Shorepoint Capital Partners LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Kevin Raposo - Research Analyst
Location
Norwood, MA
Holdings as of
September 30, 2025
Value $
$503M
Num holdings
98
Date filed
10/2/2025, 07:09 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included FBND, AVGO, EVLN, AEM, and MSFT.
Previous filing
Q1 2025 - May 13, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q1 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Kevin Raposo Research Analyst Norwood, Massachusetts 10/2/2025

Other Included Managers (1):

Num Name Location File Number
1 MCCARTER PRIVATE WEALTH SERVICES LLC