§ 13F · FUND PROFILE
Shorepoint Capital Partners LLC.
AUM · $503M (13F)Positions · 184Turnover · n/a · Q3Filed · Oct 3, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$390M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED OCT 3, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 627K | $29M | 5.8% | NEW |
| 2 | EVLN | MORGAN STANLEY ETF TRUST | 329K | $16M | 3.2% | NEW |
| 3 | AVGO | BROADCOM INC | 48K | $16M | 3.1% | NEW |
| 4 | AVGO | BROADCOM INC | 44K | $15M | 2.9% | — |
| 5 | SCHD | SCHWAB STRATEGIC TR | 473K | $13M | 2.6% | NEW |
| 6 | AEM | AGNICO EAGLE MINES LTD | 68K | $12M | 2.3% | NEW |
| 7 | JPM | JPMORGAN CHASE & CO. | 35K | $11M | 2.2% | NEW |
| 8 | SCHG | SCHWAB STRATEGIC TR | 336K | $11M | 2.1% | NEW |
| 9 | JSCP | J P MORGAN EXCHANGE TRADED F | 204K | $10M | 1.9% | NEW |
| 10 | MSFT | MICROSOFT CORP | 17K | $9M | 1.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHOREPOINT SIGNAL
AC read
Shorepoint Capital Partners LLC is a Other fund managing $503 million in assets. The fund runs a portfolio of 184 positions.
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