Clear Point Advisors Inc.

Q3 2025 13F-HR Holdings

Location
Melville, NY
Holdings as of
9/30/2025
Date filed
10/28/2025
Form type
13F-HR
Num holdings
114
Total value ($000)
$128,691
Net value change ($000)
+10,034 (8.5%)
New positions
5
Sold out positions
0
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JSCP 1,816 NEW
AAPL 1,027 43.8%
SCHG 964 8.6%
DDFL 699 NEW
USSH 686 224.2%
BAR 453 14.6%
VCSH 453 37.9%
QQQ 323 6.4%
SPY 296 6.9%
CGDV 296 14.0%
Top Reduces (Value $000, Stocks/ETFs)
JPST -1,701 -51.9%
USFR -536 -21.4%
CAPE -312 -5.7%
JMST -92 -6.6%
JMUB -52 -6.5%
RSP -52 -12.3%
NFLX -43 -7.5%
SCHD -43 -6.0%
IBM -33 -12.0%
MUNI -31 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type