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
249 檔
8.3%
The Q2 2025 SEC filing reveals that Stablepoint Partners, LLC held a total portfolio value of $722.7M, covering 249 public equity positions.
In Q2 2025, Stablepoint Partners, LLC displayed an active expansion posture, initiating 0 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.14% | +1.07% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 1.95% | +0.20% | +5.19% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.06% | +0.06% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | -0.09% | -0.46% | |
| 5 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.86% | -0.06% | -1.44% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.85% | -0.09% | +3.79% | |
| 7 | IAU | Ishares Gold Trust | ETF-Commodities | 1.71% | -0.29% | -1.74% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | +0.08% | -0.08% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 1.54% | -0.22% | +2.28% | |
| 10 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.49% | -0.18% | +4.91% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 1.42% | -0.06% | +3.43% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.41% | — | +1.18% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-Other | 1.29% | -0.07% | +3.64% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.07% | -0.71% | |
| 15 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.27% | +0.75% | +2.45% | |
| 16 | T | At&t Inc | Stock-Comm Services | 1.22% | -0.39% | +0.91% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.22% | -0.11% | -2.03% | |
| 18 | CVS | Cvs Health CORP | Stock-Healthcare | 1.17% | +0.32% | +1.11% | |
| 19 | COF | Capital One Financial CORP | Stock-Financials | 1.16% | +0.03% | +2.72% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.15% | -0.06% | +1.30% | |
| 21 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.14% | — | +1.85% | |
| 22 | WMT | Walmart Inc | Stock-Consumer Staples | 1.11% | -0.17% | +1.38% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.10% | -0.25% | +2.57% | |
| 24 | UL | Unilever PLC | Stock-Consumer Staples | 1.06% | — | +1.64% | |
| 25 | CCI | Crown Castle Inc | Stock-Real Estate | 1.05% | -0.10% | +2.83% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | -0.19% | +1.40% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.03% | -0.14% | +2.37% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.01% | +0.40% | +1.83% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.34% | +2.72% | |
| 30 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.99% | -0.24% | +1.47% | |
| 31 | TD | Toronto-dominion Bank | Stock-Financials | 0.97% | +0.18% | +1.46% | |
| 32 | PSX | Phillips 66 | Stock-Energy | 0.97% | -0.18% | +0.68% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | -0.20% | +2.80% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.03% | +1.86% | |
| 35 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.92% | -0.12% | +3.50% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.90% | +0.28% | +2.85% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.90% | -0.02% | +0.81% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.04% | -7.87% | |
| 39 | FE | Firstenergy CORP | Stock-Utilities | 0.87% | -0.12% | +2.24% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.12% | -0.27% | |
| 41 | D | Dominion Energy Inc | Stock-Utilities | 0.83% | +0.03% | +2.75% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.83% | -0.08% | +1.98% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | +0.01% | +1.54% | |
| 44 | WBS | Webster Financial CORP | Stock-Financials | 0.82% | +0.03% | +3.31% | |
| 45 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 0.81% | -0.09% | +2.07% | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.75% | -0.19% | -0.29% | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.75% | +0.05% | +1.36% | |
| 48 | FITB | Fifth Third Bancorp | Stock-Financials | 0.75% | +0.10% | +2.99% | |
| 49 | MET | Metlife Inc | Stock-Financials | 0.73% | +0.09% | +2.69% | |
| 50 | UBER | Uber Technologies Inc | Stock-Industrials | 0.72% | -0.02% | -2.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.8% | +5.19% | Add |
| 2 | STX | Seagate Technology Holdings plc | +0.5% | +2.45% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | -0.46% | Trim |
| 4 | META | Meta Platforms Inc-class A | +0.2% | -0.71% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +0.06% | Add |
| 6 | COIN | Coinbase Global Inc -class A | +0.2% | +0.84% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | -7.87% | Trim |
| 8 | NFLX | Netflix Inc | +0.2% | -6.72% | Trim |
| 9 | ORCL | Oracle CORP | +0.2% | -1.07% | Trim |
| 10 | COF | Capital One Financial CORP | +0.1% | +2.72% | Add |
| 11 | TD | Toronto-dominion Bank | +0.1% | +1.46% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.63% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | -0.08% | Trim |
| 14 | UBER | Uber Technologies Inc | +0.1% | -2.66% | Trim |
| 15 | RBRK | Rubrik Inc-a | +0.1% | +6.47% | Add |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -5.85% | Trim |
| 17 | AMD | Advanced Micro Devices | +0.1% | +8.21% | Add |
| 18 | MU | Micron Technology Inc | +0.1% | +10.97% | Add |
| 19 | SNOW | Snowflake Inc | +0.1% | +1.24% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +1.83% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +1.38% | Add |
| 22 | TT | Trane Technologies plc | +0.1% | -1.66% | Trim |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | — | Unchanged |
| 24 | OSK | Oshkosh CORP | +0.1% | +3.16% | Add |
| 25 | DG | Dollar General CORP | +0.1% | +0.63% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.27% | Trim |
| 27 | TSLA | Tesla Inc | +0.1% | -0.90% | Trim |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +1.76% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.17% | Add |
| 30 | AXP | American Express Co | +0.1% | +3.12% | Add |
| 31 | PH | Parker Hannifin CORP | 0% | +3.49% | Add |
| 32 | WBS | Webster Financial CORP | 0% | +3.31% | Add |
| 33 | BX | Blackstone Inc | 0% | +0.81% | Add |
| 34 | LMT | Lockheed Martin CORP | — | +2.57% | Add |
| 35 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +3.79% | Add |
| 36 | FTSM | First Trust Enh Short Mat Fd | 0% | +4.91% | Add |
| 37 | IAU | Ishares Gold Trust | 0% | -1.74% | Trim |
| 38 | EIX | Edison International | -0.1% | +2.96% | Add |
| 39 | KMB | Kimberly-clark CORP | -0.1% | +1.36% | Add |
| 40 | ABBV | Abbvie Inc | -0.1% | +0.59% | Add |
| 41 | PG | Procter & Gamble Co/the | -0.1% | +1.30% | Add |
| 42 | MRK | Merck & Co. Inc. | -0.2% | +1.54% | Add |
| 43 | TMUS | T-mobile US Inc | -0.2% | -0.29% | Trim |
| 44 | LYB | LyondellBasell Industries N.V. | -0.2% | +4.70% | Add |
| 45 | PEP | Pepsico Inc | -0.2% | +2.80% | Add |
| 46 | UNH | Unitedhealth Group Inc | -0.2% | -17.42% | Trim |
| 47 | CVX | Chevron CORP | -0.2% | +2.72% | Add |
| 48 | AMGN | Amgen Inc | -0.2% | +3.43% | Add |
| 49 | DOW | Dow Inc | -0.2% | +5.27% | Add |
| 50 | AAPL | Apple Inc | -0.4% | +1.07% | Add |
According to official SEC Form 13F filings, Stablepoint Partners, LLC reported a total U.S. public equity portfolio value of $722.7M across 249 disclosed positions in Q2 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, AVGO, JPM) accounted for 8.3% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
IAU
前期市值: $9.7M
During Q2 2025, Stablepoint Partners, LLC's top holdings by market value included AAPL (2.5%)、AVGO (1.9%)、JPM (1.9%). The largest single position, AAPL, represented 2.5% of total portfolio value.
In Q2 2025, Stablepoint Partners, LLC made 49 total portfolio adjustments, initiating 0 new buys, adding to 35 positions, trimming 14 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.