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Latest Clear Point Advisors Inc. Stock Portfolio

$112Million | No. of Holdings #93

Clear Point Advisors Inc. Performance

2026 Q2+21.75%
YTD+6.67%
2025+11.59%

About Clear Point Advisors Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clear Point Advisors Inc. reported an equity portfolio of $112.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Clear Point Advisors Inc. are FNDA, QQQ, SPY. The fund has invested 10.9% of it's portfolio in SCHWAB STRATEGIC TR and 5.8% of portfolio in INVESCO QQQ TR. <br><br> The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR), STATE STR CORP (STT) and VANGUARD WORLD FD (VAW) stocks. They significantly reduced their stock positions in JPMORGAN CHASE & CO (JPM), SPDR GOLD TR (GLD) and ALPHABET INC (GOOG). Clear Point Advisors Inc. opened new stock positions in STATE STR SPDR S&P 500 ETF T (SPY), STATE STR SPDR S&P MIDCAP 40 (MDY) and DOUBLELINE ETF TRUST. The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANECK ETF TRUST (AFK) and FIRST TR EXCHANGE TRADED FD (AIRR).
Clear Point Advisors Inc. Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$112Million
  as of Jul 29, 2026

Clear Point Advisors Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Clear Point Advisors Inc. made a return of 21.75% in the last quarter. In trailing 12 months, it's portfolio return was 14.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
state str spdr s&p 500 etf t5,169,800
state str spdr s&p midcap 404,236,430
doubleline etf trust3,997,640
pimco etf tr2,572,700
first tr exchange-traded fd2,259,610
vanguard index fds1,775,650
vanguard scottsdale fds1,768,560
j p morgan exchange traded f1,746,260
New stocks bought by Clear Point Advisors Inc.

Additions

Ticker% Inc.
schwab strategic tr57.2
schwab strategic tr8.52
vaneck etf trust4.79
first tr exchange traded fd4.59
vaneck etf trust3.61
capital group dividend value3.44
tcw etf trust1.83
american centy etf tr1.11
Additions to existing portfolio by Clear Point Advisors Inc.

Reductions

Ticker% Reduced
jpmorgan chase & co-99.13
spdr gold tr-50.07
alphabet inc-41.09
putnam etf trust-8.31
nvidia corporation-7.79
amazon com inc-6.06
mckesson corp-5.12
graniteshares gold tr-4.23
Clear Point Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-14,983,000
doubleline etf trust-4,428,740
blackstone seni fltn rat 202-1,606,740
blackrock mun income quality-780,963
capital group intl focus eqt-1,594,550
ishares bitcoin trust etf-4,350,910
wisdomtree inc-2,664,450
vanguard world fd-6,830,180
Clear Point Advisors Inc. got rid off the above stocks

Sector Distribution

Clear Point Advisors Inc. has about 87.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
Sector%
Others87.6
Technology6.1
Communication Services2.1
Financial Services1.4
Consumer Cyclical1.3

Market Cap. Distribution

Clear Point Advisors Inc. has about 12.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.6
MEGA-CAP11.2
LARGE-CAP1.2

Stocks belong to which Index?

About 11.7% of the stocks held by Clear Point Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.8
S&P 50011.7
Top 5 Winners (%)%
JPM
jpmorgan chase & co
243.5 %
QQQ
invesco qqq tr
27.6 %
FNDA
schwab strategic tr
24.1 %
AIRR
first tr exchange traded fd
18.2 %
GOOG
alphabet inc
18.2 %
Top 5 Winners ($)$
JPM
jpmorgan chase & co
20.0 M
FNDA
schwab strategic tr
1.7 M
QQQ
invesco qqq tr
1.4 M
FNDA
schwab strategic tr
0.7 M
AAPL
apple inc
0.5 M
Top 5 Losers (%)%
T
at&t inc
-28.6 %
NFLX
netflix inc.
-25.6 %
AFK
vaneck etf trust
-17.8 %
AFK
vaneck etf trust
-17.5 %
VZ
verizon communications inc
-15.5 %
Top 5 Losers ($)$
graniteshares gold tr
-0.6 M
T
at&t inc
-0.1 M
NFLX
netflix inc.
-0.1 M
GLD
spdr gold tr
-0.1 M
VZ
verizon communications inc
-0.1 M

Clear Point Advisors Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Clear Point Advisors Inc.

Clear Point Advisors Inc. has 93 stocks in it's portfolio. About 45.2% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. JPM was the most profitable stock for Clear Point Advisors Inc. last quarter.

$112.84MTotal Value
132Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Clear Point Advisors Inc., last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Clear Point Advisors Inc.'s holding in American Centy Etf Tr over time
1.69%21,348
$1.90M
1.69%
increased 1.11 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Clear Point Advisors Inc.'s holding in Vaneck Etf Trust over time
0.25%3,702
$279.3K
0.25%
increased 3.61 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Clear Point Advisors Inc.'s holding in Vaneck Etf Trust over time
0.18%2,057
$202.1K
0.18%
increased 4.79 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Clear Point Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Clear Point Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Clear Point Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Clear Point Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Clear Point Advisors Inc.'s holding in First Tr Exchng Traded Fd Vi over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Clear Point Advisors Inc.'s holding in First Tr Exchange Traded Fd over time
0.34%4,738
$384.1K
0.34%
increased 4.59 percentadded
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Clear Point Advisors Inc.'s holding in First Tr Exchange Traded Fd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AOA
Ishares Tr

Ishares Tr

AOA
Clear Point Advisors Inc.'s holding in Ishares Tr over time
0.43%6,991
$485.8K
0.43%
new position
ASET
Flexshares Tr

Flexshares Tr

ASET
Clear Point Advisors Inc.'s holding in Flexshares Tr over time
1.15%14,881
$1.29M
1.15%
new position
ASET
Flexshares Tr

Flexshares Tr

ASET
Clear Point Advisors Inc.'s holding in Flexshares Tr over time
0.68%19,086
$768.4K
0.68%
new position
ASET
Flexshares Tr

Flexshares Tr

ASET
Clear Point Advisors Inc.'s holding in Flexshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AZAA
Aim Etf Products Trust

Aim Etf Products Trust

AZAA
Clear Point Advisors Inc.'s holding in Aim Etf Products Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off