Stablepoint Partners, LLC

data from 31/12/2025

Capitalization

$ 640.929 M 1.74 %

Average holding period

8 ans

Performance

$ 137.303 M 26.82 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Stablepoint Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 APPLE INC 3.17% 20.318 M $ 74738 2023/12/31 1.301 M $ 6.77 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 2.04% 13.078 M $ 218218 2023/12/31 2.838 K $ 0.03 %
2025/12/31 BROADCOM INC 1.97% 12.599 M $ 36402 2023/12/31 597.718 K $ 4.91 %
2025/12/31 JPMORGAN CHASE & CO. 1.94% 12.437 M $ 38599 2023/12/31 260.953 K $ 2.15 %
2025/12/31 SSGA ACTIVE ETF TR 1.85% 11.848 M $ 287083 2023/12/31 -86.733 K $ -0.75 %
2025/12/31 JANUS DETROIT STR TR 1.83% 11.730 M $ 238708 2023/12/31 -35.038 K $ -0.30 %
2025/12/31 ISHARES GOLD TR 1.81% 11.622 M $ 143183 2023/12/31 1.242 M $ 11.54 %
2025/12/31 SEAGATE TECHNOLOGY HLDNGS PL 1.71% 10.981 M $ 39873 2023/12/31 1.600 M $ 16.66 %
2025/12/31 MICROSOFT CORP 1.67% 10.709 M $ 22144 2023/12/31 -756.309 K $ -6.63 %
2025/12/31 NEXTERA ENERGY INC 1.66% 10.621 M $ 132300 2023/12/31 631.130 K $ 6.35 %
2025/12/31 AMGEN INC 1.60% 10.244 M $ 31299 2023/12/31 1.400 M $ 15.98 %
2025/12/31 AMAZON COM INC 1.55% 9.964 M $ 43169 2023/12/31 483.660 K $ 5.12 %
2025/12/31 ALPHABET INC 1.41% 9.068 M $ 28973 2023/12/31 2.029 M $ 28.75 %
2025/12/31 ISHARES TR 1.30% 8.319 M $ 268706 2023/12/31 -176.641 K $ -2.09 %
2025/12/31 COCA COLA CO 1.27% 8.157 M $ 116673 2023/12/31 412.778 K $ 5.41 %
2025/12/31 ISHARES TR 1.24% 7.968 M $ 72497 2023/12/31 -91.367 K $ -1.18 %
2025/12/31 CAPITAL ONE FINL CORP 1.22% 7.812 M $ 32235 2023/12/31 943.073 K $ 14.01 %
2025/12/31 WALMART INC 1.18% 7.553 M $ 67790 2023/12/31 561.161 K $ 8.10 %
2025/12/31 MERCK & CO INC 1.17% 7.519 M $ 71437 2023/12/31 1.507 M $ 25.41 %
2025/12/31 CVS HEALTH CORP 1.14% 7.297 M $ 91951 2023/12/31 364.688 K $ 5.27 %
2025/12/31 JOHNSON & JOHNSON 1.14% 7.295 M $ 35252 2023/12/31 766.360 K $ 11.61 %
2025/12/31 LOCKHEED MARTIN CORP 1.14% 7.283 M $ 15058 2023/12/31 -231.244 K $ -3.12 %
2025/12/31 MEDTRONIC PLC 1.06% 6.804 M $ 70835 2023/12/31 58.131 K $ 0.86 %
2025/12/31 CHEVRON CORP NEW 1.05% 6.746 M $ 44259 2023/12/31 -125.611 K $ -1.85 %
2025/12/31 META PLATFORMS INC 1.03% 6.632 M $ 10047 2023/12/31 -752.111 K $ -10.12 %
2025/12/31 PEPSICO INC 1.03% 6.624 M $ 46153 2023/12/31 144.347 K $ 2.19 %
2025/12/31 MCDONALDS CORP 1.02% 6.532 M $ 21373 2023/12/31 36.541 K $ 0.57 %
2025/12/31 QUALCOMM INC 1.01% 6.489 M $ 37936 2023/12/31 176.662 K $ 2.82 %
2025/12/31 CISCO SYS INC 1.01% 6.478 M $ 84096 2023/12/31 721.974 K $ 12.58 %
2025/12/31 TORONTO DOMINION BK ONT 1.00% 6.420 M $ 68148 2023/12/31 969.099 K $ 17.82 %
2025/12/31 PROCTER AND GAMBLE CO 0.99% 6.373 M $ 44471 2023/12/31 -474.006 K $ -6.73 %
2025/12/31 PHILLIPS 66 0.97% 6.244 M $ 48389 2023/12/31 -334.195 K $ -5.13 %
2025/12/31 UNILEVER PLC 0.95% 6.061 M $ 92678 2025/12/31 0.000 $ 0.00 %
2025/12/31 FIRSTENERGY CORP 0.93% 5.955 M $ 133023 2023/12/31 -138.034 K $ -2.29 %
2025/12/31 FIRST TR EXCHANGE-TRADED FD 0.93% 5.954 M $ 129212 2023/12/31 -12.850 K $ -0.35 %
2025/12/31 WEBSTER FINL CORP 0.91% 5.824 M $ 92538 2023/12/31 318.668 K $ 5.89 %
2025/12/31 GSK PLC 0.91% 5.811 M $ 118493 2023/12/31 697.420 K $ 13.62 %
2025/12/31 AT&T INC 0.90% 5.758 M $ 231803 2023/12/31 -770.786 K $ -12.04 %
2025/12/31 BLACKSTONE INC 0.88% 5.634 M $ 36550 2023/12/31 -601.092 K $ -9.78 %
2025/12/31 KINDER MORGAN INC DEL 0.87% 5.603 M $ 203824 2023/12/31 -168.446 K $ -2.90 %
2025/12/31 NVIDIA CORPORATION 0.84% 5.410 M $ 29008 2023/12/31 -2.383 K $ -0.04 %
2025/12/31 VERIZON COMMUNICATIONS INC 0.83% 5.319 M $ 130583 2023/12/31 -440.714 K $ -7.33 %
2025/12/31 FIFTH THIRD BANCORP 0.81% 5.174 M $ 110541 2023/12/31 246.197 K $ 5.07 %
2025/12/31 ABBVIE INC 0.80% 5.146 M $ 22524 2023/12/31 -68.158 K $ -1.32 %
2025/12/31 DOMINION ENERGY INC 0.79% 5.069 M $ 86522 2023/12/31 -228.747 K $ -4.22 %
2025/12/31 EDISON INTL 0.78% 5.007 M $ 83425 2023/12/31 408.464 K $ 8.57 %
2025/12/31 ISHARES TR 0.78% 5.000 M $ 51992 2023/12/31 -14.276 K $ -0.31 %
2025/12/31 DUKE ENERGY CORP NEW 0.75% 4.814 M $ 41075 2023/12/31 -265.393 K $ -5.28 %
2025/12/31 CROWN CASTLE INC 0.75% 4.780 M $ 53791 2023/12/31 -434.378 K $ -7.90 %
2025/12/31 METLIFE INC 0.74% 4.736 M $ 60001 2023/12/31 -205.806 K $ -4.16 %
2025/12/31 SPDR SERIES TRUST 0.72% 4.593 M $ 33006 2023/12/31 -14.461 K $ -0.64 %
2025/12/31 VANGUARD SPECIALIZED FUNDS 0.70% 4.516 M $ 20547 2023/12/31 71.560 K $ 1.85 %
2025/12/31 INVESCO EXCH TRD SLF IDX FD 0.66% 4.207 M $ 180256 2024/03/31 -11.462 K $ -0.30 %
2025/12/31 TJX COS INC NEW 0.65% 4.144 M $ 26979 2023/12/31 244.726 K $ 6.28 %
2025/12/31 PFIZER INC 0.64% 4.132 M $ 165928 2023/12/31 -106.046 K $ -2.28 %
2025/12/31 TESLA INC 0.63% 4.061 M $ 9030 2023/12/31 46.085 K $ 1.12 %
2025/12/31 VANGUARD WHITEHALL FDS 0.62% 3.958 M $ 58693 2023/12/31 30.212 K $ 0.79 %
2025/12/31 T-MOBILE US INC 0.60% 3.827 M $ 18850 2023/12/31 -695.402 K $ -15.18 %
2025/12/31 TAIWAN SEMICONDUCTOR MFG LTD 0.58% 3.690 M $ 12144 2023/12/31 300.538 K $ 8.80 %
2025/12/31 ELI LILLY & CO 0.56% 3.568 M $ 3320 2023/12/31 1.050 M $ 40.85 %
2025/12/31 ALPHABET INC 0.55% 3.553 M $ 11321 2023/12/31 800.779 K $ 28.84 %
2025/12/31 UBER TECHNOLOGIES INC 0.55% 3.518 M $ 43056 2023/12/31 -699.781 K $ -16.60 %
2025/12/31 FIRST TR EXCHANGE TRADED FD 0.52% 3.355 M $ 53329 2023/12/31 53.123 K $ 1.62 %
2025/12/31 MICRON TECHNOLOGY INC 0.52% 3.324 M $ 11648 2024/12/31 1.385 M $ 70.57 %
2025/12/31 RTX CORPORATION 0.49% 3.139 M $ 17115 2023/12/31 275.327 K $ 9.60 %
2025/12/31 GILEAD SCIENCES INC 0.48% 3.065 M $ 24969 2023/12/31 289.167 K $ 10.58 %
2025/12/31 DOW INC 0.46% 2.971 M $ 127095 2023/12/31 86.299 K $ 1.96 %
2025/12/31 PARKER-HANNIFIN CORP 0.46% 2.968 M $ 3377 2023/12/31 415.603 K $ 15.94 %
2025/12/31 LOWES COS INC 0.46% 2.968 M $ 12306 2023/12/31 -123.424 K $ -4.04 %
2025/12/31 INTUITIVE SURGICAL INC 0.46% 2.943 M $ 5197 2023/12/31 616.140 K $ 26.64 %
2025/12/31 KIMBERLY-CLARK CORP 0.45% 2.875 M $ 28498 2023/12/31 -832.193 K $ -18.86 %
2025/12/31 LYONDELLBASELL INDUSTRIES N 0.43% 2.763 M $ 63821 2023/12/31 -464.067 K $ -11.70 %
2025/12/31 INVESCO QQQ TR 0.42% 2.720 M $ 4428 2023/12/31 60.012 K $ 2.32 %
2025/12/31 NETFLIX INC 0.42% 2.716 M $ 28971 2023/12/31 -3.186 M $ -92.18 %
2025/12/31 ISHARES TR 0.42% 2.681 M $ 21750 2023/12/31 54.891 K $ 2.10 %
2025/12/31 DEERE & CO 0.41% 2.655 M $ 5703 2023/12/31 46.431 K $ 1.82 %
2025/12/31 OSHKOSH CORP 0.41% 2.652 M $ 21113 2023/12/31 -83.732 K $ -3.14 %
2025/12/31 ABBOTT LABS 0.41% 2.639 M $ 21066 2023/12/31 -180.473 K $ -6.46 %
2025/12/31 MONDELEZ INTL INC 0.41% 2.624 M $ 48751 2023/12/31 -419.670 K $ -13.83 %
2025/12/31 STARBUCKS CORP 0.40% 2.575 M $ 30579 2023/12/31 -12.054 K $ -0.46 %
2025/12/31 QUEST DIAGNOSTICS INC 0.40% 2.562 M $ 14765 2023/12/31 -251.487 K $ -8.95 %
2025/12/31 SPDR SERIES TRUST 0.39% 2.494 M $ 53214 2023/12/31 27.809 K $ 1.17 %
2025/12/31 PROLOGIS INC. 0.38% 2.457 M $ 19243 2023/12/31 250.080 K $ 11.47 %
2025/12/31 THERMO FISHER SCIENTIFIC INC 0.38% 2.449 M $ 4226 2023/12/31 400.520 K $ 19.47 %
2025/12/31 ADVANCED MICRO DEVICES INC 0.37% 2.390 M $ 11161 2023/12/31 584.292 K $ 32.37 %
2025/12/31 VISA INC 0.37% 2.389 M $ 6812 2023/12/31 63.677 K $ 2.73 %
2025/12/31 EXXON MOBIL CORP 0.36% 2.303 M $ 19137 2023/12/31 149.523 K $ 6.73 %
2025/12/31 AMERICAN EXPRESS CO 0.36% 2.287 M $ 6183 2023/12/31 243.745 K $ 11.38 %
2025/12/31 VANGUARD INDEX FDS 0.35% 2.256 M $ 7773 2023/12/31 -27.544 K $ -1.21 %
2025/12/31 RAYMOND JAMES FINL INC 0.34% 2.191 M $ 13645 2023/12/31 -161.642 K $ -6.96 %
2025/12/31 TRANE TECHNOLOGIES PLC 0.34% 2.166 M $ 5566 2023/12/31 -194.430 K $ -7.76 %
2025/12/31 ORACLE CORP 0.33% 2.107 M $ 10808 2023/12/31 -935.730 K $ -30.70 %
2025/12/31 APPLIED MATLS INC 0.33% 2.106 M $ 8194 2023/12/31 428.868 K $ 25.52 %
2025/12/31 ASTRAZENECA PLC 0.33% 2.095 M $ 22789 2023/12/31 340.871 K $ 19.83 %
2025/12/31 ALIBABA GROUP HLDG LTD 0.32% 2.078 M $ 14177 2023/12/31 -456.690 K $ -17.99 %
2025/12/31 CROWDSTRIKE HLDGS INC 0.32% 2.045 M $ 4362 2024/06/30 -95.430 K $ -4.41 %
2025/12/31 SPDR INDEX SHS FDS 0.32% 2.033 M $ 45768 2023/12/31 71.740 K $ 3.79 %
2025/12/31 STEEL DYNAMICS INC 0.31% 2.001 M $ 11810 2023/12/31 357.538 K $ 21.53 %
2025/12/31 APOLLO GLOBAL MGMT INC 0.30% 1.945 M $ 13435 2023/12/31 153.138 K $ 8.62 %
2025/12/31 WILLIAMS COS INC 0.30% 1.938 M $ 32246 2023/12/31 -105.643 K $ -5.11 %