Shorepoint Capital Partners LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 3, 2025
Value $
$503M
Signature - Title
Kevin Raposo - Research Analyst
Location
Norwood, MA
Summary
This page shows a list of all the recent 13F filings made by Shorepoint Capital Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Shorepoint Capital Partners LLC reported 98 stock holdings with total value $503M as of Q3 2025. Top holdings included FBND, AVGO, EVLN, AEM, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 98 $503M +$25.4M -$28.5M -$3.07M FBND, AVGO, EVLN, AEM, MSFT 13F-HR 10/2/2025, 07:09 PM
Q1 2025 101 $442M +$24.4M -$15.2M +$9.22M FBND, AVGO, EVLN, SCHD, JPM 13F-HR 5/13/2025, 01:40 PM
Q4 2024 100 $437M +$35.4M -$14.4M +$21M FBND, AVGO, EVLN, SCHD, MSFT 13F-HR 2/14/2025, 01:47 PM
Q3 2024 101 $439M +$29.1M -$14.6M +$14.5M FBND, AVGO, SCHD, MSFT, EVLN 13F-HR 11/14/2024, 02:09 PM
Q2 2024 100 $426M +$22.3M -$7.41M +$14.9M FBND, AVGO, MSFT, SCHD, JPM 13F-HR 8/14/2024, 03:52 PM
Q1 2024 97 $409M +$44.4M -$41.5M +$2.83M FBND, AVGO, SCHD, MSFT, JPM 13F-HR 5/14/2024, 09:39 AM
Q4 2023 96 $373M +$91.9M -$84.5M +$7.37M SGOV, AVGO, SCHD, MSFT, JPM 13F-HR 2/13/2024, 01:10 PM
Q3 2023 124 $341M +$83.2M -$84.6M -$1.4M SGOV, AVGO, SCHD, MSFT, JPM 13F-HR 11/14/2023, 09:51 AM
Q2 2023 126 $355M +$17M -$26M -$9.01M AVGO, BSV, SCHD, MSFT, AZO 13F-HR 8/14/2023, 10:55 AM
Q1 2023 121 $349M +$23.9M -$23.4M +$475K BSV, AVGO, SCHD, MSFT, AZO 13F-HR 5/15/2023, 10:23 AM
Q4 2022 138 $360M +$137M -$3.29M +$134M SCHD, AVGO, BSV, ABBV, MSFT 13F-HR 2/14/2023, 10:33 AM
Q3 2022 74 $210M +$21.3M -$2.3M +$19M SCHD, BSV, VB, ABBV, SCHG 13F-HR 11/14/2022, 08:45 AM
Q2 2022 83 $237M +$32.3M -$3.54M +$28.8M SCHD, VTIP, ABBV, VB, SCHG 13F-HR 8/15/2022, 01:59 PM
Q1 2022 79 $239M +$16.5M -$11M +$5.48M SCHD, VTIP, ABBV, SCHG, VB 13F-HR 5/9/2022, 03:41 PM
Q4 2021 79 $246M +$11.4M -$5.7M +$5.66M SCHD, VTIP, SCHG, JMST, CVS 13F-HR 2/14/2022, 11:49 AM
Q3 2021 78 $223M +$31.4M -$1.68M +$29.8M SCHD, SCHG, JMST, VTIP, CVS 13F-HR 11/5/2021, 10:19 AM
Q1 2021 77 $187M +$9.27M -$14.3M -$5.03M SCHD, SCHG, VB, CVS, ABBV 13F-HR 5/10/2021, 11:44 AM
Q4 2020 76 $180M +$8.22M -$6.39M +$1.83M SCHD, ABBV, SCHG, AAPL, JPM 13F-HR 2/16/2021, 08:49 AM
Q3 2020 76 $161M +$8.28M -$4.1M +$4.18M SCHD, SCHG, ABBV, AAPL, QCOM 13F-HR 11/16/2020, 09:05 AM
Q2 2020 75 $153M +$24.3M -$5.6M +$18.7M SCHD, ABBV, SCHG, AAPL, CVS 13F-HR 8/12/2020, 05:03 PM
Q1 2020 76 $124M +$26.6M -$6.18M +$20.4M SCHD, ABBV, SCHG, CVS, JNJ 13F-HR 5/14/2020, 01:15 PM
Q4 2019 88 $174M +$7.19M -$11.8M -$4.59M ABBV, SCHD, CVS, AAPL, PGX 13F-HR 2/14/2020, 02:25 PM
Q3 2019 89 $169M +$9.85M -$10.8M -$956K TYGXXXX, SCHD, ABBV, CVS, PGX 13F-HR 11/14/2019, 01:57 PM
Q2 2019 87 $175M +$5.6M -$10.4M -$4.79M TYGXXXX, SCHD, ABBV, JNJ, SCHG 13F-HR 8/14/2019, 01:14 PM
Q1 2019 86 $177M TYGXXXX, SCHD, ABBV, JNJ, AAPL 13F-HR 4/12/2019, 04:28 PM