Fort Point Capital Partners LLC Portfolio Holdings
Fort Point Capital Partners LLC
- $794 Million
- Q3 2025
Fort Point Capital Partners LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $794 Million distributed in 212 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 $67.1M, Vanguard Index Fds S&P 500 ETF with a value of $45.9M, Ishares Core U.S. Aggregate Bo with a value of $41.2M, Vanguard Mun Bd Fds Tax Exempt with a value of $33.7M, and Spdr Bloomberg 1 3 Month T Bil with a value of $32.1M.
Examining the 13F form we can see an decrease of $366M in the current position value, from $1.16B to 794M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 212
- Current Value $794 Million
- Prior Value $1.16 Billion
- Filing
- Period Q3 2025
- Filing Date November 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 8 stocks
- Additional Purchases 41 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks