§ 13F · FUND PROFILE
Shorepoint Capital Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $502.8T (13F)Positions · 184Turnover · — · Q3Filed · Oct 3, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 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 | $29.0T | 5.8% | — |
| 2 | EVLN | MORGAN STANLEY ETF TRUST | 329K | $16.3T | 3.2% | — |
| 3 | AVGO | BROADCOM INC | 48K | $15.8T | 3.1% | — |
| 4 | AVGO | BROADCOM INC | 44K | $14.6T | 2.9% | — |
| 5 | SCHD | SCHWAB STRATEGIC TR | 473K | $12.9T | 2.6% | — |
| 6 | AEM | AGNICO EAGLE MINES LTD | 68K | $11.5T | 2.3% | — |
| 7 | JPM | JPMORGAN CHASE & CO. | 35K | $10.9T | 2.2% | — |
| 8 | SCHG | SCHWAB STRATEGIC TR | 336K | $10.7T | 2.1% | — |
| 9 | JSCP | J P MORGAN EXCHANGE TRADED F | 204K | $9.7T | 1.9% | — |
| 10 | MSFT | MICROSOFT CORP | 17K | $8.9T | 1.8% | — |
§ 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 $502756.8 trillion in assets. The fund runs a portfolio of 184 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed