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:

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464287499

IWR|464287499

Shares:54.4K

Value:$4.6M

% of Portfolio:0.5% ($4.6M/$856.7M)

464287655

IWM|464287655

Shares:22.3K

Value:$4.5M

% of Portfolio:0.5% ($4.5M/$856.7M)

Grindr Inc.

GRND|39854F101

Shares:238.5K

Value:$4.3M

% of Portfolio:0.5% ($4.3M/$856.7M)

46434G103

IEMG|46434G103

Shares:76.0K

Value:$4.1M

% of Portfolio:0.5% ($4.1M/$856.7M)

Meta Platforms, Inc.

META|30303M102

Shares:6.8K

Value:$3.9M

% of Portfolio:0.5% ($3.9M/$856.7M)

SPDR GOLD TRUST

GLD|78463V107

Shares:12.6K

Value:$3.6M

% of Portfolio:0.4% ($3.6M/$856.7M)

46438F101

Shares:72.4K

Value:$3.4M

% of Portfolio:0.4% ($3.4M/$856.7M)

922908751

VB|922908751

Shares:14.5K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$856.7M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:3.4K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$856.7M)

46436E718

Shares:31.8K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$856.7M)

VISA INC.

V|92826C839

Shares:9.1K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$856.7M)

922908769

VTI|922908769

Shares:11.2K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$856.7M)

HOME DEPOT, INC.

HD|437076102

Shares:8.3K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$856.7M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:13.0K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$856.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:11.9K

Value:$2.9M