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CIK: 0002011237
Total reported value
$722.7M
$722.7M
242 檔
7.8%
At the close of Q1 2025, Stablepoint Partners, LLC disclosed equity holdings valued at approximately $722.7M, spread across 242 reported holdings.
In Q1 2025, Stablepoint Partners, LLC displayed an active expansion posture, initiating 2 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.87% | +0.14% | -0.44% | |
| 2 | VNLA | Janus Henderson Short Durati | ETF-Other | 2.01% | -0.06% | -23.98% | |
| 3 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.87% | -0.09% | +2.97% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 1.75% | -0.29% | -4.20% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | +0.06% | -11.23% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 1.64% | -0.22% | +5.63% | |
| 7 | AMGN | Amgen Inc | Stock-Healthcare | 1.63% | -0.06% | +28.62% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | -0.09% | +0.25% | |
| 9 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.51% | -0.18% | -10.10% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.50% | — | +7.46% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.08% | -7.01% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.34% | -0.11% | +3.34% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-Other | 1.33% | -0.07% | +5.94% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.29% | -0.06% | -0.73% | |
| 15 | T | At&t Inc | Stock-Comm Services | 1.26% | -0.39% | -6.27% | |
| 16 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.34% | +0.52% | |
| 17 | CVS | Cvs Health CORP | Stock-Healthcare | 1.21% | +0.32% | +28.11% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.20% | +0.20% | -21.05% | |
| 19 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.19% | — | +2.06% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.19% | -4.55% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | -0.20% | +13.34% | |
| 22 | CCI | Crown Castle Inc | Stock-Real Estate | 1.11% | -0.10% | +32.51% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.10% | -0.14% | +3.01% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.10% | -0.25% | +4.03% | |
| 25 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | -0.24% | +14.32% | |
| 26 | UL | Unilever PLC | Stock-Consumer Staples | 1.08% | — | +10.67% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.07% | -2.12% | |
| 28 | PSX | Phillips 66 | Stock-Energy | 1.06% | -0.18% | +8.21% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.03% | +3.67% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 1.04% | -0.17% | -16.67% | |
| 31 | COF | Capital One Financial CORP | Stock-Financials | 1.02% | +0.03% | -20.55% | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | +0.01% | +19.39% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.94% | +0.40% | -14.83% | |
| 34 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.91% | -0.12% | -14.06% | |
| 35 | FE | Firstenergy CORP | Stock-Utilities | 0.91% | -0.12% | +4.06% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.90% | -0.19% | -4.38% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | +0.28% | +12.09% | |
| 38 | DUK | Duke Energy CORP | Stock-Utilities | 0.89% | -0.08% | +0.88% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.89% | -0.02% | -5.79% | |
| 40 | DOW | Dow Inc | Stock-Materials | 0.87% | — | +37.79% | |
| 41 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.87% | +0.05% | +15.85% | |
| 42 | D | Dominion Energy Inc | Stock-Utilities | 0.85% | +0.03% | +29.45% | |
| 43 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.85% | -0.09% | +21.32% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.04% | +1.82% | |
| 45 | TD | Toronto-dominion Bank | Stock-Financials | 0.83% | +0.18% | +5.44% | |
| 46 | LYB | LyondellBasell Industries N.V. | Stock-Materials | 0.82% | -0.02% | +21.13% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.12% | -1.82% | |
| 48 | WBS | Webster Financial CORP | Stock-Financials | 0.80% | +0.03% | -9.93% | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.78% | +0.75% | -1.91% | |
| 50 | EIX | Edison International | Stock-Utilities | 0.76% | -0.05% | +32.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | +0.6% | +28.11% | Add |
| 2 | AMGN | Amgen Inc | +0.6% | +28.62% | Add |
| 3 | CCI | Crown Castle Inc | +0.4% | +32.51% | Add |
| 4 | KO | Coca-cola Co/the | +0.3% | +7.46% | Add |
| 5 | VZ | Verizon Communications Inc | +0.2% | +14.32% | Add |
| 6 | GSK | Gsk Plc-spon Adr | +0.2% | +21.32% | Add |
| 7 | D | Dominion Energy Inc | +0.2% | +29.45% | Add |
| 8 | IAU | Ishares Gold Trust | +0.2% | -4.20% | Trim |
| 9 | KMB | Kimberly-clark CORP | +0.2% | +15.85% | Add |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +35.99% | Add |
| 11 | CGNG | Cap Group New Geography Eq | +0.2% | NEW | New buy |
| 12 | T | At&t Inc | +0.2% | -6.27% | Trim |
| 13 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +33.63% | Add |
| 14 | CVX | Chevron CORP | +0.2% | +0.52% | Add |
| 15 | JNJ | Johnson & Johnson | +0.2% | +3.67% | Add |
| 16 | PSX | Phillips 66 | +0.2% | +8.21% | Add |
| 17 | DG | Dollar General CORP | +0.2% | +90.39% | Add |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.2% | +8.08% | Add |
| 19 | MDT | Medtronic plc | +0.1% | +3.01% | Add |
| 20 | UL | Unilever PLC | +0.1% | +10.67% | Add |
| 21 | DOW | Dow Inc | +0.1% | +37.79% | Add |
| 22 | MDLZ | Mondelez International Inc-a | +0.1% | +16.12% | Add |
| 23 | ABBV | Abbvie Inc | +0.1% | +1.82% | Add |
| 24 | TD | Toronto-dominion Bank | +0.1% | +5.44% | Add |
| 25 | TMUS | T-mobile US Inc | +0.1% | -4.38% | Trim |
| 26 | WEC | Wec Energy Group Inc | +0.1% | +75.72% | Add |
| 27 | UBER | Uber Technologies Inc | +0.1% | +1.94% | Add |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +68.41% | Add |
| 29 | CGDV | Cap Group Dividend Value | +0.1% | NEW | New buy |
| 30 | PEP | Pepsico Inc | +0.1% | +13.34% | Add |
| 31 | DUK | Duke Energy CORP | +0.1% | +0.88% | Add |
| 32 | CSCO | Cisco Systems Inc | -0.1% | -14.83% | Trim |
| 33 | TTD | Trade Desk Inc/the -class A | -0.1% | +2.32% | Add |
| 34 | ARKK | Ark Innovation ETF | -0.2% | -57.77% | Trim |
| 35 | NVDA | Nvidia CORP | -0.2% | +2.95% | Add |
| 36 | WBS | Webster Financial CORP | -0.2% | -9.93% | Trim |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -52.23% | Trim |
| 38 | FTSM | First Trust Enh Short Mat Fd | -0.2% | -10.10% | Trim |
| 39 | JPM | Jpmorgan Chase & Co | -0.2% | -11.23% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -1.82% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.25% | Add |
| 42 | COIN | Coinbase Global Inc -class A | -0.2% | -30.11% | Trim |
| 43 | WMT | Walmart Inc | -0.3% | -16.67% | Trim |
| 44 | COF | Capital One Financial CORP | -0.3% | -20.55% | Trim |
| 45 | BX | Blackstone Inc | -0.3% | -5.79% | Trim |
| 46 | TSLA | Tesla Inc | -0.3% | -11.53% | Trim |
| 47 | AMZN | Amazon.com Inc | -0.4% | -7.01% | Trim |
| 48 | AAPL | Apple Inc | -0.4% | -0.44% | Trim |
| 49 | VNLA | Janus Henderson Short Durati | -0.7% | -23.98% | Trim |
| 50 | AVGO | Broadcom Inc | -0.9% | -21.05% | Trim |
According to official SEC Form 13F filings, Stablepoint Partners, LLC reported a total U.S. public equity portfolio value of $722.7M across 242 disclosed positions in Q1 2025.
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, SRLN) accounted for 7.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
CGNG
市值: $943.2K
Top Position Liquidated / Trimmed
AAPL
前期市值: $17.9M
During Q1 2025, Stablepoint Partners, LLC's top holdings by market value included AAPL (2.9%)、VNLA (2.0%)、SRLN (1.9%). The largest single position, AAPL, represented 2.9% of total portfolio value.
In Q1 2025, Stablepoint Partners, LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 19 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.
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