Fort Point Capital Partners LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $874 Million distributed in 303 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $88.2M, Vanguard Index Fds S&P 500 ETF with a value of $38.1M, Ishares Core U.S. Aggregate Bo with a value of $34.3M, Ishares Core S&P 500 ETF with a value of $29.3M, and Ishares National Muni Bond ETF with a value of $27.6M.
Examining the 13F form we can see an increase of $70.3M in the current position value, from $803M to 874M.
Fort Point Capital Partners LLC is based out at San Francisco, CA
Below you can find more details about Fort Point Capital Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$874 Million
ETFs: $572 Million
Technology: $106 Million
Financial Services: $45.9 Million
Consumer Cyclical: $30.6 Million
Communication Services: $29 Million
Consumer Defensive: $28.6 Million
Energy: $27.8 Million
Healthcare: $13.8 Million
Other: $17.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
