Clear Point Advisors Inc.
Top Portfolio Positions
33 positions ·
$75,448,835 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
146,392 | $43,062,670 | 57.08% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,837 | $5,100,539 | 6.76% | |
| STT |
State Street Corp
Financial Services
|
38,298 | $4,846,994 | 6.42% | |
| BAR |
GraniteShares Gold Trust
|
93,884 | $4,330,868 | 5.74% | |
| AAPL |
Apple Inc.
Technology
|
14,662 | $3,721,068 | 4.93% | |
| IBIT |
iShares Bitcoin Trust ETF
|
60,648 | $2,330,096 | 3.09% | |
| ED |
Consolidated Edison Inc
Utilities
|
9,964 | $1,127,725 | 1.49% | |
| BSL |
Blackstone Senior Floating Rate 2027 Term Fund
Financial Services
|
85,465 | $1,106,771 | 1.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,871 | $1,014,483 | 1.34% | |
| WT |
WisdomTree, Inc.
Financial Services
|
52,844 | $769,408 | 1.02% |
Portfolio Trend
10 quarters · across all stocks
Holdings in BAR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,330,868 | 93,884 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $3,865,357 | 90,971 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,563,024 | 93,616 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,170,192 | 97,126 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,976,861 | 96,526 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,279,174 | 88,033 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,270,790 | 87,439 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,876,589 | 81,733 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,770,503 | 80,624 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,622,860 | 79,591 | Shares | Sole | 2024-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||