Shorepoint Capital Partners LLC 13F Holdings

CIK 0001759476 · NORWOOD, MA

As of Sep 30, 2025, Shorepoint Capital Partners LLC reported 98 positions worth $502.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
FIDELITY TOTAL BOND ETFFBND—738,826$34.2M6.80%
BROADCOM INCAVGOTechnology91,971$30.3M6.04%
MORGAN STANLEY ETF TRUST——403,284$20.0M3.98%
AGNICO EAGLE MINES LTDAEMBasic Materials98,115 6.5M3.29%
MICROSOFT CORPMSFTTechnology31,574 6.4M3.25%
JPMORGAN CHASE & COJPMFinancial Services48,348 5.3M3.03%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity482,648 3.2M2.62%
TRAVELERS COMPANIES INCTRVFinancial Services39,589 1.1M2.20%
SCHWAB US LARGE-CAP GROWTHSCHG—343,080 0.9M2.18%
JPMORGAN SHORT DURATION CORE PLUS ETFJSCP—223,025 0.6M2.11%
AUTOZONE INCAZOConsumer Cyclical2,336 0.0M1.99%
RTX CORPRTXEquity59,734 0.0M1.99%
EATON CORP PLCETNIndustrials25,427$9.5M1.89%
CHEVRON CORPCHVEnergy54,861$8.5M1.69%
TJX COMPANIES INCTJXConsumer Cyclical58,172$8.4M1.67%
ALPHABET INCGOOGLEquity33,657$8.2M1.63%
DELL TECHNOLOGIES INCDELLTechnology54,984$7.8M1.55%
COHEN & STEERS ETF TRUST——294,568$7.7M1.52%
ABBVIE INCABBVEquity32,205$7.5M1.48%
APPLE INCAAPLTechnology28,724$7.3M1.45%
JPMORGAN MUNICIPAL ETFJMUB—140,638$7.1M1.41%
COSTCO WHOLESALE CORPCOSTConsumer Defensive7,421$6.9M1.37%
MASTERCARD INCMAFinancial Services11,818$6.7M1.34%
META PLATFORMS INCMETACommunication Services9,124$6.7M1.33%
QUALCOMM INCQCOMTechnology40,236$6.7M1.33%