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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 SPCX, SPY, VOO, AGG, VTEB, and represent 49.73% of Fort Point Capital Partners's stock portfolio.
Added to shares of these 10 stocks: SPCX (+$374M), SPY (+$58M), VBIL (+$16M), VO (+$11M), SCMB (+$8.0M), VFLO (+$6.9M), VOO (+$6.8M), VTEB (+$6.5M), BND, KLAC.
Started 35 new stock positions in MINT, GDLC, EQAL, DFUV, CRDO, BXMT, CEFS, XLE, MRVL, SPTM.
Reduced shares in these 10 stocks: BIL (-$6.4M), CLSK, MUB, GRND, SGOV, XLK, IBIT, Honeywell International, RSP, AOM.
Sold out of its positions in Honeywell International, DVYE, AOM, NKE, OXY, PFE, CRM, VTEI.
Fort Point Capital Partners was a net buyer of stock by $541M.
Fort Point Capital Partners has $1.4B in assets under management (AUM), dropping by 74.68%.
Central Index Key (CIK): 0001589282

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Portfolio Holdings for Fort Point Capital Partners

Fort Point Capital Partners holds 247 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Space Exploration Techn Corp Class A Com Stk (SPCX)	26.0	$374M	NEW	2.2M	170.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY)	13.0	$188M	+44%	251k	746.77	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.2	$61M	+12%	88k	686.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$50M	+4%	502k	98.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.1	$45M	+16%	879k	50.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$44M	+6%	451k	96.58	View chart
Ishares Tr National Mun Etf (MUB)	2.3	$33M	-5%	308k	107.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.9	$27M	+12%	377k	71.25	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.8	$26M	+44%	1.0M	25.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$25M	+10%	34k	748.90	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	1.5	$22M	+256%	294k	75.68	View chart
Apple (AAPL)	1.5	$22M	+9%	75k	289.36	View chart
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)	1.4	$21M	+7%	28k	736.40	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.4	$21M	+7%	198k	103.88	View chart
Freshpet (FRPT)	1.4	$21M		347k	59.12	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.4	$20M	-24%	216k	91.64	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.2	$18M	+5%	347k	51.78	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$17M		625k	27.70	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	1.0	$14M	+100%	324k	42.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$14M	+399%	168k	80.57	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.9	$14M	+21%	269k	50.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.9	$13M	+6%	352k	36.13	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$13M	+11%	212k	59.69	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.8	$11M		246k	44.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$10M		28k	353.33	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$9.9M	+19%	120k	82.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$9.8M	+30%	27k	357.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$9.3M		23k	409.50	View chart
Microsoft Corporation (MSFT)	0.6	$9.0M	+12%	24k	373.02	View chart
Amazon (AMZN)	0.6	$8.5M	+19%	36k	238.34	View chart
Cleanspark Com New (CLSK)	0.6	$8.1M	-21%	559k	14.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$7.0M	+217%	95k	73.41	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$6.9M	+12%	19k	370.04	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$6.9M	+9%	73k	94.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$6.7M		9.00	748850.00	View chart
At&t (T)	0.5	$6.6M		20k	331.92	View chart
Grindr (GRND)	0.4	$5.8M	-18%	407k	14.37	View chart
Lam Research Corp Com New (LRCX)	0.4	$5.7M		13k	433.58	View chart
NVIDIA Corporation (NVDA)	0.4	$5.6M	+23%	28k	200.09	View chart
Kla Corp Com New (KLAC)	0.4	$5.1M	+902%	17k	301.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.9M		16k	303.13	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$4.6M		124k	36.87	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$4.3M	+15%	44k	96.43	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$4.2M	+55%	27k	156.95	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.3	$4.2M	+65%	42k	100.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.1M	+3%	8.2k	500.39	View chart
Caterpillar (CAT)	0.3	$4.1M		3.8k	1065.01	View chart
Broadcom (AVGO)	0.3	$4.0M	+2%	11k	377.76	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$3.9M	+2%	108k	36.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$3.9M		35k	110.32	View chart
JPMorgan Chase & Co. (JPM)	0.3	$3.6M	+11%	11k	327.34	View chart
Wal-Mart Stores (WMT)	0.2	$3.2M	+98%	27k	118.93	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$3.1M	NEW	34k	90.79	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$3.0M	-22%	29k	100.67	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.9M		20k	148.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.8M		41k	68.41	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.2	$2.8M	-3%	59k	46.81	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$2.7M	+2%	26k	102.30	View chart
Nortonlifelock (GEN)	0.2	$2.7M		107k	24.89	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	0.2	$2.6M		62k	41.70	View chart
Chevron Corporation (CVX)	0.2	$2.5M		15k	165.76	View chart
Pepsi (PEP)	0.2	$2.4M	-6%	18k	135.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$2.4M	-2%	32k	77.11	View chart
American Express Company (AXP)	0.2	$2.3M		6.8k	338.25	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$2.2M	NEW	27k	81.94	View chart
Home Depot (HD)	0.1	$2.1M	+12%	5.9k	352.71	View chart
Spdr Series Trust St Str Backe Etf (SPMB)	0.1	$2.1M	+57%	93k	22.31	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$2.0M		43k	47.41	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.1	$2.0M	+22%	26k	76.80	View chart
Tesla Motors (TSLA)	0.1	$2.0M	+7%	4.7k	420.62	View chart
Morgan Stanley Com New (MS)	0.1	$1.9M		9.3k	209.04	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$1.9M		11k	177.48	View chart
Abbvie (ABBV)	0.1	$1.9M	+9%	7.5k	251.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.9M		6.3k	300.43	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$1.9M		16k	121.42	View chart
Cisco Systems (CSCO)	0.1	$1.8M	+52%	15k	117.46	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	+100%	20k	81.13	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.6M	+30%	21k	75.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.6M		2.5k	655.89	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$1.5M		50k	30.17	View chart
Visa Com Cl A (V)	0.1	$1.5M	+126%	4.5k	325.13	View chart
Builders FirstSource (BLDR)	0.1	$1.5M		16k	89.48	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.4M		48k	29.43	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.4M	NEW	27k	51.05	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$1.4M	NEW	25k	55.01	View chart
CBOE Holdings (CBOE)	0.1	$1.4M		5.6k	242.67	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.4M	NEW	13k	100.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$1.4M		5.6k	242.41	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.3M		18k	75.51	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M	-29%	6.2k	212.78	View chart
Capital One Financial (COF)	0.1	$1.3M		6.6k	200.62	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$1.3M		8.7k	152.18	View chart
Micron Technology (MU)	0.1	$1.3M	+3%	1.1k	1154.59	View chart
Oracle Corporation (ORCL)	0.1	$1.2M		8.0k	146.55	View chart
Flexshares Tr Stox Gbl Esg Slt (ESGG)	0.1	$1.1M		4.9k	233.14	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$1.1M		46k	24.99	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$1.1M		37k	30.48	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.1M	-2%	12k	94.42	View chart
Barclays Bank Djubs Cmdt Etn36 (DJP)	0.1	$1.1M		25k	43.71	View chart
Ge Aerospace Com New (GE)	0.1	$1.1M	+25%	2.9k	373.73	View chart
Costco Wholesale Corporation (COST)	0.1	$1.1M		1.1k	935.47	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.0M	-42%	5.5k	190.52	View chart
TJX Companies (TJX)	0.1	$1.0M	+18%	6.9k	151.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.0M	+5%	4.7k	217.92	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.0M	-2%	10k	96.46	View chart
Merck & Co (MRK)	0.1	$992k	+11%	7.7k	129.34	View chart
Victory Cap Hldgs Inc Del Com Cl A (VCTR)	0.1	$983k	+100%	13k	74.77	View chart
Amgen (AMGN)	0.1	$978k	+5%	2.7k	362.12	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.1	$977k		7.9k	123.44	View chart
Advanced Micro Devices (AMD)	0.1	$975k	+48%	1.7k	580.91	View chart
Meta Platforms Cl A (META)	0.1	$972k	+32%	1.7k	563.35	View chart
International Business Machines (IBM)	0.1	$955k		3.4k	281.20	View chart
Allstate Corporation (ALL)	0.1	$955k		4.0k	239.02	View chart
Spdr Series Trust St Str Sp Regbnk (KRE)	0.1	$952k		13k	74.85	View chart
Ge Vernova (GEV)	0.1	$950k	+19%	808.00	1175.36	View chart
Verizon Communications (VZ)	0.1	$940k	+97%	20k	46.32	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$907k	+3%	31k	29.30	View chart
Nrg Energy Com New (NRG)	0.1	$902k		6.2k	146.06	View chart
Johnson & Johnson (JNJ)	0.1	$901k	+15%	3.5k	253.94	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$856k		15k	59.02	View chart
UnitedHealth (UNH)	0.1	$849k	-5%	2.0k	415.63	View chart
Ameriprise Financial (AMP)	0.1	$835k	-2%	1.8k	458.78	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$818k	-13%	8.9k	92.21	View chart
Intel Corporation (INTC)	0.1	$804k		5.8k	139.63	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$799k		15k	54.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$798k	-7%	2.2k	368.38	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$756k		15k	51.51	View chart
Sterling Construction Company (STRL)	0.1	$755k	-10%	900.00	839.36	View chart
Village Super Mkt Cl A New (VLGEA)	0.1	$751k	+100%	18k	42.20	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$744k	NEW	14k	54.02	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$730k		956.00	763.14	View chart
Exchange Traded Concepts Tru Rang Nucl Re Etf (NUKZ)	0.0	$700k		10k	68.16	View chart
Northrop Grumman Corporation (NOC)	0.0	$681k		1.3k	509.31	View chart
Goldman Sachs (GS)	0.0	$677k	-2%	669.00	1011.90	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$676k		6.6k	102.81	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$662k	+56%	28k	23.68	View chart
Bank of America Corporation (BAC)	0.0	$659k	-5%	12k	56.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$641k	NEW	7.8k	82.34	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$638k		6.6k	96.49	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$630k		6.3k	100.28	View chart
L3harris Technologies (LHX)	0.0	$626k	-2%	2.2k	290.59	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$620k		2.8k	219.40	View chart
Exxon Mobil Corporation (XOM)	0.0	$612k	-3%	4.5k	136.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$612k		7.3k	83.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$611k		4.4k	137.53	View chart
Raytheon Technologies Corp (RTX)	0.0	$611k	-3%	3.2k	189.73	View chart
Blue Owl Technology Fin Corp Common Stock (OTF)	0.0	$598k	+6%	56k	10.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$597k	NEW	8.5k	69.90	View chart
Deere & Company (DE)	0.0	$597k		938.00	635.95	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$596k	+112%	1.3k	473.09	View chart
Apollo Global Mgmt (APO)	0.0	$594k		5.0k	118.31	View chart
Procter & Gamble Company (PG)	0.0	$585k		4.0k	146.66	View chart
Venu Hldg Corp (VENU)	0.0	$556k		245k	2.27	View chart
Hewlett Packard Enterprise (HPE)	0.0	$554k		12k	45.25	View chart
Ross Stores (ROST)	0.0	$550k	+116%	2.6k	212.85	View chart
Altria (MO)	0.0	$549k		7.5k	73.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$541k	+470%	4.4k	124.17	View chart
BP Sponsored Adr (BP)	0.0	$532k	-3%	14k	36.95	View chart
Blue Owl Capital Com Cl A (OWL)	0.0	$526k		60k	8.75	View chart
Abbott Laboratories (ABT)	0.0	$526k		5.8k	90.75	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$519k	-13%	537.00	965.72	View chart
Walt Disney Company (DIS)	0.0	$515k	+96%	5.3k	96.68	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$497k	NEW	39k	12.66	View chart
Adobe Systems Incorporated (ADBE)	0.0	$496k	+56%	2.4k	205.02	View chart
Rockwell Automation (ROK)	0.0	$491k	-5%	992.00	495.08	View chart
Flexshares Tr Mornstar Upstr (GUNR)	0.0	$485k	+24%	9.8k	49.28	View chart
Celestica (CLS)	0.0	$474k		1.3k	364.80	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$469k	+41%	8.1k	57.64	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$455k		2.8k	163.67	View chart
Select Sector Spdr Tr St Str Energ Etf Put Option (XLE)	0.0	$448k	NEW	8.4k	53.11	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$435k	NEW	1.6k	271.95	View chart
Iron Mountain (IRM)	0.0	$431k	-2%	3.4k	127.17	View chart
Snap-on Incorporated (SNA)	0.0	$427k	-4%	1.1k	402.40	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$422k	-62%	13k	33.29	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$422k		1.9k	221.20	View chart
Boston Properties (BXP)	0.0	$421k		6.3k	67.01	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$420k		5.5k	76.16	View chart
Qualcomm (QCOM)	0.0	$415k	-8%	2.2k	184.79	View chart
3M Company (MMM)	0.0	$414k		2.6k	161.91	View chart
Exchange Listed Fds Tr Saba Int Rate (CEFS)	0.0	$412k	NEW	16k	25.64	View chart
Eli Lilly & Co. (LLY)	0.0	$411k	-5%	343.00	1199.17	View chart
Gilead Sciences (GILD)	0.0	$411k	-2%	3.2k	126.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$409k	+10%	1.7k	236.62	View chart
FedEx Corporation (FDX)	0.0	$402k	-2%	1.3k	314.35	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$401k	+700%	3.4k	119.52	View chart
Dell Technologies CL C (DELL)	0.0	$392k	NEW	908.00	431.46	View chart
Kimberly-Clark Corporation (KMB)	0.0	$390k		3.5k	111.04	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$387k	-10%	3.5k	109.07	View chart
Strategy Cl A New (MSTR)	0.0	$379k	+15%	4.4k	86.93	View chart
Bristol Myers Squibb (BMY)	0.0	$372k	-2%	6.5k	57.62	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.0	$362k	NEW	6.1k	59.25	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$358k	+6%	2.3k	156.97	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$352k		6.8k	51.85	View chart
Lowe's Companies (LOW)	0.0	$327k	+30%	1.5k	220.49	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$326k		7.2k	45.52	View chart
Williams Companies (WMB)	0.0	$320k	NEW	4.4k	73.43	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$320k	NEW	13k	24.51	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$309k	-2%	2.7k	114.18	View chart
Marvell Technology (MRVL)	0.0	$308k	NEW	1.0k	297.89	View chart
Netflix (NFLX)	0.0	$305k	-6%	4.3k	71.40	View chart
D.R. Horton (DHI)	0.0	$305k	+5%	1.9k	162.88	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$303k	+37%	5.9k	51.29	View chart
American Tower Reit (AMT)	0.0	$303k	+2%	1.8k	165.33	View chart
Charles Schwab Corporation (SCHW)	0.0	$300k	-3%	3.2k	92.26	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$298k		569.00	523.80	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.0	$297k		5.3k	55.70	View chart
Quanta Services (PWR)	0.0	$295k		409.00	720.04	View chart
Lockheed Martin Corporation (LMT)	0.0	$293k	+2%	575.00	509.46	View chart
First Tr Exchange Traded S&p Intl Divid (FID)	0.0	$292k		14k	21.46	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$288k	NEW	3.1k	91.98	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$288k	+500%	3.3k	86.14	View chart
Honeywell Aerospace (HONA)	0.0	$286k	NEW	1.3k	221.08	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$285k		11k	25.44	View chart
Anthem (ELV)	0.0	$277k	-4%	717.00	386.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$277k	NEW	3.2k	85.49	View chart
Travelers Companies (TRV)	0.0	$273k		826.00	330.21	View chart
Jabil Circuit (JBL)	0.0	$268k	NEW	696.00	385.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$268k		7.9k	33.84	View chart
Expeditors International of Washington (EXPD)	0.0	$264k	NEW	1.6k	162.98	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$262k		24k	11.18	View chart
Cal Maine Foods Com New (CALM)	0.0	$256k		3.2k	80.56	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.0	$255k	NEW	8.7k	29.27	View chart
Fluor Corporation (FLR)	0.0	$254k		4.8k	52.39	View chart
Blackrock (BLK)	0.0	$254k	NEW	264.00	961.66	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$248k		3.2k	77.91	View chart
Grayscale Coindesk Crypto Usd Shs (GDLC)	0.0	$247k	NEW	9.4k	26.39	View chart
Cigna Corp (CI)	0.0	$247k	-4%	895.00	275.68	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$245k		618.00	396.61	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$242k	-4%	2.7k	89.00	View chart
Union Pacific Corporation (UNP)	0.0	$239k	+2%	878.00	272.02	View chart
German American Ban (GABC)	0.0	$237k		5.0k	47.46	View chart
Yum! Brands (YUM)	0.0	$234k	NEW	1.5k	157.67	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$234k	-42%	4.3k	53.91	View chart
Consolidated Edison (ED)	0.0	$234k	-6%	2.1k	110.64	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$227k	NEW	2.0k	111.45	View chart
Blackrock Science & Technolo SHS (BST)	0.0	$222k	NEW	4.4k	50.71	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.0	$216k	NEW	12k	17.42	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$214k		4.4k	49.13	View chart
CVS Caremark Corporation (CVS)	0.0	$211k	NEW	2.0k	103.45	View chart
Uber Technologies (UBER)	0.0	$209k	NEW	2.9k	72.16	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$207k	NEW	5.2k	40.21	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$206k	NEW	2.3k	90.59	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$202k	NEW	2.2k	93.54	View chart
Expro Group Holdings Nv (XPRO)	0.0	$200k		14k	14.77	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.0	$130k	-27%	11k	12.19	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.0	$103k		10k	10.20	View chart
Bny Mellon Strategic Muns (LEO)	0.0	$70k		11k	6.46	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 2026 Q2 filed Aug. 14, 2026
Fort Point Capital Partners 2026 Q1 filed May 14, 2026
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

View all past filings

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