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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 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AVEM AMERICAN CENTY ETF TR 6,576.0 $530K 0.06% $80.57 +12.3%
142 DE DEERE & CO Industrials 936.0 $529K 0.06% +461.0 +97.0% $564.92 -0.1%
143 VZ VERIZON COMMUNICATIONS INC Communication Services 10,266.0 $515K 0.06% +416.0 +4.2% $50.20 -6.9%
144 MO ALTRIA GROUP INC Consumer Defensive 7,606.0 $510K 0.06% +189.0 +2.5% $67.05 +9.9%
145 IVW ISHARES TR 4,444.0 $503K 0.06% +408.0 +10.1% $113.11 +18.9%
146 MSTR STRATEGY INC Technology 3,795.0 $474K 0.06% +33.0 +0.9% $124.80 +33.5%
147 FDX FEDEX CORP Industrials 1,305.0 $467K 0.06% -365.0 -21.9% $357.59 +3.4%
148 GILD GILEAD SCIENCES INC Healthcare 3,320.0 $463K 0.06% +110.0 +3.4% $139.38 -7.0%
149 NFLX NETFLIX INC. Communication Services 4,586.0 $441K 0.05% +180.0 +4.1% $96.15 -6.8%
150 GUNR FLEXSHARES TR 7,939.0 $438K 0.05% -614.0 -7.2% $55.16 -1.5%
151 HOOD ROBINHOOD MKTS INC Financial Services 6,316.0 $438K 0.05% -2K -23.4% $69.30 +11.3%
152 LQD ISHARES TR 3,963.0 $432K 0.05% $108.98 -1.7%
153 VCTR VICTORY CAP HLDGS INC DEL Financial Services 6,576.0 $431K 0.05% $65.48 +33.0%
154 STRL STERLING INFRASTRUCTURE INC Industrials 1,000.0 $407K 0.05% $407.27 +89.3%
155 SNA SNAP ON INC Industrials 1,108.0 $402K 0.05% +108.0 +10.8% $363.22 +0.1%
156 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,602.0 $400K 0.05% +207.0 +3.2% $60.65 -3.9%
157 AOM ISHARES TR 8,412.0 $398K 0.05% -103.0 -1.2% $47.37 +3.0%
158 NYF ISHARES TR 7,478.0 $397K 0.05% -22K -74.7% $53.12 -0.3%
159 ESGU ISHARES TR 2,780.0 $393K 0.05% $141.42 +13.0%
160 SCHH SCHWAB STRATEGIC TR 17,834.0 $383K 0.05% $21.49 +8.6%
Page 8 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%