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Portfolio (Quarterly) Guide ↗

STABLEFORD CAPITAL II LLC

· CIK 0001842089
13F Portfolio $269M AUM 144 positions Filed Apr 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 47 Added 57 Reduced 18 Exited
Page 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VEA VANGUARD TAX-MANAGED FDS 3,461.0 $222K 0.08% NEW $64.08 +11.4%
142 VZ VERIZON COMMUNICATIONS INC Communication Services 4,340.0 $218K 0.08% -1K -25.0% $50.20 -3.9%
143 IEI ISHARES TR 1,761.0 $209K 0.08% +39.0 +2.3% $118.60 -0.9%
144 BTG B2GOLD CORP Basic Materials 15,000.0 $68K 0.03% $4.53 -0.2%
Page 8 of 8  ·  144 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 21.2%
Financial Services 19.4%
Communication Services 12.7%
Healthcare 11.0%
Consumer Cyclical 8.6%
Energy 7.5%
Industrials 5.0%
Basic Materials 4.4%
Consumer Defensive 3.8%
Utilities 3.5%