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

Page 12 of 15

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AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.8K

Value:$399.3K

% of Portfolio:0.0% ($399.3K/$856.7M)

381430305

Shares:10.3K

Value:$397.4K

% of Portfolio:0.0% ($397.4K/$856.7M)

Sony Group Corp

SONY|835699307

Shares:15.5K

Value:$394.7K

% of Portfolio:0.0% ($394.7K/$856.7M)

MOODYS CORP /DE/

MCO|615369105

Shares:842

Value:$392.1K

% of Portfolio:0.0% ($392.1K/$856.7M)

301505475

Shares:10.3K

Value:$391.8K

% of Portfolio:0.0% ($391.8K/$856.7M)

COCA COLA CO

KO|191216100

Shares:5.5K

Value:$391.0K

% of Portfolio:0.0% ($391.0K/$856.7M)

Hims & Hers Health, Inc.

HIMS|433000106

Shares:13.1K

Value:$385.7K

% of Portfolio:0.0% ($385.7K/$856.7M)

025072604

AVEM|025072604

Shares:6.4K

Value:$385.3K

% of Portfolio:0.0% ($385.3K/$856.7M)

Victory Capital Holdings, Inc.

VCTR|92645B103

Shares:6.6K

Value:$380.6K

% of Portfolio:0.0% ($380.6K/$856.7M)

Blue Owl Capital Corp

OBDC|69121K104

Shares:25.9K

Value:$379.0K

% of Portfolio:0.0% ($379.0K/$856.7M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:3.4K

Value:$376.4K

% of Portfolio:0.0% ($376.4K/$856.7M)

3M CO

MMM|88579Y101

Shares:2.6K

Value:$374.6K

% of Portfolio:0.0% ($374.6K/$856.7M)

25434V401

Shares:6.1K

Value:$368.1K

% of Portfolio:0.0% ($368.1K/$856.7M)

78464A839

Shares:4.8K

Value:$366.9K

% of Portfolio:0.0% ($366.9K/$856.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:8.1K

Value:$366.2K

% of Portfolio:0.0% ($366.2K/$856.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:5.0K

Value:$362.0K

% of Portfolio:0.0% ($362.0K/$856.7M)

922042866

VPL|922042866

Shares:4.9K

Value:$357.8K

% of Portfolio:0.0% ($357.8K/$856.7M)

81369Y605

Shares:7.1K

Value:$355.3K

% of Portfolio:0.0% ($355.3K/$856.7M)

GE Vernova Inc.

GEV|36828A101

Shares:1.2K

Value:$354.7K

% of Portfolio:0.0% ($354.7K/$856.7M)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.3K

Value:$352.9K

% of Portfolio:0.0% ($352.9K/$856.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.8K	QoQ -0.59% (-11) YoY -7.27% (-144)	All Managers (Combined)	$399.3K	0.0% ($399.3K/$856.7M)	QoQ +17.93% (-$60.7K) YoY +2.11% (-$8.3K)
(cusip381430305)✕	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$397.4K	0.0% ($397.4K/$856.7M)	QoQ NEW(+$397.4K) YoY NEW(+$397.4K)
Sony Group Corp(SONYcusip835699307)	15.5K	QoQ +0.73% (+113) YoY +283.09% (+11.5K)	All Managers (Combined)	$394.7K	0.0% ($394.7K/$856.7M)	QoQ +20.86% (+$68.2K) YoY +13.44% (+$46.8K)
MOODYS CORP /DE/(MCOcusip615369105)	842	QoQ -3.88% (-34) YoY -4.96% (-44)	All Managers (Combined)	$392.1K	0.0% ($392.1K/$856.7M)	QoQ -5.44% (-$22.6K) YoY +12.60% (-$43.9K)
(cusip301505475)✕	10.3K	QoQ NEW(+10.3K) YoY NEW(+10.3K)	All Managers (Combined)	$391.8K	0.0% ($391.8K/$856.7M)	QoQ NEW(+$391.8K) YoY NEW(+$391.8K)
COCA COLA CO(KOcusip191216100)	5.5K	QoQ -7.70% (-456) YoY +13.04% (+630)	All Managers (Combined)	$391.0K	0.0% ($391.0K/$856.7M)	QoQ +6.17% (-$22.7K) YoY +32.33% (+$95.5K)
Hims & Hers Health, Inc.(HIMScusip433000106)	13.1K	QoQ NEW(+13.1K) YoY NEW(+13.1K)	All Managers (Combined)	$385.7K	0.0% ($385.7K/$856.7M)	QoQ NEW(+$385.7K) YoY NEW(+$385.7K)
(AVEMcusip025072604)	6.4K	QoQ 0.00% (+0) YoY NEW(+6.4K)	All Managers (Combined)	$385.3K	0.0% ($385.3K/$856.7M)	QoQ +2.34% (+$8.8K) YoY NEW(+$385.3K)
Victory Capital Holdings, Inc.(VCTRcusip92645B103)	6.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$380.6K	0.0% ($380.6K/$856.7M)	QoQ -11.59% (-$49.9K) YoY +36.38% (+$101.5K)
Blue Owl Capital Corp(OBDCcusip69121K104)	25.9K	QoQ NEW(+25.9K) YoY NEW(+25.9K)	All Managers (Combined)	$379.0K	0.0% ($379.0K/$856.7M)	QoQ NEW(+$379.0K) YoY NEW(+$379.0K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	3.4K	QoQ -35.49% (-1.8K) YoY -37.34% (-2.0K)	All Managers (Combined)	$376.4K	0.0% ($376.4K/$856.7M)	QoQ -21.73% (-$104.6K) YoY -4.15% (-$16.3K)
3M CO(MMMcusip88579Y101)	2.6K	QoQ +2.49% (+62) YoY NEW(+2.6K)	All Managers (Combined)	$374.6K	0.0% ($374.6K/$856.7M)	QoQ +16.60% (+$53.4K) YoY NEW(+$374.6K)
(cusip25434V401)✕	6.1K	QoQ 0.00% (-0) YoY NEW(+6.1K)	All Managers (Combined)	$368.1K	0.0% ($368.1K/$856.7M)	QoQ -5.12% (-$19.9K) YoY NEW(+$368.1K)
(cusip78464A839)✕	4.8K	QoQ +0.23% (-11) YoY +1.42% (+67)	All Managers (Combined)	$366.9K	0.0% ($366.9K/$856.7M)	QoQ -3.70% (-$14.1K) YoY +2.83% (+$10.1K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	8.1K	QoQ +12.76% (+914) YoY +15.64% (+1.1K)	All Managers (Combined)	$366.2K	0.0% ($366.2K/$856.7M)	QoQ +27.90% (+$79.9K) YoY +25.00% (+$73.3K)
Uber Technologies, Inc(UBERcusip90353T100)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$362.0K	0.0% ($362.0K/$856.7M)	QoQ NEW(+$362.0K) YoY NEW(+$362.0K)
(VPLcusip922042866)	4.9K	QoQ +3.52% (+168) YoY +11.44% (+507)	All Managers (Combined)	$357.8K	0.0% ($357.8K/$856.7M)	QoQ +5.59% (+$18.9K) YoY +6.20% (+$20.9K)
(cusip81369Y605)✕	7.1K	QoQ -0.87% (-63) YoY NEW(+7.1K)	All Managers (Combined)	$355.3K	0.0% ($355.3K/$856.7M)	QoQ +2.15% (-$7.5K) YoY NEW(+$355.3K)
GE Vernova Inc.(GEVcusip36828A101)	1.2K	QoQ +12.81% (+132) YoY NEW(+1.2K)	All Managers (Combined)	$354.7K	0.0% ($354.7K/$856.7M)	QoQ +4.70% (+$15.9K) YoY NEW(+$354.7K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.3K	QoQ +7.53% (+161) YoY +13.93% (+281)	All Managers (Combined)	$352.9K	0.0% ($352.9K/$856.7M)	QoQ +7.54% (+$24.8K) YoY +3.38% (+$11.6K)