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Home > Institutional Investor > Shorepoint Capital Partners Llc > Profile

Instuitional Investor - Shorepoint Capital Partners Llc

Fund Profile
Filing Period:
Fund Name: Shorepoint Capital Partners Llc
Portfolio Value $441,964,695
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 712,528 $32,526,903 7.36%
2.
Broadcom Inc.
 AVGO 107,675 $18,028,067 4.08%
3.
Morgan Stanley Etf Trust
 342,739 $16,948,443 3.83%
4.
Schwab Strategic Trust
 FNDF 490,417 $13,712,073 3.1%
5.
Jpmorgan Chase & Co
 JPM 51,308 $12,585,733 2.85%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)