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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 $502,756,837
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 738,826 $34,163,315 6.8%
2.
Broadcom Inc.
 AVGO 91,971 $30,342,285 6.04%
3.
Morgan Stanley Etf Trust
 403,284 $20,031,092 3.98%
4.
Agnico Eagle Mines Ltd
 AEM 98,115 $16,538,264 3.29%
5.
Microsoft Corp
 MSFT 31,574 $16,353,784 3.25%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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