Shore Point Advisors, LLC

CIK

1907092

Location

BRIELLE, NJ

Portfolio Value

Micro $14,580,410

Diversification

Diversified

Filing Date

Global Rank

#7,936 / 8,605 ▲ 173 · as of Mar 2026

Top Industry

Consumer Electronics 20.6%

3Y Alpha vs SPY

-12.9%

Period ended 3 months ago

Filed Apr 8, 2026 · 3mo

18 quarters · since Dec 2021

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

+27.1%

SPY

+76.5%

Annualised alpha

-12.5%

Max drawdown

−14.4%

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

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

Top Position

19.8%

+10.6 pts

Top 5

50.5%

+8.9 pts

Top 10

70.0%

+8.0 pts

HHI

786

Diversified+257

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.3%	$5,439,598	7
Energy	20.4%	$2,980,075	4
Healthcare	12.3%	$1,792,962	3
Utilities	8.2%	$1,191,466	2
Financial Services	6.0%	$873,623	2
Communication Services	5.4%	$785,954	2
Consumer Cyclical	4.4%	$647,834	2
Unclassified	3.8%	$556,570	2
Industrials	2.1%	$312,328	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+7,199	11,395	$2,891,937
NVDA	Nvidia Corp	+1,612	2,729	$475,937
BITW	Bitwise 10 Crypto Index ETF	+1,523	7,049	$314,434
PLTR	Palantir Technologies Inc.	+570	2,570	$375,939
ADP	Automatic Data Processing Inc	+332	4,350	$883,833
VZ	Verizon Communications Inc	+65	8,167	$409,983
IBM	International Business Machines Corp	+18	958	$232,209
JNJ	Johnson & Johnson	+3	1,806	$441,458
CB	Chubb Ltd	+1	1,912	$623,178
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
CVX	Chevron Corp	−1,020	4,950	$1,024,155
MRK	Merck & Co., Inc.	−460	8,837	$1,063,002
NJR	New Jersey Resources Corp	−140	15,965	$876,797
TPL	Texas Pacific Land Corp	−18	900	$427,104
MSFT	Microsoft Corp	−9	906	$335,374
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
ZION	Zions Bancorporation, National Association /Ut/	4,000	$234,160
OCSL	Oaktree Specialty Lending Corp	15,000	$191,100
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 positions · $14,580,410 total · as of Mar 31, 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
AAPL	Apple Inc. Technology	Added	11,395	+7,199	$2,891,937	+153.5%	19.83%
XOM	Exxon Mobil Corp Energy	Held	8,803	0	$1,493,516	+41.0%	10.24%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,837	-460	$1,063,002	+8.6%	7.29%
CVX	Chevron Corp Energy	Reduced	4,950	-1,020	$1,024,155	+12.6%	7.02%
ADP	Automatic Data Processing Inc Technology	Added	4,350	+332	$883,833	−14.5%	6.06%
NJR	New Jersey Resources Corp Utilities	Reduced	15,965	-140	$876,797	+18.0%	6.01%
CB	Chubb Ltd Financial Services	Added	1,912	+1	$623,178	+4.5%	4.27%
NVDA	Nvidia Corp Technology	Added	2,729	+1,612	$475,937	+128.5%	3.26%
JNJ	Johnson & Johnson Healthcare	Added	1,806	+3	$441,458	+18.3%	3.03%
TPL	Texas Pacific Land Corp Energy	Reduced	900	-18	$427,104	+62.0%	2.93%
VZ	Verizon Communications Inc Communication Services	Added	8,167	+65	$409,983	+24.2%	2.81%
T	At&T Inc. Communication Services	Held	12,969	0	$375,971	+16.7%	2.58%
PLTR	Palantir Technologies Inc. Technology	Added	2,570	+570	$375,939	+5.7%	2.58%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,142	0	$373,513	+5.4%	2.56%
MSFT	Microsoft Corp Technology	Reduced	906	-9	$335,374	−24.2%	2.30%
ES	Eversource Energy Utilities	Held	4,542	0	$314,669	+2.9%	2.16%
BITW	Bitwise 10 Crypto Index ETF	Added	7,049	+1,523	$314,434	−3.2%	2.16%
VRSK	Verisk Analytics, Inc. Industrials	Held	1,646	0	$312,328	−15.2%	2.14%
SYK	Stryker Corp Healthcare	Held	878	0	$288,502	−6.5%	1.98%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,161	0	$274,321	−2.0%	1.88%
HIG	Hartford Insurance Group, Inc. Financial Services	Held	1,852	0	$250,445	−1.9%	1.72%
BR	Broadridge Financial Solutions, Inc. Technology	Held	1,504	0	$244,369	−27.2%	1.68%
BITB	Bitwise Bitcoin ETF	Held	6,578	0	$242,136	−22.6%	1.66%
IBM	International Business Machines Corp Technology	Added	958	+18	$232,209	−16.6%	1.59%
DNN	Denison Mines Corp. Energy	Held	10,000	0	$35,300	+32.7%	0.24%