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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 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 3,396.0 $823K 0.10% -319.0 -8.6% $242.38 -8.3%
42 FREL FIDELITY COVINGTON TRUST 29,927.0 $805K 0.10% -398.0 -1.3% $26.91 +8.9%
43 FDX FEDEX CORP Industrials 1,305.0 $467K 0.06% -365.0 -21.9% $357.59 +4.9%
44 GUNR FLEXSHARES TR 7,939.0 $438K 0.05% -614.0 -7.2% $55.16 -1.5%
45 HOOD ROBINHOOD MKTS INC Financial Services 6,316.0 $438K 0.05% -2K -23.4% $69.30 +7.0%
46 AOM ISHARES TR 8,412.0 $398K 0.05% -103.0 -1.2% $47.37 +3.9%
47 NYF ISHARES TR 7,478.0 $397K 0.05% -22K -74.7% $53.12 -0.2%
48 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,156.0 $378K 0.05% -519.0 -6.8% $52.76 +14.3%
49 CRWD CROWDSTRIKE HLDGS INC Technology 957.0 $374K 0.04% -496.0 -34.1% $390.41 +58.0%
50 CLS CELESTICA INC Technology 1,296.0 $365K 0.04% -204.0 -13.6% $281.68 +20.4%
51 AMLP ALPS ETF TR 6,792.0 $358K 0.04% -171.0 -2.5% $52.64 +3.3%
52 VANGUARD MUN BD FDS 3,263.0 $326K 0.04% -6K -65.0% $99.94
53 IWF ISHARES TR 763.0 $326K 0.04% -325.0 -29.9% $426.68 -70.8%
54 SCHW SCHWAB CHARLES CORP Financial Services 3,381.0 $318K 0.04% -300.0 -8.2% $93.97 -2.3%
55 PSP INVESCO EXCHANGE TRADED FD T 5,338.0 $302K 0.04% -2K -29.4% $56.52 +6.3%
56 OXY OCCIDENTAL PETE CORP Energy 3,696.0 $241K 0.03% -961.0 -20.6% $65.25 -7.0%
57 TRV TRAVELERS COMPANIES INC Financial Services 817.0 $238K 0.03% -457.0 -35.9% $291.76 +4.7%
58 IDEV ISHARES TR 2,844.0 $238K 0.03% -1K -30.9% $83.57 +6.9%
Page 3 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%