1y return+15.9%S&P 500 +20.9%
3y return+46.5%S&P 500 +68.5%
5y return+32.0%S&P 500 +74.5%
10y return+160.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $260 against $357 in the S&P 500.2
Fort Point Capital Partners LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $76.0M | 8.1% | +2.2% |
| VOOVanguard Index Fds | $60.7M | 6.5% | +12.6% |
| AGGIshares Tr | $49.7M | 5.3% | +5.0% |
| VTEBVanguard Mun Bd Fds | $44.5M | 4.7% | +17.0% |
| IEFAIshares Tr | $43.6M | 4.7% | +6.2% |
| MUBIshares Tr | $33.2M | 3.5% | −5.8% |
| VEAVanguard Tax-managed Fds | $26.9M | 2.9% | +12.1% |
| SCMBSchwab Strategic Tr | $26.2M | 2.8% | +44.2% |
| IVVIshares Tr | $25.2M | 2.7% | +10.3% |
| VBILVanguard Instl Index Fd | $22.3M | 2.4% | +256.9% |
| AAPLApple Inc | $21.7M | 2.3% | +9.2% |
| FRPTFreshpet Inc | $20.5M | 2.2% | |
| BILSpdr Series Trust | $19.8M | 2.1% | −24.3% |
| EFAIshares Tr | $18.1M | 1.9% | |
| SPEMSpdr Index Shs Fds | $17.9M | 1.9% | +5.6% |
| SCHFSchwab Strategic Tr | $17.3M | 1.9% | |
| VFLOVictory Portfolios II | $13.8M | 1.5% | +100.0% |
| VOVanguard Index Fds | $13.6M | 1.4% | +24.9% |
| SPDWSpdr Index Shs Fds | $13.5M | 1.4% | +21.3% |
| SCHASchwab Strategic Tr | $12.7M | 1.4% | +6.1% |
| VWOVanguard Intl Equity Index F | $12.6M | 1.4% | +11.1% |
| Dimensional Etf TrustCUSIP 25434V708 | $10.9M | 1.2% | +1.5% |
| GOOGAlphabet Inc | $10.0M | 1.1% | |
| IEMGIshares Inc | $9.9M | 1.1% | +19.9% |
| GOOGLAlphabet Inc | $9.8M | 1.0% | +30.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $5.6M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $5.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $9.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $10.0M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $21.7M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $6.7M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $60.7M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $76.0M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $25.2M |
| IWBIshares Tr | June 30, 2020 | +138.5% | $9.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $597K
- AOMIshares Tr was $398K
- VTEIVanguard Mun Bd Fds was $326K
- CRMSalesforce Inc was $307K
- OXYOccidental Pete Corp was $241K
- NKENike Inc was $223K
- DVYEIshares Inc was $206K
- PFEPfizer Inc was $202K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.7% | +14.8% |
| March 31, 2026 | −2.3% | −4.6% |
| December 31, 2025 | +0.9% | +2.4% |
| September 30, 2025 | +7.2% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | −0.2% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +1.7% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +8.6% | +11.2% |
| September 30, 2023 | −2.5% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | +5.0% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −16.6% | −16.5% |
| March 31, 2022 | −7.3% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Fort Point Capital Partners LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1589282&type=13F-HR&dateb=&owner=include&count=40CIK 1589282
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1589282/000158928226000006/Filed August 14, 2026 · accession 0001589282-26-000006