13F Filings History of Shore Point Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$233,866,899
Signature - Title
Jacob B. Rue, V - Portfolio Manager
Location
Brielle, NJ
Summary
This page shows a list of all the recent 13F filings made by Shore Point Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shore Point Advisors, LLC reported 75 stock holdings with total value $233,866,899 as of Q4 2025. Top holdings included JMOM, VTV, IMTM, FNDA, and EES.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 75 $233,866,899 +$48,585,942 -$9,894,405 +$38,691,537 JMOM, VTV, IMTM, FNDA, EES 13F-HR 23 Jan 2026, 16:41
Q3 2025 72 $226,120,074 +$9,730,684 -$2,623,850 +$7,106,834 JMOM, VTV, SCZ, IMTM, EES 13F-HR 24 Oct 2025, 15:11
Q2 2025 70 $208,227,737 +$7,169,435 -$2,102,795 +$5,066,640 JMOM, VTV, SCZ, IMTM, EES 13F-HR 09 Jul 2025, 13:41
Q1 2025 66 $188,926,529 +$11,145,548 -$8,214,987 +$2,930,561 JMOM, VTV, SCZ, IMTM, EES 13F-HR 24 Apr 2025, 13:35
Q4 2024 64 $185,963,894 +$16,288,291 -$5,828,677 +$10,459,614 JMOM, VTV, SCZ, EES, IMTM 13F-HR 16 Jan 2025, 13:14
Q3 2024 63 $186,758,310 +$3,859,815 -$5,452,764 -$1,592,949 JMOM, VTV, SCZ, EES, IMTM 13F-HR 10 Oct 2024, 15:41
Q2 2024 58 $176,098,705 +$4,446,411 -$2,544,854 +$1,901,557 JMOM, VTV, SCZ, EES, IMTM 13F-HR 16 Jul 2024, 11:55
Q1 2024 59 $175,218,928 +$6,258,492 -$1,907,500 +$4,350,992 JMOM, VTV, SCZ, EES, IMTM 13F-HR 30 Apr 2024, 13:29
Q4 2023 56 $161,485,861 +$23,386,955 -$12,177,278 +$11,209,677 JMOM, VTV, SCZ, EES, IMTM 13F-HR 07 Feb 2024, 15:28
Q3 2023 49 $138,143,763 +$5,437,921 -$3,025,029 +$2,412,892 VTV, SCZ, EES, JMOM, IMTM 13F-HR 16 Oct 2023, 15:14
Q2 2023 49 $140,163,175 +$5,711,074 -$357,137 +$5,353,937 VTV, SCZ, EES, JMOM, IMTM 13F-HR 14 Jul 2023, 15:49
Q1 2023 48 $131,902,847 +$11,764,882 -$4,111,483 +$7,653,399 SCZ, VTV, EES, JMOM, IMTM 13F-HR 17 Apr 2023, 13:55
Q4 2022 47 $121,622,626 +$15,288,658 -$6,591,705 +$8,696,953 VTV, SCZ, EES, MTUM, JMOM 13F-HR 19 Jan 2023, 11:42
Q3 2022 35 $102,496,000 +$4,534,480 -$1,791,126 +$2,743,354 VTV, SCZ, EES, MTUM, IMTM 13F-HR 01 Nov 2022, 16:41
Q2 2022 37 $106,983,000 +$18,182,263 -$10,873,266 +$7,308,997 VTV, SCZ, EES, MTUM, IMTM 13F-HR 21 Jul 2022, 16:35
Q1 2022 36 $115,222,000 +$12,878,011 -$12,488,888 +$389,123 MTUM, VTV, SCZ, EES, IMTM 13F-HR 26 Apr 2022, 09:23
Q4 2021 205 $120,213,000 $0 $0 $0 MTUM, SCZ, VTV, EES, IMTM 13F-HR 10 Feb 2022, 09:43