Stablepoint Partners, LLC
Annual return '25
+10.1%
SPY '25
+17.7%
Alpha
-7.7ptsvs SPY
Invested
$1.3B
Holdings
259
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 92.7% (74.7k → 5.5k shares)
2.8%
02
$FTSM
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 218.2k shares)
2.0%
03
$NEE
NEXTERA ENERGY INC
Q1 2026: Exited (was 132.3k shares)
1.8%
04
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 87.8% (38.6k → 4.7k shares)
1.7%
05
$AVGO
BROADCOM INC
Q1 2026: Exited (was 36.4k shares)
1.7%
06
$AMGN
AMGEN INC
Q1 2026: Exited (was 31.3k shares)
1.6%
07
$SRLN
SSGA ACTIVE ETF TR
Q1 2026: Exited (was 287.1k shares)
1.6%
08
$IAU
ISHARES GOLD TR
Q1 2026: Exited (was 143.2k shares)
1.6%
09
$PFF
ISHARES TR
Q1 2026: Exited (was 268.7k shares)
1.6%
10
$TIP
ISHARES TR
Q1 2026: Exited (was 72.5k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:47 UTC.