Clear Point Advisors Inc.
CIK
2010474
Location
MELVILLE, NY
Portfolio Value
Micro
$75,448,835
Diversification
Highly concentrated
Filing Date
Global Rank
#5,878
/ 8,232
▲ 1294
Top Industry
Banks - Diversified
68.3%
3Y Alpha vs SPY
+2.7%
Period ended 2 months ago
Filed Apr 29, 2026 · 46d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.8%
SPY
+52.9%
Annualised alpha
+2.7%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
57.1%
+40.8 pts
Top 5
80.9%
+17.6 pts
Top 10
89.3%
+11.7 pts
HHI
3,426
Highly concentrated+2,520
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 68.5% | $51,685,297 |
| Unclassified | 16.4% | $12,375,957 |
| Technology | 6.9% | $5,206,160 |
| Communication Services | 2.6% | $1,940,320 |
| Consumer Cyclical | 1.8% | $1,375,080 |
| Utilities | 1.5% | $1,127,725 |
| Healthcare | 1.3% | $996,143 |
| Real Estate | 0.5% | $343,853 |
| Industrials | 0.3% | $205,300 |
| Energy | 0.3% | $193,000 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JPM | Jpmorgan Chase & Co | +144,851 | 146,392 | $43,062,670 | |
| BAR | GraniteShares Gold Trust | +2,913 | 93,884 | $4,330,868 | |
| T | At&T Inc. | +1,968 | 14,826 | $429,805 | |
| AAPL | Apple Inc. | +1,524 | 14,662 | $3,721,068 | |
| VZ | Verizon Communications Inc | +815 | 8,151 | $409,180 | |
| MSFT | Microsoft Corp | +132 | 2,052 | $759,588 | |
| AMZN | Amazon Com Inc | +92 | 4,871 | $1,014,483 | |
| ED | Consolidated Edison Inc | +43 | 9,964 | $1,127,725 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | −406 | 3,975 | $382,196 | |
| TSLA | Tesla, Inc. | −124 | 970 | $360,597 | |
| MCK | Mckesson Corp | −108 | 391 | $338,355 | |
| NVDA | Nvidia Corp | −106 | 4,160 | $725,504 | |
| QQQ | Invesco Qqq Trust, Series 1 | −47 | 8,837 | $5,100,539 | |
| META | Meta Platforms, Inc. | −42 | 854 | $488,599 | |
| GLD | Spdr Gold Trust | −32 | 1,428 | $614,454 | |
| V | Visa Inc. | −14 | 1,721 | $520,155 | |
| JNJ | Johnson & Johnson | −14 | 2,691 | $657,788 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STT | State Street Corp | 38,298 | $4,846,994 | |
| IBIT | iShares Bitcoin Trust ETF | 60,648 | $2,330,096 | |
| 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 | |
| DIS | Walt Disney Co | 2,392 | $230,540 | |
| ISSC | Innovative Solutions & Support Inc | 10,000 | $205,300 | |
| FR | First Industrial Realty Trust Inc | 3,439 | $198,946 | |
| ET | Energy Transfer LP | 10,000 | $193,000 | |
| 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 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | 7,071 | $4,821,856 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 5,904 | $3,561,765 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 2,017 | $969,309 | |
| MUJ | Blackrock Muniholdings New Jersey Quality Fund, Inc. | 67,499 | $803,238 | |
| BRK-B | Berkshire Hathaway Inc | 1,546 | $777,096 | |
| GOOGL | Alphabet Inc. | 1,141 | $357,133 | |
| IBM | International Business Machines Corp | 811 | $240,226 | |
| No positions match the current search. | ||||
33 positions ·
$75,448,835 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 146,392 | $43,062,670 | 57.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 8,837 | $5,100,539 | 6.76% | |
| STT |
State Street Corp
Financial Services
|
NEW | 38,298 | $4,846,994 | 6.42% | |
| BAR |
GraniteShares Gold Trust
|
Added | 93,884 | $4,330,868 | 5.74% | |
| AAPL |
Apple Inc.
Technology
|
Added | 14,662 | $3,721,068 | 4.93% | |
| IBIT |
iShares Bitcoin Trust ETF
|
NEW | 60,648 | $2,330,096 | 3.09% | |
| ED |
Consolidated Edison Inc
Utilities
|
Added | 9,964 | $1,127,725 | 1.49% | |
| BSL |
Blackstone Senior Floating Rate 2027 Term Fund
Financial Services
|
NEW | 85,465 | $1,106,771 | 1.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 4,871 | $1,014,483 | 1.34% | |
| WT |
WisdomTree, Inc.
Financial Services
|
NEW | 52,844 | $769,408 | 1.02% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,052 | $759,588 | 1.01% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 4,160 | $725,504 | 0.96% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,691 | $657,788 | 0.87% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,428 | $614,454 | 0.81% | |
| FFA |
First Trust Enhanced Equity Income Fund
Financial Services
|
NEW | 26,385 | $538,254 | 0.71% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,721 | $520,155 | 0.69% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,021 | $510,152 | 0.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 854 | $488,599 | 0.65% | |
| T |
At&T Inc.
Communication Services
|
Added | 14,826 | $429,805 | 0.57% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 8,151 | $409,180 | 0.54% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 3,975 | $382,196 | 0.51% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 970 | $360,597 | 0.48% | |
| MCK |
Mckesson Corp
Healthcare
|
Reduced | 391 | $338,355 | 0.45% | |
| DIS |
Walt Disney Co
Communication Services
|
NEW | 2,392 | $230,540 | 0.31% | |
| ISSC |
Innovative Solutions & Support Inc
Industrials
|
NEW | 10,000 | $205,300 | 0.27% | |
| FR |
First Industrial Realty Trust Inc
Real Estate
|
NEW | 3,439 | $198,946 | 0.26% | |
| ET |
Energy Transfer LP
Energy
|
NEW | 10,000 | $193,000 | 0.26% | |
| FMBH |
First Mid Bancshares, Inc.
Financial Services
|
NEW | 4,437 | $182,760 | 0.24% | |
| FBRT |
Franklin BSP Realty Trust, Inc.
Real Estate
|
NEW | 17,068 | $144,907 | 0.19% | |
| PML |
Pimco Municipal Income Fund II
Financial Services
|
NEW | 8,015 | $60,673 | 0.08% | |
| PFL |
Pimco Income Strategy Fund
Financial Services
|
NEW | 5,642 | $45,136 | 0.06% | |
| LEO |
Bny Mellon Strategic Municipals, Inc.
Financial Services
|
NEW | 4,571 | $28,751 | 0.04% | |
| IQI |
Invesco Quality Municipal Income Trust
Financial Services
|
NEW | 1,411 | $13,573 | 0.02% |