Fort Point Capital Partners LLC
Annual return '25
+68.0%
SPY '25
+17.7%
Alpha
+50.2ptsvs SPY
Invested
$818.7M
Holdings
219
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 302.3k shares)
13.9%
02
$AGG
ISHARES TR
Q4 2025: Exited (was 410.6k shares)
5.8%
03
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 75.0k shares)
5.7%
04
$IEFA
ISHARES TR
Q4 2025: Exited (was 303.0k shares)
4.7%
05
$VTEB
VANGUARD MUN BD FDS
Q4 2025: Exited (was 672.1k shares)
4.6%
06
$MUB
ISHARES TR
Q4 2025: Exited (was 243.9k shares)
4.2%
07
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 350.4k shares)
3.2%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 313.8k shares)
2.6%
09
$FRPT
FRESHPET INC
Q4 2025: Exited (was 337.0k shares)
2.5%
10
$IVV
ISHARES TR
Q4 2025: Exited (was 24.3k shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:08 UTC.