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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SCHW SCHWAB CHARLES CORP Financial Services 3,381.0 $318K 0.04% -300.0 -8.2% $93.97 -4.3%
182 QCOM QUALCOMM INC Technology 2,463.0 $317K 0.04% +277.0 +12.7% $128.78 +58.3%
183 AMT AMERICAN TOWER CORP Real Estate 1,782.0 $308K 0.04% NEW $172.58 +5.5%
184 CRM SALESFORCE INC Technology 1,647.0 $307K 0.04% +77.0 +4.9% $186.67 -7.6%
185 PSP INVESCO EXCHANGE TRADED FD T 5,338.0 $302K 0.04% -2K -29.4% $56.52 +5.8%
186 ACWI ISHARES TR 2,146.0 $297K 0.04% $138.37 +11.5%
187 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,251.0 $293K 0.04% $23.95 +40.0%
188 VGT VANGUARD WORLD FD 419.0 $292K 0.04% $697.72 -83.7%
189 FID FIRST TR EXCHANGE TRADED FD 13,593.0 $285K 0.04% $20.94 +5.8%
190 HYMB SPDR SERIES TRUST 11,196.0 $278K 0.03% $24.80 -0.0%
191 LOW LOWES COS INC Consumer Cyclical 1,139.0 $269K 0.03% +86.0 +8.2% $236.28 -9.1%
192 BLUE OWL CAPITAL CORPORATION 23,470.0 $268K 0.03% $11.43
193 VRTX VERTEX PHARMACEUTICALS INC Healthcare 593.0 $265K 0.03% +27.0 +4.8% $446.54 -4.4%
194 DIA STATE STR SPDR DOW JONES IND Financial Services 569.0 $264K 0.03% $464.18 +7.2%
195 DIS DISNEY WALT CO Communication Services 2,709.0 $261K 0.03% +208.0 +8.3% $96.38 +7.3%
196 ROST ROSS STORES INC Consumer Cyclical 1,194.0 $259K 0.03% NEW $216.63 -0.1%
197 ARTY ISHARES TR 5,518.0 $257K 0.03% $46.53 +44.2%
198 ED CONSOLIDATED EDISON INC Utilities 2,264.0 $256K 0.03% NEW $113.18 -5.9%
199 CALM CAL MAINE FOODS INC Consumer Defensive 3,182.0 $252K 0.03% $79.15 -2.6%
200 IXC ISHARES TR 4,353.0 $251K 0.03% NEW $57.61 -1.4%
Page 10 of 12  ·  225 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%