Fort Point Capital Partners LLC

CIK 0001589282 · Q2 2026

13F Equity AUM

$1.4B

+75.0% QoQ

Positions

247

+27 QoQ

AUM Rank

#2,801

Top 22%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #3,516 · Top 42%

vs S&P -2.7%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 50.0%Top 10: 60.8%Top 20: 73.5%

SPACE EXPLORATION TECHN CORP26.1%

SPY13.1%

VOO4.2%

AGG3.5%

VTEB3.1%

IEFA3.0%

MUB2.3%

VEA1.9%

SCMB1.8%

IVV1.8%

Others (237)39.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services59.8%

Unclassified26.1%

Technology5.6%

Consumer Defensive2.1%

Communication Services2.0%

Other4.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 247Median: 0.06%Avg: 0.40%

0–0.5%

216(18.6%)

0.5–1%

14(10.8%)

1–3%

11(17.6%)

3–5%

4(13.8%)

5%+

2(39.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 247vs 20 funds

0%Low

247

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New35Increased105Decreased68Exited8

New Positions

SPACE EXPLORATION TE…26.1%

+2.2M

SPTM0.2%

+34K

DFUS0.1%

+27K

FBTC0.1%

+27K

DFUV0.1%

+25K

MINT0.1%

+13K

DFIV0.1%

+14K

DFAS0.0%

+8K

DFAT0.0%

+9K

DELL0.0%

+908

Increased

SCMB1.8%

+311K(+44%)

VBIL1.6%

+212K(+257%)

VFLO1.0%

+162K(+100%)

VO0.9%

+135K(+400%)

VTEB3.1%

+128K(+17%)

SPY13.1%

+77K(+44%)

BND0.5%

+65K(+218%)

SPDW0.9%

+47K(+21%)

VEA1.9%

+41K(+12%)

SPMB0.1%

+34K(+57%)

Decreased

CLSK0.6%

-150,000(-21%)

GRND0.4%

-90,959(-18%)

BIL1.4%

-69,305(-24%)

IBIT0.0%

-21,303(-63%)

MUB2.3%

-18,807(-6%)

SGOV0.2%

-8,706(-23%)

NAD0.0%

-4,022(-27%)

XLK0.1%

-3,979(-42%)

NYF0.0%

-3,144(-42%)

RSP0.1%

-2,568(-29%)

Exited

-2,643

-8,412

-1,647

-3,263

-3,696

-5,980

-4,188

-7,181

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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