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Stableford Capital II LLC

CIK:0001842089
Hedge Fund
$277M AUM
138 holdings
Scottsdale, AZ, USA
Founded:2021
10 employees
Latest filing:Sep 30, 2025

Stableford Capital II LLC is a hedge fund based in Scottsdale, Arizona. It is affiliated with Stableford Capital LLC and primarily manages investment portfolios for institutional and high-net-worth individual investors. The firm reports assets under management (AUM) of approximately $277 million as of the latest 13F filing in October 2025. Founded in the 2020s, the firm operates with a small, specialized team and is focused on professional asset management aimed at capital appreciation and risk mitigation for its clients.

Investment Strategy

Stableford Capital II LLC employs a multi-asset investment strategy targeting both equities and fixed-income securities, with an active, dynamic asset allocation approach. The firm focuses on risk-adjusted returns and capital preservation, frequently adjusting its positions among major U.S. companies, sector ETFs, and treasury instruments based on prevailing market conditions and macroeconomic outlooks. Its holdings are diversified across technology, financial, and other sectors, with a tendency toward both growth stocks and defensive assets to balance risk and return.

Latest 13F Filing Activity

Stableford Capital II LLC filed their most recent 13F report on Sep 30, 2025 disclosing 138 equity positions with a total 13F market value of $277M. The fund increased holdings in Barclays Bank PLC, Alphabet Inc., Vanguard Scottsdale FDS among other positions. Stableford Capital II LLC reduced exposure to SPDR Series Trust, Ishares TR, Ishares TR among others.

Top Buys
V
VXXBARCLAYS BANK PLC
+$12.5M
G
GOOGLALPHABET INC
+$2.9M
V
VTWOVANGUARD SCOTTSDALE FDS
+$2.2M
K
KRESPDR SERIES TRUST
+$2.1M
L
LOWLOWES COS INC
+$1.7M
Top Sells
B
BILSPDR SERIES TRUST
-$13.9M
S
SGOVISHARES TR
-$11.7M
S
SHVISHARES TR
-$1.4M
A
AMZNAMAZON COM INC
-$512.7K
S
STZCONSTELLATION BRANDS INC
-$480.7K

Top Holdings

V
VXXBARCLAYS BANK PLC
+5.6%$15.5M
G
GOOGLALPHABET INC
+5.1%$14.2M
M
MSFTMICROSOFT CORP
+4.4%$12.1M
I
IEFISHARES TR
+3.6%$9.9M
A
AMZNAMAZON COM INC
+3.5%$9.7M

Equity Positions (138)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BARCLAYS BANK PLC5.59%$15.5M466,087$35.41$33.16+$12.5M
ALPHABET INC5.14%$14.2M58,548$126.69$243.10+$2.9M
MICROSOFT CORP4.36%$12.1M23,292$355.25$517.95+$136.3K
ISHARES TR3.57%$9.9M102,394$94.69$96.46+$627.6K
AMAZON COM INC3.52%$9.7M44,320$134.12$219.57-$512.7K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.1%
SERVICES-PREPACKAGED SOFTWARE
+6.6%
COMMERCIAL BANKS, NEC
+5.6%
REAL ESTATE INVESTMENT TRUSTS
+5.2%
SERVICES-BUSINESS SERVICES, NEC
+4.8%