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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 Chg Shares Chg % Period Price ① Since Period ①
1 QLTY GMO ETF TRUST 62,247.0 $2.3M 0.27% NEW $36.24 +11.4%
2 DJP BARCLAYS BANK PLC Financial Services 25,427.0 $1.2M 0.15% NEW $48.14 +6.4%
3 APOS APOLLO GLOBAL MGMT INC Financial Services 5,056.0 $563K 0.07% NEW $111.42 -76.8%
4 OWL BLUE OWL CAPITAL INC Financial Services 60,000.0 $548K 0.07% NEW $9.13 +3.6%
5 IRM IRON MTN INC DEL Real Estate 3,463.0 $356K 0.04% NEW $102.92 +21.0%
6 BXP BXP INC Real Estate 6,288.0 $331K 0.04% NEW $52.60 +12.5%
7 AMT AMERICAN TOWER CORP Real Estate 1,782.0 $308K 0.04% NEW $172.58 +6.3%
8 ROST ROSS STORES INC Consumer Cyclical 1,194.0 $259K 0.03% NEW $216.63 -1.6%
9 ED CONSOLIDATED EDISON INC Utilities 2,264.0 $256K 0.03% NEW $113.18 -3.9%
10 IXC ISHARES TR 4,353.0 $251K 0.03% NEW $57.61 -0.1%
11 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 623.0 $245K 0.03% NEW $392.50 +86.7%
12 DHI D R HORTON INC Consumer Cyclical 1,778.0 $244K 0.03% NEW $137.22 -1.3%
13 PWR QUANTA SVCS INC Industrials 406.0 $223K 0.03% NEW $549.02 +31.0%
14 UNP UNION PAC CORP Industrials 855.0 $207K 0.03% NEW $242.64 +13.3%
15 DVYE ISHARES INC 5,980.0 $206K 0.03% NEW $34.38 -1.7%
16 PFE PFIZER INC Healthcare 7,181.0 $202K 0.02% NEW $28.08 -8.7%
17 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 14,668.0 $170K 0.02% NEW $11.57 -0.7%

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%