Latest Shore Point Advisors, LLC Stock Portfolio
Shore Point Advisors, LLC Performance:
2025 Q3: 0.25%YTD: 5.52%2024: 0.95%
Performance for 2025 Q3 is 0.25%, and YTD is 5.52%, and 2024 is 0.95%.
About Shore Point Advisors, LLC and 13F Hedge Fund Stock Holdings
Shore Point Advisors, LLC is a hedge fund based in BRIELLE, NJ. On 26-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $162.8 Millions. In it's latest 13F Holdings report, Shore Point Advisors, LLC reported an equity portfolio of $226.1 Millions as of 30 Sep, 2025.
The top stock holdings of Shore Point Advisors, LLC are BBAX, VB, AAXJ. The fund has invested 14.9% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 10.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in TEXAS PACIFIC LAND CORPORATI (TPL), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (AAXJ). Shore Point Advisors, LLC opened new stock positions in INTERNATIONAL BUSINESS MACHS (IBM), DIMENSIONAL ETF TRUST (DFAC) and BITWISE ETHEREUM ETF. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), DIMENSIONAL ETF TRUST (DFAC) and SPDR SER TR (BIL).
The top stock holdings of Shore Point Advisors, LLC are BBAX, VB, AAXJ. The fund has invested 14.9% of it's portfolio in J P MORGAN EXCHANGE TRADED F and 10.2% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off THE CIGNA GROUP (CI) stocks. They significantly reduced their stock positions in TEXAS PACIFIC LAND CORPORATI (TPL), DIMENSIONAL ETF TRUST (DFAC) and ISHARES TR (AAXJ). Shore Point Advisors, LLC opened new stock positions in INTERNATIONAL BUSINESS MACHS (IBM), DIMENSIONAL ETF TRUST (DFAC) and BITWISE ETHEREUM ETF. The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), DIMENSIONAL ETF TRUST (DFAC) and SPDR SER TR (BIL).
Shore Point Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Shore Point Advisors, LLC made a return of 0.25% in the last quarter. In trailing 12 months, it's portfolio return was 5.19%.
New Buys
| Ticker | $ Bought |
|---|---|
| international business machs | 265,445 |
| dimensional etf trust | 256,324 |
| bitwise ethereum etf | 210,529 |
New stocks bought by Shore Point Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 76.81 |
| j p morgan exchange traded f | 71.25 |
| dimensional etf trust | 66.22 |
| dimensional etf trust | 52.87 |
| dimensional etf trust | 18.82 |
| spdr ser tr | 14.68 |
| bitwise 10 crypto index fund | 14.06 |
| ishares tr | 12.11 |
Additions to existing portfolio by Shore Point Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| texas pacific land corporati | -18.4 |
| dimensional etf trust | -6.62 |
| ishares tr | -6.35 |
| dimensional etf trust | -6.15 |
| johnson & johnson | -5.78 |
| wisdomtree tr | -4.82 |
| exxon mobil corp | -2.34 |
| legg mason etf invt | -1.58 |
Shore Point Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| the cigna group | -215,207 |
Shore Point Advisors, LLC got rid off the above stocks
Sector Distribution
Shore Point Advisors, LLC has about 90.4% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 90.4 |
| Utilities | 5.2 |
| Technology | 1.1 |
Market Cap. Distribution
Shore Point Advisors, LLC has about 4.5% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 90.4 |
| SMALL-CAP | 4.8 |
| LARGE-CAP | 2.4 |
| MEGA-CAP | 2.1 |
Stocks belong to which Index?
About 9.4% of the stocks held by Shore Point Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 90.6 |
| RUSSELL 2000 | 5.1 |
| S&P 500 | 4.3 |
Shore Point Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Shore Point Advisors, LLC
Shore Point Advisors, LLC has 72 stocks in it's portfolio. About 66.6% of the portfolio is in top 10 stocks. VRSK proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Shore Point Advisors, LLC last quarter.
Last Reported on: 24 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.48 | 4,217 | 1,073,810 | added | 7.11 | ||
| AAXJ | ishares tr | 7.88 | 232,245 | 17,817,900 | reduced | -6.35 | ||
| AAXJ | ishares tr | 2.61 | 111,480 | 5,911,830 | added | 3.1 | ||
| AAXJ | ishares tr | 0.72 | 17,062 | 1,624,200 | added | 0.61 | ||
| AAXJ | ishares tr | 0.44 | 9,291 | 992,178 | added | 1.72 | ||
| ACWF | ishares tr | 7.54 | 356,034 | 17,046,900 | added | 0.05 | ||
| ACWV | ishares inc | 0.47 | 16,732 | 1,068,030 | added | 11.76 | ||
| ADP | automatic data processing in | 0.53 | 4,094 | 1,201,590 | reduced | -0.87 | ||
| AEMB | american centy etf tr | 1.02 | 30,579 | 2,296,830 | reduced | -0.74 | ||
| AGZD | wisdomtree tr | 6.53 | 264,464 | 14,775,600 | reduced | -4.82 | ||
| AGZD | wisdomtree tr | 1.99 | 78,799 | 4,499,430 | added | 1.65 | ||
| AMPS | ishares tr | 3.17 | 75,289 | 7,163,030 | added | 12.11 | ||
| AMPS | ishares tr | 1.59 | 42,357 | 3,593,190 | added | 11.16 | ||
| ASET | flexshares tr | 0.20 | 5,539 | 439,859 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 14.92 | 496,782 | 33,732,900 | reduced | -0.26 | ||
| BBAX | j p morgan exchange traded f | 0.94 | 42,043 | 2,132,860 | added | 71.25 | ||
| BBAX | j p morgan exchange traded f | 0.25 | 11,079 | 565,517 | added | 76.81 | ||
| BIL | spdr ser tr | 1.32 | 32,587 | 2,989,930 | added | 14.68 | ||
| BITW | bitwise 10 crypto index fund | 0.20 | 5,591 | 440,377 | added | 14.06 | ||
| BIV | vanguard bd index fds | 0.28 | 7,915 | 624,619 | added | 6.93 | ||