Shorepoint Capital Partners LLC Portfolio Holdings

Shorepoint Capital Partners LLC

  • $418 Million
  • Q1 2025

Shorepoint Capital Partners LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $418 Million distributed in 190 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $32.5M, Broadcom Inc. with a value of $18M, Schwab Strategic Tr Us Dividen with a value of $13.7M, Jpmorgan Chase & CO with a value of $12.6M, and Microsoft Corp with a value of $12.1M.

Examining the 13F form we can see an decrease of $1.5M in the current position value, from $419M to 418M.

Shorepoint Capital Partners LLC is based out at Norwood, MA

Below you can find more details about Shorepoint Capital Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $418 Million
ETFs: $85.9 Million
Technology: $64.3 Million
Healthcare: $58.2 Million
Financial Services: $49.1 Million
Consumer Cyclical: $34.7 Million
Industrials: $31 Million
Energy: $25.5 Million
Consumer Defensive: $24.5 Million
Other: $44.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 190
  • Current Value $418 Million
  • Prior Value $419 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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