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, AGG, VOO, IEFA, VTEB, and represent 34.38% of Fort Point Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: MUB (+$8.7M), AAPL (+$5.1M), VFLO, IVV, GRND, BIL, QLTY, AGG, MSFT, SCHM.
- Started 17 new stock positions in ED, PFE, STX, NAD, DHI, DJP, BXP, ROST, IXC, OWL. IRM, AMT, PWR, APO, DVYE, QLTY, UNP.
- Reduced shares in these 10 stocks: VTEB (-$14M), AVGO (-$13M), VOO (-$6.4M), CLSK, , VBIL, VEA, SRLN, RSP, EQAL.
- Sold out of its positions in Avidity Biosciences Ord, CALI, BA, DHR, DFUS, CEFS, EQAL, TLT, NEE, MINT. PRMB, SPTL, SRLN, SLB, XLE, TTD, EDV, VGLT, ZS, CRDO.
- Fort Point Capital Partners was a net seller of stock by $-24M.
- Fort Point Capital Partners has $825M in assets under management (AUM), dropping by -7.30%.
- Central Index Key (CIK): 0001589282
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Portfolio Holdings for Fort Point Capital Partners
Fort Point Capital Partners holds 220 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit Call Option (SPY) | 13.7 | $113M | 174k | 650.34 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 5.8 | $48M | +4% | 478k | 99.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.7 | $47M | -12% | 79k | 597.55 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.7 | $39M | -2% | 425k | 90.53 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 4.5 | $38M | -27% | 751k | 49.89 |
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| Ishares Tr National Mun Etf (MUB) | 4.2 | $35M | +33% | 327k | 106.15 |
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| Spdr Series Trust State Street Spd (BIL) | 3.2 | $26M | +13% | 286k | 91.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.6 | $22M | -9% | 336k | 64.08 |
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| Freshpet (FRPT) | 2.5 | $21M | 347k | 58.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.4 | $20M | +20% | 31k | 653.22 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.2 | $18M | -3% | 185k | 97.13 |
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| Schwab Strategic Tr Mun Bd Etf (SCMB) | 2.2 | $18M | -7% | 704k | 25.48 |
|
| Apple (AAPL) | 2.1 | $17M | +41% | 69k | 253.79 |
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 1.9 | $15M | -3% | 328k | 46.91 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.9 | $15M | 620k | 24.75 |
|
|
| Invesco Qqq Tr Unit Ser 1 Call Option (QQQ) | 1.8 | $15M | 26k | 577.18 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.3 | $10M | 191k | 54.05 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 1.2 | $10M | +10% | 222k | 45.65 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.2 | $9.7M | -9% | 34k | 287.18 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.2 | $9.6M | -3% | 331k | 29.08 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $9.4M | 243k | 38.86 |
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| Ishares Tr Rus 1000 Etf (IWB) | 1.0 | $8.1M | -4% | 23k | 356.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $8.1M | 28k | 286.86 |
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| Microsoft Corporation (MSFT) | 1.0 | $8.0M | +19% | 22k | 370.17 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $7.0M | -3% | 100k | 69.75 |
|
| At&t (T) | 0.8 | $6.6M | +3% | 20k | 327.87 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $6.5M | 9.00 | 718140.00 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.8 | $6.4M | +115% | 162k | 39.48 |
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| Ishares Tr Mbs Etf (MBB) | 0.8 | $6.3M | -4% | 67k | 94.95 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.8 | $6.2M | -31% | 83k | 75.65 |
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| Amazon (AMZN) | 0.8 | $6.2M | +5% | 30k | 208.27 |
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| Cleanspark Com New (CLSK) | 0.7 | $6.0M | -36% | 709k | 8.51 |
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| Grindr (GRND) | 0.7 | $6.0M | +121% | 498k | 12.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $6.0M | +7% | 21k | 287.56 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $5.3M | 17k | 320.81 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.5 | $4.1M | 16k | 261.92 |
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| NVIDIA Corporation (NVDA) | 0.5 | $4.0M | +8% | 23k | 174.41 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $3.9M | +50% | 125k | 30.96 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $3.8M | -6% | 38k | 100.66 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.8M | +2% | 8.0k | 479.20 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $3.5M | 106k | 32.95 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $3.4M | +13% | 35k | 97.23 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $3.4M | 38k | 88.70 |
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| Broadcom (AVGO) | 0.4 | $3.1M | -80% | 10k | 309.50 |
|
| Chevron Corporation (CVX) | 0.4 | $3.1M | +43% | 15k | 206.90 |
|
| Pepsi (PEP) | 0.4 | $3.0M | -14% | 19k | 155.29 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $2.9M | +11% | 9.9k | 294.17 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.3 | $2.9M | -15% | 61k | 46.95 |
|
| Lam Research Corp Com New (LRCX) | 0.3 | $2.8M | 13k | 213.92 |
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| Caterpillar (CAT) | 0.3 | $2.7M | 3.9k | 708.48 |
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| Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) | 0.3 | $2.5M | +3% | 25k | 99.08 |
|
| Kla Corp Com New (KLAC) | 0.3 | $2.5M | 1.7k | 1472.41 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $2.4M | +3% | 19k | 124.31 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.3 | $2.4M | -3% | 17k | 138.32 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $2.3M | 41k | 56.79 |
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| Gmo Etf Trust Gmo Us Quality E (QLTY) | 0.3 | $2.3M | NEW | 62k | 36.24 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.2M | +10% | 33k | 67.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $2.2M | -38% | 30k | 73.64 |
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| American Express Company (AXP) | 0.2 | $2.1M | +2% | 6.8k | 302.48 |
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| Nortonlifelock (GEN) | 0.2 | $2.0M | 107k | 18.83 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $2.0M | 42k | 47.55 |
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $2.0M | 26k | 78.66 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $1.9M | 11k | 175.67 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.2 | $1.8M | 50k | 35.44 |
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| Home Depot (HD) | 0.2 | $1.7M | +11% | 5.2k | 328.92 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.7M | -54% | 8.8k | 191.92 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.7M | +103% | 14k | 124.52 |
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| Tesla Motors (TSLA) | 0.2 | $1.6M | +5% | 4.4k | 371.75 |
|
| Vanguard Scottsdale Fds Total Corp Bnd (VTC) | 0.2 | $1.6M | -6% | 21k | 76.83 |
|
| CBOE Holdings (CBOE) | 0.2 | $1.6M | -20% | 5.6k | 281.07 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.6M | +21% | 18k | 88.16 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.2 | $1.6M | 16k | 100.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.6M | 6.3k | 248.01 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.5M | +15% | 9.4k | 164.57 |
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| Abbvie (ABBV) | 0.2 | $1.5M | +20% | 6.9k | 217.49 |
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| Builders FirstSource (BLDR) | 0.2 | $1.3M | +428% | 16k | 82.33 |
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| Spdr Series Trust State Street Spd (SPMB) | 0.2 | $1.3M | 59k | 22.39 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $1.3M | -3% | 34k | 38.42 |
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $1.3M | 8.7k | 145.94 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.3M | -17% | 9.4k | 132.90 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.2M | 48k | 25.64 |
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|
| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.1 | $1.2M | NEW | 25k | 48.14 |
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| Capital One Financial (COF) | 0.1 | $1.2M | +2% | 6.6k | 182.43 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.2M | 5.6k | 213.68 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | +39% | 8.0k | 147.11 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.1M | 16k | 70.18 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $1.1M | 46k | 25.07 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.1M | +8% | 1.1k | 996.43 |
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| Goldman Sachs Etf Tr Equal Weight Us (GSEW) | 0.1 | $1.0M | -29% | 12k | 84.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | -9% | 2.3k | 430.29 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $989k | 11k | 92.74 |
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| Flexshares Tr Stox Gbl Esg Slt (ESGG) | 0.1 | $981k | 4.9k | 199.89 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $947k | 2.5k | 383.40 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $946k | 10k | 92.28 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $925k | 1.4k | 682.24 |
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| TJX Companies (TJX) | 0.1 | $922k | +38% | 5.8k | 159.71 |
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| Nrg Energy Com New (NRG) | 0.1 | $906k | 6.2k | 146.14 |
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| Amgen (AMGN) | 0.1 | $899k | 2.6k | 351.85 |
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| Global X Fds Data Ctr & Digit (DTCR) | 0.1 | $891k | 37k | 23.96 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $867k | +9% | 4.4k | 196.19 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $853k | +3% | 8.0k | 106.21 |
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| Merck & Co (MRK) | 0.1 | $837k | 6.9k | 121.13 |
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| Allstate Corporation (ALL) | 0.1 | $832k | +2% | 4.0k | 208.40 |
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| Ameriprise Financial (AMP) | 0.1 | $828k | -4% | 1.9k | 444.42 |
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| Spdr Series Trust State Street Spd (KRE) | 0.1 | $828k | 13k | 65.15 |
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| International Business Machines (IBM) | 0.1 | $823k | -8% | 3.4k | 242.38 |
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| Venu Hldg Corp (VENU) | 0.1 | $811k | 245k | 3.31 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.1 | $805k | 30k | 26.91 |
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| Wells Fargo & Company (WFC) | 0.1 | $795k | +74% | 10k | 79.61 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $788k | +11% | 4.6k | 169.65 |
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| Cisco Systems (CSCO) | 0.1 | $775k | +5% | 10k | 77.59 |
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| L3harris Technologies (LHX) | 0.1 | $762k | +2% | 2.2k | 345.15 |
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| Johnson & Johnson (JNJ) | 0.1 | $749k | +35% | 3.1k | 244.46 |
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| Meta Platforms Cl A (META) | 0.1 | $743k | +81% | 1.3k | 572.14 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $737k | 15k | 50.81 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $736k | 15k | 50.14 |
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| BP Sponsored Adr (BP) | 0.1 | $698k | +39% | 15k | 47.00 |
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| Exchange Traded Concepts Tru Range Nuclear Re (NUKZ) | 0.1 | $676k | 10k | 65.77 |
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| Blue Owl Technology Fin Corp Common Stock (OTF) | 0.1 | $670k | +130% | 52k | 12.79 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $664k | 15k | 45.47 |
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| Ge Aerospace Com New (GE) | 0.1 | $657k | +2% | 2.3k | 284.23 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $640k | +7% | 3.3k | 192.90 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $629k | 6.6k | 95.62 |
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| Visa Com Cl A (V) | 0.1 | $602k | +12% | 2.0k | 302.28 |
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| Honeywell International | 0.1 | $597k | +4% | 2.6k | 226.03 |
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| Bank of America Corporation (BAC) | 0.1 | $595k | +6% | 12k | 48.75 |
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| Abbott Laboratories (ABT) | 0.1 | $591k | 5.8k | 102.68 |
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| Ge Vernova (GEV) | 0.1 | $589k | +2% | 674.00 | 873.39 |
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| Procter & Gamble Company (PG) | 0.1 | $587k | +66% | 4.1k | 144.45 |
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| UnitedHealth (UNH) | 0.1 | $584k | 2.2k | 270.59 |
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| Goldman Sachs (GS) | 0.1 | $583k | +7% | 689.00 | 845.99 |
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| Apollo Global Mgmt (APO) | 0.1 | $563k | NEW | 5.1k | 111.42 |
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| Blue Owl Capital Com Cl A (OWL) | 0.1 | $548k | NEW | 60k | 9.13 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $542k | +9% | 2.8k | 191.78 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $542k | 7.2k | 75.10 |
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $530k | 6.6k | 80.57 |
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| Deere & Company (DE) | 0.1 | $529k | +97% | 936.00 | 564.92 |
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| Verizon Communications (VZ) | 0.1 | $515k | +4% | 10k | 50.20 |
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| Altria (MO) | 0.1 | $510k | +2% | 7.6k | 67.05 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $503k | +10% | 4.4k | 113.11 |
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| Strategy Cl A New (MSTR) | 0.1 | $474k | 3.8k | 124.80 |
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| FedEx Corporation (FDX) | 0.1 | $467k | -21% | 1.3k | 357.59 |
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| Gilead Sciences (GILD) | 0.1 | $463k | +3% | 3.3k | 139.38 |
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| Netflix (NFLX) | 0.1 | $441k | +4% | 4.6k | 96.15 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $438k | -7% | 7.9k | 55.16 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $438k | -23% | 6.3k | 69.30 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $432k | 4.0k | 108.98 |
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| Victory Cap Hldgs Inc Del Com Cl A (VCTR) | 0.1 | $431k | 6.6k | 65.48 |
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| Sterling Construction Company (STRL) | 0.0 | $407k | 1.0k | 407.27 |
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| Snap-on Incorporated (SNA) | 0.0 | $402k | +10% | 1.1k | 363.22 |
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| Bristol Myers Squibb (BMY) | 0.0 | $400k | +3% | 6.6k | 60.65 |
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| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $399k | 8.4k | 47.37 |
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| Ishares Tr New York Mun Etf (NYF) | 0.0 | $397k | -74% | 7.5k | 53.12 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $393k | 2.8k | 141.42 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $383k | 18k | 21.49 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $378k | -6% | 7.2k | 52.76 |
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| 3M Company (MMM) | 0.0 | $377k | +2% | 2.6k | 145.23 |
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| Rockwell Automation (ROK) | 0.0 | $376k | +11% | 1.0k | 358.88 |
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| Village Super Mkt Cl A New (VLGEA) | 0.0 | $376k | 8.9k | 42.23 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $375k | +11% | 1.5k | 243.08 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $374k | -34% | 957.00 | 390.41 |
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| Micron Technology (MU) | 0.0 | $371k | +9% | 1.1k | 338.08 |
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| Celestica (CLS) | 0.0 | $365k | -13% | 1.3k | 281.68 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $362k | 1.9k | 189.59 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $358k | -2% | 6.8k | 52.64 |
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| Iron Mountain (IRM) | 0.0 | $356k | NEW | 3.5k | 102.92 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $339k | 3.5k | 97.75 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $338k | +3% | 559.00 | 604.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $337k | 1.6k | 215.06 |
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| Eli Lilly & Co. (LLY) | 0.0 | $334k | 363.00 | 919.58 |
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| Boston Properties (BXP) | 0.0 | $331k | NEW | 6.3k | 52.60 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $330k | 2.8k | 118.62 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.0 | $327k | 5.7k | 56.86 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.0 | $326k | -65% | 3.3k | 99.94 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $326k | -29% | 763.00 | 426.68 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $318k | -8% | 3.4k | 93.97 |
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| Qualcomm (QCOM) | 0.0 | $317k | +12% | 2.5k | 128.78 |
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| American Tower Reit (AMT) | 0.0 | $308k | NEW | 1.8k | 172.58 |
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| salesforce (CRM) | 0.0 | $307k | +4% | 1.6k | 186.67 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.0 | $302k | -29% | 5.3k | 56.52 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $297k | 2.1k | 138.37 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $293k | 12k | 23.95 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $292k | 419.00 | 697.72 |
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| First Tr Exchange Traded S&p Intl Divid (FID) | 0.0 | $285k | 14k | 20.95 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.0 | $278k | 11k | 24.80 |
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| Lowe's Companies (LOW) | 0.0 | $269k | +8% | 1.1k | 236.28 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $268k | 24k | 11.43 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $265k | +4% | 593.00 | 446.54 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $264k | 569.00 | 464.18 |
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| Walt Disney Company (DIS) | 0.0 | $261k | +8% | 2.7k | 96.38 |
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| Ross Stores (ROST) | 0.0 | $259k | NEW | 1.2k | 216.63 |
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| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $257k | 5.5k | 46.53 |
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| Consolidated Edison (ED) | 0.0 | $256k | NEW | 2.3k | 113.18 |
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| Cal Maine Foods Com New (CALM) | 0.0 | $252k | 3.2k | 79.15 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $251k | NEW | 4.4k | 57.61 |
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| Cigna Corp (CI) | 0.0 | $251k | +9% | 940.00 | 266.75 |
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| Intel Corporation (INTC) | 0.0 | $250k | 5.7k | 44.13 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $250k | 3.2k | 78.41 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $245k | NEW | 623.00 | 392.50 |
|
| D.R. Horton (DHI) | 0.0 | $244k | NEW | 1.8k | 137.22 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $243k | 557.00 | 436.79 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $241k | -20% | 3.7k | 65.25 |
|
| Travelers Companies (TRV) | 0.0 | $238k | -35% | 817.00 | 291.76 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $238k | -30% | 2.8k | 83.57 |
|
| Expro Group Holdings Nv (XPRO) | 0.0 | $235k | 14k | 17.41 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $230k | 7.9k | 29.13 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $229k | +13% | 1.1k | 203.43 |
|
| Fluor Corporation (FLR) | 0.0 | $228k | 4.9k | 46.65 |
|
|
| Nike CL B (NKE) | 0.0 | $223k | 4.2k | 53.23 |
|
|
| Quanta Services (PWR) | 0.0 | $223k | NEW | 406.00 | 549.02 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $222k | 618.00 | 359.03 |
|
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $221k | +4% | 4.3k | 51.23 |
|
| Anthem (ELV) | 0.0 | $220k | +12% | 752.00 | 292.75 |
|
| German American Ban (GABC) | 0.0 | $209k | 5.0k | 41.79 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $208k | NEW | 855.00 | 242.64 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.0 | $206k | NEW | 6.0k | 34.38 |
|
| Pfizer (PFE) | 0.0 | $202k | NEW | 7.2k | 28.08 |
|
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $170k | NEW | 15k | 11.57 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $98k | 10k | 9.65 |
|
|
| Bny Mellon Strategic Muns (LEO) | 0.0 | $69k | 11k | 6.29 |
|
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 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
- Fort Point Capital Partners 2022 Q2 filed Aug. 15, 2022