Shorepoint Capital Partners LLC

Est. AUM

$502.8M

13F long equity, this entity only

Positions

184

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BROADCOM INC	COM	$14.6M	44159	2.90%	DFND
2	MICROSOFT CORP	COM	$8.9M	17156	1.77%	DFND
3	AUTOZONE INC	COM	$7.9M	1835	1.57%	DFND
4	TJX COS INC NEW	COM	$6.6M	45492	1.31%	DFND
5	MASTERCARD INCORPORATED	CL A	$6.4M	11230	1.27%	DFND
6	COSTCO WHSL CORP NEW	COM	$5.4M	5796	1.07%	DFND
7	TRAVELERS COMPANIES INC	COM	$5.3M	19064	1.06%	DFND
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.2M	111848	1.03%	DFND
9	AGNICO EAGLE MINES LTD	COM	$5.0M	29725	1.00%	DFND
10	RTX CORPORATION	COM	$4.5M	26757	0.89%	DFND
11	JPMORGAN CHASE & CO.	COM	$4.4M	13828	0.87%	DFND
12	ALPHABET INC	CAP STK CL A	$4.3M	17665	0.85%	DFND
13	ALPHABET INC	CAP STK CL C	$3.9M	16209	0.79%	DFND
14	THERMO FISHER SCIENTIFIC INC	COM	$3.9M	8017	0.77%	DFND
15	MORGAN STANLEY ETF TRUST	EATON VANCE FLTG	$3.7M	74655	0.74%	DFND
16	EDWARDS LIFESCIENCES CORP	COM	$3.4M	44028	0.68%	DFND
17	ISHARES TR	MSCI EAFE ETF	$3.4M	36422	0.68%	DFND
18	NOVO-NORDISK A S	ADR	$3.4M	60569	0.67%	DFND
19	PALO ALTO NETWORKS INC	COM	$3.3M	16182	0.66%	DFND
20	META PLATFORMS INC	CL A	$2.9M	3995	0.58%	DFND
21	CHEVRON CORP NEW	COM	$2.9M	18645	0.58%	DFND
22	NXP SEMICONDUCTORS N V	COM	$2.7M	11749	0.53%	DFND
23	DIAMONDBACK ENERGY INC	COM	$2.6M	18169	0.52%	DFND
24	VERTEX PHARMACEUTICALS INC	COM	$2.5M	6353	0.49%	DFND
25	EATON CORP PLC	SHS	$2.4M	6470	0.48%	DFND
26	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.3M	44808	0.45%	DFND
27	VERTIV HOLDINGS CO	COM CL A	$1.9M	12607	0.38%	DFND
28	AMAZON COM INC	COM	$1.8M	8384	0.37%	DFND
29	NVIDIA CORPORATION	COM	$1.7M	9319	0.35%	DFND
30	TRANE TECHNOLOGIES PLC	SHS	$1.7M	4086	0.34%	DFND
31	APPLE INC	COM	$1.7M	6536	0.33%	DFND
32	DELL TECHNOLOGIES INC	CL C	$1.4M	9650	0.27%	DFND
33	CHUBB LIMITED	COM	$1.3M	4514	0.25%	SOLE
34	VISA INC	COM CL A	$1.3M	3724	0.25%	DFND
35	GE VERNOVA INC	COM	$1.2M	1944	0.24%	DFND
36	BANK AMERICA CORP	COM	$1.2M	22359	0.23%	DFND
37	PEPSICO INC	COM	$987K	7029	0.20%	DFND
38	J P MORGAN EXCHANGE TRADED F	SHORT DURA CORE	$924K	19410	0.18%	DFND
39	VALERO ENERGY CORP	COM	$894K	5252	0.18%	DFND
40	MARRIOTT INTL INC NEW	CL A	$832K	3196	0.17%	DFND
41	LOWES COS INC	COM	$776K	3088	0.15%	DFND
42	BERKSHIRE HATHAWAY INC DEL	CL A	$754K	1	0.15%	DFND
43	QUALCOMM INC	COM	$750K	4509	0.15%	DFND
44	ABBVIE INC	COM	$744K	3212	0.15%	DFND
45	SALESFORCE INC	COM	$742K	3129	0.15%	DFND
46	DEERE & CO	COM	$679K	1485	0.14%	DFND
47	ORACLE CORP	COM	$633K	2250	0.13%	DFND
48	CONSTELLATION BRANDS INC	CL A	$628K	4662	0.12%	DFND
49	ZOETIS INC	CL A	$620K	4238	0.12%	DFND
50	COHEN & STEERS ETF TRUST	PREFERRED AND IN	$597K	22967	0.12%	DFND

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.