StockDriftsStockDriftsTop 50 Shorepoint Capital Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 6.8% | 738.8K | $34.2M | +3.69%(+26.30K) | $45.39(+2.21%) | 2025-09-30 | |
| AVGO | BROADCOM INC | 6.04% | 92.0K | $30.3M | -14.58%(-15.70K) | $40.12(+777.75%) | 2025-09-30 | |
| EVLN | MORGAN STANLEY ETF TRUST | 3.98% | 403.3K | $20.0M | +17.67%(+60.55K) | $50.39(-1.79%) | 2025-09-30 | |
| AEM | AGNICO EAGLE MINES LTD | 3.29% | 98.1K | $16.5M | -6.42%(-6.73K) | $50.28(+264.35%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 3.25% | 31.6K | $16.4M | -2.00%(-644) | $226.83(+115.01%) | 2025-09-30 | |
| JPM | JPMORGAN CHASE & CO. | 3.03% | 48.3K | $15.3M | -5.77%(-2.96K) | $118.82(+175.98%) | 2025-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.62% | 482.6K | $13.2M | -1.58%(-7.77K) | $18.10(+52.72%) | 2025-09-30 | |
| TRV | TRAVELERS COMPANIES INC | 2.2% | 39.6K | $11.1M | -2.99%(-1.22K) | $147.69(+97.80%) | 2025-09-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.18% | 343.1K | $10.9M | +4.16%(+13.71K) | $11.30(+192.80%) | 2025-09-30 | |
| JSCP | J P MORGAN EXCHANGE TRADED F | 2.11% | 223.0K | $10.6M | -0.47%(-1.06K) | $46.45(+2.71%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +49.44% |
| Top 20 Holdings Unweighted | — | — | — | — | +49.29% |
Shorepoint Capital Partners Llc reports $502.76M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are FBND (6.8%), AVGO (6.0%) and EVLN (4.0%). The top 20 holdings account for 52.36% of reported assets. Its disclosed equity book has returned +49.44% cumulatively over 11 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Shorepoint Capital Partners Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1759476). View Shorepoint Capital Partners Llc’s 13F filings on SEC