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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 4 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABT ABBOTT LABORATORIES Healthcare 5,753.0 $591K 0.07% +93.0 +1.6% $102.68 -13.5%
62 GEV GE VERNOVA INC Utilities 674.0 $589K 0.07% +19.0 +2.9% $873.39 +15.9%
63 PG PROCTER & GAMBLE CO Consumer Defensive 4,065.0 $587K 0.07% +2K +66.4% $144.45 -1.4%
64 UNH UNITEDHEALTH GROUP INC Healthcare 2,157.0 $584K 0.07% +39.0 +1.8% $270.59 +44.5%
65 GS GOLDMAN SACHS GROUP INC Financial Services 689.0 $583K 0.07% +51.0 +8.0% $845.99 +11.9%
66 QUAL ISHARES TR 2,826.0 $542K 0.07% +246.0 +9.5% $191.78 +9.3%
67 DE DEERE & CO Industrials 936.0 $529K 0.06% +461.0 +97.0% $564.92 -0.1%
68 VZ VERIZON COMMUNICATIONS INC Communication Services 10,266.0 $515K 0.06% +416.0 +4.2% $50.20 -6.9%
69 MO ALTRIA GROUP INC Consumer Defensive 7,606.0 $510K 0.06% +189.0 +2.5% $67.05 +9.9%
70 IVW ISHARES TR 4,444.0 $503K 0.06% +408.0 +10.1% $113.11 +18.9%
71 MSTR STRATEGY INC Technology 3,795.0 $474K 0.06% +33.0 +0.9% $124.80 +33.5%
72 GILD GILEAD SCIENCES INC Healthcare 3,320.0 $463K 0.06% +110.0 +3.4% $139.38 -7.0%
73 NFLX NETFLIX INC. Communication Services 4,586.0 $441K 0.05% +180.0 +4.1% $96.15 -6.8%
74 SNA SNAP ON INC Industrials 1,108.0 $402K 0.05% +108.0 +10.8% $363.22 +0.1%
75 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,602.0 $400K 0.05% +207.0 +3.2% $60.65 -3.9%
76 MMM 3M CO Industrials 2,597.0 $377K 0.05% +65.0 +2.6% $145.23 +5.0%
77 ROK ROCKWELL AUTOMATION INC Industrials 1,047.0 $376K 0.05% +107.0 +11.4% $358.88 +21.6%
78 ADBE ADOBE INC Technology 1,541.0 $375K 0.04% +158.0 +11.4% $243.08 +4.9%
79 MU MICRON TECHNOLOGY INC Technology 1,097.0 $371K 0.04% +95.0 +9.5% $338.08 +101.6%
80 LMT LOCKHEED MARTIN CORP Industrials 559.0 $338K 0.04% +17.0 +3.1% $604.39 -12.6%
Page 4 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%