Clear Point Advisors Inc.
CIK
2010474
City
MELVILLE
State / Country
NY
Top Portfolio Positions
32 positions ·
$74,910,581 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
146,392 | $43,062,670 | 57.49% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,837 | $5,100,539 | 6.81% |
| STT |
State Street Corp
Financial Services
|
38,298 | $4,846,994 | 6.47% |
| BAR |
GraniteShares Gold Trust
|
93,884 | $4,330,868 | 5.78% |
| AAPL |
Apple Inc.
Technology
|
14,662 | $3,721,068 | 4.97% |
| IBIT |
iShares Bitcoin Trust ETF
|
60,648 | $2,330,096 | 3.11% |
| ED |
Consolidated Edison Inc
Utilities
|
9,964 | $1,127,725 | 1.51% |
| BSL |
Blackstone Senior Floating Rate 2027 Term Fund
Financial Services
|
85,465 | $1,106,771 | 1.48% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,871 | $1,014,483 | 1.35% |
| WT |
WisdomTree, Inc.
Financial Services
|
52,844 | $769,408 | 1.03% |
Portfolio Trend
Holdings in MUJ
Shares Held
Position Value (USD)
9 of 9 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $803,238 | 67,499 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $782,313 | 67,499 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $739,114 | 67,499 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $759,363 | 67,499 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $747,213 | 67,499 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $818,762 | 67,499 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $768,813 | 67,499 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $785,013 | 67,499 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $770,163 | 67,499 | Shares | Sole | 2024-05-16 | |
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