Shore Point Advisors, LLC
Top Portfolio Positions
25 positions ·
$14,580,410 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,395 | $2,891,937 | 19.83% |
| XOM |
Exxon Mobil Corp
Energy
|
8,803 | $1,493,516 | 10.24% |
| MRK |
Merck & Co., Inc.
Healthcare
|
8,837 | $1,063,002 | 7.29% |
| CVX |
Chevron Corp
Energy
|
4,950 | $1,024,155 | 7.02% |
| ADP |
Automatic Data Processing Inc
Technology
|
4,350 | $883,833 | 6.06% |
| NJR |
New Jersey Resources Corp
Utilities
|
15,965 | $876,797 | 6.01% |
| CB |
Chubb Ltd
Financial Services
|
1,912 | $623,178 | 4.27% |
| NVDA |
Nvidia Corp
Technology
|
2,729 | $475,937 | 3.26% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,806 | $441,458 | 3.03% |
| TPL |
Texas Pacific Land Corp
Energy
|
900 | $427,104 | 2.93% |
Portfolio Trend
Holdings in BITW
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $314,434 | 7,049 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $324,707 | 5,526 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $440,347 | 5,591 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $322,453 | 4,902 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $219,398 | 4,395 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $248,159 | 4,112 | Shares | Sole | 2025-01-16 | |
| No quarters match your search. | ||||||