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Fort Point Capital Partners

Latest statistics and disclosures from Fort Point Capital Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VOO, VTEB, AGG, IEFA, and represent 35.34% of Fort Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: VTEB (+$18M), AVGO (+$15M), IEFA (+$12M), VOO (+$9.0M), SPEM, AGG, VEA, SRLN, IEMG, VENU.
Started 22 new stock positions in LLY, BA, AMD, HPE, MU, SCHG, SCHW, CI, GABC, OXY. CEFS, BLDR, INTC, FDX, WFC, SRLN, DE, DHR, NEE, TRV, VTEI, SLB.
Reduced shares in these 10 stocks: RSP (-$19M), EQAL (-$12M), VGLT (-$11M), BIL (-$9.0M), XOM (-$8.3M), PSX, META, SPTL, GSEW, STOK.
Sold out of its positions in BHC, GSBD, IEP, PSX, STOK, VCIT.
Fort Point Capital Partners was a net buyer of stock by $14M.
Fort Point Capital Partners has $890M in assets under management (AUM), dropping by 4.79%.
Central Index Key (CIK): 0001589282

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Portfolio Holdings for Fort Point Capital Partners

Fort Point Capital Partners holds 223 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	13.4	$119M		174k	685.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.4	$57M	+18%	89k	636.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	5.9	$52M	+54%	1.0M	50.61	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.2	$46M	+11%	458k	100.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.5	$40M	+43%	434k	92.50	View chart
Ishares Tr National Mun Etf (MUB)	3.0	$26M		245k	107.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.7	$24M	+18%	372k	64.96	View chart
Spdr Series Trust State Street Spd (BIL)	2.6	$23M	-27%	253k	91.50	View chart
Freshpet (FRPT)	2.5	$22M	+3%	347k	63.26	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	2.2	$20M	+5%	762k	25.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	2.1	$19M		192k	99.26	View chart
Broadcom (AVGO)	2.0	$18M	+468%	52k	343.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$18M	+4%	25k	695.33	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.9	$17M	+40%	339k	48.97	View chart
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)	1.8	$16M		26k	614.31	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.8	$16M	+5%	626k	25.05	View chart
Cleanspark Com New (CLSK)	1.6	$14M		1.1M	12.73	View chart
Apple (AAPL)	1.4	$13M		49k	258.21	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$11M	-6%	37k	301.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$11M	+13%	194k	56.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.2	$11M		342k	30.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$10M	-4%	246k	40.78	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$9.3M	+3%	28k	333.16	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$9.3M	+3%	201k	46.17	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	1.0	$9.1M	-9%	121k	75.52	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$9.1M	+3%	24k	379.69	View chart
Microsoft Corporation (MSFT)	0.9	$8.2M	+2%	18k	456.66	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$7.4M	+31%	103k	71.18	View chart
Amazon (AMZN)	0.8	$6.7M	+4%	28k	238.18	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$6.7M	+9%	70k	95.66	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$6.6M		9.00	738690.89	View chart
Abbott Laboratories (ABT)	0.7	$6.6M	-12%	5.7k	1172.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$6.5M	-2%	20k	332.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$5.6M		16k	342.04	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$4.4M	+4%	16k	275.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$4.1M	+24%	41k	100.52	View chart
NVIDIA Corporation (NVDA)	0.4	$3.9M		21k	187.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$3.8M	-82%	19k	199.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$3.8M		7.8k	492.62	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$3.6M	+9%	106k	34.36	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$3.6M	+39%	49k	74.32	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.4	$3.5M	+4%	38k	91.50	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$3.4M	+5%	72k	47.24	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.4	$3.3M	-76%	59k	56.40	View chart
Pepsi (PEP)	0.4	$3.3M	-5%	23k	146.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$3.1M	-29%	31k	101.09	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.3	$3.0M		75k	40.14	View chart
Lam Research Corp Com New (LRCX)	0.3	$2.9M		13k	217.47	View chart
Nortonlifelock (GEN)	0.3	$2.8M		107k	26.38	View chart
Grindr (GRND)	0.3	$2.8M		225k	12.42	View chart
JPMorgan Chase & Co. (JPM)	0.3	$2.8M	+4%	8.9k	310.77	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$2.7M	-13%	83k	32.19	View chart
Kla Corp Com New (KLAC)	0.3	$2.6M		1.7k	1544.96	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$2.6M		18k	144.93	View chart
Caterpillar (CAT)	0.3	$2.5M		3.9k	647.25	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.3	$2.5M	+39%	24k	100.91	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$2.4M		42k	58.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.4M	+16%	19k	129.06	View chart
Veeva Sys Cl A Com (VEEV)	0.3	$2.4M	-11%	11k	218.96	View chart
American Express Company (AXP)	0.3	$2.4M	+8%	6.7k	358.19	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.3	$2.2M	NEW	54k	41.40	View chart
Venu Hldg Corp (VENU)	0.2	$2.1M	+248%	245k	8.75	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.1M	-12%	30k	70.24	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$2.0M		42k	48.02	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$2.0M	+2%	26k	77.25	View chart
CBOE Holdings (CBOE)	0.2	$1.9M		7.1k	270.83	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.9M	+10%	35k	54.00	View chart
Tesla Motors (TSLA)	0.2	$1.8M		4.2k	438.57	View chart
Home Depot (HD)	0.2	$1.8M	+6%	4.7k	379.20	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.8M		50k	35.18	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.2	$1.7M	+2%	22k	78.06	View chart
Chevron Corporation (CVX)	0.2	$1.7M		10k	166.16	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$1.7M		16k	107.30	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.7M	+3%	6.3k	265.49	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$1.7M	+100%	11k	145.46	View chart
Ishares Tr New York Mun Etf (NYF)	0.2	$1.6M	-22%	30k	53.89	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.2	$1.6M	-88%	28k	55.11	View chart
Morgan Stanley Com New (MS)	0.2	$1.5M	+2%	8.1k	191.23	View chart
Capital One Financial (COF)	0.2	$1.5M	+24%	6.5k	236.97	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.2	$1.5M	-54%	17k	88.61	View chart
Avidity Biosciences Ord (RNA)	0.2	$1.5M	-33%	21k	72.60	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$1.5M	-64%	55k	26.77	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.3M	-4%	48k	27.37	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$1.3M	+11%	58k	22.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M	-22%	15k	86.71	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$1.3M		8.7k	146.66	View chart
Abbvie (ABBV)	0.1	$1.2M		5.8k	216.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.2M	-5%	5.5k	219.22	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.2M	+2%	17k	71.49	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.1M		46k	25.25	View chart
International Business Machines (IBM)	0.1	$1.1M	+42%	3.7k	297.94	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	+10%	2.6k	423.33	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	+2%	5.7k	190.36	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.1	$1.1M	-50%	58k	18.55	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$1.1M		21k	50.59	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$1.0M		4.9k	207.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.0M		11k	94.58	View chart
Costco Wholesale Corporation (COST)	0.1	$998k		1.0k	956.75	View chart
Ameriprise Financial (AMP)	0.1	$990k	+21%	1.9k	508.11	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$980k		2.5k	396.41	View chart
Nrg Energy Com New (NRG)	0.1	$978k		6.2k	158.50	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$965k		10k	93.68	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$948k	NEW	9.3k	101.57	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$910k	-7%	8.2k	110.35	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$907k	+2%	9.0k	100.53	View chart
Global X Fds Data Ctr & Digit (DTCR)	0.1	$874k		37k	23.49	View chart
Northrop Grumman Corporation (NOC)	0.1	$873k		1.3k	654.61	View chart
Spdr Series Trust State Street Spd (KRE)	0.1	$868k		13k	68.24	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$843k	-3%	30k	27.81	View chart
Amgen (AMGN)	0.1	$827k	-12%	2.5k	330.03	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$803k	+13%	4.0k	198.42	View chart
Wal-Mart Stores (WMT)	0.1	$791k		6.6k	119.20	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$789k		7.7k	101.80	View chart
The Trade Desk Com Cl A (TTD)	0.1	$788k		22k	36.23	View chart
Merck & Co (MRK)	0.1	$762k	+14%	6.9k	110.97	View chart
Allstate Corporation (ALL)	0.1	$760k	+2%	3.9k	195.47	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.1	$760k	NEW	33k	23.18	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$755k		15k	51.47	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$747k	-8%	15k	51.41	View chart
L3harris Technologies (LHX)	0.1	$733k		2.2k	340.42	View chart
Exchange Traded Concepts Tru Range Nuclear Re (NUKZ)	0.1	$724k		10k	70.46	View chart
Ge Aerospace Com New (GE)	0.1	$719k		2.2k	320.30	View chart
UnitedHealth (UNH)	0.1	$718k	+30%	2.1k	338.96	View chart
Cisco Systems (CSCO)	0.1	$717k	+19%	9.5k	75.66	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$684k		15k	46.87	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$661k	+84%	1.5k	455.00	View chart
TJX Companies (TJX)	0.1	$649k	+2%	4.2k	156.16	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$647k		6.6k	98.34	View chart
Strategy Cl A New (MSTR)	0.1	$643k		3.8k	170.91	View chart
Goldman Sachs (GS)	0.1	$623k	+58%	638.00	976.16	View chart
Raytheon Technologies Corp (RTX)	0.1	$615k	-2%	3.1k	199.83	View chart
Bank of America Corporation (BAC)	0.1	$600k	+56%	11k	52.59	View chart
Visa Com Cl A (V)	0.1	$582k	+5%	1.8k	327.78	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$571k	+39%	7.7k	74.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$553k	+9%	7.2k	76.73	View chart
Honeywell International (HON)	0.1	$546k		2.5k	215.02	View chart
Exxon Mobil Corporation (XOM)	0.1	$537k	-93%	4.2k	129.12	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$536k		6.6k	81.63	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$529k	+41%	7.6k	69.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$525k		2.6k	203.50	View chart
FedEx Corporation (FDX)	0.1	$523k	NEW	1.7k	313.16	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$512k		1.1k	470.83	View chart
Wells Fargo & Company (WFC)	0.1	$509k	NEW	5.7k	88.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$500k		4.0k	123.82	View chart
Johnson & Johnson (JNJ)	0.1	$497k		2.3k	219.58	View chart
At&t (T)	0.1	$472k		20k	24.01	View chart
Celestica (CLS)	0.1	$470k	-25%	1.5k	313.53	View chart
Altria (MO)	0.1	$457k		7.4k	61.58	View chart
Meta Platforms Cl A (META)	0.0	$444k	-87%	715.00	620.88	View chart
Victory Cap Hldgs Com Cl A (VCTR)	0.0	$442k		6.6k	67.21	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$440k	+2%	2.8k	157.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$439k	+13%	4.0k	110.89	View chart
3M Company (MMM)	0.0	$433k	+80%	2.5k	171.10	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$422k		8.6k	49.30	View chart
Ge Vernova (GEV)	0.0	$421k		655.00	642.73	View chart
Adobe Systems Incorporated (ADBE)	0.0	$421k		1.4k	304.09	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$420k	+2%	2.8k	150.90	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$412k	-8%	8.5k	48.34	View chart
Builders FirstSource (BLDR)	0.0	$399k	NEW	3.1k	128.96	View chart
Rockwell Automation (ROK)	0.0	$396k		940.00	421.13	View chart
Verizon Communications (VZ)	0.0	$395k		9.9k	40.06	View chart
Gilead Sciences (GILD)	0.0	$389k		3.2k	121.27	View chart
Netflix (NFLX)	0.0	$388k	+460%	4.4k	88.05	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$385k		18k	21.59	View chart
Charles Schwab Corporation (SCHW)	0.0	$378k	NEW	3.7k	102.76	View chart
Eli Lilly & Co. (LLY)	0.0	$376k	NEW	364.00	1032.97	View chart
BP Sponsored Adr (BP)	0.0	$374k	-6%	11k	35.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$373k		1.9k	195.47	View chart
salesforce (CRM)	0.0	$367k	+15%	1.6k	233.53	View chart
Bristol Myers Squibb (BMY)	0.0	$366k	+5%	6.4k	57.25	View chart
Snap-on Incorporated (SNA)	0.0	$364k		1.0k	363.45	View chart
Procter & Gamble Company (PG)	0.0	$353k	+73%	2.4k	144.63	View chart
Qualcomm (QCOM)	0.0	$353k	-2%	2.2k	161.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$352k		1.6k	225.14	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$351k	-8%	4.1k	85.25	View chart
Kimberly-Clark Corporation (KMB)	0.0	$349k		3.5k	100.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$349k	+77%	7.3k	47.61	View chart
Travelers Companies (TRV)	0.0	$346k	NEW	1.3k	271.34	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$342k	+2%	7.0k	49.10	View chart
Micron Technology (MU)	0.0	$337k	NEW	1.0k	336.73	View chart
Sterling Construction Company (STRL)	0.0	$336k	-12%	1.0k	336.31	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$333k	-13%	5.7k	57.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$332k	-34%	3.8k	88.31	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$330k	+65%	23k	14.49	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$318k		419.00	759.35	View chart
Village Super Mkt Cl A New (VLGEA)	0.0	$317k		8.9k	35.66	View chart
Lockheed Martin Corporation (LMT)	0.0	$313k		542.00	577.89	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$311k		2.1k	145.00	View chart
Vanguard World Extended Dur (EDV)	0.0	$309k	-68%	4.7k	66.37	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$299k	-7%	24k	12.73	View chart
Lowe's Companies (LOW)	0.0	$292k		1.1k	277.01	View chart
Danaher Corporation (DHR)	0.0	$289k	NEW	1.2k	240.19	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.0	$284k		14k	20.89	View chart
Walt Disney Company (DIS)	0.0	$284k	+23%	2.5k	113.41	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$283k		11k	25.23	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$281k		569.00	494.48	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$281k		5.5k	50.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$271k		557.00	485.59	View chart
Intel Corporation (INTC)	0.0	$270k	NEW	5.6k	48.32	View chart
Nike CL B (NKE)	0.0	$269k		4.2k	64.58	View chart
Hewlett Packard Enterprise (HPE)	0.0	$269k	NEW	12k	21.95	View chart
SLB Com Stk (SLB)	0.0	$259k	NEW	5.6k	46.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$257k	NEW	7.9k	32.44	View chart
Anthem (ELV)	0.0	$255k		668.00	381.93	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$253k		621.00	407.85	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$251k		3.2k	78.79	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$248k	-3%	566.00	438.92	View chart
Deere & Company (DE)	0.0	$245k	NEW	475.00	516.66	View chart
Cal Maine Foods Com New (CALM)	0.0	$245k		3.2k	77.12	View chart
Cigna Corp (CI)	0.0	$239k	NEW	860.00	277.94	View chart
Advanced Micro Devices (AMD)	0.0	$226k	NEW	991.00	227.92	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$224k	-25%	1.5k	149.12	View chart
Expro Group Holdings Nv (XPRO)	0.0	$220k		14k	16.24	View chart
Zscaler Incorporated (ZS)	0.0	$216k		1.0k	210.58	View chart
Nextera Energy (NEE)	0.0	$216k	NEW	2.6k	82.19	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$215k		4.1k	52.00	View chart
Fluor Corporation (FLR)	0.0	$211k		4.8k	43.44	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.0	$209k	-22%	2.8k	75.53	View chart
Boeing Company (BA)	0.0	$208k	NEW	841.00	247.74	View chart
German American Ban (GABC)	0.0	$203k	NEW	5.0k	40.68	View chart
Occidental Petroleum Corporation (OXY)	0.0	$201k	NEW	4.7k	43.17	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$102k		10k	10.07	View chart
Bny Mellon Strategic Muns (LEO)	0.0	$70k		11k	6.45	View chart

Past Filings by Fort Point Capital Partners

SEC 13F filings are viewable for Fort Point Capital Partners going back to 2013

Fort Point Capital Partners 2025 Q4 filed Feb. 13, 2026
Fort Point Capital Partners 2025 Q3 filed Nov. 14, 2025
Fort Point Capital Partners 2025 Q2 filed Aug. 14, 2025
Fort Point Capital Partners 2025 Q1 filed May 15, 2025
Fort Point Capital Partners 2024 Q4 filed Feb. 11, 2025
Fort Point Capital Partners 2024 Q3 filed Nov. 14, 2024
Fort Point Capital Partners 2024 Q2 filed Aug. 14, 2024
Fort Point Capital Partners 2024 Q1 filed May 15, 2024
Fort Point Capital Partners 2023 Q4 filed Feb. 9, 2024
Fort Point Capital Partners 2023 Q3 filed Nov. 8, 2023
Fort Point Capital Partners 2023 Q2 filed Aug. 14, 2023
Fort Point Capital Partners 2023 Q1 filed May 11, 2023
Fort Point Capital Partners 2022 Q4 filed Feb. 14, 2023
Fort Point Capital Partners 2022 Q3 filed Nov. 9, 2022
Fort Point Capital Partners 2022 Q2 filed Aug. 15, 2022
Fort Point Capital Partners 2022 Q1 filed May 13, 2022

View all past filings

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