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 5 of 5 · 91 positions

← Prev 1… 3 4 5

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
81	QCOM	QUALCOMM INC	Technology	2,463.0	$317K	0.04%	+277.0	+12.7%	$128.78	+57.0%
82	CRM	SALESFORCE INC	Technology	1,647.0	$307K	0.04%	+77.0	+4.9%	$186.67	-4.7%
83	LOW	LOWES COS INC	Consumer Cyclical	1,139.0	$269K	0.03%	+86.0	+8.2%	$236.28	-7.0%
84	VRTX	VERTEX PHARMACEUTICALS INC	Healthcare	593.0	$265K	0.03%	+27.0	+4.8%	$446.54	-3.9%
85	DIS	DISNEY WALT CO	Communication Services	2,709.0	$261K	0.03%	+208.0	+8.3%	$96.38	+8.3%
86	CI	THE CIGNA GROUP	Healthcare	940.0	$251K	0.03%	+80.0	+9.3%	$266.75	+6.8%
87	INTC	INTEL CORP	Technology	5,661.0	$250K	0.03%	+75.0	+1.3%	$44.13	+163.6%
88	AMD	ADVANCED MICRO DEVICES INC	Technology	1,127.0	$229K	0.03%	+136.0	+13.7%	$203.43	+118.5%
89	FLR	FLUOR CORP	Industrials	4,889.0	$228K	0.03%	+41.0	+0.8%	$46.65	-7.0%
90	USIG	ISHARES TR	—	4,306.0	$221K	0.03%	+172.0	+4.2%	$51.23	-0.8%
91	ELV	ELEVANCE HEALTH INC FORMERLY	Healthcare	752.0	$220K	0.03%	+84.0	+12.6%	$292.75	+34.5%

Page 5 of 5 · 91 positions

← Prev 1… 3 4 5

① 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%