Shore Point Advisors, LLC

CIK 0001907092 · Q2 2026

13F Equity AUM

$292.4M

+15.5% QoQ

Positions

-76 QoQ

AUM Rank

#6,663

Top 53%

Skill Alpha (FF)

-5.4%/yr^ns

No Clear Edge

Rank #7,511 · Top 91%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 47.8%Top 10: 63.2%Top 20: 82.6%

JMOM15.1%

VTV10.2%

AVSC8.0%

DFIS7.5%

IMTM7.1%

PULS4.1%

FNDA3.0%

JCPB2.9%

DFAE2.7%

DUSB2.6%

Others (67)36.8%

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

Sector Allocation

No sector data available.

Position Sizing

Positions: 77Median: 0.33%Avg: 1.30%

0–0.5%

46(8.1%)

0.5–1%

8(6.0%)

1–3%

16(31.1%)

3–5%

2(7.1%)

5%+

5(47.8%)

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

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Portfolio Overlap

Shared: 0Unique: 77vs 20 funds

0%Low

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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