Fort-Point-Capital-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  "DJP",
  "ONON",
  "ZS",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "BABA",
  "ALL",
  "FRPT",
  null,
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CLS",
  "AVEM",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "FRT",
  null,
  "EXPE",
  null,
  null,
  null,
  "STOK",
  "GILD",
  "HLT",
  "HON",
  "HD",
  null,
  null,
  null,
  "UNP",
  null,
  "QCOM",
  null,
  null,
  null,
  "EMXC",
  "ITW",
  "BKNG",
  "MUB",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "LIN",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "MS",
  "EQIX",
  "GE",
  "ORLY",
  null,
  "BX",
  "AMP",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  null,
  null,
  "EEM",
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  null,
  "IEMG",
  "GSBD",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MSTR",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "SHW",
  "SHOP",
  "SNA",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  null,
  "BP",
  "AMT",
  null,
  null,
  "IBM",
  "SYK",
  "TXN",
  "TJX",
  "UBER",
  "VNQ",
  "VO",
  "RNA",
  null,
  "VWO",
  null,
  null,
  null,
  null,
  null,
  "PRMB",
  null,
  null,
  "VIG",
  null,
  "IWN",
  null,
  null,
  null,
  null,
  "VRTX",
  "EA",
  "GRND",
  null,
  "AON",
  "SONY",
  "SDY",
  "WM",
  "IWR",
  null,
  "GSLC",
  null,
  "RACE",
  "AMZN",
  null,
  "ESGD",
  null,
  "HIMS",
  null,
  null,
  null,
  "VEU",
  "VPL",
  null,
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  null,
  "VGLT",
  "VTWO",
  "VTEB",
  "BND",
  "VB",
  "VOO",
  "VTV",
  "VEEV",
  "VCTR",
  "VLGEA",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  "WDAY",
  "YUM",
  null,
  "GEN",
  "DVY",
  null,
  null,
  "SCHF",
  "SCHA",
  "IEP",
  null,
  "TTD",
  null,
  "PSX",
  "CRM",
  "DIA",
  null,
  null,
  null,
  "GEV",
  "DGRO",
  "SPYV",
  null,
  "ESGU",
  "NRG",
  "FDX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BHC",
  "BRK-A",
  "BRK-B",
  "OWL",
  "BMY",
  "BR",
  "BXP",
  "CALM",
  "CDNS",
  "CG",
  "CBOE",
  "CVX",
  "CMG",
  "CSCO",
  "CLSK",
  "KO",
  "COST",
  "CRWD",
  "DE",
  null,
  null,
  null,
  "DFAC",
  "DFS",
  "RSP",
  "EFA",
  "MCO",
  "USMV",
  "IWB",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 295
Total Value: 856705212
Accession Number: 0001879202-25-000016
Form Type: 13F-HR
CIK: fort-point-capital-partners
Manager Name: Fort-Point-Capital-Partners

Data Enrichment

68% identified

200 identified95 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

295 positions • $856.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287432

Shares:6.1K

Value:$557.1K

% of Portfolio:0.1% ($557.1K/$856.7M)

464287242

Shares:5.0K

Value:$548.0K

% of Portfolio:0.1% ($548.0K/$856.7M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.2K

Value:$544.5K

% of Portfolio:0.1% ($544.5K/$856.7M)

BXP, Inc.

BXP|101121101

Shares:8.1K

Value:$541.5K

% of Portfolio:0.1% ($541.5K/$856.7M)

464287788

Shares:4.7K

Value:$526.0K

% of Portfolio:0.1% ($526.0K/$856.7M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.7K

Value:$523.5K

% of Portfolio:0.1% ($523.5K/$856.7M)

92189F676

Shares:2.5K

Value:$522.8K

% of Portfolio:0.1% ($522.8K/$856.7M)

46641Q332

Shares:9.1K

Value:$520.9K

% of Portfolio:0.1% ($520.9K/$856.7M)

922907738

Shares:5.2K

Value:$518.2K

% of Portfolio:0.1% ($518.2K/$856.7M)

46434G863

Shares:14.8K

Value:$515.6K

% of Portfolio:0.1% ($515.6K/$856.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.2K

Value:$515.6K

% of Portfolio:0.1% ($515.6K/$856.7M)

25434V609

Shares:10.0K

Value:$514.9K

% of Portfolio:0.1% ($514.9K/$856.7M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.1K

Value:$514.4K

% of Portfolio:0.1% ($514.4K/$856.7M)

92206C664

VTWO|92206C664

Shares:6.3K

Value:$505.4K

% of Portfolio:0.1% ($505.4K/$856.7M)

38150W107

Shares:10.4K

Value:$504.5K

% of Portfolio:0.1% ($504.5K/$856.7M)

Stoke Therapeutics, Inc.

STOK|86150R107

Shares:75.4K

Value:$501.6K

% of Portfolio:0.1% ($501.6K/$856.7M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.0K

Value:$499.6K

% of Portfolio:0.1% ($499.6K/$856.7M)

BlackRock, Inc.

BLK|09290D101

Shares:522

Value:$494.1K

% of Portfolio:0.1% ($494.1K/$856.7M)

78468R671

Shares:7.7K

Value:$480.9K

% of Portfolio:0.1% ($480.9K/$856.7M)

464287150

ITOT|464287150

Shares:3.9K

Value:$477.9K

% of Portfolio:0.1% ($477.9K/$856.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	6.1K	QoQ -40.62% (-4.2K) YoY -41.02% (-4.3K)	All Managers (Combined)	$557.1K	0.1% ($557.1K/$856.7M)	QoQ -38.10% (-$343.0K) YoY -43.26% (-$424.9K)
(cusip464287242)✕	5.0K	QoQ -7.50% (-409) YoY -6.93% (-376)	All Managers (Combined)	$548.0K	0.1% ($548.0K/$856.7M)	QoQ -5.90% (-$34.4K) YoY -7.13% (-$42.1K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.2K	QoQ -24.50% (-1.0K) YoY +18.50% (+499)	All Managers (Combined)	$544.5K	0.1% ($544.5K/$856.7M)	QoQ -23.24% (-$164.9K) YoY +24.48% (+$107.1K)
BXP, Inc.(BXPcusip101121101)	8.1K	QoQ +27.02% (+1.7K) YoY +97.16% (+4.0K)	All Managers (Combined)	$541.5K	0.1% ($541.5K/$856.7M)	QoQ +14.77% (+$69.7K) YoY +102.81% (+$274.5K)
(cusip464287788)✕	4.7K	QoQ +7.00% (+305) YoY +34.12% (+1.2K)	All Managers (Combined)	$526.0K	0.1% ($526.0K/$856.7M)	QoQ +9.19% (+$44.3K) YoY +58.24% (+$193.6K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.7K	QoQ +1.37% (+50) YoY +6.78% (+234)	All Managers (Combined)	$523.5K	0.1% ($523.5K/$856.7M)	QoQ +10.01% (+$47.7K) YoY +17.40% (+$77.6K)
(cusip92189F676)✕	2.5K	QoQ 0.00% (-0) YoY +2.14% (-52)	All Managers (Combined)	$522.8K	0.1% ($522.8K/$856.7M)	QoQ -12.67% (-$75.9K) YoY -3.98% (-$21.7K)
(cusip46641Q332)✕	9.1K	QoQ +33.21% (+2.3K) YoY +79.50% (+4.0K)	All Managers (Combined)	$520.9K	0.1% ($520.9K/$856.7M)	QoQ +32.29% (+$127.2K) YoY +77.26% (+$227.1K)
(cusip922907738)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$518.2K	0.1% ($518.2K/$856.7M)	QoQ NEW(+$518.2K) YoY NEW(+$518.2K)
(cusip46434G863)✕	14.8K	QoQ 0.00% (+0) YoY -0.78% (-117)	All Managers (Combined)	$515.6K	0.1% ($515.6K/$856.7M)	QoQ +4.67% (+$23.0K) YoY +7.58% (-$36.4K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.2K	QoQ -0.16% (-7) YoY -76.66% (-13.9K)	All Managers (Combined)	$515.6K	0.1% ($515.6K/$856.7M)	QoQ +0.65% (-$3.3K) YoY -71.97% (-$1.3M)
(cusip25434V609)✕	10.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$514.9K	0.1% ($514.9K/$856.7M)	QoQ -7.49% (-$41.7K) YoY -5.40% (-$29.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.1K	QoQ -22.13% (-882) YoY -33.74% (-1.6K)	All Managers (Combined)	$514.4K	0.1% ($514.4K/$856.7M)	QoQ -10.71% (-$61.7K) YoY -30.54% (-$226.3K)
(VTWOcusip92206C664)	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$505.4K	0.1% ($505.4K/$856.7M)	QoQ NEW(+$505.4K) YoY NEW(+$505.4K)
(cusip38150W107)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$504.5K	0.1% ($504.5K/$856.7M)	QoQ NEW(+$504.5K) YoY NEW(+$504.5K)
Stoke Therapeutics, Inc.(STOKcusip86150R107)	75.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$501.6K	0.1% ($501.6K/$856.7M)	QoQ -39.70% (-$330.4K) YoY -50.74% (-$516.7K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.0K	QoQ -8.34% (-634) YoY -19.86% (-1.7K)	All Managers (Combined)	$499.6K	0.1% ($499.6K/$856.7M)	QoQ -6.32% (-$33.7K) YoY -0.74% (-$3.7K)
BlackRock, Inc.(BLKcusip09290D101)	522	QoQ -3.86% (-21) YoY NEW(+522)	All Managers (Combined)	$494.1K	0.1% ($494.1K/$856.7M)	QoQ -11.24% (-$62.6K) YoY NEW(+$494.1K)
(cusip78468R671)✕	7.7K	QoQ +4.50% (-330) YoY 0.00% (+0)	All Managers (Combined)	$480.9K	0.1% ($480.9K/$856.7M)	QoQ -2.04% (-$10.0K) YoY +9.53% (+$41.9K)
(ITOTcusip464287150)	3.9K	QoQ 0.00% (-0) YoY -0.50% (-20)	All Managers (Combined)	$477.9K	0.1% ($477.9K/$856.7M)	QoQ -5.13% (-$25.9K) YoY +5.28% (-$24.0K)