13F Insight
DOSSIER · 13F-HR · Q3 2025

Shorepoint Capital Partners LLC

$503M in tracked AUM across 184 positions as of Q3 2025.

SC
CIK 0001759476 · last filed Sep 30, 2025
Total AUM
$503M
as of Q3 2025
Holdings
184
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

Shorepoint Capital Partners LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$34M739K6.8%02
AVGO
BROADCOM INC
$30M92K6.0%03
EVLN
MORGAN STANLEY ETF TRUST
$20M403K4.0%04
AEM
AGNICO EAGLE MINES LTD
$17M98K3.3%05
MSFT
MICROSOFT CORP
$16M32K3.3%06
JPM
JPMORGAN CHASE & CO.
$15M48K3.0%07
SCHD
SCHWAB STRATEGIC TR
$13M483K2.6%08
TRV
TRAVELERS COMPANIES INC
$11M40K2.2%09
SCHG
SCHWAB STRATEGIC TR
$11M343K2.2%10
JSCP
J P MORGAN EXCHANGE TRADED F
$11M223K2.1%

Filing history

2025Q3Sep 30
$503M▲ 167.7%
184 positionsView →2025Q1Mar 31
$188M▼ 57.1%
84 positionsLocked2024Q4Dec 31
$437M▼ 0.4%
189 positionsLocked2024Q3Sep 30
$439M▲ 3.1%
189 positionsLocked2024Q2Jun 30
$426M▲ 4.1%
187 positionsLocked2024Q1Mar 31
$409M▲ 9.7%
97 positionsLocked2023Q4Dec 31
$373M▲ 9.4%
96 positionsLocked2023Q3Sep 30
$341M▼ 4.0%
103 positionsLocked2023Q2Jun 30
$355M▲ 1.6%
106 positionsLocked2023Q1Mar 31
$349M▼ 3.0%
121 positionsLocked2022Q4Dec 31
$360M▲ 71.8%
138 positionsLocked2022Q3Sep 30
$210M▼ 11.4%
74 positionsLocked
Showing 12 of 25