Portfolio (Quarterly) Guide ↗

Fort Point Capital Partners LLC

· CIK 0001589282

13F Portfolio $825.1B AUM 225 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 17 New 91 Added 58 Reduced 20 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VGLT	VANGUARD SCOTTSDALE FDS	—	58,999	$3.3M	0.37%	SOLD
2	SRLN	SSGA ACTIVE ETF TR	—	54,314	$2.2M	0.25%	SOLD
3	EQAL	INVESCO EXCH TRADED FD TR II	—	28,407	$1.6M	0.18%	SOLD
4	—	AVIDITY BIOSCIENCES INC	—	20,778	$1.5M	0.17%	SOLD
5	SPTL	SPDR SERIES TRUST	—	55,165	$1.5M	0.17%	SOLD
6	PRMB	PRIMO BRANDS CORPORATION	Consumer Defensive	57,961	$1.1M	0.12%	SOLD
7	CALI	BLACKROCK ETF TRUST II	—	20,881	$1.1M	0.12%	SOLD
8	MINT	PIMCO ETF TR	—	9,023	$907K	0.10%	SOLD
9	TTD	THE TRADE DESK INC	Technology	21,753	$788K	0.09%	SOLD
10	CEFS	EXCHANGE LISTED FDS TR	—	32,778	$760K	0.09%	SOLD
11	XLE	SELECT SECTOR SPDR TR	—	7,323	$349K	0.04%	SOLD
12	TLT	ISHARES TR	—	3,757	$332K	0.04%	SOLD
13	EDV	VANGUARD WORLD FD	—	4,659	$309K	0.04%	SOLD
14	DHR	DANAHER CORPORATION	Healthcare	1,205	$289K	0.03%	SOLD
15	SLB	SLB LIMITED	Energy	5,569	$259K	0.03%	SOLD
16	CRDO	CREDO TECHNOLOGY GROUP HOLDI	Technology	1,500	$224K	0.03%	SOLD
17	ZS	ZSCALER INC	Technology	1,025	$216K	0.02%	SOLD
18	NEE	NEXTERA ENERGY INC	Utilities	2,625	$216K	0.02%	SOLD
19	DFUS	DIMENSIONAL ETF TRUST	—	2,764	$209K	0.02%	SOLD
20	BA	BOEING CO	Industrials	841	$208K	0.02%	SOLD

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%