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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 7 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HYD VANECK ETF TRUST 14,676.0 $736K 0.09% $50.14 +0.7%
122 BP BP PLC Energy 14,857.0 $698K 0.09% +4K +39.7% $47.00 -1.8%
123 NUKZ EXCHANGE TRADED CONCEPTS TRU 10,275.0 $676K 0.08% $65.77 +2.1%
124 BLUE OWL TECHNOLOGY FIN CORP 52,356.0 $670K 0.08% +30K +130.2% $12.79
125 ESGE ISHARES INC 14,603.0 $664K 0.08% $45.47 +13.0%
126 GE GE AEROSPACE Industrials 2,310.0 $657K 0.08% +64.0 +2.9% $284.23 +0.6%
127 RTX RTX CORPORATION Industrials 3,320.0 $640K 0.08% +243.0 +7.9% $192.90 -8.8%
128 ESGD ISHARES TR 6,577.0 $629K 0.08% $95.62 +5.3%
129 V VISA INC Financial Services 1,990.0 $602K 0.07% +216.0 +12.2% $302.28 +10.0%
130 HON HONEYWELL INTL INC Industrials 2,643.0 $597K 0.07% +106.0 +4.2% $226.03 -3.9%
131 BAC BANK AMERICA CORP Financial Services 12,200.0 $595K 0.07% +795.0 +7.0% $48.75 +4.0%
132 ABT ABBOTT LABORATORIES Healthcare 5,753.0 $591K 0.07% +93.0 +1.6% $102.68 -13.5%
133 GEV GE VERNOVA INC Utilities 674.0 $589K 0.07% +19.0 +2.9% $873.39 +15.9%
134 PG PROCTER & GAMBLE CO Consumer Defensive 4,065.0 $587K 0.07% +2K +66.4% $144.45 -1.4%
135 UNH UNITEDHEALTH GROUP INC Healthcare 2,157.0 $584K 0.07% +39.0 +1.8% $270.59 +44.5%
136 GS GOLDMAN SACHS GROUP INC Financial Services 689.0 $583K 0.07% +51.0 +8.0% $845.99 +11.9%
137 APOS APOLLO GLOBAL MGMT INC Financial Services 5,056.0 $563K 0.07% NEW $111.42 -76.8%
138 OWL BLUE OWL CAPITAL INC Financial Services 60,000.0 $548K 0.07% NEW $9.13 +3.9%
139 QUAL ISHARES TR 2,826.0 $542K 0.07% +246.0 +9.5% $191.78 +9.3%
140 VEU VANGUARD INTL EQUITY INDEX F 7,210.0 $541K 0.07% $75.10 +7.5%
Page 7 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%