Fort Point Capital Partners LLC

CIK

1589282

Location

San Francisco, CA

Portfolio Value

Small $292,980,711

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,144 / 8,232 ▲ 85

Top Industry

Packaged Foods 12.8%

3Y Alpha vs SPY

-2.3%

Period ended 2 months ago

Filed May 14, 2026 · 30d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+66.9%

SPY

+76.5%

Annualised alpha

-2.2%

Max drawdown

−21.4%

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

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

Top Position

38.7%

+0.4 pts

Top 5

59.5%

−1.0 pts

Top 10

69.2%

−3.1 pts

HHI

1,648

Moderately concentrated+12

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	45.4%	$133,042,478	7
Technology	17.9%	$52,553,238	23
Financial Services	9.9%	$29,143,034	26
Consumer Defensive	9.7%	$28,338,260	9
Consumer Cyclical	4.2%	$12,281,753	9
Industrials	4.0%	$11,815,061	18
Healthcare	3.1%	$9,214,068	14
Communication Services	2.9%	$8,557,494	6
Energy	1.7%	$5,031,735	5
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	$373,622
TRV	Travelers Companies, Inc.	−457	817	$238,302
FDX	Fedex Corp	−365	1,305	$464,814
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

123 positions · $292,980,711 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 123 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LEO	Bny Mellon Strategic Municipals, Inc. Financial Services	Held	10,885	0	$68,466	−1.1%	0.02%
MYN	Blackrock Muniyield New York Quality Fund, Inc. Financial Services	Held	10,099	0	$96,950	−3.1%	0.03%
NAD	Nuveen Quality Municipal Income Fund Financial Services	NEW	14,668	NEW	$168,682	NEW	0.06%
PFE	Pfizer Inc Healthcare	NEW	7,181	NEW	$201,642	NEW	0.07%
UNP	Union Pacific Corp Industrials	NEW	855	NEW	$207,440	NEW	0.07%
GABC	German American Bancorp, Inc. Financial Services	Held	5,000	0	$208,950	+6.7%	0.07%
ELV	Elevance Health, Inc. Healthcare	Added	752	+84	$220,148	−6.0%	0.08%
NKE	NIKE, Inc. Consumer Cyclical	Added	4,188	+19	$221,210	−16.7%	0.08%
PWR	Quanta Services, Inc. Industrials	NEW	406	NEW	$222,902	NEW	0.08%
FLR	Fluor Corp Industrials	Added	4,889	+41	$228,071	+18.7%	0.08%
AMD	Advanced Micro Devices Inc Technology	Added	1,127	+136	$229,265	+8.0%	0.08%
XPRO	Expro Group Holdings N.V. Energy	Held	13,515	0	$235,296	+30.4%	0.08%
TRV	Travelers Companies, Inc. Financial Services	Reduced	817	-457	$238,302	−35.5%	0.08%
OXY	Occidental Petroleum Corp /De/ Energy	Reduced	3,696	-961	$240,240	+25.5%	0.08%
DHI	Horton D R Inc /De/ Consumer Cyclical	NEW	1,778	NEW	$243,977	NEW	0.08%
STX	Seagate Technology Holdings plc Technology	NEW	623	NEW	$244,066	NEW	0.08%
INTC	Intel Corp Technology	Added	5,661	+75	$249,819	+21.2%	0.09%
CI	Cigna Group Healthcare	Added	940	+80	$250,745	+5.9%	0.09%
CALM	Cal-Maine Foods Inc Consumer Defensive	Held	3,182	0	$251,855	−0.5%	0.09%
ED	Consolidated Edison Inc Utilities	NEW	2,264	NEW	$256,239	NEW	0.09%
ROST	Ross Stores, Inc. Consumer Cyclical	NEW	1,194	NEW	$258,656	NEW	0.09%
OBDC	Blue Owl Capital Corp Financial Services	Held	23,470	0	$259,578	−11.0%	0.09%
DIS	Walt Disney Co Communication Services	Added	2,709	+208	$261,093	−8.2%	0.09%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Held	569	0	$263,555	−3.6%	0.09%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	593	+27	$264,798	+3.2%	0.09%
LOW	Lowes Companies Inc Consumer Cyclical	Added	1,139	+86	$269,122	+6.0%	0.09%
HPE	Hewlett Packard Enterprise Co Technology	Held	12,251	0	$291,696	−0.9%	0.10%
CRM	Salesforce, Inc. Technology	Added	1,647	+77	$307,445	−26.1%	0.10%
AMT	American Tower Corp /Ma/ Real Estate	NEW	1,782	NEW	$307,537	NEW	0.10%
QCOM	Qualcomm Inc/De Technology	Added	2,463	+277	$317,185	−15.2%	0.11%
SCHW	Schwab Charles Corp Financial Services	Reduced	3,381	-300	$317,746	−13.6%	0.11%
BXP	BXP, Inc. Real Estate	NEW	6,288	NEW	$326,347	NEW	0.11%
SHOP	Shopify Inc. Technology	Held	2,785	0	$330,356	−26.3%	0.11%
LLY	ELI LILLY & Co Healthcare	Reduced	363	-1	$333,876	−14.6%	0.11%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	3,469	-11	$334,654	−4.7%	0.11%
LMT	Lockheed Martin Corp Industrials	Added	559	+17	$337,854	+28.9%	0.12%
IRM	Iron Mountain Inc Real Estate	NEW	3,463	NEW	$353,710	NEW	0.12%
CLS	Celestica Inc Technology	Reduced	1,296	-204	$365,057	−17.7%	0.12%
MU	Micron Technology Inc Technology	Added	1,097	+95	$370,610	+29.6%	0.13%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	957	-496	$373,622	−45.1%	0.13%
ADBE	Adobe Inc. Technology	Added	1,541	+158	$374,586	−22.6%	0.13%
VLGEA	Village Super Market Inc Consumer Defensive	Held	8,891	0	$375,466	+19.3%	0.13%
ROK	Rockwell Automation, Inc Industrials	Added	1,047	+107	$375,747	+2.7%	0.13%
MMM	3M Co Industrials	Added	2,597	+65	$377,162	−7.0%	0.13%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	7,156	-519	$377,550	−28.0%	0.13%
BMY	Bristol Myers Squibb Co Healthcare	Added	6,602	+207	$400,411	+16.1%	0.14%
SNA	Snap-on Inc Industrials	Added	1,108	+108	$402,447	+16.8%	0.14%
STRL	Sterling Infrastructure, Inc. Industrials	Held	1,000	0	$407,270	+33.0%	0.14%
VCTR	Victory Capital Holdings, Inc. Financial Services	Held	6,576	0	$430,596	+3.8%	0.15%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	6,316	-1,926	$437,698	−53.0%	0.15%