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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MPLX MPLX LP Energy 3,920.0 $209K 0.08% NEW $53.37 +5.7%
142 VXX BARCLAYS BANK PLC Financial Services 7,885.0 $209K 0.07% NEW $26.47 -4.3%
143 IEI ISHARES TR 1,722.0 $206K 0.07% NEW $119.35 -1.5%
144 CIG CIA ENERGETICA DE MINAS GERA Utilities 38,225.0 $76K 0.03% NEW $2.00 +9.7%
145 BTG B2GOLD CORP Basic Materials 15,000.0 $68K 0.02% NEW $4.51 +1.7%
Page 8 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%