Fort Point Capital Partners LLC

CIK

1589282

Location

San Francisco, CA

Portfolio Value

Micro $1,162,599

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

2 positions · $1,162,599 total · Utilities only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
NRG	Nrg Energy, Inc. Utilities	Added	6,202	+30	$906,360	−7.8%	77.96%
ED	Consolidated Edison Inc Utilities	NEW	2,264	NEW	$256,239	NEW	22.04%