SP
Stablepoint Partners Portfolio holdings
AUM
$630M
1-Year Est. Return
18.43%
1 Year Est. Return
+18.43%
AUM
$630M
AUM Growth
+$42.1M
(+7.2%)
Holding
254
Top Buys
| 1 | +$1.08M | |
| 2 | +$989K | |
| 3 | +$958K | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$927K |
| 5 |
Apple
AAPL
|
+$888K |
Top Sells
| 1 | +$2.65M | |
| 2 | +$1.53M | |
| 3 | +$1.01M | |
| 4 |
iShares Gold Trust
IAU
|
+$969K |
| 5 |
Trade Desk
TTD
|
+$940K |
Sector Composition
| 1 | Technology | 17% |
| 2 | Healthcare | 11.88% |
| 3 | Financials | 11.74% |
| 4 | Consumer Staples | 7.79% |
| 5 | Communication Services | 6.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
TKO Group
TKO
$15.4B
| $1.8M | 0.28% |
8,888
+84
|
|
||
102
Apollo Global Management
APO
$77.6B
| $1.78M | 0.28% |
13,328
|
|
||
103
Palantir
PLTR
$415B
| $1.76M | 0.28% |
9,651
|
|
||
104
UnitedHealth
UNH
$301B
| $1.75M | 0.28% |
5,066
+1,578
|
|
||
105
McKesson
MCK
$101B
| $1.74M | 0.28% |
2,253
-186
|
|
||
106
AstraZeneca
AZN
$282B
| $1.72M | 0.27% |
22,411
+473
|
|
||
107
Applied Materials
AMAT
$210B
| $1.68M | 0.27% |
8,208
-358
|
|
||
108
Independent Bank
INDB
$3.68B
| $1.67M | 0.27% |
24,167
+441
|
|
||
109
Steel Dynamics
STLD
$24.7B
| $1.66M | 0.26% |
11,910
+265
|
|
||
110
Sherwin-Williams
SHW
$83.9B
| $1.65M | 0.26% |
4,774
+211
|
|
||
111
Palo Alto Networks
PANW
$133B
| $1.64M | 0.26% |
8,074
+191
|
|
||
112
Air Products & Chemicals
APD
$58B
| $1.61M | 0.26% |
5,892
+469
|
|
||
113
US Bancorp
USB
$78.3B
| $1.6M | 0.25% |
33,142
+765
|
|
||
114
Comcast
CMCSA
$99.3B
| $1.59M | 0.25% |
50,633
+4,618
|
|
||
115
SAP
SAP
$281B
| $1.58M | 0.25% |
5,900
+2
|
|
||
116
WEC Energy
WEC
$35B
| $1.54M | 0.25% |
13,474
+919
|
|
||
117
American International
AIG
$41.3B
| $1.54M | 0.24% |
19,605
+281
|
|
||
118
Blackrock
BLK
$164B
| $1.53M | 0.24% |
1,312
-5
|
|
||
119
Chubb
CB
$116B
| $1.53M | 0.24% |
5,418
+173
|
|
||
120
Target
TGT
$41.4B
| $1.5M | 0.24% |
16,696
+3,056
|
|
||
121
SPDR Euro Stoxx 50 ETF
FEZ
$4.81B
| $1.49M | 0.24% |
24,019
+319
|
|
||
122
Energy Transfer Partners
ET
$57.3B
| $1.49M | 0.24% |
86,721
+5,785
|
|
||
123
IBM
IBM
$283B
| $1.48M | 0.24% |
5,250
+26
|
|
||
124
Rubrik
RBRK
$13.8B
| $1.48M | 0.23% |
17,952
-782
|
|
||
125
Mastercard
MA
$494B
| $1.44M | 0.23% |
2,540
-18
|
|