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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Fort Point Capital Partners LLC

Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001879202-23-000025

Total Value
$656.5M
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY162,248$69.4M10.57%
2SPDR SER TR78468R663544,038$50.0M7.61%
3ISHARES TR464287226400,127$37.6M5.73%
4ISHARES TR46432F842459,863$29.6M4.51%
5VANGUARD INDEX FDS92290836359,041$23.2M3.53%
6VANGUARD MUN BD FDS922907746464,164$22.3M3.40%
7EXXON MOBIL CORPXOM156,438$18.4M2.80%
8EXXON MOBIL CORPXOM151,600$17.8M2.72%
9ISHARES TR46428720037,104$15.9M2.43%
10SCHWAB STRATEGIC TR808524805450,416$15.3M2.33%
11ISHARES TR464288414136,678$14.0M2.13%
12APPLE INCAAPL81,230$13.9M2.12%
13ISHARES TR464287465197,236$13.6M2.07%
14VANGUARD TAX-MANAGED FDS921943858290,890$12.7M1.94%
15INVESCO QQQ TRIVZ31,200$11.2M1.70%
16MICROSOFT CORPMSFT29,133$9.2M1.40%
17PHILLIPS 66PSX71,614$8.6M1.31%
18VANGUARD WHITEHALL FDS921946794124,679$7.7M1.18%
19ISHARES TR46428858883,043$7.4M1.12%
20AMAZON COM INCAMZN56,063$7.1M1.09%
21DIMENSIONAL ETF TRUST25434V708257,547$6.7M1.03%
22ISHARES TR46428762228,579$6.7M1.02%
23BERKSHIRE HATHAWAY INC DELBRK-A18,441$6.5M0.98%
24VANGUARD INTL EQUITY INDEX F922042858157,928$6.2M0.94%
25ALPHABET INCGOOG41,109$5.4M0.82%
26BERKSHIRE HATHAWAY INC DELBRK-A10$5.3M0.81%
27ISHARES TR46428765529,179$5.2M0.79%
28SPDR INDEX SHS FDS78463X509145,381$4.9M0.74%
29KLA CORPKLAC9,972$4.6M0.70%
30FRESHPET INCFRPT66,445$4.4M0.67%
31SCHWAB STRATEGIC TR808524607103,558$4.3M0.65%
32BERKSHIRE HATHAWAY INC DELBRK-A11,900$4.2M0.64%
33ALPHABET INCGOOG31,088$4.1M0.62%
34ISHARES TR46428746546,400$3.2M0.49%
35VANGUARD INDEX FDS92290862914,726$3.1M0.47%
36ISHARES INC46434G10360,086$2.9M0.44%
37ISHARES TR46428749940,692$2.8M0.43%
38HOME DEPOT INCHD8,982$2.7M0.41%
39CHEVRON CORP NEWCVX15,627$2.6M0.40%
40ISHARES TR46428723469,147$2.6M0.40%
41VANGUARD INDEX FDS92290876912,206$2.6M0.39%
42J P MORGAN EXCHANGE TRADED F46641Q83750,693$2.5M0.39%
43VANGUARD SCOTTSDALE FDS92206C77157,030$2.5M0.38%
44NETFLIX INCNFLX6,478$2.4M0.37%
45SPDR GOLD TRGLD12,613$2.2M0.33%
46PRIMO WATER CORPORATION74167P108155,194$2.1M0.33%
47SPDR S&P 500 ETF TRSPY5,000$2.1M0.33%
48INTEL CORPINTC60,044$2.1M0.33%
49SPDR SER TR78464A69850,500$2.1M0.32%
50TESLA INCTSLA8,163$2.0M0.31%
51INVESCO QQQ TRIVZ5,686$2.0M0.31%
52VANGUARD SCOTTSDALE FDS92206C40927,106$2.0M0.31%
53VISA INCV8,720$2.0M0.31%
54SPDR INDEX SHS FDS78463X88961,858$1.9M0.29%
55MASTERCARD INCORPORATEDMA4,773$1.9M0.29%
56CATERPILLAR INCCAT6,878$1.9M0.29%
57COSTCO WHSL CORP NEW22160K1053,247$1.8M0.28%
58NVIDIA CORPORATIONNVDA4,197$1.8M0.28%
59FERRARI N VRACE6,148$1.8M0.28%
60GOLDMAN SACHS ETF TRNVGLF20,749$1.7M0.27%
61JPMORGAN CHASE & COVYLD11,939$1.7M0.26%
62ILLINOIS TOOL WKS INC4523081097,477$1.7M0.26%
63SCHWAB STRATEGIC TR80852470670,667$1.7M0.26%
64VANGUARD SCOTTSDALE FDS92206C84729,598$1.6M0.25%
65WORKDAY INCWDAY7,599$1.6M0.25%
66FISKER INC33813J106252,000$1.6M0.25%
67TJX COS INC NEW87254010918,117$1.6M0.25%
68VANGUARD INDEX FDS9229087518,422$1.6M0.24%
69ISHARES TR46428844862,514$1.6M0.24%
70ICAHN ENTERPRISES LPIEP80,100$1.6M0.24%
71CADENCE DESIGN SYSTEM INCCDNS6,735$1.6M0.24%
72ISHARES TR46429B69721,464$1.6M0.24%
73APPLOVIN CORPAPP38,839$1.6M0.24%
74J P MORGAN EXCHANGE TRADED F46641Q40715,976$1.5M0.23%
75AMGEN INCAMGN5,578$1.5M0.23%
76SELECT SECTOR SPDR TR81369Y8038,707$1.4M0.22%
77ISHARES TR46428772113,284$1.4M0.21%
78INVESCO EXCHANGE TRADED FD TIVZ17,940$1.4M0.21%
79ELI LILLY & COLLY2,498$1.3M0.20%
80FIRST TR EXCHANGE-TRADED FD33738R68891,139$1.3M0.20%
81SPDR SER TR78464A59910,085$1.3M0.19%
82ADOBE INCADBE2,501$1.3M0.19%
83S&P GLOBAL INCSPGI3,407$1.2M0.19%
84VANGUARD SCOTTSDALE FDS92206C57316,530$1.2M0.18%
85NIKE INCNKE11,952$1.1M0.17%
86WISDOMTREE TRWT17,111$1.1M0.17%
87GOLDMAN SACHS BDC INCGSBD74,072$1.1M0.16%
88AMERICAN EXPRESS COAXP7,212$1.1M0.16%
89SELECT SECTOR SPDR TR81369Y4076,479$1.0M0.16%
90CADENCE DESIGN SYSTEM INCCDNS4,400$1.0M0.16%
91BNY MELLON ETF TRUST09661T10712,667$1.0M0.16%
92ISHARES TR46428745712,374$1.0M0.15%
93ABBVIE INCABBV6,338$944,7420.14%
94LOWES COS INC5486611074,501$935,4880.14%
95SPDR SER TR78468R8127,708$930,2460.14%
96MERCK & CO INCMRK8,998$926,3440.14%
97WALMART INCWMT5,751$919,7700.14%
98J P MORGAN EXCHANGE TRADED F46641Q76121,213$917,8870.14%
99WORKDAY INCWDAY4,200$902,3700.14%
100APOLLO GLOBAL MGMT INC03769M10610,000$897,6000.14%
101ISHARES TR4642877623,310$893,9060.14%
102SPDR DOW JONES INDL AVERAGE78467X1092,663$891,8410.14%
103SELECT SECTOR SPDR TR81369Y85213,258$869,3270.13%
104SPDR SER TR78464A7637,547$867,9740.13%
105INVESCO EXCHANGE TRADED FD TIVZ22,934$837,7750.13%
106DEERE & CODE2,217$836,5310.13%
107SHERWIN WILLIAMS COSHW3,204$817,1800.12%
108BROADCOM INCAVGO979$813,1380.12%
109DIMENSIONAL ETF TRUST25434V72423,900$813,0780.12%
110UNITEDHEALTH GROUP INCUNH1,594$803,7100.12%
111JOHNSON & JOHNSONJNJ5,071$789,8080.12%
112MORGAN STANLEYMS-PQ9,439$770,8830.12%
113VICTORY PORTFOLIOS II92647N86513,600$738,0720.11%
114SELECT SECTOR SPDR TR81369Y2095,603$721,3300.11%
115GOLDMAN SACHS ETF TRNVGLF11,572$704,4560.11%
116FEDERAL RLTY INVT TR NEW3137451017,684$696,4010.11%
117ISHARES TR4642872426,792$692,9200.11%
118SALESFORCE INCCRM3,298$668,7680.10%
119GLOBAL X FDS37954Y67321,852$663,8640.10%
120BP PLCBPPFF17,057$660,4470.10%
121ISHARES GOLD TRIAU17,950$628,0710.10%
122BOOKING HOLDINGS INCBKNG202$622,9580.09%
123ISHARES TR4642871685,714$615,0690.09%
124PEPSICO INCPEP3,616$612,6950.09%
125SELECT SECTOR SPDR TR81369Y5066,777$612,6140.09%
126BOEING COBA-PA3,070$588,4580.09%
127BLUE OWL CAPITAL INCOWL45,000$583,2000.09%
128HONEYWELL INTL INC4385161063,155$582,8550.09%
129BLACKROCK MUNIYIELD N Y QUALBLK65,435$579,7540.09%
130ORACLE CORPORCL-PD5,466$578,9590.09%
131GOLDMAN SACHS ETF TRNVGLF6,748$577,0480.09%
132META PLATFORMS INCMETA1,895$568,8980.09%
133ALPS ETF TR00162Q45213,023$549,5710.08%
134CISCO SYS INCCSCO10,204$548,5670.08%
135ISHARES TR4642874326,067$538,1220.08%
136AMERIPRISE FINL INC03076C1061,621$534,4110.08%
137SPDR SER TR78468R6557,912$533,7130.08%
138SPDR SER TR78464A50812,587$519,3300.08%
139OREILLY AUTOMOTIVE INC67103H107571$518,9590.08%
140LINDE PLCLIN1,385$515,7050.08%
141ISHARES TR46435G5167,435$513,9820.08%
142ABBOTT LABSABLZF5,282$511,6080.08%
143INTERNATIONAL BUSINESS MACHSINTR3,642$510,9730.08%
144SPDR SER TR78468R53112,204$506,3860.08%
145RTX CORPORATIONRTX6,989$502,9980.08%
146MARRIOTT INTL INC NEW5719032022,515$494,3480.08%
147DIMENSIONAL ETF TRUST25434V60910,558$482,3950.07%
148NUVEEN MUNICIPAL CREDIT INCNU44,797$467,2330.07%
149AON PLCAON1,420$460,3920.07%
150NORTHROP GRUMMAN CORPNOC1,036$456,0370.07%
151ALLSTATE CORPALL-PJ4,089$455,5550.07%
152VANGUARD INTL EQUITY INDEX F9220427758,750$453,8630.07%
153GITLAB INCGTLB10,000$452,2000.07%
154NUVEEN NEW JERSEY QULT MUN FNU42,696$451,7240.07%
155ISHARES INC46434G86314,745$446,4790.07%
156HILTON WORLDWIDE HLDGS INCHLT2,963$444,9830.07%
157DISCOVER FINL SVCS2547091085,078$439,9070.07%
158KIMBERLY-CLARK CORPKMB3,632$438,9270.07%
159LAM RESEARCH CORPLRCX693$434,3520.07%
160SONY GROUP CORPSNEJF5,246$432,3230.07%
161ISHARES TR4642871012,132$427,7620.07%
162GOLDMAN SACHS ETF TRNVGLF7,124$425,5410.06%
163GILEAD SCIENCES INCGILD5,545$415,5340.06%
164LOCKHEED MARTIN CORPLMT1,013$414,2760.06%
165NUVEEN AMT FREE QLTY MUN INCNU42,373$410,1710.06%
166PROCTER AND GAMBLE CO7427181092,797$407,9700.06%
167WASTE MGMT INC DEL94106L1092,652$404,2710.06%
168BLACKSTONE INCBX3,770$403,9180.06%
169BRISTOL-MYERS SQUIBB COCELG-RI6,959$403,9010.06%
170DIMENSIONAL ETF TRUST25434V5007,589$398,3470.06%
171COMCAST CORP NEWCCZ8,873$393,4290.06%
172DANAHER CORPORATION2358511021,565$388,2770.06%
173ROCKWELL AUTOMATION INCROK1,329$379,9210.06%
174ISHARES TR4642871504,027$379,3030.06%
175ISHARES TR46435U5498,310$376,4430.06%
176NUVEEN PENNSYLVANIA QLT MUNNU36,904$375,3140.06%
177SCHWAB STRATEGIC TR8085245085,515$373,2550.06%
178WELLS FARGO CO NEW9497461019,067$370,4780.06%
179NUVEEN AMT FREE MUN CR INC FNU35,664$367,6960.06%
180PROSHARES TR74347X8648,870$365,1780.06%
181SPDR SER TR78468R6717,790$364,8060.06%
182L3HARRIS TECHNOLOGIES INCLHX2,070$360,4280.05%
183VANGUARD SPECIALIZED FUNDS9219088442,315$359,7050.05%
184ELECTRONIC ARTS INCEA2,969$357,4680.05%
185VANECK ETF TRUST92189F6762,422$351,1420.05%
186GOLDMAN SACHS ETF TRNVGLF3,500$350,3850.05%
187BLACKROCK MUNIHLDNGS CALI QLBLK35,902$343,2230.05%
188BANK AMERICA CORP06050510412,494$342,0910.05%
189ELEVANCE HEALTH INCELV784$341,3690.05%
190NUVEEN QUALITY MUNCP INCOMENU33,524$339,9330.05%
191LISTED FD TR53656F62311,138$339,0410.05%
192AMERICAN TOWER CORP NEW03027X1002,060$338,7670.05%
193ALTRIA GROUP INCMO7,980$335,5590.05%
194BLACKROCK MUNIHLDGS NY QLTYBLK36,216$330,6520.05%
195ISHARES TR4642887452,255$330,4930.05%
196PFIZER INCPFE9,955$330,2070.05%
197ISHARES TR4642875071,319$328,7850.05%
198ISHARES TR46435G24313,812$328,3110.05%
199SPDR SER TR78464A28413,688$326,0480.05%
200SPDR SER TR78464A37510,291$323,6520.05%
201ISHARES TR4642876302,387$323,5580.05%
202VANGUARD WORLD FD9219107094,588$321,2980.05%
203VANGUARD BD INDEX FDS92203C3036,500$319,7350.05%
204DISNEY WALT CO2546871063,908$316,7430.05%
205ZSCALER INCZS2,025$315,0700.05%
206SPDR SER TR78464A8394,777$309,8370.05%
207NUVEEN NEW YORK QLT MUN INCNU31,904$308,5120.05%
208ISHARES TR46432F3392,305$303,7760.05%
209ISHARES TR4642871762,881$298,7910.05%
210SNAP ON INCSNA1,170$298,4200.05%
211STOKE THERAPEUTICS INCSTOK75,429$297,1900.05%
212PROSHARES TR74347R8429,766$295,2180.04%
213FLEXSHARES TRFLEX7,255$293,3920.04%
214J P MORGAN EXCHANGE TRADED F46641Q7797,128$292,5550.04%
215EATON VANCE CALIF MUN BD FDETN35,710$289,9650.04%
216ISHARES TR4642873094,228$289,2800.04%
217COCA COLA COKO5,150$288,2970.04%
218UNION PAC CORPUNP1,412$287,5380.04%
219THE TRADE DESK INC88339J1053,663$286,2630.04%
220MOODYS CORPMCO897$283,6040.04%
221HUDSON PAC PPTYS INC44409710942,000$279,3000.04%
222BLACKROCK INCBLK426$275,4050.04%
223SELECT SECTOR SPDR TR81369Y3083,991$274,6210.04%
224ISHARES TR4642877883,505$262,0340.04%
225YUM BRANDS INCYUM2,085$260,5000.04%
226ISHARES TR46435G5244,370$259,1850.04%
227STARBUCKS CORPSBUX2,819$257,2600.04%
228SPDR SER TR78464A7144,219$256,7680.04%
229KELLANOVABEKE4,305$256,1910.04%
230AT&T INCT-PC17,016$255,5800.04%
231THE CIGNA GROUP125523100888$254,0300.04%
232SSGA ACTIVE TR78470P4086,125$252,7790.04%
233INVESCO CALIF VALUE MUN INCOIVZ29,948$252,4620.04%
234NUVEEN NEW YORK AMT QLT MUNINU26,420$249,6690.04%
235GOLDMAN SACHS GROUP INCGSCE771$249,4720.04%
236KRAFT HEINZ COKHC7,397$248,8350.04%
237APTIV PLCAPTV2,430$239,5740.04%
238CONSOLIDATED EDISON INCED2,790$238,6290.04%
239BOSTON PROPERTIES INCBXP4,000$237,9200.04%
240CHIPOTLE MEXICAN GRILL INCCMG129$236,3060.04%
241TEXAS INSTRS INC8825081041,482$235,6530.04%
242CARLYLE GROUP INCCGABL7,800$235,2480.04%
243EQUINIX INCEQIX323$234,5820.04%
244BNY MELLON MUN INCOME INC05589T10441,235$233,8020.04%
245ISHARES TR4642873415,650$233,1190.04%
246ISHARES TR4642886464,585$228,4710.03%
247QUALCOMM INCQCOM2,039$226,4750.03%
248CLOROX CO DELCLX1,726$226,2100.03%
249SPDR SER TR78464A1021,610$219,9240.03%
250VERIZON COMMUNICATIONS INCVZ6,781$219,7720.03%
251FEDEX CORPFDX823$218,0290.03%
252ISHARES TR4642886204,509$216,7480.03%
253VANGUARD WORLD FDS92204A702511$212,0140.03%
254FLUOR CORP NEWFLR5,700$209,1900.03%
255VILLAGE SUPER MKT INC9271074099,150$207,1560.03%
256INVESCO EXCH TRADED FD TR IIIVZ3,510$206,3710.03%
257VANGUARD WORLD FDS92204A108758$204,1820.03%
258ISHARES TR4642898835,987$203,3250.03%
259EOG RES INCEOG1,604$203,3230.03%
260J P MORGAN EXCHANGE TRADED F46641Q6544,008$202,2280.03%
261FLEXSHARES TRFLEX8,696$201,6600.03%
262ISHARES TR46435G4252,139$200,8730.03%
263TESLA INCTSLA800$200,1760.03%
264SWEETGREEN INCSG16,461$193,4170.03%
265EATON VANCE CALIF MUN INCOMETN20,817$190,6840.03%
266DWS MUN INCOME TR23336810924,582$189,2810.03%
267ALLIANCEBERNSTEIN NATL MUN I01864U10619,430$181,4760.03%
268BLACKROCK MUNIHLDGS NJ QLTYBLK16,253$164,4800.03%
269INVESCO TR INVT GRADE NEW YOIVZ17,717$161,4020.02%
270BLACKROCK MUNICIPAL INCOMEBLK15,688$159,2330.02%
271MFS INVT GRADE MUN TR59318B10819,601$138,5790.02%
272DWS STRATEGIC MUN INCOME TR23342Q10115,861$119,4330.02%
273WESTERN ASSET INTER MUNI FD95843510916,288$116,6220.02%
274MFS MUN INCOME TR55273810624,908$113,3310.02%
275MFS HIGH YIELD MUN TR59318E10235,769$111,9570.02%
276EATON VANCE NEW YORK MUN BDETN13,094$108,5490.02%
277LLOYDS BANKING GROUP PLCLLOBF50,603$107,7840.02%
278RUMBLE INCRUMBW21,025$107,2280.02%
279BLACKROCK MUNIYIELD FD INCBLK11,478$105,3680.02%
280HERITAGE COMM CORPHTBK11,487$97,2950.01%
281PIONEER MUNICIPAL HIGH INCOM72376310810,874$78,6190.01%
282PELOTON INTERACTIVE INCPTON11,100$56,0550.01%
283RIGEL PHARMACEUTICALS INCRIGL17,000$18,3600.00%
284ALPHA PARTNERS TECH MERGR COPLMWF45,833$2,3470.00%