Stablepoint-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "OSK",
  "RJF",
  "SNOW",
  "MU",
  "MPLX",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "PAA",
  "GOOGL",
  "AXP",
  null,
  "AIG",
  "ASML",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "ARCC",
  null,
  null,
  "CCI",
  "COF",
  "KFY",
  "DUK",
  "D",
  null,
  "BMEZ",
  "FITB",
  "GILD",
  "BSTZ",
  "HON",
  "HD",
  null,
  "AZN",
  null,
  "MCD",
  "INTU",
  null,
  "FE",
  "QCOM",
  "ISRG",
  "AMAT",
  "BKNG",
  null,
  "MUB",
  "META",
  "IVW",
  null,
  "IQV",
  "KMI",
  "SHOT",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "NDAQ",
  null,
  "GE",
  "GXO",
  "GWRE",
  "NVS",
  null,
  "BX",
  "HSY",
  "DG",
  "IJR",
  "ANET",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  "PANW",
  "PYPL",
  "PEP",
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "EFAV",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MPW",
  "AMGN",
  "DGX",
  "SPGI",
  "NOW",
  "SHW",
  "SLB",
  "SRE",
  "ROST",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  "IBM",
  "STLD",
  "SYK",
  "SBUX",
  "TKO",
  "TXN",
  "TXRH",
  "TD",
  "TGT",
  "TMO",
  "TJX",
  "TDG",
  "UBER",
  "UL",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "NBTB",
  "SCHW",
  "VWO",
  "NMT",
  "VCIT",
  "VIG",
  null,
  "FTHY",
  null,
  "SNY",
  "IEF",
  "TSM",
  "GSK",
  null,
  "VYM",
  null,
  null,
  "TT",
  "GM",
  "AMD",
  "SDY",
  "WAB",
  "F",
  "WEC",
  "WM",
  "IR",
  "ES",
  "INDB",
  null,
  null,
  "NVO",
  "AMZN",
  "HBAN",
  null,
  "DKNG",
  "USB",
  "VUG",
  "VLO",
  null,
  "VTV",
  "V",
  "WMT",
  "WBS",
  "WMB",
  "WDAY",
  "YUM",
  "XPO",
  "ET",
  "LVS",
  "EIX",
  "IEP",
  null,
  "TTD",
  "PSX",
  "CRM",
  null,
  "RBRK",
  null,
  "LYB",
  null,
  "MCK",
  "HESM",
  null,
  "FDX",
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BBY",
  "CG",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "KO",
  "COIN",
  "CMCSA",
  "STZ",
  "COST",
  "CRWD",
  "CVS",
  "DHR",
  "DE",
  "EWJ",
  null,
  "ADI",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "APO",
  "MO",
  "MLM",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 242
Total Value: 551997173
Accession Number: 0001951757-25-000310
Form Type: 13F-HR
CIK: stablepoint-partners
Manager Name: Stablepoint-Partners

Data Enrichment

87% identified

210 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

242 positions • $552.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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KIMBERLY CLARK CORP

KMB|494368103

Shares:33.7K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$552.0M)

DOMINION ENERGY, INC

D|25746U109

Shares:84.1K

Value:$4.7M

% of Portfolio:0.9% ($4.7M/$552.0M)

GSK plc

GSK|37733W204

Shares:120.8K

Value:$4.7M

% of Portfolio:0.8% ($4.7M/$552.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:22.1K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$552.0M)

TORONTO DOMINION BANK

TD|891160509

Shares:76.8K

Value:$4.6M

% of Portfolio:0.8% ($4.6M/$552.0M)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:64.1K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$552.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:28.8K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$552.0M)

WEBSTER FINANCIAL CORP

WBS|947890109

Shares:85.1K

Value:$4.4M

% of Portfolio:0.8% ($4.4M/$552.0M)

Seagate Technology Holdings plc

STX|G7997R103

Shares:50.7K

Value:$4.3M

% of Portfolio:0.8% ($4.3M/$552.0M)

EDISON INTERNATIONAL

EIX|281020107

Shares:71.3K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$552.0M)

METLIFE INC

MET|59156R108

Shares:52.0K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$552.0M)

PFIZER INC

PFE|717081103

Shares:161.1K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$552.0M)

FIFTH THIRD BANCORP

FITB|316773100

Shares:103.7K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$552.0M)

NVIDIA CORP

NVDA|67066G104

Shares:35.6K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$552.0M)

921908844

VIG|921908844

Shares:18.9K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$552.0M)

33734H106

Shares:80.8K

Value:$3.6M

% of Portfolio:0.7% ($3.6M/$552.0M)

921946885

Shares:53.7K

Value:$3.5M

% of Portfolio:0.6% ($3.5M/$552.0M)

Uber Technologies, Inc

UBER|90353T100

Shares:46.7K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$552.0M)

464287440

IEF|464287440

Shares:35.3K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$552.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:27.2K

Value:$3.3M

% of Portfolio:0.6% ($3.3M/$552.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	33.7K	QoQ +15.85% (+4.6K) YoY +22.12% (+6.1K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$552.0M)	QoQ +25.73% (+$980.7K) YoY +34.27% (+$1.2M)
DOMINION ENERGY, INC(Dcusip25746U109)	84.1K	QoQ +29.44% (+19.1K) YoY +40.06% (+24.0K)	All Managers (Combined)	$4.7M	0.9% ($4.7M/$552.0M)	QoQ +34.75% (+$1.2M) YoY +59.65% (+$1.8M)
GSK plc(GSKcusip37733W204)	120.8K	QoQ +21.32% (+21.2K) YoY +15.85% (+16.5K)	All Managers (Combined)	$4.7M	0.8% ($4.7M/$552.0M)	QoQ +38.97% (+$1.3M) YoY +4.69% (+$209.8K)
AbbVie Inc.(ABBVcusip00287Y109)	22.1K	QoQ +1.82% (+396) YoY +1.36% (+297)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$552.0M)	QoQ +20.05% (+$773.8K) YoY +16.62% (+$660.2K)
TORONTO DOMINION BANK(TDcusip891160509)	76.8K	QoQ +5.43% (+4.0K) YoY +20.31% (+13.0K)	All Managers (Combined)	$4.6M	0.8% ($4.6M/$552.0M)	QoQ +18.70% (+$725.7K) YoY +19.43% (+$749.5K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	64.1K	QoQ +21.13% (+11.2K) YoY +28.41% (-14.2K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$552.0M)	QoQ +14.82% (+$582.6K) YoY -11.60% (-$592.7K)
Alphabet Inc.(GOOGLcusip02079K305)	28.8K	QoQ -1.81% (-534) YoY -9.04% (-2.9K)	All Managers (Combined)	$4.5M	0.8% ($4.5M/$552.0M)	QoQ -19.79% (-$1.1M) YoY -6.80% (-$325.3K)
WEBSTER FINANCIAL CORP(WBScusip947890109)	85.1K	QoQ -9.93% (-9.4K) YoY -13.18% (-12.9K)	All Managers (Combined)	$4.4M	0.8% ($4.4M/$552.0M)	QoQ -15.91% (-$830.7K) YoY -11.84% (-$589.7K)
Seagate Technology Holdings plc(STXcusipG7997R103)	50.7K	QoQ -1.90% (-986) YoY -14.31% (-8.5K)	All Managers (Combined)	$4.3M	0.8% ($4.3M/$552.0M)	QoQ -3.45% (-$154.1K) YoY -21.77% (-$1.2M)
EDISON INTERNATIONAL(EIXcusip281020107)	71.3K	QoQ +32.11% (-17.3K) YoY +38.00% (+19.6K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$552.0M)	QoQ -2.50% (-$107.8K) YoY +14.96% (+$546.8K)
METLIFE INC(METcusip59156R108)	52.0K	QoQ -9.21% (-5.3K) YoY -22.29% (-14.9K)	All Managers (Combined)	$4.2M	0.8% ($4.2M/$552.0M)	QoQ -10.98% (-$515.4K) YoY -15.81% (-$785.0K)
PFIZER INC(PFEcusip717081103)	161.1K	QoQ +22.18% (+29.2K) YoY +59.48% (+60.1K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$552.0M)	QoQ +16.69% (+$584.2K) YoY +45.63% (+$1.3M)
FIFTH THIRD BANCORP(FITBcusip316773100)	103.7K	QoQ -4.81% (-5.2K) YoY -25.81% (-36.1K)	All Managers (Combined)	$4.1M	0.7% ($4.1M/$552.0M)	QoQ -11.75% (-$541.3K) YoY -21.85% (-$1.1M)
NVIDIA CORP(NVDAcusip67066G104)	35.6K	QoQ +2.94% (-1.0K) YoY +759.82% (+31.5K)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$552.0M)	QoQ -16.91% (-$786.2K) YoY +3.13% (+$117.3K)
(VIGcusip921908844)	18.9K	QoQ -0.53% (-101) YoY +18.16% (+2.9K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$552.0M)	QoQ -1.46% (-$54.6K) YoY +25.52% (+$746.3K)
(cusip33734H106)✕	80.8K	QoQ -13.57% (-12.7K) YoY -14.26% (-13.5K)	All Managers (Combined)	$3.6M	0.7% ($3.6M/$552.0M)	QoQ -11.69% (-$477.3K) YoY -9.47% (-$377.4K)
(cusip921946885)✕	53.7K	QoQ +35.99% (+14.2K) YoY -8.10% (-4.7K)	All Managers (Combined)	$3.5M	0.6% ($3.5M/$552.0M)	QoQ +38.25% (+$954.8K) YoY -7.60% (-$283.9K)
Uber Technologies, Inc(UBERcusip90353T100)	46.7K	QoQ +1.94% (+890) YoY -1.08% (-512)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$552.0M)	QoQ +23.13% (+$639.0K) YoY -6.39% (-$232.2K)
(IEFcusip464287440)	35.3K	QoQ +33.62% (+8.9K) YoY +272.68% (+25.8K)	All Managers (Combined)	$3.4M	0.6% ($3.4M/$552.0M)	QoQ +37.84% (+$924.9K) YoY +275.47% (+$2.5M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	27.2K	QoQ 0.00% (-1) YoY +1.50% (+403)	All Managers (Combined)	$3.3M	0.6% ($3.3M/$552.0M)	QoQ +0.81% (-$26.8K) YoY +21.89% (+$595.9K)