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Fort Point Capital Partners LLC - Portfolio Stock Holdings

Fort Point Capital Partners LLC disclosed 239 stock positions in a recent SEC 13F filing. $742,334,254 of stock holdings were filed, with the largest holdings including SPY, AGG, and VOO. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $2,894,516,636 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

239

Est. Stock Holding Value:

$742,334,254

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Fort Point Capital Partners LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Fort Point Capital Partners LLC

Stock
Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.