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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 4 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IJH ISHARES TR 32,665.0 $2.2M 0.27% +3K +10.4% $67.53 +5.8%
62 BND VANGUARD BD INDEX FDS 29,836.0 $2.2M 0.27% -19K -38.7% $73.64 -1.6%
63 AXP AMERICAN EXPRESS CO Financial Services 6,792.0 $2.1M 0.25% +135.0 +2.0% $302.48 +2.3%
64 GEN GEN DIGITAL INC Technology 107,188.0 $2.0M 0.24% +605.0 +0.6% $18.83 +29.3%
65 EAGG ISHARES TR 42,310.0 $2.0M 0.24% $47.55 -1.7%
66 EMXC ISHARES INC 25,576.0 $2.0M 0.24% -355.0 -1.4% $78.66 +17.1%
67 VEEV VEEVA SYS INC Healthcare 10,958.0 $1.9M 0.23% $175.67 -6.7%
68 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 50,000.0 $1.8M 0.21% $35.44 -4.3%
69 HD HOME DEPOT INC Consumer Cyclical 5,225.0 $1.7M 0.21% +531.0 +11.3% $328.92 -8.8%
70 RSP INVESCO EXCHANGE TRADED FD T 8,814.0 $1.7M 0.20% -10K -54.1% $191.92 +5.1%
71 WMT WALMART INC Consumer Defensive 13,514.0 $1.7M 0.20% +7K +103.8% $124.52 +7.1%
72 TSLA TESLA INC Consumer Cyclical 4,366.0 $1.6M 0.20% +209.0 +5.0% $371.75 +10.3%
73 VTC VANGUARD SCOTTSDALE FDS 21,039.0 $1.6M 0.20% -1K -6.0% $76.83 -1.4%
74 CBOE CBOE GLOBAL MKTS INC Financial Services 5,643.0 $1.6M 0.19% -1K -20.6% $281.07 +29.1%
75 IAU ISHARES GOLD TR Financial Services 17,814.0 $1.6M 0.19% +3K +21.1% $88.16 -4.4%
76 VTWO VANGUARD SCOTTSDALE FDS 15,580.0 $1.6M 0.19% -100.0 -0.6% $100.17 +10.1%
77 IWM ISHARES TR 6,285.0 $1.6M 0.19% -44.0 -0.7% $248.01 +10.1%
78 MS MORGAN STANLEY Financial Services 9,378.0 $1.5M 0.19% +1K +15.7% $164.57 +17.1%
79 ABBV ABBVIE INC Healthcare 6,906.0 $1.5M 0.18% +1K +20.1% $217.49 -1.7%
80 BLDR BUILDERS FIRSTSOURCE INC Industrials 16,371.0 $1.3M 0.16% +13K +428.6% $82.33 -19.4%
Page 4 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%