Shorepoint Capital Partners LLC

NORWOOD, MA · CIK 1759476 · 13F filing filed 2025-10-03

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNorwood, MA

$502.8m reported value

98positions

35.5%in top 10

—no comparable previous quarter

This report includes the holdings of 1 other manager that shares the investment decisions:

MCCARTER PRIVATE WEALTH SERVICES LLC – no 13F of its own this quarter

Also in the report of:

MCCARTER PRIVATE WEALTH SERVICES LLC – $134.5m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	738,826	$34.2m6.80%	6.80%	First filing
2	BROADCOM INC COM AVGO	AVGO	91,971	$30.3m6.04%	6.04%	First filing
3	MORGAN STANLEY ETF TRUST EATON VANCE FLTG EVLN	EVLN	403,284	$20.0m3.98%	3.98%	First filing
4	AGNICO EAGLE MINES LTD COM AEM	AEM	98,115	$16.5m3.29%	3.29%	First filing
5	MICROSOFT CORP COM MSFT	MSFT	31,574	$16.4m3.25%	3.25%	First filing
6	JPMORGAN CHASE & CO COM JPM	JPM	48,348	$15.3m3.03%	3.03%	First filing
7	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	482,648	$13.2m2.62%	2.62%	First filing
8	TRAVELERS COMPANIES INC COM TRV	TRV	39,589	$11.1m2.20%	2.20%	First filing
9	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	343,080	$10.9m2.18%	2.18%	First filing
10	J P MORGAN EXCHANGE TRADED F SHORT DURA CORE JSCP	JSCP	223,025	$10.6m2.11%	2.11%	First filing
11	AUTOZONE INC COM AZO	AZO	2,336	$10.0m1.99%	1.99%	First filing
12	RTX CORPORATION COM RTX	RTX	59,734	$10.0m1.99%	1.99%	First filing
13	EATON CORP PLC SHS ETN	ETN	25,427	$9.5m1.89%	1.89%	First filing
14	CHEVRON CORP NEW COM CVX	CVX	54,861	$8.5m1.69%	1.69%	First filing
15	TJX COS INC NEW COM TJX	TJX	58,172	$8.4m1.67%	1.67%	First filing
16	ALPHABET INC CAP STK CL A GOOGL	GOOGL	33,657	$8.2m1.63%	1.63%	First filing
17	DELL TECHNOLOGIES INC CL C DELL	DELL	54,984	$7.8m1.55%	1.55%	First filing
18	COHEN & STEERS ETF TRUST PREFERRED AND IN CSPF	CSPF	294,568	$7.7m1.52%	1.52%	First filing
19	ABBVIE INC COM ABBV	ABBV	32,205	$7.5m1.48%	1.48%	First filing
20	APPLE INC COM AAPL	AAPL	28,724	$7.3m1.45%	1.45%	First filing
21	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	140,638	$7.1m1.41%	1.41%	First filing
22	COSTCO WHSL CORP NEW COM COST	COST	7,421	$6.9m1.37%	1.37%	First filing
23	MASTERCARD INCORPORATED CL A MA	MA	11,818	$6.7m1.34%	1.34%	First filing
24	META PLATFORMS INC CL A META	META	9,124	$6.7m1.33%	1.33%	First filing
25	QUALCOMM INC COM QCOM	QCOM	40,236	$6.7m1.33%	1.33%	First filing
26	LOWES COS INC COM LOW	LOW	25,672	$6.5m1.28%	1.28%	First filing
27	JOHNSON & JOHNSON COM JNJ	JNJ	34,701	$6.4m1.28%	1.28%	First filing
28	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	13,224	$6.4m1.28%	1.28%	First filing
29	KINDER MORGAN INC DEL COM KMI	KMI	205,928	$5.8m1.16%	1.16%	First filing
30	TRANE TECHNOLOGIES PLC SHS TT	TT	13,671	$5.8m1.15%	1.15%	First filing
31	MORGAN STANLEY COM NEW MS	MS	35,060	$5.6m1.11%	1.11%	First filing
32	PHILLIPS 66 COM PSX	PSX	39,657	$5.4m1.07%	1.07%	First filing
33	PEPSICO INC COM PEP	PEP	37,602	$5.3m1.05%	1.05%	First filing
34	AMAZON COM INC COM AMZN	AMZN	23,784	$5.2m1.04%	1.04%	First filing
35	EDWARDS LIFESCIENCES CORP COM EW	EW	66,747	$5.2m1.03%	1.03%	First filing
36	NVIDIA CORPORATION COM NVDA	NVDA	27,186	$5.1m1.01%	1.01%	First filing
37	PALO ALTO NETWORKS INC COM PANW	PANW	24,793	$5.0m1.00%	1.00%	First filing
38	VANGUARD INDEX FDS MID CAP ETF VO	VO	16,773	$4.9m0.98%	0.98%	First filing
39	NOVO-NORDISK A S ADR NVO	NVO	87,191	$4.8m0.96%	0.96%	First filing
40	SOUTHERN CO COM SO	SO	49,905	$4.7m0.94%	0.94%	First filing
41	PNC FINL SVCS GROUP INC COM PNC	PNC	23,457	$4.7m0.94%	0.94%	First filing
42	CVS HEALTH CORP COM CVS	CVS	62,292	$4.7m0.93%	0.93%	First filing
43	CISCO SYS INC COM CSCO	CSCO	68,194	$4.7m0.93%	0.93%	First filing
44	VERTIV HOLDINGS CO COM CL A VRT	VRT	30,456	$4.6m0.91%	0.91%	First filing
45	ISHARES TR MSCI EAFE ETF EFA	EFA	49,194	$4.6m0.91%	0.91%	First filing
46	VERIZON COMMUNICATIONS INC COM VZ	VZ	99,974	$4.4m0.87%	0.87%	First filing
47	ALPHABET INC CAP STK CL C GOOG	GOOG	17,661	$4.3m0.86%	0.86%	First filing
48	VISA INC COM CL A V	V	12,309	$4.2m0.84%	0.84%	First filing
49	MERCK & CO INC COM MRK	MRK	49,693	$4.2m0.83%	0.83%	First filing
50	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	10,405	$4.1m0.81%	0.81%	First filing
51	MCDONALDS CORP COM MCD	MCD	13,349	$4.1m0.81%	0.81%	First filing
52	BANK AMERICA CORP COM BAC	BAC	77,482	$4.0m0.80%	0.80%	First filing
53	DIAMONDBACK ENERGY INC COM FANG	FANG	27,228	$3.9m0.77%	0.77%	First filing
54	MEDTRONIC PLC SHS MDT	MDT	35,714	$3.4m0.68%	0.68%	First filing
55	SMUCKER J M CO COM NEW SJM	SJM	31,230	$3.4m0.67%	0.67%	First filing
56	MONDELEZ INTL INC CL A MDLZ	MDLZ	53,927	$3.4m0.67%	0.67%	First filing
57	GE VERNOVA INC COM GEV	GEV	5,411	$3.3m0.66%	0.66%	First filing
58	COMCAST CORP NEW CL A CMCSA	CMCSA	105,417	$3.3m0.66%	0.66%	First filing
59	PFIZER INC COM PFE	PFE	120,211	$3.1m0.61%	0.61%	First filing
60	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	67,705	$3.1m0.61%	0.61%	First filing
61	AMERICAN TOWER CORP NEW COM AMT	AMT	15,817	$3.0m0.61%	0.61%	First filing
62	NXP SEMICONDUCTORS N V COM NXPI	NXPI	12,033	$2.7m0.55%	0.55%	First filing
63	UNION PAC CORP COM UNP	UNP	11,530	$2.7m0.54%	0.54%	First filing
64	NEXTERA ENERGY INC COM NEE	NEE	35,163	$2.7m0.53%	0.53%	First filing
65	CME GROUP INC COM CME	CME	9,257	$2.5m0.50%	0.50%	First filing
66	SALESFORCE INC COM CRM	CRM	10,523	$2.5m0.50%	0.50%	First filing
67	MARRIOTT INTL INC NEW CL A MAR	MAR	9,433	$2.5m0.49%	0.49%	First filing
68	PROCTER AND GAMBLE CO COM PG	PG	15,053	$2.3m0.46%	0.46%	First filing
69	ZOETIS INC CL A ZTS	ZTS	15,350	$2.2m0.45%	0.45%	First filing
70	VANGUARD INDEX FDS SMALL CP ETF VB	VB	7,213	$1.8m0.36%	0.36%	First filing
71	VALERO ENERGY CORP COM VLO	VLO	10,373	$1.8m0.35%	0.35%	First filing
72	CONSTELLATION BRANDS INC CL A STZ	STZ	12,044	$1.6m0.32%	0.32%	First filing
73	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	53,664	$1.4m0.27%	0.27%	First filing
74	CHUBB LIMITED COM CB	CB	4,514	$1.3m0.25%	0.25%	First filing
75	SPDR GOLD TR GOLD SHS GLD	GLD	3,516	$1.2m0.25%	0.25%	First filing
76	ORACLE CORP COM ORCL	ORCL	4,300	$1.2m0.24%	0.24%	First filing
77	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	15,565	$1.2m0.24%	0.24%	First filing
78	HOME DEPOT INC COM HD	HD	2,114	$856.7k0.17%	0.17%	First filing
79	NORFOLK SOUTHN CORP COM NSC	NSC	2,684	$806.3k0.16%	0.16%	First filing
80	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$754.2k0.15%	0.15%	First filing
81	ABBOTT LABS COM ABT	ABT	5,416	$725.4k0.14%	0.14%	First filing
82	DEERE & CO COM DE	DE	1,585	$724.8k0.14%	0.14%	First filing
83	FRANKLIN BSP RLTY TR INC COMMON STOCK FBRT	FBRT	46,400	$503.9k0.10%	0.10%	First filing
84	EXXON MOBIL CORP COM XOM	XOM	4,348	$490.2k0.10%	0.10%	First filing
85	GE AEROSPACE COM NEW GE	GE	1,540	$463.3k0.09%	0.09%	First filing
86	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	809	$406.7k0.08%	0.08%	First filing
87	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	6,901	$373.9k0.07%	0.07%	First filing
88	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,528	$368.2k0.07%	0.07%	First filing
89	COLGATE PALMOLIVE CO COM CL	CL	4,449	$355.7k0.07%	0.07%	First filing
90	CSX CORP COM CSX	CSX	9,000	$319.6k0.06%	0.06%	First filing
91	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	653	$313.3k0.06%	0.06%	First filing
92	INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT RSPH	RSPH	10,300	$302.7k0.06%	0.06%	First filing
93	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	960	$295.6k0.06%	0.06%	First filing
94	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,336	$288.2k0.06%	0.06%	First filing
95	MAPLEBEAR INC COM CART	CART	7,417	$272.6k0.05%	0.05%	First filing
96	PEOPLES FINL SVCS CORP COM PFIS	PFIS	2,342	$256.0k0.05%	0.05%	First filing
97	LINDE PLC SHS LIN	LIN	426	$202.3k0.04%	0.04%	First filing
98	READY CAPITAL CORP COM RC	RC	28,000	$108.4k0.02%	0.02%	First filing