Shore Point Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Jacob B. Rue as the portfolio manager responsible for the account.
The portfolio includes a diverse mix of individual equities and exchange-traded funds (ETFs). Notable individual stock positions include Apple Inc., Chevron Corporation, International Business Machines, Johnson & Johnson, and Marriott International. The portfolio also holds significant positions in exchange-traded funds, including Dimensional ETF Trust funds, WisdomTree funds, and iShares ETFs.
Specific holdings identified in the filing include:
- Dimensional ETF Trust: Multiple funds covering US Core Equity, Emerging Markets, World Equity, and Small Cap strategies, as well as specific funds for California Municipal Bonds and Global Sustainability.
- Exchange Traded Funds: SPDR Bloomberg 1-3 Month T-Bill ETF, Bitwise Bitcoin ETF Trust, Hashdex Nasdaq Crypto Index SHS, and various iShares and Schwab Strategic Trust funds.
- Individual Equities: Denison Mines Corp, Novartis AG Sponsored ADR, Palantir Technologies Inc CL A, and Verisk Analytics Inc.
The filing indicates that the portfolio is managed with a focus on a mix of large-cap equities, ETFs, and specific sector exposure, including energy and technology.
