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Showing Q3 2025 data
Shorepoint Capital Partners LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Shorepoint Capital Partners LLC
•CIK: 1759476•Filing: Q3 2025
**Shorepoint Capital Partners LLC** manages $503M across a diversified portfolio of 98 positions. The fund exhibits significant concentration in technology and industrials, notably holding FBND at $34.2M and AVGO at $30.3M. Further substantial allocations include EVLN ($20.0M), AEM ($16.5M), and MSFT ($16.4M). This positioning suggests a tactical focus on high-growth, sector-specific opportunities within its current mandate.
Total AUM
$502.8M
QoQ Performance
N/A
Positions
89
Top 10 Concentration
35.5%
Latest Filing
Q3 2025
Top Holdings Allocation
FBND
AVGO
FBND6.8%
AVGO6.0%
EVLN4.0%
AEM3.3%
MSFT3.3%
JPM3.0%
SCHD2.6%
TRV2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.8%
Technology19.1%
Healthcare7.8%
Financial7.4%
Consumer5.2%
Industrial2.8%
Consumer Staples1.7%
Utilities1.5%
🚪 Exited Positionssold since Q1 2025
+1 more exited positions
Changes from Q1 2025
NEW3 new positions
↑46 increased
↓47 decreased
Historical Filings
Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023