Shorepath Capital Management LLC - Portfolio overview

Shorepath Capital Management LLC has 23 reported holdings in this dataset, with the latest filing dated 2025-08-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Communication Services.

Largest reported holdings by portfolio allocation

1. GS - Goldman Sachs Group Inc/The, 11.56%
2. META - Meta Platforms Inc, 11.36%
3. BAC - Bank of America Corp, 10.40%

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

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