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
239 檔
8.4%
According to the latest 13F quarterly dataset, Stablepoint Partners, LLC managed an equity portfolio of $722.7M at the end of Q3 2024, spanning 239 distinct U.S. exchange-listed positions.
In Q3 2024, Stablepoint Partners, LLC displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.07% | +0.14% | -1.11% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.64% | -0.06% | +42.36% | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 1.85% | -0.22% | -0.19% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.81% | -0.09% | -3.11% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.69% | +0.06% | -0.67% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.69% | -0.09% | +11.97% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.61% | +0.20% | -2.71% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +0.08% | +1.43% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 1.55% | -0.29% | +3.17% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.40% | -0.18% | +18.69% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.39% | — | +0.55% | |
| 12 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.39% | -0.25% | -1.90% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | -0.06% | -0.21% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 1.32% | -0.07% | +2.99% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.31% | -0.06% | +9.08% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.28% | -0.11% | +5.54% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.18% | -0.19% | -0.07% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.17% | -0.17% | -2.28% | |
| 19 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.15% | — | +7.89% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.07% | -1.95% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.20% | +1.09% | |
| 22 | COF | Capital One Financial CORP | Stock-Financials | 1.07% | +0.03% | +0.56% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.06% | -0.14% | +0.21% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.05% | -0.34% | +3.40% | |
| 25 | UL | Unilever PLC | Stock-Consumer Staples | 1.05% | — | -0.39% | |
| 26 | BX | Blackstone Inc | Stock-Financials | 1.05% | -0.02% | -3.86% | |
| 27 | T | At&t Inc | Stock-Comm Services | 1.04% | -0.39% | -1.03% | |
| 28 | PSX | Phillips 66 | Stock-Energy | 1.03% | -0.18% | +1.10% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.02% | +0.01% | +1.13% | |
| 30 | CCI | Crown Castle Inc | Stock-Real Estate | 1.01% | -0.10% | +0.84% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.01% | -0.24% | -1.17% | |
| 32 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.01% | +0.75% | +5.30% | |
| 33 | DOW | Dow Inc | Stock-Materials | 1.00% | — | +1.33% | |
| 34 | CVS | Cvs Health CORP | Stock-Healthcare | 0.98% | +0.32% | -1.69% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.03% | +0.06% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.40% | +0.04% | |
| 37 | FE | Firstenergy CORP | Stock-Utilities | 0.95% | -0.12% | -0.63% | |
| 38 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.90% | -0.02% | +1.79% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.88% | +0.28% | -0.50% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.12% | -5.99% | |
| 41 | MET | Metlife Inc | Stock-Financials | 0.86% | +0.09% | -0.13% | |
| 42 | EIX | Edison International | Stock-Utilities | 0.85% | -0.05% | -0.42% | |
| 43 | FITB | Fifth Third Bancorp | Stock-Financials | 0.85% | +0.10% | +0.48% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.84% | -0.08% | +0.20% | |
| 45 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.84% | -0.12% | -0.02% | |
| 46 | TD | Toronto-dominion Bank | Stock-Financials | 0.83% | +0.18% | -0.11% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | +0.04% | -7.81% | |
| 48 | WBS | Webster Financial CORP | Stock-Financials | 0.79% | +0.03% | +1.84% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.04% | +0.80% | |
| 50 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.78% | -0.09% | +0.13% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNLA | Janus Henderson Short Durati | +0.7% | +42.36% | Add |
| 2 | FTSM | First Trust Enh Short Mat Fd | +0.2% | +18.69% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.1% | -1.95% | Trim |
| 4 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | +47.45% | Add |
| 5 | NEE | Nextera Energy Inc | +0.1% | -0.19% | Trim |
| 6 | IAU | Ishares Gold Trust | +0.1% | +3.17% | Add |
| 7 | MCD | Mcdonald's CORP | +0.1% | -0.07% | Trim |
| 8 | SBUX | Starbucks CORP | +0.1% | -0.79% | Trim |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +34.26% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +64.22% | Add |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +11.97% | Add |
| 12 | AVGO | Broadcom Inc | +0.1% | -2.71% | Trim |
| 13 | T | At&t Inc | +0.1% | -1.03% | Trim |
| 14 | WMT | Walmart Inc | +0.1% | -2.28% | Trim |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +95.73% | Add |
| 16 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +6.11% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | +15.68% | Add |
| 18 | MDT | Medtronic plc | +0.1% | +0.21% | Add |
| 19 | TMUS | T-mobile US Inc | +0.1% | -0.91% | Trim |
| 20 | ORCL | Oracle CORP | +0.1% | +1.04% | Add |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | +5.30% | Add |
| 22 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +12.26% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.05% | Add |
| 24 | PYPL | Paypal Holdings Inc | +0.1% | +0.39% | Add |
| 25 | VZ | Verizon Communications Inc | 0% | -1.17% | Trim |
| 26 | CCI | Crown Castle Inc | 0% | +0.84% | Add |
| 27 | CSCO | Cisco Systems Inc | 0% | +0.04% | Add |
| 28 | UBER | Uber Technologies Inc | 0% | -2.68% | Trim |
| 29 | TSLA | Tesla Inc | 0% | +4.14% | Add |
| 30 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 31 | PH | Parker Hannifin CORP | 0% | +3.18% | Add |
| 32 | LMT | Lockheed Martin CORP | 0% | -1.90% | Trim |
| 33 | TIP | Ishares Tips Bond ETF | 0% | +5.54% | Add |
| 34 | EIX | Edison International | 0% | -0.42% | Trim |
| 35 | D | Dominion Energy Inc | 0% | +1.07% | Add |
| 36 | LOW | Lowe's Cos Inc | 0% | +1.21% | Add |
| 37 | KO | Coca-cola Co/the | 0% | +0.55% | Add |
| 38 | PFF | Ishares Preferred & Income S | 0% | +2.99% | Add |
| 39 | BSJP | Invesco Bulletshares 2025 Hy | 0% | +7.89% | Add |
| 40 | MET | Metlife Inc | 0% | -0.13% | Trim |
| 41 | TD | Toronto-dominion Bank | 0% | -0.11% | Trim |
| 42 | ABBV | Abbvie Inc | 0% | +0.80% | Add |
| 43 | UL | Unilever PLC | — | -0.39% | Trim |
| 44 | AMGN | Amgen Inc | 0% | +9.08% | Add |
| 45 | AAPL | Apple Inc | 0% | -1.11% | Trim |
| 46 | ALB | Albemarle CORP | -0.1% | EXIT | Sold out |
| 47 | PSX | Phillips 66 | -0.1% | +1.10% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.99% | Trim |
| 49 | MRK | Merck & Co. Inc. | -0.2% | +1.13% | Add |
| 50 | COIN | Coinbase Global Inc -class A | -0.2% | -14.15% | Trim |
According to official SEC Form 13F filings, Stablepoint Partners, LLC reported a total U.S. public equity portfolio value of $722.7M across 239 disclosed positions in Q3 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, VNLA, NEE) accounted for 8.4% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
ALB
前期市值: $400.6K
During Q3 2024, Stablepoint Partners, LLC's top holdings by market value included AAPL (3.1%)、VNLA (2.6%)、NEE (1.9%). The largest single position, AAPL, represented 3.1% of total portfolio value.
In Q3 2024, Stablepoint Partners, LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 18 holdings, and fully liquidating 1 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.