Shore Point Advisors, LLC

CIK

1907092

Location

BRIELLE, NJ

Portfolio Value

Small $366,253,546

Diversification

Diversified

Filing Date

Global Rank

#4,648 / 8,793 ▲ 222 · as of Jun 2026

Top Industry

Oil & Gas Integrated 17.2%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

45 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.1%

−2.3 pts

Top 5

79.2%

−0.9 pts

Top 10

93.7%

+2.0 pts

HHI

1,360

Diversified−102

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.7%	$354,322,681	20
Technology	0.9%	$3,408,107	7
Energy	0.7%	$2,470,682	4
Healthcare	0.5%	$1,871,414	3
Financial Services	0.4%	$1,310,847	4
Utilities	0.4%	$1,286,477	2
Consumer Cyclical	0.2%	$679,201	2
Communication Services	0.2%	$608,631	2
Industrials	0.1%	$295,506	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+190,189	972,082	$73,736,252
ACSG	American Century Small Cap Growth Insights ETF	+45,504	529,412	$40,918,747
DCOR	Dimensional US Core Equity 1 ETF	+37,789	1,537,129	$64,266,811
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+34,479	833,723	$54,804,581
FNDA	Schwab Fundamental U.S. Small Company ETF	+32,705	562,966	$23,277,026
AAAD	PGIM AAA CLO Aggregate Duration ETF	+31,543	242,425	$12,012,158
VB	Vanguard Morningstar Small-Cap ETF	+23,333	260,781	$56,309,586
—		+5,642	109,806	$7,105,546
VIGI	Vanguard International Dividend Appreciation ETF	+1,890	57,149	$4,428,966
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	+1,416	7,829	$405,581
NJR	New Jersey Resources Corp	+1,134	17,099	$958,227
FAAA	Fidelity AAA CLO ETF	+966	86,451	$3,932,655
XOM	ExxonMobil Holdings Corp	+162	8,965	$1,225,694
IVZ	Invesco Ltd.	+53	7,448	$207,054
VEA	Vanguard FTSE Developed Markets ETF	+49	5,725	$407,906
JNJ	Johnson & Johnson	+3	1,809	$459,431
No positions match the current search.

Trimmed

Positions the filer reduced

13 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−7,286	4,109	$1,188,980
BKF	iShares MSCI BIC ETF	−2,269	14,457	$1,088,322
—		−2,254	31,891	$2,922,491
NVDA	Nvidia Corp	−1,499	1,230	$246,110
PLTR	Palantir Technologies Inc.	−570	2,000	$233,340
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−398	93,890	$6,364,803
ADP	Automatic Data Processing Inc	−156	4,194	$939,246
T	At&T Inc.	−122	12,847	$265,932
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	−117	24,114	$978,666
VZ	Verizon Communications Inc	−73	8,094	$342,699
MSFT	Microsoft Corp	−21	885	$330,122
IBM	International Business Machines Corp	−18	940	$264,337
CWI	State Street SPDR MSCI ACWI ex-US ETF	−6	6,419	$476,995
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	303	$223,129
NCIQ	Hashdex Nasdaq CME Crypto Index ETF	14,668	$214,299
JPM	Jpmorgan Chase & Co	632	$206,872
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
BITW	Bitwise 10 Crypto Index ETF	7,049	$314,434
BITB	Bitwise Bitcoin ETF	6,578	$242,136
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

45 tracked positions · $366,253,546 total · filing declares 77 positions · $292,352,874 · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	972,082	+190,189	$73,736,252	+43.2%	20.13%
DCOR	Dimensional US Core Equity 1 ETF	Added	1,537,129	+37,789	$64,266,811	+10.7%	17.55%
VB	Vanguard Morningstar Small-Cap ETF	Added	260,781	+23,333	$56,309,586	+20.9%	15.37%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	833,723	+34,479	$54,804,581	—	14.96%
ACSG	American Century Small Cap Growth Insights ETF	Added	529,412	+45,504	$40,918,747	+29.4%	11.17%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	562,966	+32,705	$23,277,026	+18.8%	6.36%
AAAD	PGIM AAA CLO Aggregate Duration ETF	Added	242,425	+31,543	$12,012,158	+15.1%	3.28%
		Added	109,806	+5,642	$7,105,546	+13.5%	1.94%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	93,890	-398	$6,364,803	+16.3%	1.74%
VIGI	Vanguard International Dividend Appreciation ETF	Added	57,149	+1,890	$4,428,966	+7.1%	1.21%
FAAA	Fidelity AAA CLO ETF	Added	86,451	+966	$3,932,655	+0.8%	1.07%
		Reduced	31,891	-2,254	$2,922,491	−6.6%	0.80%
XOM	ExxonMobil Holdings Corp Energy	Added	8,965	+162	$1,225,694	−17.9%	0.33%
AAPL	Apple Inc. Technology	Reduced	4,109	-7,286	$1,188,980	−58.9%	0.32%
MRK	Merck & Co., Inc. Healthcare	Held	8,837	0	$1,135,554	+6.8%	0.31%
BKF	iShares MSCI BIC ETF	Reduced	14,457	-2,269	$1,088,322	+0.5%	0.30%
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	Reduced	24,114	-117	$978,666	−0.4%	0.27%
NJR	New Jersey Resources Corp Utilities	Added	17,099	+1,134	$958,227	+9.3%	0.26%
ADP	Automatic Data Processing Inc Technology	Reduced	4,194	-156	$939,246	+6.3%	0.26%
CVX	Chevron Corp Energy	Held	4,950	0	$820,512	−19.9%	0.22%
CB	Chubb Ltd Financial Services	Held	1,912	0	$651,494	+4.5%	0.18%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	6,419	-6	$476,995	+12.3%	0.13%
JNJ	Johnson & Johnson Healthcare	Added	1,809	+3	$459,431	+4.1%	0.13%
BNDC	FlexShares Core Select Bond Fund	Held	4,984	0	$448,161	+13.7%	0.12%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,142	0	$423,213	+13.3%	0.12%
VEA	Vanguard FTSE Developed Markets ETF	Added	5,725	+49	$407,906	+12.1%	0.11%
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	Added	7,829	+1,416	$405,581	+21.7%	0.11%
TPL	Texas Pacific Land Corp Energy	Held	900	0	$393,876	−7.8%	0.11%
VZ	Verizon Communications Inc Communication Services	Reduced	8,094	-73	$342,699	−16.4%	0.09%
MSFT	Microsoft Corp Technology	Reduced	885	-21	$330,122	−1.6%	0.09%
ES	Eversource Energy Utilities	Held	4,542	0	$328,250	+4.3%	0.09%
VRSK	Verisk Analytics, Inc. Industrials	Held	1,646	0	$295,506	−5.4%	0.08%
SYK	Stryker Corp Healthcare	Held	878	0	$276,429	−4.2%	0.08%
T	At&T Inc. Communication Services	Reduced	12,847	-122	$265,932	−29.3%	0.07%
IBM	International Business Machines Corp Technology	Reduced	940	-18	$264,337	+13.8%	0.07%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,161	0	$255,988	−6.7%	0.07%
NVDA	Nvidia Corp Technology	Reduced	1,230	-1,499	$246,110	−48.3%	0.07%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	1,852	0	$245,427	−2.0%	0.07%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,000	-570	$233,340	−37.9%	0.06%
QQQ	Invesco Qqq Trust, Series 1	NEW	303	NEW	$223,129	NEW	0.06%
NCIQ	Hashdex Nasdaq CME Crypto Index ETF	NEW	14,668	NEW	$214,299	NEW	0.06%
IVZ	Invesco Ltd. Financial Services	Added	7,448	+53	$207,054	−0.3%	0.06%
JPM	Jpmorgan Chase & Co Financial Services	NEW	632	NEW	$206,872	NEW	0.06%
BR	Broadridge Financial Solutions, Inc. Technology	Held	1,504	0	$205,972	−15.7%	0.06%
DNN	Denison Mines Corp. Energy	Held	10,000	0	$30,600	−13.3%	0.01%

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.