Clear Point Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Melville, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$129,015
Net value change ($000)
+181 (0.1%)
New positions
25
Sold out positions
72
Turnover %
94.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FFTY 14,983 NEW
STT 11,231 NEW
JPM 7,795 1821.3%
VOX 6,830 NEW
DCRE 4,429 NEW
IBIT 4,351 NEW
WT 2,664 NEW
TILT 1,918 NEW
BSL 1,607 NEW
CGXU 1,595 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPY -4,822 -100.0%
CAPE -4,724 -100.0%
PJUN -3,587 -100.0%
MDY -3,562 -100.0%
JSCP -2,211 -100.0%
VCSH -1,754 -100.0%
JPST -1,647 -100.0%
FTSM -1,545 -100.0%
SPYM -1,375 -100.0%
VOO -1,345 -100.0%
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