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Portfolio (Quarterly) Guide ↗

Fort Point Capital Partners LLC

· CIK 0001589282
13F Portfolio $825M AUM 225 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 91 Added 58 Reduced 20 Exited
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VNQ VANGUARD INDEX FDS 38,219.0 $3.4M 0.41% +214.0 +0.6% $88.70 +7.4%
22 CVX CHEVRON CORPORATION Energy 14,839.0 $3.1M 0.37% +4K +43.5% $206.90 -5.2%
23 JPM JPMORGAN CHASE & CO Financial Services 9,884.0 $2.9M 0.35% +1K +11.4% $294.17 +2.2%
24 VANGUARD CALIF TAX FREE FDS 25,160.0 $2.5M 0.30% +748.0 +3.1% $99.08
25 IJR ISHARES TR 19,378.0 $2.4M 0.29% +689.0 +3.7% $124.31 +7.1%
26 IJH ISHARES TR 32,665.0 $2.2M 0.27% +3K +10.4% $67.53 +5.8%
27 AXP AMERICAN EXPRESS CO Financial Services 6,792.0 $2.1M 0.25% +135.0 +2.0% $302.48 +2.3%
28 GEN GEN DIGITAL INC Technology 107,188.0 $2.0M 0.24% +605.0 +0.6% $18.83 +29.3%
29 HD HOME DEPOT INC Consumer Cyclical 5,225.0 $1.7M 0.21% +531.0 +11.3% $328.92 -8.8%
30 WMT WALMART INC Consumer Defensive 13,514.0 $1.7M 0.20% +7K +103.8% $124.52 +7.1%
31 TSLA TESLA INC Consumer Cyclical 4,366.0 $1.6M 0.20% +209.0 +5.0% $371.75 +10.3%
32 IAU ISHARES GOLD TR Financial Services 17,814.0 $1.6M 0.19% +3K +21.1% $88.16 -4.4%
33 MS MORGAN STANLEY Financial Services 9,378.0 $1.5M 0.19% +1K +15.7% $164.57 +17.1%
34 ABBV ABBVIE INC Healthcare 6,906.0 $1.5M 0.18% +1K +20.1% $217.49 -1.7%
35 BLDR BUILDERS FIRSTSOURCE INC Industrials 16,371.0 $1.3M 0.16% +13K +428.6% $82.33 -19.4%
36 SPMB SPDR SERIES TRUST 59,276.0 $1.3M 0.16% +926.0 +1.6% $22.39 -1.9%
37 SDY SPDR SERIES TRUST 8,702.0 $1.3M 0.15% +52.0 +0.6% $145.94 +1.2%
38 COF CAPITAL ONE FINL CORP Financial Services 6,634.0 $1.2M 0.15% +147.0 +2.3% $182.43 +2.6%
39 ORCL ORACLE CORP Technology 7,999.0 $1.2M 0.14% +2K +39.4% $147.11 +26.9%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,127.0 $1.1M 0.14% +84.0 +8.1% $996.43 +5.3%
Page 2 of 5  ·  91 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
Financial Services 37.8%
Technology 24.3%
Consumer Defensive 11.7%
Communication Services 9.4%
Consumer Cyclical 4.7%
Industrials 4.6%
Healthcare 3.8%
Energy 2.1%
Real Estate 0.8%
Utilities 0.7%