoint Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.