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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 7 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ALL ALLSTATE CORP Financial Services 3,888.0 $760K 0.09% NEW $195.47 +14.9%
122 CEFS EXCHANGE LISTED FDS TR 32,778.0 $760K 0.09% NEW $23.18 +6.5%
123 HYD VANECK ETF TRUST 14,676.0 $755K 0.09% NEW $51.47 -1.9%
124 PAVE GLOBAL X FDS 14,529.0 $747K 0.08% NEW $51.41 +4.6%
125 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,152.0 $733K 0.08% NEW $340.42 -8.6%
126 NUKZ EXCHANGE TRADED CONCEPTS TRU 10,275.0 $724K 0.08% NEW $70.46 -4.7%
127 GE GE AEROSPACE Industrials 2,246.0 $719K 0.08% NEW $320.30 -10.7%
128 UNH UNITEDHEALTH GROUP INC Healthcare 2,118.0 $718K 0.08% NEW $338.96 +15.4%
129 CSCO CISCO SYS INC Technology 9,471.0 $717K 0.08% NEW $75.66 +57.1%
130 ESGE ISHARES INC 14,603.0 $684K 0.08% NEW $46.87 +9.7%
131 CRWD CROWDSTRIKE HLDGS INC Technology 1,453.0 $661K 0.07% NEW $455.00 +36.0%
132 TJX TJX COS INC NEW Consumer Cyclical 4,156.0 $649K 0.07% NEW $156.16 -3.8%
133 ESGD ISHARES TR 6,577.0 $647K 0.07% NEW $98.34 +2.4%
134 MSTR STRATEGY INC Technology 3,762.0 $643K 0.07% NEW $170.91 -2.5%
135 GS GOLDMAN SACHS GROUP INC Financial Services 638.0 $623K 0.07% NEW $976.16 -3.1%
136 RTX RTX CORPORATION Industrials 3,077.0 $615K 0.07% NEW $199.83 -12.0%
137 BAC BANK AMERICA CORP Financial Services 11,405.0 $600K 0.07% NEW $52.59 -3.6%
138 V VISA INC Financial Services 1,774.0 $581K 0.07% NEW $327.78 +1.5%
139 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 7,675.0 $570K 0.06% NEW $74.33 -19.8%
140 VEU VANGUARD INTL EQUITY INDEX F 7,210.0 $553K 0.06% NEW $76.73 +5.3%
Page 7 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%