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Portfolio (Quarterly) Guide ↗

STABLEFORD CAPITAL II LLC

· CIK 0001842089
13F Portfolio $277M AUM 145 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 145 New
Page 4 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USB US BANCORP DEL Financial Services 23,862.0 $1.3M 0.46% NEW $53.36 +2.4%
62 BK BANK NEW YORK MELLON CORP Financial Services 10,907.0 $1.3M 0.46% NEW $116.09 +20.6%
63 JMBS JANUS DETROIT STR TR 27,459.0 $1.3M 0.45% NEW $45.69 -1.3%
64 PM PHILIP MORRIS INTL INC Consumer Defensive 7,744.0 $1.2M 0.45% NEW $160.40 +13.6%
65 BIIB BIOGEN INC Healthcare 6,914.0 $1.2M 0.44% NEW $175.99 +12.7%
66 ATAI ATAI BECKLEY NV Healthcare 291,558.0 $1.2M 0.43% NEW $4.09 +7.6%
67 T AT&T INC Communication Services 47,008.0 $1.2M 0.42% NEW $24.84 +0.5%
68 AGNC AGNC INVT CORP Real Estate 106,992.0 $1.1M 0.41% NEW $10.72 -1.7%
69 CEG CONSTELLATION ENERGY CORP Utilities 3,220.0 $1.1M 0.41% NEW $353.27 -18.5%
70 CMPS COMPASS PATHWAYS PLC Healthcare 160,625.0 $1.1M 0.40% NEW $6.90 +70.8%
71 CVX CHEVRON CORP NEW Energy 7,244.0 $1.1M 0.40% NEW $152.41 +19.9%
72 ANNALY CAPITAL MANAGEMENT IN 48,992.0 $1.1M 0.40% NEW $22.36
73 DUK DUKE ENERGY CORP NEW Utilities 9,278.0 $1.1M 0.39% NEW $117.21 +6.8%
74 TJX TJX COS INC NEW Consumer Cyclical 7,027.0 $1.1M 0.39% NEW $153.61 +2.2%
75 BAC BANK AMERICA CORP Financial Services 19,513.0 $1.1M 0.39% NEW $55.00 -6.9%
76 COF CAPITAL ONE FINL CORP Financial Services 4,427.0 $1.1M 0.39% NEW $242.36 -22.0%
77 SO SOUTHERN CO Utilities 12,239.0 $1.1M 0.39% NEW $87.20 +7.4%
78 WMT WALMART INC Consumer Defensive 9,545.0 $1.1M 0.38% NEW $111.41 +6.5%
79 NET CLOUDFLARE INC Technology 5,377.0 $1.1M 0.38% NEW $197.15 +7.2%
80 RTX RTX CORPORATION Industrials 5,769.0 $1.1M 0.38% NEW $183.40 -3.1%
Page 4 of 8  ·  145 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.0%
Financial Services 18.5%
Communication Services 13.4%
Healthcare 11.6%
Consumer Cyclical 9.5%
Energy 6.0%
Basic Materials 5.7%
Industrials 5.5%
Real Estate 4.0%
Consumer Defensive 3.7%