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Portfolio (Quarterly) Guide ↗

Fort Point Capital Partners LLC

· CIK 0001589282
13F Portfolio $891M AUM 228 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 228 New
Page 6 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ESGG FLEXSHARES TR 4,905.0 $1.0M 0.11% NEW $207.70 +7.4%
102 USMV ISHARES TR 10,699.0 $1.0M 0.11% NEW $94.58 +1.3%
103 COST COSTCO WHSL CORP NEW Consumer Defensive 1,043.0 $998K 0.11% NEW $956.75 +9.6%
104 AMP AMERIPRISE FINL INC Financial Services 1,949.0 $990K 0.11% NEW $508.11 -8.7%
105 SMH VANECK ETF TRUST 2,472.0 $980K 0.11% NEW $396.41 +37.2%
106 NRG NRG ENERGY INC Utilities 6,172.0 $978K 0.11% NEW $158.50 -20.8%
107 BOND PIMCO ETF TR 10,296.0 $964K 0.11% NEW $93.68 -3.2%
108 VANGUARD MUN BD FDS 9,332.0 $948K 0.11% NEW $101.57
109 HOOD ROBINHOOD MKTS INC Financial Services 8,242.0 $910K 0.10% NEW $110.35 -30.1%
110 MINT PIMCO ETF TR 9,023.0 $907K 0.10% NEW $100.53 +0.0%
111 DTCR GLOBAL X FDS 37,186.0 $873K 0.10% NEW $23.49 +25.7%
112 NOC NORTHROP GRUMMAN CORP Industrials 1,334.0 $873K 0.10% NEW $654.61 -16.0%
113 KRE SPDR SERIES TRUST 12,713.0 $868K 0.10% NEW $68.24 -1.0%
114 FREL FIDELITY COVINGTON TRUST 30,325.0 $843K 0.10% NEW $27.81 +4.1%
115 AMGN AMGEN INC Healthcare 2,506.0 $827K 0.09% NEW $330.03 +0.2%
116 VTV VANGUARD INDEX FDS 4,047.0 $803K 0.09% NEW $198.42 +4.4%
117 WMT WALMART INC Consumer Defensive 6,632.0 $791K 0.09% NEW $119.20 +11.9%
118 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,748.0 $789K 0.09% NEW $101.80 +12.9%
119 TTD THE TRADE DESK INC Technology 21,753.0 $788K 0.09% NEW $36.23 -38.5%
120 MRK MERCK & CO INC Healthcare 6,865.0 $762K 0.09% NEW $110.97 +1.4%
Page 6 of 12  ·  228 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 36.7%
Technology 29.1%
Consumer Defensive 11.4%
Communication Services 6.8%
Healthcare 5.8%
Consumer Cyclical 4.4%
Industrials 3.6%
Energy 1.3%
Utilities 0.6%
Real Estate 0.3%