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Latest Clear Point Advisors Inc. Stock Portfolio

$129Million | No. of Holdings #75

Clear Point Advisors Inc. Performance

2026 Q1-12.39%
YTD-12.39%
2025+11.59%

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

On 2026-04-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, Clear Point Advisors Inc. reported an equity portfolio of $129 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Clear Point Advisors Inc. are BAPR, STT, FNDA. The fund has invested 11.6% of it's portfolio in INNOVATOR ETFS TRUST and 8.7% of portfolio in STATE STR CORP. <br><br> The fund managers got completely rid off SPDR S&P 500 ETF TR (SPY), DOUBLELINE ETF TRUST and INNOVATOR ETFS TRUST (BAPR) stocks. They significantly reduced their stock positions in MCKESSON CORP (MCK), AIM ETF PRODUCTS TRUST (AZAA) and PIMCO ETF TR (BOND). Clear Point Advisors Inc. opened new stock positions in INNOVATOR ETFS TRUST (BAPR), STATE STR CORP (STT) and VANGUARD WORLD FD (VAW). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO (JPM), FIRST TR EXCHANGE TRADED FD (AIRR) and PUTNAM ETF TRUST (PFUT).
Clear Point Advisors Inc. Equity Portfolio Value
Last Reported on: 29 Apr, 2026
$129Million
  as of Apr 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 -12.39% in the last quarter. In trailing 12 months, it's portfolio return was -0.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator etfs trust14,983,000
state str corp11,230,900
vanguard world fd6,830,180
doubleline etf trust4,428,740
ishares bitcoin trust etf4,350,910
wisdomtree inc2,664,450
flexshares tr1,917,890
blackstone seni fltn rat 2021,606,740
New stocks bought by Clear Point Advisors Inc.

Additions

Ticker% Inc.
jpmorgan chase & co9,399
first tr exchange traded fd18.22
putnam etf trust17.06
at&t inc15.31
apple inc11.6
schwab strategic tr11.3
schwab strategic tr11.24
verizon communications inc11.11
Additions to existing portfolio by Clear Point Advisors Inc.

Reductions

Ticker% Reduced
mckesson corp-21.64
aim etf products trust-16.05
pimco etf tr-11.74
tesla inc-11.33
netflix inc.-9.27
first tr exchng traded fd vi-7.67
pimco etf tr-7.67
first tr exchng traded fd vi-6.36
Clear Point Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
doubleline etf trust-4,724,190
innovator etfs trust-3,587,480
blackrock munihldgs nj qlty-803,238
capital grp fixed incm etf t-1,474,880
j p morgan exchange traded f-2,210,710
innovator etfs trust-671,238
innovator etfs trust-686,303
j p morgan exchange traded f-1,646,750
Clear Point Advisors Inc. got rid off the above stocks

Sector Distribution

Clear Point Advisors Inc. has about 72.2% of it's holdings in Others sector.

  • Others
  • Financial Services
  • Technology
  • Communication Services
  • Consumer Cyclical
Sector%
Others72.2
Financial Services16.2
Technology4
2.1
Communication Services1.8
Consumer Cyclical1.1

Market Cap. Distribution

Clear Point Advisors Inc. has about 24.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED72.2
MEGA-CAP14.4
LARGE-CAP10.2
MID-CAP2.2

Stocks belong to which Index?

About 24.4% of the stocks held by Clear Point Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others74.6
S&P 50024.4
Top 5 Winners (%)%
VZ
verizon communications inc
21.8 %
JNJ
johnson & johnson
18.1 %
T
at&t inc
15.4 %
ED
consolidated edison inc
13.9 %
FNDA
schwab strategic tr
11.2 %
Top 5 Winners ($)$
graniteshares gold tr
0.3 M
ED
consolidated edison inc
0.1 M
JNJ
johnson & johnson
0.1 M
VZ
verizon communications inc
0.1 M
T
at&t inc
0.1 M
Top 5 Losers (%)%
JPM
jpmorgan chase & co
-66.6 %
MSFT
microsoft corp
-22.9 %
TSLA
tesla inc
-16.4 %
V
visa inc
-13.8 %
META
meta platforms inc
-13.0 %
Top 5 Losers ($)$
JPM
jpmorgan chase & co
-16.4 M
FNDA
schwab strategic tr
-1.3 M
QQQ
invesco qqq tr
-0.3 M
AAPL
apple inc
-0.3 M
MSFT
microsoft corp
-0.2 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 75 stocks in it's portfolio. About 57.8% of the portfolio is in top 10 stocks. JPM proved to be the most loss making stock for the portfolio. was the most profitable stock for Clear Point Advisors Inc. last quarter.

$129.02MTotal Value
148Positions
29 Apr, 2026Last Reported
Current holdings of Current Stock Holdings of Clear Point Advisors Inc., last reported on 29 Apr, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ 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
1.39%21,113
$1.79M
1.39%
increased 1.68 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Clear Point Advisors Inc.'s holding in Vaneck Etf Trust over time
0.25%3,573
$327.9K
0.25%
increased 0.85 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Clear Point Advisors Inc.'s holding in Vaneck Etf Trust over time
0.18%1,963
$235.6K
0.18%
decreased 0.15 percentreduced
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
1.13%27,528
$1.45M
1.13%
decreased 6.36 percentreduced
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
0.55%13,313
$710.9K
0.55%
increased 5.55 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
0.4%18,973
$519.0K
0.4%
decreased 2.25 percentreduced
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
0.3%7,350
$380.6K
0.3%
unchanged 0 percentunchanged
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
0.19%6,022
$247.3K
0.19%
decreased 7.67 percentreduced
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
1.12%28,968
$1.44M
1.12%
new position
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
0.24%4,530
$309.3K
0.24%
increased 18.22 percentadded
AOA
Ishares Tr

Ishares Tr

AOA
Clear Point Advisors Inc.'s holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ASET
Flexshares Tr

Flexshares Tr

ASET
Clear Point Advisors Inc.'s holding in Flexshares Tr over time
1.49%33,264
$1.92M
1.49%
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
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
0.96%33,782
$1.23M
0.96%
increased 2.49 percentadded
AZAA
Aim Etf Products Trust

Aim Etf Products Trust

AZAA
Clear Point Advisors Inc.'s holding in Aim Etf Products Trust over time
0.66%23,937
$846.8K
0.66%
decreased 16.05 percentreduced
AZAA
Aim Etf Products Trust

Aim Etf Products Trust

AZAA
Clear Point Advisors Inc.'s holding in Aim Etf Products Trust over time
0.57%22,009
$736.9K
0.57%
unchanged 0 percentunchanged