Shorepoint Capital Partners LLC

13F filer · CIK 0001759476

Last filed Oct 3, 2025

Inactive · not filing 13F

13F portfolio value$503MU.S. long equity reported on 13F

Positions80Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight27.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q3 2025Reported Oct 3, 202580 positions
AVGOBroadcom Inc.	$30.3M	6.04%	0.00%	-14.6%	Q1 2019
AEMAgnico Eagle Mines Ltd	$16.5M	3.29%	0.02%	-6.4%	Q1 2023
MSFTMicrosoft Corp	$16.4M	3.25%	0.00%	-2.0%	Q1 2019
JPMJPMorgan Chase & Co	$15.3M	3.03%	0.00%	-5.8%	Q1 2019
TRVTravelers Companies, Inc.	$11.1M	2.20%	0.02%	-3.0%	Q1 2020
AZOAutozone Inc	$10M	1.99%	0.01%	-8.2%	Q1 2023
RTXRTX Corp	$10M	1.99%	0.00%	-5.5%	Q2 2020
ETNEaton Corp plc	$9.52M	1.89%	0.01%	+3.1%	Q1 2019
CVXChevron Corp	$8.52M	1.69%	0.00%	-0.1%	Q1 2019
TJXTJX Companies Inc	$8.41M	1.67%	0.01%	-4.0%	Q1 2019
GOOGLAlphabet Inc.	$8.18M	1.63%	0.00%	+0.9%	Q1 2019
DELLDell Technologies Inc.	$7.8M	1.55%	0.01%	+18.1%	Q2 2023
ABBVAbbVie Inc.	$7.46M	1.48%	0.00%	-3.2%	Q1 2019
AAPLApple Inc.	$7.31M	1.45%	0.00%	-5.6%	Q1 2019
COSTCostco Wholesale Corp	$6.87M	1.37%	0.00%	+0.7%	Q1 2023
MAMastercard Inc	$6.72M	1.34%	0.00%	-11.8%	Q1 2023
METAMeta Platforms, Inc.	$6.7M	1.33%	Not reported	+0.1%	Q1 2022
QCOMQualcomm Inc	$6.69M	1.33%	0.00%	+2.5%	Q1 2019
LOWLowes Companies Inc	$6.45M	1.28%	0.00%	-1.1%	Q1 2019
JNJJohnson & Johnson	$6.43M	1.28%	0.00%	-1.4%	Q1 2019
TMOThermo Fisher Scientific Inc.	$6.41M	1.28%	0.00%	-2.1%	Q1 2019
KMIKinder Morgan, Inc.	$5.83M	1.16%	0.01%	-1.9%	Q1 2019
TTTrane Technologies plc	$5.77M	1.15%	0.01%	-2.9%	Q1 2020
MSMorgan Stanley	$5.57M	1.11%	0.00%	-0.9%	Q2 2023
PSXPhillips 66	$5.39M	1.07%	0.01%	+2.2%	Q1 2020
PEPPepsico Inc	$5.28M	1.05%	0.00%	+2.4%	Q1 2019
AMZNAmazon Com Inc	$5.22M	1.04%	0.00%	+1.6%	Q1 2019
EWEdwards Lifesciences Corp	$5.19M	1.03%	0.01%	-5.5%	Q1 2023
NVDANvidia Corp	$5.07M	1.01%	0.00%	+3.3%	Q2 2024
PANWPalo Alto Networks Inc	$5.05M	1.00%	0.00%	+2.8%	Q1 2023
NVONovo Nordisk A S	$4.84M	0.96%	Not reported	+15.3%	Q1 2023
SOSouthern Co	$4.73M	0.94%	0.00%	+1.3%	Q1 2019
PNCPNC Financial Services Group, Inc.	$4.71M	0.94%	0.01%	+1.2%	Q1 2020
CVSCVS HEALTH Corp	$4.7M	0.93%	0.00%	-3.8%	Q1 2019
CSCOCisco Systems, Inc.	$4.67M	0.93%	0.00%	-1.1%	Q1 2019
VRTVertiv Holdings Co	$4.59M	0.91%	0.01%	+135.3%	Q4 2024
VZVerizon Communications Inc	$4.39M	0.87%	0.00%	+1.6%	Q1 2019
GOOGAlphabet Inc.	$4.3M	0.86%	Not reported	-3.7%	Q1 2019
VVisa Inc.	$4.2M	0.84%	0.00%	-0.5%	Q1 2019
MRKMerck & Co., Inc.	$4.17M	0.83%	0.00%	+2.3%	Q1 2019
VRTXVertex Pharmaceuticals Inc / Ma	$4.07M	0.81%	0.00%	+3.1%	Q1 2023
MCDMcdonalds Corp	$4.06M	0.81%	0.00%	+0.5%	Q1 2019
BACBank of America Corp	$4M	0.80%	0.00%	+1.0%	Q1 2019
FANGDiamondback Energy, Inc.	$3.9M	0.77%	0.01%	+22.8%	Q1 2023
MDTMedtronic plc	$3.4M	0.68%	0.00%	+1.9%	Q1 2019
SJMJ M SMUCKER Co	$3.39M	0.67%	0.03%	+8.5%	Q1 2020
MDLZMondelez International, Inc.	$3.37M	0.67%	0.00%	+6.2%	Q1 2019
GEVGE Vernova Inc.	$3.33M	0.66%	0.00%	+6.0%	Q4 2024
CMCSAComcast Corp	$3.31M	0.66%	0.00%	-18.4%	Q1 2019
PFEPfizer Inc	$3.06M	0.61%	0.00%	+7.8%	Q1 2019

Q1 2025Reported May 13, 202583 positions
AVGOBroadcom Inc.	$18M	4.08%	0.00%	-9.0%	Q1 2019
JPMJPMorgan Chase & Co	$12.6M	2.85%	0.00%	-6.6%	Q1 2019
MSFTMicrosoft Corp	$12.1M	2.74%	0.00%	+2.5%	Q1 2019
AEMAgnico Eagle Mines Ltd	$11.4M	2.57%	0.02%	-4.4%	Q1 2023
TRVTravelers Companies, Inc.	$10.8M	2.44%	0.02%	-5.4%	Q1 2020
AZOAutozone Inc	$9.7M	2.19%	0.02%	-2.5%	Q1 2023
CVXChevron Corp	$9.18M	2.08%	0.00%	+2.2%	Q1 2019
RTXRTX Corp	$8.37M	1.89%	0.00%	+3.5%	Q2 2020
TJXTJX Companies Inc	$7.38M	1.67%	0.01%	-0.2%	Q1 2019
MAMastercard Inc	$7.34M	1.66%	0.00%	-1.6%	Q1 2023
ABBVAbbVie Inc.	$6.97M	1.58%	0.00%	-4.6%	Q1 2019
COSTCostco Wholesale Corp	$6.97M	1.58%	0.00%	-1.1%	Q1 2023
AAPLApple Inc.	$6.76M	1.53%	0.00%	+1.2%	Q1 2019
TMOThermo Fisher Scientific Inc.	$6.72M	1.52%	0.00%	+0.5%	Q1 2019
ETNEaton Corp plc	$6.7M	1.52%	0.01%	+4.1%	Q1 2019
LOWLowes Companies Inc	$6.06M	1.37%	0.00%	+0.4%	Q1 2019
QCOMQualcomm Inc	$6.03M	1.36%	0.00%	+7.1%	Q1 2019
KMIKinder Morgan, Inc.	$5.99M	1.36%	0.01%	+20.5%	Q1 2019
JNJJohnson & Johnson	$5.83M	1.32%	0.00%	-0.3%	Q1 2019
PEPPepsico Inc	$5.5M	1.25%	0.00%	+7.2%	Q1 2019
METAMeta Platforms, Inc.	$5.26M	1.19%	Not reported	+2.1%	Q1 2022
NVONovo Nordisk A S	$5.25M	1.19%	Not reported	+6.2%	Q1 2023
GOOGLAlphabet Inc.	$5.16M	1.17%	0.00%	+3.0%	Q1 2019
EWEdwards Lifesciences Corp	$5.12M	1.16%	0.01%	+1.4%	Q1 2023
VRTXVertex Pharmaceuticals Inc / Ma	$4.89M	1.11%	0.00%	+2.9%	Q1 2023
PSXPhillips 66	$4.79M	1.08%	0.01%	+3.1%	Q1 2020
CMCSAComcast Corp	$4.76M	1.08%	0.00%	+7.5%	Q1 2019
TTTrane Technologies plc	$4.74M	1.07%	0.01%	+1.7%	Q1 2020
SOSouthern Co	$4.53M	1.02%	0.00%	+3.1%	Q1 2019
VZVerizon Communications Inc	$4.46M	1.01%	0.00%	+2.8%	Q1 2019
AMZNAmazon Com Inc	$4.45M	1.01%	0.00%	+5.5%	Q1 2019
CVSCVS HEALTH Corp	$4.39M	0.99%	0.01%	-3.3%	Q1 2019
MRKMerck & Co., Inc.	$4.36M	0.99%	0.00%	+4.9%	Q1 2019
VVisa Inc.	$4.33M	0.98%	0.00%	+2.2%	Q1 2019
CSCOCisco Systems, Inc.	$4.26M	0.96%	0.00%	-3.0%	Q1 2019
DELLDell Technologies Inc.	$4.25M	0.96%	0.01%	+41.0%	Q2 2023
MCDMcdonalds Corp	$4.15M	0.94%	0.00%	+0.2%	Q1 2019
MSMorgan Stanley	$4.13M	0.93%	0.00%	+1.9%	Q2 2023
PANWPalo Alto Networks Inc	$4.12M	0.93%	0.00%	+15.4%	Q1 2023
PNCPNC Financial Services Group, Inc.	$4.07M	0.92%	0.01%	+0.2%	Q1 2020
DEDeere & Co	$3.97M	0.90%	0.00%	+3.1%	Q1 2019
BMYBristol Myers Squibb Co	$3.78M	0.85%	0.00%	+6.0%	Q1 2020
FANGDiamondback Energy, Inc.	$3.55M	0.80%	0.01%	+5.5%	Q1 2023
MDLZMondelez International, Inc.	$3.45M	0.78%	0.00%	+12.0%	Q1 2019
SJMJ M SMUCKER Co	$3.41M	0.77%	0.03%	+5.8%	Q1 2020
BACBank of America Corp	$3.2M	0.72%	0.00%	+1.3%	Q1 2019
MDTMedtronic plc	$3.15M	0.71%	0.00%	+1.0%	Q1 2019
GOOGAlphabet Inc.	$2.86M	0.65%	Not reported	-1.2%	Q1 2019
NVDANvidia Corp	$2.85M	0.65%	0.00%	+152.6%	Q2 2024
PFEPfizer Inc	$2.83M	0.64%	0.00%	+16.0%	Q1 2019

Q4 2024Reported Feb 14, 202582 positions
AVGOBroadcom Inc.	$27.4M	6.27%	0.00%	-5.6%	Q1 2019
MSFTMicrosoft Corp	$13.3M	3.03%	0.00%	+3.5%	Q1 2019
JPMJPMorgan Chase & Co	$13.2M	3.01%	0.00%	-3.0%	Q1 2019
TRVTravelers Companies, Inc.	$10.4M	2.38%	0.02%	-3.5%	Q1 2020
AEMAgnico Eagle Mines Ltd	$8.57M	1.96%	0.02%	-5.7%	Q1 2023
AZOAutozone Inc	$8.36M	1.91%	0.02%	-0.9%	Q1 2023
ETNEaton Corp plc	$7.87M	1.80%	0.01%	-4.5%	Q1 2019
CVXChevron Corp	$7.78M	1.78%	0.00%	+1.5%	Q1 2019
AAPLApple Inc.	$7.53M	1.72%	0.00%	-0.1%	Q1 2019
TJXTJX Companies Inc	$7.34M	1.68%	0.01%	0.0%	Q1 2019
MAMastercard Inc	$7.17M	1.64%	0.00%	-3.3%	Q1 2023
RTXRTX Corp	$7.07M	1.62%	0.00%	+1.4%	Q2 2020
TMOThermo Fisher Scientific Inc.	$7M	1.60%	0.00%	+4.2%	Q1 2019
COSTCostco Wholesale Corp	$6.82M	1.56%	0.00%	+1.2%	Q1 2023
LOWLowes Companies Inc	$6.39M	1.46%	0.00%	-1.2%	Q1 2019
ABBVAbbVie Inc.	$6.2M	1.42%	0.00%	-0.7%	Q1 2019
GOOGLAlphabet Inc.	$6.13M	1.40%	0.00%	+1.8%	Q1 2019
NVONovo Nordisk A S	$6.13M	1.40%	Not reported	+0.6%	Q1 2023
QCOMQualcomm Inc	$5.64M	1.29%	0.00%	+1.9%	Q1 2019
METAMeta Platforms, Inc.	$5.23M	1.20%	Not reported	-0.7%	Q1 2022
PEPPepsico Inc	$5.21M	1.19%	0.00%	+1.9%	Q1 2019
EWEdwards Lifesciences Corp	$5.16M	1.18%	0.01%	+2.6%	Q1 2023
TTTrane Technologies plc	$5.11M	1.17%	0.01%	-8.5%	Q1 2020
JNJJohnson & Johnson	$5.1M	1.17%	0.00%	+0.4%	Q1 2019
AMZNAmazon Com Inc	$4.87M	1.11%	0.00%	+2.4%	Q1 2019
KMIKinder Morgan, Inc.	$4.77M	1.09%	0.01%	-1.2%	Q1 2019
MRKMerck & Co., Inc.	$4.61M	1.05%	0.00%	+0.2%	Q1 2019
CMCSAComcast Corp	$4.51M	1.03%	0.00%	+1.5%	Q1 2019
PNCPNC Financial Services Group, Inc.	$4.46M	1.02%	0.01%	-5.0%	Q1 2020
MSMorgan Stanley	$4.36M	1.00%	0.00%	-2.3%	Q2 2023
PSXPhillips 66	$4.29M	0.98%	0.01%	+1.7%	Q1 2020
CSCOCisco Systems, Inc.	$4.21M	0.96%	0.00%	-1.9%	Q1 2019
VRTXVertex Pharmaceuticals Inc / Ma	$3.95M	0.90%	0.00%	+2.9%	Q1 2023
SOSouthern Co	$3.93M	0.90%	0.00%	+3.5%	Q1 2019
MCDMcdonalds Corp	$3.84M	0.88%	0.00%	-0.4%	Q1 2019
VZVerizon Communications Inc	$3.83M	0.88%	0.00%	+9.0%	Q1 2019
VVisa Inc.	$3.83M	0.87%	0.00%	+1.8%	Q1 2019
DELLDell Technologies Inc.	$3.81M	0.87%	0.00%	+43.3%	Q2 2023
PANWPalo Alto Networks Inc	$3.8M	0.87%	0.00%	+4.2%	Q1 2023
NXPINXP Semiconductors N.V.	$3.78M	0.86%	0.01%	-28.6%	Q1 2023
GOOGAlphabet Inc.	$3.53M	0.81%	Not reported	+0.7%	Q1 2019
DEDeere & Co	$3.48M	0.80%	0.00%	+2.1%	Q1 2019
FANGDiamondback Energy, Inc.	$3.44M	0.79%	0.01%	+3.0%	Q1 2023
BACBank of America Corp	$3.33M	0.76%	0.00%	+1.3%	Q1 2019
BMYBristol Myers Squibb Co	$3.3M	0.76%	0.00%	+2.2%	Q1 2020
CVSCVS HEALTH Corp	$3.01M	0.69%	0.01%	-4.9%	Q1 2019
SJMJ M SMUCKER Co	$3M	0.69%	0.03%	+3.1%	Q1 2020
STZConstellation Brands, Inc.	$2.99M	0.68%	Not reported	+7.2%	Q2 2023
CRMSalesforce, Inc.	$2.9M	0.66%	0.00%	+3.1%	Q4 2020
UNHUnitedhealth Group Inc	$2.85M	0.65%	0.00%	-37.0%	Q1 2023

Q3 2024Reported Nov 14, 202483 positions
AVGOBroadcom Inc.	$21.6M	4.93%	0.00%	-6.1%	Q1 2019
MSFTMicrosoft Corp	$13.1M	2.98%	0.00%	-1.7%	Q1 2019
JPMJPMorgan Chase & Co	$11.9M	2.72%	0.00%	-5.6%	Q1 2019
TRVTravelers Companies, Inc.	$10.5M	2.38%	0.02%	-3.3%	Q1 2020
AEMAgnico Eagle Mines Ltd	$9.36M	2.13%	0.02%	-13.9%	Q1 2023
NVONovo Nordisk A S	$8.43M	1.92%	Not reported	-1.0%	Q1 2023
AZOAutozone Inc	$8.29M	1.89%	0.02%	-3.7%	Q1 2023
ETNEaton Corp plc	$8.23M	1.87%	0.01%	-1.0%	Q1 2019
TMOThermo Fisher Scientific Inc.	$7.98M	1.82%	0.00%	+0.9%	Q1 2019
CVXChevron Corp	$7.79M	1.77%	0.00%	+3.0%	Q1 2019
RTXRTX Corp	$7.3M	1.66%	0.00%	+1.4%	Q2 2020
TJXTJX Companies Inc	$7.14M	1.63%	0.01%	+4.4%	Q1 2019
LOWLowes Companies Inc	$7.1M	1.62%	0.00%	+0.5%	Q1 2019
AAPLApple Inc.	$7.01M	1.60%	0.00%	-7.3%	Q1 2019
MAMastercard Inc	$6.95M	1.58%	0.00%	-5.8%	Q1 2023
ABBVAbbVie Inc.	$6.94M	1.58%	0.00%	-5.2%	Q1 2019
COSTCostco Wholesale Corp	$6.53M	1.49%	0.00%	+3.3%	Q1 2023
QCOMQualcomm Inc	$6.12M	1.39%	0.00%	+0.2%	Q1 2019
NXPINXP Semiconductors N.V.	$6.1M	1.39%	0.01%	-3.3%	Q1 2023
TTTrane Technologies plc	$5.88M	1.34%	0.01%	-6.9%	Q1 2020
PEPPepsico Inc	$5.71M	1.30%	0.00%	+2.9%	Q1 2019
JNJJohnson & Johnson	$5.7M	1.30%	0.00%	-2.3%	Q1 2019
GOOGLAlphabet Inc.	$5.28M	1.20%	0.00%	-3.9%	Q1 2019
MRKMerck & Co., Inc.	$5.25M	1.19%	0.00%	-3.5%	Q1 2019
UNHUnitedhealth Group Inc	$5.23M	1.19%	0.00%	+1.8%	Q1 2023
METAMeta Platforms, Inc.	$5.15M	1.17%	Not reported	-3.3%	Q1 2022
CMCSAComcast Corp	$4.94M	1.13%	0.00%	-1.4%	Q1 2019
PSXPhillips 66	$4.87M	1.11%	0.01%	-3.1%	Q1 2020
PNCPNC Financial Services Group, Inc.	$4.5M	1.03%	0.01%	-5.4%	Q1 2020
EWEdwards Lifesciences Corp	$4.48M	1.02%	0.01%	+2.6%	Q1 2023
VRTXVertex Pharmaceuticals Inc / Ma	$4.43M	1.01%	0.00%	-0.5%	Q1 2023
CVSCVS HEALTH Corp	$4.43M	1.01%	0.01%	-2.4%	Q1 2019
SOSouthern Co	$4.16M	0.95%	0.00%	-3.8%	Q1 2019
MCDMcdonalds Corp	$4.05M	0.92%	0.00%	-5.3%	Q1 2019
AMZNAmazon Com Inc	$4.04M	0.92%	0.00%	-1.7%	Q1 2019
VZVerizon Communications Inc	$3.94M	0.90%	0.00%	-3.1%	Q1 2019
KMIKinder Morgan, Inc.	$3.89M	0.89%	0.01%	-2.6%	Q1 2019
CSCOCisco Systems, Inc.	$3.86M	0.88%	0.00%	-4.8%	Q1 2019
MSMorgan Stanley	$3.7M	0.84%	0.00%	+0.2%	Q2 2023
FANGDiamondback Energy, Inc.	$3.52M	0.80%	0.01%	+6.0%	Q1 2023
PANWPalo Alto Networks Inc	$3.43M	0.78%	0.00%	+7.6%	Q1 2023
DEDeere & Co	$3.36M	0.76%	0.00%	+5.6%	Q1 2019
VVisa Inc.	$3.27M	0.74%	0.00%	+6.3%	Q1 2019
STZConstellation Brands, Inc.	$3.25M	0.74%	Not reported	+7.8%	Q2 2023
AESAes Corp	$3.22M	0.73%	0.02%	-0.7%	Q4 2019
HONHoneywell International Inc	$3.2M	0.73%	0.00%	+1.4%	Q1 2019
LYBLyondellBasell Industries N.V.	$3.2M	0.73%	0.01%	-3.0%	Q4 2020
SJMJ M SMUCKER Co	$3.2M	0.73%	0.02%	-0.2%	Q1 2020
GOOGAlphabet Inc.	$3.08M	0.70%	Not reported	+0.9%	Q1 2019
MDTMedtronic plc	$3.06M	0.70%	0.00%	+4.6%	Q1 2019

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