Stablepoint Partners, LLC

Q1 2026 13F-HR Holdings

Location
Braintree, MA
Holdings as of
3/31/2026
Date filed
4/30/2026
Form type
13F-HR
Num holdings
260
Total value ($000)
$672,594
Net value change ($000)
+31,665 (4.9%)
New positions
28
Sold out positions
14
Turnover %
9.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ULST 8,737 NEW
TOTL 8,406 NEW
BSJT 6,714 NEW
KTB 4,750 NEW
VWOB 4,403 111.2%
UPS 4,032 NEW
PSA 3,952 NEW
PSX 2,613 41.8%
CVX 2,499 37.0%
VZ 2,419 45.5%
Top Reduces (Value $000, Stocks/ETFs)
VNLA -8,916 -76.0%
STX -6,950 -63.3%
BSJQ -3,091 -73.5%
DOW -2,971 -100.0%
LYB -2,451 -88.7%
MSFT -2,198 -20.5%
AZN -2,095 -100.0%
BX -1,991 -35.3%
FVD -1,818 -30.5%
COF -1,792 -22.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type