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CIK: 0002011237
Total reported value
$722.7M
$722.7M
241 檔
9.0%
During the Q4 2024 filing period, Stablepoint Partners, LLC (CIK: 0002011237) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $722.7M across 241 reported positions.
Stablepoint Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 4 holdings and trimming 19 positions.
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.29% | +0.14% | -1.16% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.67% | -0.06% | +0.57% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 2.13% | +0.20% | -2.07% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | +0.06% | -0.00% | |
| 5 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.87% | -0.09% | +9.75% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.08% | -1.38% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.76% | -0.09% | -1.69% | |
| 8 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.70% | -0.18% | +21.37% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 1.59% | -0.22% | +0.25% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 1.56% | -0.29% | +0.16% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.30% | -0.17% | -0.71% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 1.30% | -0.07% | +3.47% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.30% | -0.06% | +0.36% | |
| 14 | COF | Capital One Financial CORP | Stock-Financials | 1.29% | +0.03% | +0.61% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.26% | -0.11% | +1.58% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | — | +1.70% | |
| 17 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.19% | — | +2.32% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.17% | -0.02% | -1.28% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.17% | -0.25% | +0.51% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.14% | -0.19% | +0.47% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.07% | -2.23% | |
| 22 | T | At&t Inc | Stock-Comm Services | 1.10% | -0.39% | +1.09% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 1.07% | -0.06% | +0.60% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.07% | +0.40% | +0.24% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 1.06% | -0.34% | +1.61% | |
| 26 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.04% | -0.12% | -0.83% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.12% | +1.53% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.01% | -0.20% | +1.28% | |
| 29 | MDT | Medtronic plc | Stock-Healthcare | 0.96% | -0.14% | +1.39% | |
| 30 | WBS | Webster Financial CORP | Stock-Financials | 0.96% | +0.03% | +1.25% | |
| 31 | UL | Unilever PLC | Stock-Consumer Staples | 0.94% | — | +2.09% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.92% | +0.01% | +2.39% | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.91% | -0.18% | +1.67% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.89% | -0.03% | +1.12% | |
| 35 | FE | Firstenergy CORP | Stock-Utilities | 0.87% | -0.12% | +1.61% | |
| 36 | MET | Metlife Inc | Stock-Financials | 0.86% | +0.09% | +0.43% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.04% | -5.94% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.85% | -0.24% | -6.30% | |
| 39 | FITB | Fifth Third Bancorp | Stock-Financials | 0.85% | +0.10% | +0.28% | |
| 40 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.82% | +0.75% | +2.32% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.81% | +0.28% | +1.86% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.79% | -0.08% | +0.76% | |
| 43 | EIX | Edison International | Stock-Utilities | 0.79% | -0.05% | +0.71% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.79% | -0.19% | -0.60% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-Other | 0.75% | -0.04% | +24.34% | |
| 46 | CCI | Crown Castle Inc | Stock-Real Estate | 0.74% | -0.10% | -5.53% | |
| 47 | DOW | Dow Inc | Stock-Materials | 0.73% | — | -0.94% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | -0.01% | +1.21% | |
| 49 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.72% | -0.02% | +2.49% | |
| 50 | TD | Toronto-dominion Bank | Stock-Financials | 0.71% | +0.18% | +1.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.5% | -2.07% | Trim |
| 2 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +21.37% | Add |
| 3 | TSLA | Tesla Inc | +0.3% | +1.21% | Add |
| 4 | AMZN | Amazon.com Inc | +0.3% | -1.38% | Trim |
| 5 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.00% | Trim |
| 7 | XLV | Ss Health Care Select Sector | +0.2% | NEW | New buy |
| 8 | COF | Capital One Financial CORP | +0.2% | +0.61% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -1.16% | Trim |
| 10 | KMI | Kinder Morgan, Inc. | +0.2% | -0.83% | Trim |
| 11 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +9.75% | Add |
| 13 | WBS | Webster Financial CORP | +0.2% | +1.25% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.53% | Add |
| 15 | RBRK | Rubrik Inc-a | +0.1% | NEW | New buy |
| 16 | WMT | Walmart Inc | +0.1% | -0.71% | Trim |
| 17 | FVD | First Trust Value Line Dvd | +0.1% | +24.34% | Add |
| 18 | BX | Blackstone Inc | +0.1% | -1.28% | Trim |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +0.24% | Add |
| 20 | NFLX | Netflix Inc | +0.1% | -2.25% | Trim |
| 21 | TKO | Tko Group Holdings Inc | +0.1% | +205.64% | Add |
| 22 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 23 | COIN | Coinbase Global Inc -class A | +0.1% | -5.85% | Trim |
| 24 | JNJ | Johnson & Johnson | -0.1% | +1.12% | Add |
| 25 | D | Dominion Energy Inc | -0.1% | -6.25% | Trim |
| 26 | MDT | Medtronic plc | -0.1% | +1.39% | Add |
| 27 | MRK | Merck & Co. Inc. | -0.1% | +2.39% | Add |
| 28 | PEP | Pepsico Inc | -0.1% | +1.28% | Add |
| 29 | UL | Unilever PLC | -0.1% | +2.09% | Add |
| 30 | UBER | Uber Technologies Inc | -0.1% | -0.99% | Trim |
| 31 | BSJO | Invesco Bulletshares 2024 Hy | -0.1% | EXIT | Sold out |
| 32 | TD | Toronto-dominion Bank | -0.1% | +1.20% | Add |
| 33 | PSX | Phillips 66 | -0.1% | +1.67% | Add |
| 34 | NKE | Nike Inc -cl B | -0.1% | -60.73% | Trim |
| 35 | HAL | Halliburton Co | -0.1% | EXIT | Sold out |
| 36 | VZ | Verizon Communications Inc | -0.2% | -6.30% | Trim |
| 37 | KO | Coca-cola Co/the | -0.2% | +1.70% | Add |
| 38 | GSK | Gsk Plc-spon Adr | -0.2% | -4.64% | Trim |
| 39 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 40 | NOC | Northrop Grumman CORP | -0.2% | -73.11% | Trim |
| 41 | LYB | LyondellBasell Industries N.V. | -0.2% | +2.49% | Add |
| 42 | UNH | Unitedhealth Group Inc | -0.2% | -20.15% | Trim |
| 43 | STX | Seagate Technology Holdings plc | -0.2% | +2.32% | Add |
| 44 | LMT | Lockheed Martin CORP | -0.2% | +0.51% | Add |
| 45 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 46 | AMGN | Amgen Inc | -0.2% | +0.60% | Add |
| 47 | NEE | Nextera Energy Inc | -0.3% | +0.25% | Add |
| 48 | CCI | Crown Castle Inc | -0.3% | -5.53% | Trim |
| 49 | DOW | Dow Inc | -0.3% | -0.94% | Trim |
| 50 | CVS | Cvs Health CORP | -0.4% | -10.61% | Trim |
According to official SEC Form 13F filings, Stablepoint Partners, LLC reported a total U.S. public equity portfolio value of $722.7M across 241 disclosed positions in Q4 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, AVGO) accounted for 9.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.3M
During Q4 2024, Stablepoint Partners, LLC's top holdings by market value included AAPL (3.3%)、VNLA (2.7%)、AVGO (2.1%). The largest single position, AAPL, represented 3.3% of total portfolio value.
In Q4 2024, Stablepoint Partners, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 19 holdings, and fully liquidating 4 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.
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