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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 7 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 LNG CHENIERE ENERGY INC Energy 2,700.0 $525K 0.19% NEW $194.39 +18.8%
122 APD AIR PRODS & CHEMS INC Basic Materials 2,112.0 $522K 0.19% NEW $247.02 +15.7%
123 VHT VANGUARD WORLD FD 1,787.0 $514K 0.19% NEW $287.85 -3.5%
124 IBM INTERNATIONAL BUSINESS MACHS Technology 1,690.0 $501K 0.18% NEW $296.21 -13.8%
125 FUTY FIDELITY COVINGTON TRUST 8,861.0 $489K 0.18% NEW $55.22 +5.8%
126 SRLN SSGA ACTIVE ETF TR 11,786.0 $486K 0.18% NEW $41.27 -1.7%
127 IWB ISHARES TR 1,239.0 $463K 0.17% NEW $373.44 +9.6%
128 SCHH SCHWAB STRATEGIC TR 21,510.0 $449K 0.16% NEW $20.89 +13.7%
129 VCIT VANGUARD SCOTTSDALE FDS 5,052.0 $423K 0.15% NEW $83.75 -1.4%
130 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,205.0 $422K 0.15% NEW $350.55 +11.7%
131 XLK SELECT SECTOR SPDR TR 2,315.0 $333K 0.12% NEW $143.97 +28.1%
132 SPY SPDR S&P 500 ETF TR Financial Services 487.0 $332K 0.12% NEW $681.92 +10.0%
133 PFF ISHARES TR 9,877.0 $306K 0.11% NEW $30.96 +1.4%
134 WM WASTE MGMT INC DEL Industrials 1,314.0 $289K 0.10% NEW $219.71 -1.9%
135 FPE FIRST TR EXCH TRADED FD III 15,300.0 $279K 0.10% NEW $18.22 -1.3%
136 XLV SELECT SECTOR SPDR TR 1,762.0 $273K 0.10% NEW $154.80 -3.9%
137 AMLP ALPS ETF TR 5,476.0 $257K 0.09% NEW $47.02 +12.1%
138 PFXF VANECK ETF TRUST 13,797.0 $244K 0.09% NEW $17.66 +5.3%
139 VZ VERIZON COMMUNICATIONS INC Communication Services 5,786.0 $236K 0.09% NEW $40.73 +18.4%
140 XLF SELECT SECTOR SPDR TR 3,935.0 $216K 0.08% NEW $54.77 -6.1%
Page 7 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%