Clear Point Advisors Inc.

Q4 2025 13F-HR Holdings

Location
Melville, NY
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
123
Total value ($000)
$128,834
Net value change ($000)
+143 (0.1%)
New positions
11
Sold out positions
1
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
LMBS 967 NEW
DDFN 671 NEW
DDFO 557 NEW
TEND 516 NEW
NNOV 500 NEW
CGDV 404 16.7%
JSCP 395 21.8%
GOOGL 358 NEW
MINO 353 NEW
JPIB 342 45.7%
Top Reduces (Value $000, Stocks/ETFs)
USFR -1,965 -100.0%
MINT -1,190 -28.6%
FTSM -706 -31.4%
JPUS -507 -50.3%
CAPE -407 -7.9%
FTSL -342 -20.7%
SCHD -341 -50.3%
SCHG -315 -2.6%
FMAY -294 -15.8%
JMST -213 -16.2%
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