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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 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 10,166.0 $3.1M 0.38% -42K -80.6% $309.50 +35.0%
22 PEP PEPSICO INC Consumer Defensive 19,386.0 $3.0M 0.36% -3K -14.4% $155.29 -3.2%
23 VMBS VANGUARD SCOTTSDALE FDS 61,113.0 $2.9M 0.35% -11K -15.6% $46.95 -1.0%
24 LRCX LAM RESEARCH CORP Technology 13,272.0 $2.8M 0.34% -103.0 -0.8% $213.92 +27.8%
25 CAT CATERPILLAR INC Industrials 3,878.0 $2.7M 0.33% -36.0 -0.9% $708.48 +23.2%
26 VT VANGUARD INTL EQUITY INDEX F 17,287.0 $2.4M 0.29% -546.0 -3.1% $138.32 +11.8%
27 EEM ISHARES TR 41,263.0 $2.3M 0.28% -408.0 -1.0% $56.79 +15.3%
28 BND VANGUARD BD INDEX FDS 29,836.0 $2.2M 0.27% -19K -38.7% $73.64 -1.1%
29 EMXC ISHARES INC 25,576.0 $2.0M 0.24% -355.0 -1.4% $78.66 +19.8%
30 RSP INVESCO EXCHANGE TRADED FD T 8,814.0 $1.7M 0.20% -10K -54.1% $191.92 +6.2%
31 VTC VANGUARD SCOTTSDALE FDS 21,039.0 $1.6M 0.20% -1K -6.0% $76.83 -0.8%
32 CBOE CBOE GLOBAL MKTS INC Financial Services 5,643.0 $1.6M 0.19% -1K -20.6% $281.07 +28.4%
33 VTWO VANGUARD SCOTTSDALE FDS 15,580.0 $1.6M 0.19% -100.0 -0.6% $100.17 +12.9%
34 IWM ISHARES TR 6,285.0 $1.6M 0.19% -44.0 -0.7% $248.01 +12.8%
35 IBIT ISHARES BITCOIN TRUST ETF Financial Services 33,987.0 $1.3M 0.16% -1K -3.0% $38.42 +14.5%
36 XLK SELECT SECTOR SPDR TR 9,437.0 $1.3M 0.15% -2K -17.4% $132.90 +33.3%
37 DGRO ISHARES TR 16,271.0 $1.1M 0.14% -180.0 -1.1% $70.18 +5.3%
38 GSEW GOLDMAN SACHS ETF TR 12,195.0 $1.0M 0.12% -5K -29.4% $84.66 +7.2%
39 GLD SPDR GOLD TR Financial Services 2,344.0 $1.0M 0.12% -240.0 -9.3% $430.29 -4.4%
40 AMP AMERIPRISE FINL INC Financial Services 1,864.0 $828K 0.10% -85.0 -4.4% $444.42 +2.9%
Page 2 of 3  ·  58 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%