AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Shore Point Advisors, LLC has reported a significant expansion in assets under management, with the total portfolio value growing by 74.7% from approximately $135.23M in the prior quarter to $236.28M as of the report date. This substantial increase in capital coincides with a marked shift in portfolio structure, as evidenced by the high volume of turnover. The manager currently holds 75 positions, indicating a diversified approach. The portfolio is heavily...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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