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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 1 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 101,271.0 $70.3M 7.89% NEW $694.22 +5.8%
2 VOO VANGUARD INDEX FDS 89,229.0 $56.8M 6.38% NEW $636.62 +6.0%
3 VTEB VANGUARD MUN BD FDS 1,035,648.0 $52.4M 5.88% NEW $50.61 -1.8%
4 AGG ISHARES TR 458,397.0 $45.9M 5.16% NEW $100.22 -2.6%
5 IEFA ISHARES TR 433,976.0 $40.1M 4.51% NEW $92.50 +3.2%
6 SPY PUT SPDR S&P 500 ETF TR Financial Services 38,800.0 $26.6M 2.99% NEW $686.20 +7.0%
7 MUB ISHARES TR 245,042.0 $26.4M 2.96% NEW $107.73 -1.8%
8 VEA VANGUARD TAX-MANAGED FDS 372,041.0 $24.2M 2.71% NEW $64.96 +6.2%
9 SPY CALL SPDR S&P 500 ETF TR Financial Services 33,800.0 $23.2M 2.60% NEW $685.31 +7.2%
10 BIL SPDR SERIES TRUST 252,462.0 $23.1M 2.59% NEW $91.50 +0.1%
11 FRPT FRESHPET INC Consumer Defensive 347,257.0 $22.0M 2.47% NEW $63.26 -24.0%
12 SCMB SCHWAB STRATEGIC TR 762,050.0 $19.8M 2.22% NEW $25.95 -2.1%
13 AVGO BROADCOM INC Technology 52,424.0 $18.0M 2.02% NEW $343.02 +20.1%
14 EFA ISHARES TR 179,365.0 $17.8M 2.00% NEW $99.26 +2.8%
15 IVV ISHARES TR 25,381.0 $17.6M 1.98% NEW $695.33 +6.1%
16 SPEM SPDR INDEX SHS FDS 338,460.0 $16.6M 1.86% NEW $48.97 +3.0%
17 SCHF SCHWAB STRATEGIC TR 625,533.0 $15.7M 1.76% NEW $25.05 +6.5%
18 CLSK CLEANSPARK INC Technology 1,109,052.0 $14.1M 1.58% NEW $12.73 +6.0%
19 AAPL APPLE INC Technology 48,630.0 $12.6M 1.41% NEW $258.21 +15.9%
20 VO VANGUARD INDEX FDS 37,310.0 $11.2M 1.26% NEW $301.27 -74.8%
Page 1 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%