Latest Clear Point Advisors Inc. Stock Portfolio

Clear Point Advisors Inc. Performance:

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

Performance for 2026 Q1 is -12.39%, and YTD is -12.39%, and 2025 is 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.

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.

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. 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 trust	14,983,000
state str corp	11,230,900
vanguard world fd	6,830,180
doubleline etf trust	4,428,740
ishares bitcoin trust etf	4,350,910
wisdomtree inc	2,664,450
flexshares tr	1,917,890
blackstone seni fltn rat 202	1,606,740

New stocks bought by Clear Point Advisors Inc.

Additions

Ticker	% Inc.
jpmorgan chase & co	9,399
first tr exchange traded fd	18.22
putnam etf trust	17.06
at&t inc	15.31
apple inc	11.6
schwab strategic tr	11.3
schwab strategic tr	11.24
verizon communications inc	11.11

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.

Sector	%
Others	72.2
Financial Services	16.2
Technology	4
	2.1
Communication Services	1.8
Consumer Cyclical	1.1

Market Cap. Distribution

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

Category	%
UNALLOCATED	72.2
MEGA-CAP	14.4
LARGE-CAP	10.2
MID-CAP	2.2

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.

Index	%
Others	74.6
S&P 500	24.4

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.

Last Reported on: 29 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.88	14,662	3,720,970	added	11.6

AEMB	american centy etf tr	1.39	21,113	1,791,220	added	1.68

AFK	vaneck etf trust	0.25	3,573	327,927	added	0.85

AFK	vaneck etf trust	0.18	1,963	235,647	reduced	-0.15

AFLG	first tr exchng traded fd vi	1.13	27,528	1,453,480	reduced	-6.36

AFLG	first tr exchng traded fd vi	0.55	13,313	710,857	added	5.55

AFLG	first tr exchng traded fd vi	0.40	18,973	518,953	reduced	-2.25

AFLG	first tr exchng traded fd vi	0.30	7,350	380,605	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.19	6,022	247,265	reduced	-7.67

AIRR	first tr exchange traded fd	1.12	28,968	1,442,920	new

AIRR	first tr exchange traded fd	0.24	4,530	309,312	added	18.22

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.79	4,871	1,014,500	added	1.93

AOA	ishares tr	0.00	0.00	0.00	sold off	-100

ASET	flexshares tr	1.49	33,264	1,917,890	new

ASET	flexshares tr	0.00	0.00	0.00	sold off	-100

ASET	flexshares tr	0.00	0.00	0.00	sold off	-100

AZAA	aim etf products trust	0.96	33,782	1,232,370	added	2.49

AZAA	aim etf products trust	0.66	23,937	846,779	reduced	-16.05

AZAA	aim etf products trust	0.57	22,009	736,861	unchanged	0.00