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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TJX TJX COS INC NEW Consumer Cyclical 5,771.0 $922K 0.11% +2K +38.9% $159.71 -5.9%
102 NRG NRG ENERGY INC Utilities 6,202.0 $906K 0.11% $146.14 -14.1%
103 AMGN AMGEN INC Healthcare 2,554.0 $899K 0.11% +48.0 +1.9% $351.85 -6.0%
104 DTCR GLOBAL X FDS 37,186.0 $891K 0.11% $23.96 +23.2%
105 VTV VANGUARD INDEX FDS 4,421.0 $867K 0.10% +374.0 +9.2% $196.19 +5.5%
106 FRT FEDERAL RLTY INVT TR NEW Real Estate 8,035.0 $853K 0.10% +287.0 +3.7% $106.21 +8.2%
107 MRK MERCK & CO INC Healthcare 6,908.0 $837K 0.10% +43.0 +0.6% $121.13 -7.1%
108 ALL ALLSTATE CORP Financial Services 3,990.0 $832K 0.10% +102.0 +2.6% $208.40 +7.8%
109 AMP AMERIPRISE FINL INC Financial Services 1,864.0 $828K 0.10% -85.0 -4.4% $444.42 +4.4%
110 KRE SPDR SERIES TRUST 12,713.0 $828K 0.10% $65.15 +3.7%
111 IBM INTERNATIONAL BUSINESS MACHS Technology 3,396.0 $823K 0.10% -319.0 -8.6% $242.38 -8.1%
112 VENU HLDG CORP 245,103.0 $811K 0.10% $3.31
113 FREL FIDELITY COVINGTON TRUST 29,927.0 $805K 0.10% -398.0 -1.3% $26.91 +7.5%
114 WFC WELLS FARGO & CO Financial Services 9,988.0 $795K 0.10% +4K +74.4% $79.61 -6.6%
115 XOM EXXON MOBIL CORP Energy 4,643.0 $788K 0.10% +483.0 +11.6% $169.65 -5.4%
116 CSCO CISCO SYS INC Technology 9,982.0 $775K 0.09% +511.0 +5.4% $77.59 +53.2%
117 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,208.0 $762K 0.09% +56.0 +2.6% $345.15 -9.8%
118 JNJ JOHNSON & JOHNSON Healthcare 3,064.0 $749K 0.09% +801.0 +35.4% $244.46 -6.4%
119 META META PLATFORMS INC Communication Services 1,298.0 $743K 0.09% +583.0 +81.5% $572.14 +6.8%
120 PAVE GLOBAL X FDS 14,502.0 $737K 0.09% $50.81 +5.8%
Page 6 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%