Shore Point Advisors, LLC reported 28 positions worth $14.47M for the quarter ended Sep 30, 2026, up 23.4% on the prior quarter. It opened 4 new positions, added to 6, trimmed 1 and exited 0. Its largest holding is Apple Inc. at 10.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOG Alphabet Inc. | +1,598 | – | $544.67K | 3.76% |
| NVS Novartis Ag | +3,040 | – | $433.41K | 2.99% |
| PNC Pnc Financial Services Group, Inc. | +1,920 | – | $426.78K | 2.95% |
| BITB Bitwise Bitcoin ETF | +4,467 | – | $202.62K | 1.4% |
| AAPL Apple Inc. | +601 | +14.6% | $200.15K | 10.84% |
| NVDA Nvidia Corp | +399 | +32.4% | $91.16K | 2.57% |
| VZ Verizon Communications Inc | +64 | +0.8% | $2.94K | 2.59% |
| JNJ Johnson & Johnson | +2 | +0.1% | $529.74 | 3.31% |
| NJR New Jersey Resources Corp | +8 | +0.0% | $404.81 | 5.98% |
| CB Chubb Ltd | +1 | +0.1% | $325.34 | 4.3% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRK Merck & Co., Inc. | -191 | -2.2% | $27.75K | 8.68% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 4,710 | $1.57M | 10.84% | +601 | +14.6% | Added | 0% |
| 2 | XOM ExxonMobil Holdings Corp | Energy | 8,965 | $1.46M | 10.08% | 0 | 0.0% | Unchanged | 0% |
| 3 | MRK Merck & Co., Inc. | Healthcare | 8,646 | $1.26M | 8.68% | -191 | -2.2% | Reduced | 0% |
| 4 | ADP Automatic Data Processing Inc | Technology | 4,194 | $1.08M | 7.48% | 0 | 0.0% | Unchanged | 0% |
| 5 | CVX Chevron Corp | Energy | 4,950 | $1.01M | 6.98% | 0 | 0.0% | Unchanged | 0% |
| 6 | NJR New Jersey Resources Corp | Utilities | 17.1K | $865.64K | 5.98% | +8 | +0.0% | Added | 0.02% |
| 7 | CB Chubb Ltd | Financial Services | 1,913 | $622.38K | 4.3% | +1 | +0.1% | Added | 0% |
| 8 | GOOG Alphabet Inc. | Technology | 1,598 | $544.67K | 3.76% | +1,598 | – | New | 0% |
| 9 | JNJ Johnson & Johnson | Healthcare | 1,811 | $479.68K | 3.31% | +2 | +0.1% | Added | 0% |
| 10 | MSFT Microsoft Corp | Technology | 885 | $454.27K | 3.14% | 0 | 0.0% | Unchanged | 0% |
| 11 | NVS Novartis Ag | Healthcare | 3,040 | $433.41K | 2.99% | +3,040 | – | New | 0% |
| 12 | PNC Pnc Financial Services Group, Inc. | Financial Services | 1,920 | $426.78K | 2.95% | +1,920 | – | New | 0% |
| 13 | MAR Marriott International Inc | Consumer Discretionary | 1,142 | $406.18K | 2.81% | 0 | 0.0% | Unchanged | 0% |
| 14 | VZ Verizon Communications Inc | Communication Services | 8,158 | $374.23K | 2.59% | +64 | +0.8% | Added | 0% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 2,000 | $374.10K | 2.58% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Shore Point Advisors.
As of its Q3 2026 13F filing, Shore Point Advisors, LLC’s five largest positions were Apple Inc. (AAPL) at 10.8%, ExxonMobil Holdings Corp (XOM) at 10.1%, Merck & Co., Inc. (MRK) at 8.7%, Automatic Data Processing Inc (ADP) at 7.5%, Chevron Corp (CVX) at 7.0% of the reported portfolio.
Shore Point Advisors, LLC reported a 13F portfolio worth $14.47M across 28 positions for Q3 2026. That is up 23.4% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($544.67K), Novartis Ag ($433.41K), Pnc Financial Services Group, Inc. ($426.78K). It opened 4 new positions.
Its largest sales by value were Merck & Co., Inc. ($27.75K). It exited 0 positions entirely.
From the Form 13F-HR reports Shore Point Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.