Fund Holdings

Fort Point Capital Partners LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR INDEX SHS FDS0328,084+328,084015,390,4162.02%+15,390,416
SPDR INDEX SHS FDS0221,540+221,540010,113,2901.33%+10,113,290
ISHARES TR0326,937+326,937034,704,3144.55%+34,704,314
AT&T INC(T)020,245+20,24506,637,8000.87%+6,637,800
APPLE INC(AAPL)068,631+68,631017,417,8242.28%+17,417,824
VICTORY PORTFOLIOS II0161,756+161,75606,386,1270.84%+6,386,127
GRINDR INC(GRND)0497,500+497,50006,014,7750.79%+6,014,775
SPDR SERIES TRUST0285,733+285,733026,184,5303.43%+26,184,530
ISHARES TR030,513+30,513019,931,6242.61%+19,931,624
GMO ETF TRUST062,247+62,24702,255,8620.30%+2,255,862
ISHARES TR0478,375+478,375047,488,2936.23%+47,488,293
CHEVRON CORPORATION(CVX)014,839+14,83903,070,2030.40%+3,070,203
BARCLAYS BANK PLC(DJP)025,427+25,42701,224,0560.16%+1,224,056
SCHWAB STRATEGIC TR0124,937+124,93703,868,0370.51%+3,868,037
BUILDERS FIRSTSOURCE INC(BLDR)016,371+16,37101,347,8240.18%+1,347,824
WALMART INC(WMT)013,514+13,51401,682,7720.22%+1,682,772
APOLLO GLOBAL MGMT INC(APO)05,056+5,0560563,3400.07%+563,340
BLUE OWL CAPITAL INC(OBDC)060,000+60,0000547,8000.07%+547,800
IRON MTN INC DEL(IRM)03,463+3,4630356,4200.05%+356,420
BLUE OWL TECHNOLOGY FIN CORP052,356+52,3560669,6900.09%+669,690
BXP INC(BXP)06,288+6,2880330,7520.04%+330,752
BP PLC(BP)014,857+14,8570698,2790.09%+698,279
AMERICAN TOWER CORP(AMT)01,782+1,7820307,5380.04%+307,538
META PLATFORMS INC(META)01,298+1,2980742,6410.10%+742,641
ISHARES GOLD TR(IAU)017,814+17,81401,570,4820.21%+1,570,482
WELLS FARGO & CO(WFC)09,988+9,9880795,1650.10%+795,165
ISHARES TR035,152+35,15203,417,8190.45%+3,417,819
DEERE & CO(DE)0936+9360528,7650.07%+528,765
TJX COS INC NEW(TJX)05,771+5,7710921,6610.12%+921,661
ROSS STORES INC(ROST)01,194+1,1940258,6560.03%+258,656
CONSOLIDATED EDISON INC(ED)02,264+2,2640256,2400.03%+256,240
ABBVIE INC(ABBV)06,906+6,90601,501,9860.20%+1,501,986
JOHNSON & JOHNSON(JNJ)03,064+3,0640749,0400.10%+749,040
ISHARES TR04,353+4,3530250,7660.03%+250,766
EXXON MOBIL CORP(XOM)04,643+4,6430787,6730.10%+787,673
SEAGATE TECHNOLOGY HLDNGS PL0623+6230244,5280.03%+244,528
D R HORTON INC(DHI)01,778+1,7780243,9770.03%+243,977
PROCTER & GAMBLE CO(PG)04,065+4,0650587,1700.08%+587,170
QUANTA SVCS INC0406+4060222,9020.03%+222,902
CATERPILLAR INC(CAT)03,878+3,87802,747,4790.36%+2,747,479
UNION PAC CORP(UNP)0855+8550207,4550.03%+207,455
ISHARES INC05,980+5,9800205,5920.03%+205,592
PFIZER INC(PFE)07,181+7,1810201,6410.03%+201,641
NUVEEN QUALITY MUNCP INCOME(NAD)014,668+14,6680169,7130.02%+169,713
GE VERNOVA INC(GEV)0674+6740588,6620.08%+588,662
JPMORGAN CHASE & CO(JPM)09,884+9,88402,907,5280.38%+2,907,528
ISHARES TR032,665+32,66502,205,8910.29%+2,205,891
COSTCO WHOLESALE CORPORATION(COST)01,127+1,12701,122,9770.15%+1,122,977
VERIZON COMMUNICATIONS INC(VZ)010,266+10,2660515,3400.07%+515,340
ORACLE CORP(ORCL)07,999+7,99901,176,7020.15%+1,176,702
MERCK & CO INC(MRK)06,908+6,9080836,7770.11%+836,777
GILEAD SCIENCES INC(GILD)03,320+3,3200462,7320.06%+462,732
AMGEN INC(AMGN)02,554+2,5540898,6250.12%+898,625
ALLSTATE CORP(ALL)03,990+3,9900831,5210.11%+831,521
STERLING INFRASTRUCTURE INC(STRL)01,000+1,0000407,2700.05%+407,270
FEDERAL RLTY INVT TR NEW(FRT)08,035+8,0350853,3970.11%+853,397
VANGUARD INDEX FDS04,421+4,4210867,3770.11%+867,377
NVIDIA CORPORATION(NVDA)022,837+22,83703,983,0410.52%+3,983,041
VILLAGE SUPER MKT INC08,891+8,8910375,4670.05%+375,467
CISCO SYS INC(CSCO)09,982+9,9820774,5030.10%+774,503
ALTRIA GROUP INC(MO)07,606+7,6060509,9820.07%+509,982
NETFLIX INC.(NFLX)04,586+4,5860440,9440.06%+440,944
HONEYWELL INTL INC(HON)02,643+2,6430597,3970.08%+597,397
NORTHROP GRUMMAN CORP(NOC)01,356+1,3560925,1170.12%+925,117
OCCIDENTAL PETE CORP(OXY)03,696+3,6960241,1660.03%+241,166
SNAP ON INC(SNA)01,108+1,1080402,4480.05%+402,448
BRISTOL-MYERS SQUIBB CO(BMY)06,602+6,6020400,4140.05%+400,414
MICRON TECHNOLOGY INC(MU)01,097+1,0970370,8760.05%+370,876
L3HARRIS TECHNOLOGIES INC(LHX)02,208+2,2080762,0910.10%+762,091
VANGUARD CALIF TAX FREE FDS025,160+25,16002,492,8740.33%+2,492,874
RTX CORPORATION(RTX)03,320+3,3200640,4280.08%+640,428
LOCKHEED MARTIN CORP(LMT)0559+5590337,8540.04%+337,854
HEWLETT PACKARD ENTERPRISE C(HPE)012,251+12,2510293,4420.04%+293,442
VISA INC(V)01,990+1,9900601,5320.08%+601,532
GLOBAL X FDS037,186+37,1860890,9770.12%+890,977
FLUOR CORP(FLR)04,889+4,8890228,0720.03%+228,072
ISHARES TR02,826+2,8260541,9720.07%+541,972
VERTEX PHARMACEUTICALS INC(VRTX)0593+5930264,7980.03%+264,798
FLEXSHARES TR07,939+7,9390437,9120.06%+437,912
EXPRO GROUP HOLDINGS NV(XPRO)013,515+13,5150235,2960.03%+235,296
ALPS ETF TR06,792+6,7920357,5540.05%+357,554
SPROTT ASSET MANAGEMENT LP(PHYS)050,000+50,00001,772,0000.23%+1,772,000
SPDR SERIES TRUST059,276+59,27601,327,1990.17%+1,327,199
THE CIGNA GROUP(CI)0940+9400250,7450.03%+250,745
ISHARES INC025,576+25,57602,011,8080.26%+2,011,808
CAL MAINE FOODS INC(CALM)03,182+3,1820251,8550.03%+251,855
ISHARES TR04,306+4,3060220,6140.03%+220,614
GERMAN AMERN BANCORP INC(GABC)05,000+5,0000208,9500.03%+208,950
ADVANCED MICRO DEVICES INC(AMD)01,127+1,1270229,2660.03%+229,266
ISHARES TR04,444+4,4440502,6610.07%+502,661
SPDR SERIES TRUST08,702+8,70201,269,9770.17%+1,269,977
FIRST TR EXCHANGE TRADED FD013,593+13,5930284,7050.04%+284,705
VANGUARD BD INDEX FDS03,183+3,1830249,5860.03%+249,586
BNY MELLON STRATEGIC MUNS IN010,885+10,885068,4670.01%+68,467
SCHWAB STRATEGIC TR017,834+17,8340383,2530.05%+383,253
ISHARES TR019,378+19,37802,408,8820.32%+2,408,882
BLACKROCK MUNIYIELD N Y QUAL010,099+10,099097,4670.01%+97,467
SPDR SERIES TRUST011,196+11,1960277,6610.04%+277,661
BANK AMERICA CORP012,200+12,2000594,7340.08%+594,734
ISHARES TR05,745+5,7450326,6610.04%+326,661
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