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Shorepoint Capital Partners LLC
Shorepoint Capital Partners LLC is an independently owned, SEC-registered investment adviser based in Norwood, Massachusetts, founded in 2009. The firm has approximately 10 employees and specializes in serving private wealth clients with personalized and customized investment solutions. Shorepoint manages assets for a broad spectrum of clients, including high net worth individuals, pension and profit sharing plans, and charitable organizations. Its team brings together decades of experience in investment management, private real estate, and equity investing, emphasizing close client service and long-term financial planning.
Investment Strategy
Shorepoint Capital Partners offers both traditional and alternative investment strategies, focusing on private wealth clients. Their approach includes customized portfolio management and the creation of private limited partnership funds, such as the Shorepoint Income Fund series. These funds target income-oriented alternative investments, including direct private debt, private real estate, and early-stage small businesses, aiming for a balance of recurring cash flow and long-term capital appreciation. Shorepoint emphasizes risk management, opportunistic allocation, and individualized solutions tailored to each client’s financial goals.
Latest 13F Filing Activity
Shorepoint Capital Partners LLC filed their most recent 13F report on Sep 30, 2025 disclosing 96 equity positions with a total 13F market value of $503B. The fund increased holdings in Fidelity Merrimack STR TR, Broadcom Inc., Morgan Stanley Etf Trust among other positions. Shorepoint Capital Partners LLC reduced exposure to Ready Capital Corp., Linde PLC, Peoples Finl SVCS Corp. among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FBND | FIDELITY MERRIMACK STR TR | 6.80% | $34.16B | 738,826 | $46.24 | $46.24 | +$34.16B |
A AVGO | BROADCOM INC | 6.04% | $30.34B | 91,971 | $329.91 | $329.91 | +$30.34B |
E EVLN | MORGAN STANLEY ETF TRUST | 3.98% | $20.03B | 403,284 | $49.67 | $49.67 | +$20.03B |
A AEM | AGNICO EAGLE MINES LTD | 3.29% | $16.54B | 98,115 | $168.56 | $168.56 | +$16.54B |
M MSFT | MICROSOFT CORP | 3.25% | $16.35B | 31,574 | $517.95 | $517.95 | +$16.35B |
Industry Allocation
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