Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

STABLEFORD CAPITAL II LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

STABLEFORD CAPITAL II LLC (CIK 1842089) reported $288.7M across 147 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BIL ($19.5M, 6.74%), SHV ($18.2M, 6.30%), SGOV ($16.3M, 5.65%), GOOGL ($13.6M, 4.72%), MSFT ($11.3M, 3.90%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BILSPDR SERIES TRUST$19.5M6.74%212,456Added
2SHVISHARES TR$18.2M6.30%164,909Added
3SGOVISHARES TR$16.3M5.65%162,018Added
4GOOGLALPHABET INC$13.6M4.72%38,154Trimmed
5MSFTMICROSOFT CORP$11.3M3.90%30,202Added
6AMZNAMAZON COM INC$9.5M3.31%40,052Trimmed
7AAPLAPPLE INC$8.7M3.03%30,238Trimmed
8LLYELI LILLY & CO$8.5M2.95%7,098Trimmed
9NVDANVIDIA CORPORATION$8.1M2.81%40,525Trimmed
10METAMETA PLATFORMS INC$6.2M2.16%11,084Added
11VGITVANGUARD SCOTTSDALE FDS$5.1M1.76%86,350Trimmed
12XOMEXXON MOBIL CORP$3.7M1.29%27,234Added
13ARCCARES CAPITAL CORP$3.6M1.24%192,802Added
14SCHWSCHWAB CHARLES CORP$3.5M1.21%37,961Trimmed
15IAUISHARES GOLD TR$3.5M1.21%46,233Trimmed
16VVISA INC$3.4M1.17%9,831Trimmed
17MELIMERCADOLIBRE INC$3.2M1.12%1,907Trimmed
18ASMLASML HLDG NV$2.9M1.01%1,466Added
19WFCWELLS FARGO & CO$2.8M0.99%34,415Trimmed
20JPMJPMORGAN CHASE & CO$2.7M0.94%8,265Trimmed
21MAMASTERCARD INCORPORATED$2.7M0.93%5,203Added
22PLDPROLOGIS INC.$2.7M0.92%19,576Trimmed
23MRKMERCK & CO INC$2.6M0.89%19,941Added
24SHWSHERWIN WILLIAMS CO$2.5M0.86%7,241Trimmed
25AVGOBROADCOM INC$2.4M0.84%6,453Trimmed

Source: SEC Form 13F filings · as of 2026-06-30