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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 8 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HON HONEYWELL INTL INC Industrials 2,537.0 $546K 0.06% NEW $215.02 +1.0%
142 XOM EXXON MOBIL CORP Energy 4,160.0 $537K 0.06% NEW $129.12 +24.3%
143 AVEM AMERICAN CENTY ETF TR 6,571.0 $536K 0.06% NEW $81.63 +10.8%
144 PSP INVESCO EXCHANGE TRADED FD T 7,556.0 $529K 0.06% NEW $69.96 -16.0%
145 QUAL ISHARES TR 2,580.0 $525K 0.06% NEW $203.50 +3.0%
146 FDX FEDEX CORP Industrials 1,670.0 $523K 0.06% NEW $313.16 +18.1%
147 IWF ISHARES TR 1,088.0 $512K 0.06% NEW $470.83 -73.9%
148 WFC WELLS FARGO CO NEW Financial Services 5,726.0 $509K 0.06% NEW $88.96 -16.4%
149 IVW ISHARES TR 4,036.0 $500K 0.06% NEW $123.82 +8.6%
150 JNJ JOHNSON & JOHNSON Healthcare 2,263.0 $497K 0.06% NEW $219.58 +4.3%
151 T AT&T INC Communication Services 19,638.0 $471K 0.05% NEW $24.01 +1.8%
152 CLS CELESTICA INC Technology 1,500.0 $470K 0.05% NEW $313.53 +8.2%
153 MO ALTRIA GROUP INC Consumer Defensive 7,417.0 $457K 0.05% NEW $61.58 +19.7%
154 META META PLATFORMS INC Communication Services 715.0 $444K 0.05% NEW $620.88 -1.6%
155 VCTR VICTORY CAP HLDGS INC Financial Services 6,576.0 $442K 0.05% NEW $67.21 +29.5%
156 SHOP SHOPIFY INC Technology 2,785.0 $440K 0.05% NEW $157.99 -35.2%
157 LQD ISHARES TR 3,959.0 $439K 0.05% NEW $110.89 -3.4%
158 MMM 3M CO Industrials 2,532.0 $433K 0.05% NEW $171.10 -10.9%
159 GUNR FLEXSHARES TR 8,553.0 $422K 0.05% NEW $49.30 +10.2%
160 GEV GE VERNOVA INC Utilities 655.0 $421K 0.05% NEW $642.73 +57.5%
Page 8 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%