Fort Point Capital Partners LLC

CIK

1589282

Location

San Francisco, CA

Portfolio Value

Small $289,618,722

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,462 / 8,603 ▼ 4 · as of Mar 2026

Top Industry

Packaged Foods 13.1%

3Y Alpha vs SPY

-1.7%

Period ended 3 months ago

Filed May 14, 2026 · 56d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.0%

SPY

+76.5%

Annualised alpha

-1.7%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

122 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

39.1%

+0.5 pts

Top 5

60.2%

−0.8 pts

Top 10

70.0%

−3.0 pts

HHI

1,686

Moderately concentrated+19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.9%	$133,042,478	7
Technology	17.3%	$50,040,112	23
Financial Services	10.1%	$29,143,034	26
Consumer Defensive	9.8%	$28,338,260	9
Consumer Cyclical	4.2%	$12,281,753	9
Industrials	4.1%	$11,753,929	18
Healthcare	3.2%	$9,214,068	14
Communication Services	3.0%	$8,557,494	6
Energy	1.5%	$4,244,004	4
Real Estate	0.6%	$1,840,991	4
Utilities	0.4%	$1,162,599	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GRND	Grindr Inc.	+272,500	497,500	$6,014,775
OTF	Blue Owl Technology Finance Corp.	+29,616	52,356	$648,690
AAPL	Apple Inc.	+20,001	68,631	$17,417,861
BLDR	Builders FirstSource, Inc.	+13,274	16,371	$1,347,824
WMT	Walmart Inc.	+6,882	13,514	$1,679,519
CVX	Chevron Corp	+4,500	14,839	$3,070,189
WFC	Wells Fargo & Company/Mn	+4,262	9,988	$795,144
BP	Bp PLC	+4,223	14,857	$698,279
MSFT	Microsoft Corp	+3,551	21,489	$7,954,583
IAU	Ishares Gold Trust	+3,100	17,814	$1,570,482
ORCL	Oracle Corp	+2,260	7,999	$1,176,732
NVDA	Nvidia Corp	+1,858	22,837	$3,982,772
AMZN	Amazon Com Inc	+1,664	29,838	$6,214,360
PG	PROCTER & GAMBLE Co	+1,622	4,065	$587,148
TJX	Tjx Companies Inc /De/	+1,615	5,771	$921,628
GOOGL	Alphabet Inc.	+1,380	20,902	$6,010,579
MS	Morgan Stanley	+1,273	9,378	$1,543,337
ABBV	AbbVie Inc.	+1,156	6,906	$1,501,985
JPM	Jpmorgan Chase & Co	+1,015	9,884	$2,907,477
JNJ	Johnson & Johnson	+801	3,064	$748,964
BAC	Bank Of America Corp /De/	+795	12,200	$594,750
T	At&T Inc.	+607	20,245	$586,902
GEN	Gen Digital Inc.	+605	107,188	$2,018,350
META	Meta Platforms, Inc.	+583	1,298	$742,624
HD	Home Depot, Inc.	+531	5,225	$1,718,450
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
CLSK	Cleanspark, Inc.	−400,000	709,052	$6,034,032
AVGO	Broadcom Inc.	−42,258	10,166	$3,146,478
PEP	Pepsico Inc	−3,262	19,386	$3,010,451
HOOD	Robinhood Markets, Inc.	−1,926	6,316	$437,698
CBOE	Cboe Global Markets, Inc.	−1,462	5,643	$1,586,078
IBIT	iShares Bitcoin Trust ETF	−1,064	33,987	$1,305,780
OXY	Occidental Petroleum Corp /De/	−961	3,696	$240,240
GBTC	Grayscale Bitcoin Trust ETF	−519	7,156	$377,550
CRWD	CrowdStrike Holdings, Inc.	−496	957	$93,405
TRV	Travelers Companies, Inc.	−457	817	$238,302
FDX	Fedex Corp	−365	1,305	$374,548
IBM	International Business Machines Corp	−319	3,396	$823,156
SCHW	Schwab Charles Corp	−300	3,381	$317,746
GLD	Spdr Gold Trust	−240	2,344	$1,008,599
CLS	Celestica Inc	−204	1,296	$365,057
LRCX	Lam Research Corp	−103	13,272	$2,835,695
AMP	Ameriprise Financial Inc	−85	1,864	$828,361
CAT	Caterpillar Inc	−36	3,878	$2,747,407
KMB	Kimberly Clark Corp	−11	3,469	$334,654
LLY	ELI LILLY & Co	−1	363	$333,876
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
APO	Apollo Global Management, Inc.	5,056	$563,339
OWL	Blue Owl Capital Inc.	60,000	$547,800
IRM	Iron Mountain Inc	3,463	$353,710
BXP	BXP, Inc.	6,288	$326,347
AMT	American Tower Corp /Ma/	1,782	$307,537
ROST	Ross Stores, Inc.	1,194	$258,656
ED	Consolidated Edison Inc	2,264	$256,239
STX	Seagate Technology Holdings plc	623	$244,066
DHI	Horton D R Inc /De/	1,778	$243,977
PWR	Quanta Services, Inc.	406	$222,902
UNP	Union Pacific Corp	855	$207,440
PFE	Pfizer Inc	7,181	$201,642
NAD	Nuveen Quality Municipal Income Fund	14,668	$168,682
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
PRMB	Primo Brands Corp	57,961	$947,662
TTD	Trade Desk, Inc.	21,753	$825,743
DHR	Danaher Corp /De/	1,205	$275,848
ZS	Zscaler, Inc.	1,025	$230,543
CRDO	Credo Technology Group Holding Ltd	1,500	$215,835
SLB	Slb Limited/Nv	5,569	$213,738
NEE	Nextera Energy Inc	2,625	$210,735
BA	Boeing Co	841	$182,597
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

122 positions · $289,618,722 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 122 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	174,178	+307	$113,274,920	−4.5%	39.11%
FRPT	Freshpet, Inc. Consumer Defensive	Held	347,257	0	$20,474,272	−3.2%	7.07%
AAPL	Apple Inc. Technology	Added	68,631	+20,001	$17,417,861	+31.7%	6.01%
QQQ	Invesco Qqq Trust, Series 1	Added	26,407	+9	$15,241,592	−6.0%	5.26%
MSFT	Microsoft Corp Technology	Added	21,489	+3,551	$7,954,583	−8.3%	2.75%
AMZN	Amazon Com Inc Consumer Cyclical	Added	29,838	+1,664	$6,214,360	−4.4%	2.15%
CLSK	Cleanspark, Inc. Financial Services	Reduced	709,052	-400,000	$6,034,032	−46.2%	2.08%
GRND	Grindr Inc. Technology	Added	497,500	+272,500	$6,014,775	+97.4%	2.08%
GOOGL	Alphabet Inc. Communication Services	Added	20,902	+1,380	$6,010,579	−1.6%	2.08%
NVDA	Nvidia Corp Technology	Added	22,837	+1,858	$3,982,772	+1.8%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,969	+188	$3,818,744	−2.4%	1.32%
AVGO	Broadcom Inc. Technology	Reduced	10,166	-42,258	$3,146,478	−82.7%	1.09%
CVX	Chevron Corp Energy	Added	14,839	+4,500	$3,070,189	+94.8%	1.06%
PEP	Pepsico Inc Consumer Defensive	Reduced	19,386	-3,262	$3,010,451	−7.4%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,884	+1,015	$2,907,477	+1.7%	1.00%
LRCX	Lam Research Corp Technology	Reduced	13,272	-103	$2,835,695	+23.9%	0.98%
CAT	Caterpillar Inc Industrials	Reduced	3,878	-36	$2,747,407	+22.5%	0.95%
AXP	American Express Co Financial Services	Added	6,792	+135	$2,054,444	−16.6%	0.71%
GEN	Gen Digital Inc. Technology	Added	107,188	+605	$2,018,350	−30.4%	0.70%
VEEV	Veeva Systems Inc Healthcare	Added	10,958	+24	$1,924,882	−21.1%	0.66%
PHYS	Sprott Physical Gold Trust Financial Services	Held	50,000	0	$1,772,000	+7.3%	0.61%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,225	+531	$1,718,450	+6.4%	0.59%
WMT	Walmart Inc. Consumer Defensive	Added	13,514	+6,882	$1,679,519	+127.3%	0.58%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,366	+209	$1,623,060	−13.2%	0.56%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	5,643	-1,462	$1,586,078	−11.1%	0.55%
IAU	Ishares Gold Trust	Added	17,814	+3,100	$1,570,482	+31.5%	0.54%
MS	Morgan Stanley Financial Services	Added	9,378	+1,273	$1,543,337	+7.3%	0.53%
ABBV	AbbVie Inc. Healthcare	Added	6,906	+1,156	$1,501,985	+14.3%	0.52%
BLDR	Builders FirstSource, Inc. Industrials	Added	16,371	+13,274	$1,347,824	+323.0%	0.47%
IBIT	iShares Bitcoin Trust ETF	Reduced	33,987	-1,064	$1,305,780	−25.0%	0.45%
COF	Capital One Financial Corp Financial Services	Added	6,634	+147	$1,210,240	−23.0%	0.42%
ORCL	Oracle Corp Technology	Added	7,999	+2,260	$1,176,732	+5.2%	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,127	+84	$1,122,976	+24.9%	0.39%
GLD	Spdr Gold Trust	Reduced	2,344	-240	$1,008,599	−1.5%	0.35%
NOC	Northrop Grumman Corp /De/ Industrials	Added	1,356	+22	$925,117	+21.6%	0.32%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	5,771	+1,615	$921,628	+44.4%	0.32%
NRG	Nrg Energy, Inc. Utilities	Added	6,202	+30	$906,360	−7.8%	0.31%
AMGN	Amgen Inc Healthcare	Added	2,554	+48	$898,624	+9.6%	0.31%
FRT	Federal Realty Investment Trust Real Estate	Added	8,035	+287	$853,397	+9.3%	0.29%
MRK	Merck & Co., Inc. Healthcare	Added	6,908	+43	$830,963	+15.0%	0.29%
AMP	Ameriprise Financial Inc Financial Services	Reduced	1,864	-85	$828,361	−13.3%	0.29%
ALL	Allstate Corp Financial Services	Added	3,990	+102	$827,286	+2.2%	0.29%
IBM	International Business Machines Corp Technology	Reduced	3,396	-319	$823,156	−25.2%	0.28%
VENU	Venu Holding Corp Consumer Cyclical	Held	245,103	0	$811,290	−60.7%	0.28%
WFC	Wells Fargo & Company/Mn Financial Services	Added	9,988	+4,262	$795,144	+49.0%	0.27%
CSCO	Cisco Systems, Inc. Technology	Added	9,982	+511	$774,503	+6.2%	0.27%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	2,208	+56	$762,091	+20.6%	0.26%
JNJ	Johnson & Johnson Healthcare	Added	3,064	+801	$748,964	+59.9%	0.26%
META	Meta Platforms, Inc. Communication Services	Added	1,298	+583	$742,624	+57.3%	0.26%
BP	Bp PLC Energy	Added	14,857	+4,223	$698,279	+89.1%	0.24%