Shorepoint Capital Partners LLC - Portfolio overview

Shorepoint Capital Partners LLC has 98 reported holdings in this dataset, with the latest filing dated 2025-10-03.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AVGO - BROADCOM INC, 6.70%
2. AEM - AGNICO EAGLE MINES LTD, 5.30%
3. JSCP - J P MORGAN EXCHANGE TRADED F, 4.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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