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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 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHM SCHWAB STRATEGIC TR 124,937.0 $3.9M 0.47% +42K +50.5% $30.96 +8.4%
42 SGOV ISHARES TR 38,099.0 $3.8M 0.47% -3K -6.7% $100.66 -0.1%
43 BERKSHIRE HATHAWAY INC DEL 7,969.0 $3.8M 0.46% +188.0 +2.4% $479.20
44 SCHE SCHWAB STRATEGIC TR 105,723.0 $3.5M 0.42% $32.95 +6.5%
45 IWR ISHARES TR 35,152.0 $3.4M 0.41% +4K +13.4% $97.23 +6.0%
46 VNQ VANGUARD INDEX FDS 38,219.0 $3.4M 0.41% +214.0 +0.6% $88.70 +7.4%
47 AVGO BROADCOM INC Technology 10,166.0 $3.1M 0.38% -42K -80.6% $309.50 +32.8%
48 CVX CHEVRON CORPORATION Energy 14,839.0 $3.1M 0.37% +4K +43.5% $206.90 -5.2%
49 PEP PEPSICO INC Consumer Defensive 19,386.0 $3.0M 0.36% -3K -14.4% $155.29 -4.0%
50 JPM JPMORGAN CHASE & CO Financial Services 9,884.0 $2.9M 0.35% +1K +11.4% $294.17 +2.2%
51 VMBS VANGUARD SCOTTSDALE FDS 61,113.0 $2.9M 0.35% -11K -15.6% $46.95 -1.8%
52 LRCX LAM RESEARCH CORP Technology 13,272.0 $2.8M 0.34% -103.0 -0.8% $213.92 +29.9%
53 CAT CATERPILLAR INC Industrials 3,878.0 $2.7M 0.33% -36.0 -0.9% $708.48 +21.4%
54 VANGUARD CALIF TAX FREE FDS 25,160.0 $2.5M 0.30% +748.0 +3.1% $99.08
55 KLAC KLA CORP Technology 1,685.0 $2.5M 0.30% $1472.41 +19.3%
56 QQQ INVESCO QQQ TR Financial Services 4,207.0 $2.4M 0.29% $577.19 +21.5%
57 IJR ISHARES TR 19,378.0 $2.4M 0.29% +689.0 +3.7% $124.31 +7.1%
58 VT VANGUARD INTL EQUITY INDEX F 17,287.0 $2.4M 0.29% -546.0 -3.1% $138.32 +10.3%
59 EEM ISHARES TR 41,263.0 $2.3M 0.28% -408.0 -1.0% $56.79 +13.2%
60 QLTY GMO ETF TRUST 62,247.0 $2.3M 0.27% NEW $36.24 +11.1%
Page 3 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%