Shorepoint Capital Partners LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-09-30, active share 69.4%; sector active share 17.9% against the combined 13F book's sector weights.
Over time 21 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
98 tracked positions · as of Sep 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 24.0% | $120,805,242 |
| Technology | 17.9% | $89,728,738 |
| Financial Services | 11.3% | $56,562,321 |
| Healthcare | 11.1% | $55,765,286 |
| Industrials | 7.6% | $38,241,023 |
| Consumer Cyclical | 7.5% | $37,746,637 |
| Communication Services | 5.4% | $26,889,887 |
| Energy | 5.2% | $25,895,996 |
| Consumer Defensive | 4.6% | $23,200,827 |
| Basic Materials | 3.3% | $16,740,614 |
| Utilities | 1.5% | $7,383,950 |
| Real Estate | 0.7% | $3,654,189 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSPF | Cohen & Steers Preferred and Income Opportunities Active ETF | +97,375 | 294,568 | $7,655,821 | |
| EVLN | +60,545 | 403,284 | $20,031,115 | ||
| FBND | Fidelity Total Bond ETF | +26,298 | 738,826 | $34,163,313 | |
| VRT | Vertiv Holdings Co | +17,513 | 30,456 | $4,594,592 | |
| JMUB | JPMorgan Municipal ETF | +16,863 | 140,638 | $7,097,999 | |
| SCHG | Schwab U.S. Large-Cap Growth ETF | +13,708 | 343,080 | $10,947,682 | |
| PG | PROCTER & GAMBLE Co | +13,498 | 15,053 | $2,312,893 | |
| NVO | Novo Nordisk A S | +11,557 | 87,191 | $4,838,227 | |
| PFE | Pfizer Inc | +8,675 | 120,211 | $3,062,976 | |
| DELL | Dell Technologies Inc. | +8,410 | 54,984 | $7,795,081 | |
| BMY | Bristol Myers Squibb Co | +5,781 | 67,705 | $3,053,494 | |
| FANG | Diamondback Energy, Inc. | +5,050 | 27,228 | $3,896,325 | |
| NEE | Nextera Energy Inc | +3,470 | 35,163 | $2,654,454 | |
| MDLZ | Mondelez International, Inc. | +3,132 | 53,927 | $3,368,818 | |
| STZ | Constellation Brands, Inc. | +3,021 | 12,044 | $1,621,964 | |
| SJM | J M SMUCKER Co | +2,436 | 31,230 | $3,391,577 | |
| VZ | Verizon Communications Inc | +1,616 | 99,974 | $4,393,857 | |
| ZTS | Zoetis Inc. | +1,475 | 15,350 | $2,246,011 | |
| MRK | Merck & Co., Inc. | +1,111 | 49,693 | $4,170,732 | |
| SCHB | Schwab U.S. Broad Market ETF | +1,049 | 53,664 | $1,379,700 | |
| QCOM | Qualcomm Inc | +966 | 40,236 | $6,693,660 | |
| CRM | Salesforce, Inc. | +901 | 10,523 | $2,493,951 | |
| PEP | Pepsico Inc | +891 | 37,602 | $5,280,824 | |
| NVDA | Nvidia Corp | +870 | 27,186 | $5,072,363 | |
| PSX | Phillips 66 | +843 | 39,657 | $5,394,144 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RC | Ready Capital Corp | −38,000 | 28,000 | $108,360 | |
| CMCSA | Comcast Corp | −23,711 | 105,417 | $3,312,196 | |
| AVGO | Broadcom Inc. | −15,704 | 91,971 | $30,342,151 | |
| SCHD | Schwab U.S. Dividend Equity ETF | −7,769 | 482,648 | $13,176,290 | |
| DE | Deere & Co | −6,876 | 1,585 | $724,757 | |
| AEM | Agnico Eagle Mines Ltd | −6,733 | 98,115 | $16,538,264 | |
| FBRT | Franklin BSP Realty Trust, Inc. | −5,000 | 46,400 | $503,904 | |
| KMI | Kinder Morgan, Inc. | −4,022 | 205,928 | $5,829,820 | |
| EW | Edwards Lifesciences Corp | −3,916 | 66,747 | $5,190,913 | |
| RTX | RTX Corp | −3,454 | 59,734 | $9,995,289 | |
| JPM | Jpmorgan Chase & Co | −2,960 | 48,348 | $15,250,409 | |
| CVS | CVS HEALTH Corp | −2,452 | 62,292 | $4,696,193 | |
| TJX | Tjx Companies Inc | −2,411 | 58,172 | $8,408,180 | |
| NXPI | NXP Semiconductors N.V. | −2,230 | 12,033 | $2,740,274 | |
| AAPL | Apple Inc. | −1,690 | 28,724 | $7,313,991 | |
| MA | Mastercard Inc | −1,580 | 11,818 | $6,722,196 | |
| XOM | ExxonMobil Holdings Corp | −1,445 | 4,348 | $490,237 | |
| TRV | Travelers Companies, Inc. | −1,219 | 39,589 | $11,054,040 | |
| ABBV | AbbVie Inc. | −1,061 | 32,205 | $7,456,745 | |
| JSCP | JPMorgan Short Duration Core Plus ETF | −1,061 | 223,025 | $10,618,220 | |
| GDX | VanEck Gold Miners ETF | −912 | 15,565 | $1,189,165 | |
| CSCO | Cisco Systems, Inc. | −780 | 68,194 | $4,665,833 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −694 | 6,901 | $373,896 | |
| GOOG | Alphabet Inc. | −670 | 17,661 | $4,301,335 | |
| MSFT | Microsoft Corp | −644 | 31,574 | $16,353,753 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TGT | Target Corp | 26,783 | $2,795,073 | |
| LYB | LyondellBasell Industries N.V. | 36,662 | $2,581,004 | |
| UPS | United Parcel Service Inc | 19,504 | $2,145,244 | |
| UNH | Unitedhealth Group Inc | 3,589 | $1,879,738 | |
| RPM | Rpm International Inc | 1,900 | $219,792 | |
| ED | Consolidated Edison Inc | 1,986 | $219,631 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FBND |
Fidelity Total Bond ETF
|
Added | 738,826 | $34,163,313 | 6.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 91,971 | $30,342,151 | 6.04% | |
| EVLN |
|
Added | 403,284 | $20,031,115 | 3.99% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 98,115 | $16,538,264 | 3.29% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 31,574 | $16,353,753 | 3.25% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 48,348 | $15,250,409 | 3.03% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Reduced | 482,648 | $13,176,290 | 2.62% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Reduced | 39,589 | $11,054,040 | 2.20% | |
| SCHG |
Schwab U.S. Large-Cap Growth ETF
|
Added | 343,080 | $10,947,682 | 2.18% | |
| JSCP |
JPMorgan Short Duration Core Plus ETF
|
Reduced | 223,025 | $10,618,220 | 2.11% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Reduced | 2,336 | $10,022,000 | 1.99% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 59,734 | $9,995,289 | 1.99% | |
| ETN |
Eaton Corp plc
Industrials
|
Added | 25,427 | $9,516,054 | 1.89% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 54,861 | $8,519,364 | 1.70% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Reduced | 58,172 | $8,408,180 | 1.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 33,657 | $8,182,016 | 1.63% | |
| DELL |
Dell Technologies Inc.
Technology
|
Added | 54,984 | $7,795,081 | 1.55% | |
| CSPF |
Cohen & Steers Preferred and Income Opportunities Active ETF
|
Added | 294,568 | $7,655,821 | 1.52% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 32,205 | $7,456,745 | 1.48% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 28,724 | $7,313,991 | 1.46% | |
| JMUB |
JPMorgan Municipal ETF
|
Added | 140,638 | $7,097,999 | 1.41% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 7,421 | $6,869,099 | 1.37% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 11,818 | $6,722,196 | 1.34% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 9,124 | $6,700,483 | 1.33% | |
| QCOM |
Qualcomm Inc
Technology
|
Added | 40,236 | $6,693,660 | 1.33% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 25,672 | $6,451,630 | 1.28% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 34,701 | $6,434,259 | 1.28% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 13,224 | $6,413,904 | 1.28% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Reduced | 205,928 | $5,829,820 | 1.16% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 13,671 | $5,768,614 | 1.15% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 35,060 | $5,573,137 | 1.11% | |
| PSX |
Phillips 66
Energy
|
Added | 39,657 | $5,394,144 | 1.07% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 37,602 | $5,280,824 | 1.05% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 23,784 | $5,222,252 | 1.04% | |
| EW |
Edwards Lifesciences Corp
Healthcare
|
Reduced | 66,747 | $5,190,913 | 1.03% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 27,186 | $5,072,363 | 1.01% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 24,793 | $5,048,349 | 1.00% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Reduced | 16,773 | $4,926,900 | 0.98% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Added | 87,191 | $4,838,227 | 0.96% | |
| SO |
Southern Co
Utilities
|
Added | 49,905 | $4,729,496 | 0.94% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 23,457 | $4,713,214 | 0.94% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 62,292 | $4,696,193 | 0.93% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 68,194 | $4,665,833 | 0.93% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 30,456 | $4,594,592 | 0.91% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 49,194 | $4,593,243 | 0.91% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 99,974 | $4,393,857 | 0.87% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 17,661 | $4,301,335 | 0.86% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 12,309 | $4,202,046 | 0.84% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 49,693 | $4,170,732 | 0.83% | |
| VRTX |
Vertex Pharmaceuticals Inc
Healthcare
|
Added | 10,405 | $4,075,013 | 0.81% |
Showing the top 50 of 98 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.