Clear Point Advisors Inc.

CIK

2010474

Location

MELVILLE, NY

Portfolio Value

Micro $35,863,664

Diversification

Diversified

Filing Date

Global Rank

#7,304 / 8,517 ▲ 155

Top Industry

Consumer Electronics 29.1%

3Y Alpha vs SPY

+10.6%

Period ended 47 days ago

Filed Jul 29, 2026 · 18d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+92.2%

SPY

+55.7%

Annualised alpha

+10.5%

Max drawdown

−16.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

30 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

18.1%

−0.5 pts

Top 5

66.2%

+6.8 pts

Top 10

78.9%

+0.8 pts

HHI

976

Diversified+99

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.0%	$21,142,069	7
Technology	19.2%	$6,880,464	7
Financial Services	8.6%	$3,101,880	5
Communication Services	5.8%	$2,093,062	6
Consumer Cyclical	4.2%	$1,490,213	2
Healthcare	2.7%	$964,776	2
Energy	0.5%	$191,200	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+124	14,786	$4,278,476
GOOGL	Alphabet Inc.	+14	1,294	$462,436
JNJ	Johnson & Johnson	+4	2,695	$684,449
V	Visa Inc.	+2	1,723	$591,144
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	−145,120	1,272	$416,363
BAR	GraniteShares Gold Trust	−3,969	89,915	$3,554,339
GLD	Spdr Gold Trust	−715	713	$262,654
NVDA	Nvidia Corp	−324	3,836	$767,545
AMZN	Amazon Com Inc	−295	4,576	$1,090,643
VZ	Verizon Communications Inc	−135	8,016	$339,397
MSFT	Microsoft Corp	−69	1,983	$739,698
NFLX	Netflix Inc	−40	3,935	$280,959
MCK	Mckesson Corp	−20	371	$280,327
TSLA	Tesla, Inc.	−20	950	$399,570
QQQ	Invesco Qqq Trust, Series 1	−14	8,823	$6,497,257
META	Meta Platforms, Inc.	−14	840	$473,163
BRK-B	Berkshire Hathaway Inc	−3	1,477	$739,076
T	At&T Inc.	−1	14,825	$306,877
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	6,923	$5,169,888
MDY	Spdr S&P Midcap 400 ETF Trust	6,023	$4,236,216
DIA	Spdr Dow Jones Industrial Average ETF Trust	2,182	$1,139,854
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc.	67,499	$830,912
AMAT	Applied Materials Inc /De	582	$420,786
GLDM	World Gold Trust	3,549	$281,861
AVGO	Broadcom Inc.	627	$236,849
IBM	International Business Machines Corp	785	$220,749
CSCO	Cisco Systems, Inc.	1,842	$216,361
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
STT	State Street Corp	38,298	$4,846,994
CGDV	Capital Group Dividend Value ETF	63,447	$2,699,035
IBIT	iShares Bitcoin Trust ETF	60,648	$2,330,096
ED	Consolidated Edison Inc	9,964	$1,127,725
BSL	Blackstone Senior Floating Rate 2027 Term Fund	85,465	$1,106,771
WT	WisdomTree, Inc.	52,844	$769,408
FFA	First Trust Enhanced Equity Income Fund	26,385	$538,254
FR	First Industrial Realty Trust Inc	3,439	$198,946
FMBH	First Mid Bancshares, Inc.	4,437	$182,760
FBRT	Franklin BSP Realty Trust, Inc.	17,068	$144,907
PML	Pimco Municipal Income Fund II	8,015	$60,673
PFL	Pimco Income Strategy Fund	5,642	$45,136
LEO	Bny Mellon Strategic Municipals, Inc.	4,571	$28,751
IQI	Invesco Quality Municipal Income Trust	1,411	$13,573
ISSC	Innovative Solutions & Support Inc	10,000	$7
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

30 tracked positions · $35,863,664 total · filing declares 93 positions · $112,837,153 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Energy Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	8,823	-14	$6,497,257	+27.4%	18.12%
SPY	Spdr S&P 500 ETF Trust	NEW	6,923	NEW	$5,169,888	NEW	14.42%
AAPL	Apple Inc. Technology	Added	14,786	+124	$4,278,476	+15.0%	11.93%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	6,023	NEW	$4,236,216	NEW	11.81%
BAR	GraniteShares Gold Trust	Reduced	89,915	-3,969	$3,554,339	−17.9%	9.91%
DIA	Spdr Dow Jones Industrial Average ETF Trust	NEW	2,182	NEW	$1,139,854	NEW	3.18%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,576	-295	$1,090,643	+7.5%	3.04%
MUJ	Blackrock Muniholdings New Jersey Quality Fund, Inc. Financial Services	NEW	67,499	NEW	$830,912	NEW	2.32%
NVDA	Nvidia Corp Technology	Reduced	3,836	-324	$767,545	+5.8%	2.14%
MSFT	Microsoft Corp Technology	Reduced	1,983	-69	$739,698	−2.6%	2.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,477	-3	$739,076	+4.2%	2.06%
JNJ	Johnson & Johnson Healthcare	Added	2,695	+4	$684,449	+4.1%	1.91%
V	Visa Inc. Financial Services	Added	1,723	+2	$591,144	+13.6%	1.65%
MA	Mastercard Inc Financial Services	Held	1,021	0	$524,385	+2.8%	1.46%
META	Meta Platforms, Inc. Communication Services	Reduced	840	-14	$473,163	−3.2%	1.32%
GOOGL	Alphabet Inc. Communication Services	Added	1,294	+14	$462,436	+25.9%	1.29%
AMAT	Applied Materials Inc /De Technology	NEW	582	NEW	$420,786	NEW	1.17%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,272	-145,120	$416,363	−94.9%	1.16%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	950	-20	$399,570	+10.8%	1.11%
VZ	Verizon Communications Inc Communication Services	Reduced	8,016	-135	$339,397	−17.1%	0.95%
T	At&T Inc. Communication Services	Reduced	14,825	-1	$306,877	−28.6%	0.86%
GLDM	World Gold Trust	NEW	3,549	NEW	$281,861	NEW	0.79%
NFLX	Netflix Inc Communication Services	Reduced	3,935	-40	$280,959	−26.5%	0.78%
MCK	Mckesson Corp Healthcare	Reduced	371	-20	$280,327	−17.2%	0.78%
GLD	Spdr Gold Trust	Reduced	713	-715	$262,654	−57.3%	0.73%
AVGO	Broadcom Inc. Technology	NEW	627	NEW	$236,849	NEW	0.66%
DIS	Walt Disney Co Communication Services	Held	2,392	0	$230,230	−0.1%	0.64%
IBM	International Business Machines Corp Technology	NEW	785	NEW	$220,749	NEW	0.62%
CSCO	Cisco Systems, Inc. Technology	NEW	1,842	NEW	$216,361	NEW	0.60%
ET	Energy Transfer LP Energy	Held	10,000	0	$191,200	−0.9%	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.