Clear Point Advisors Inc.

Q2 2026 13F-HR Holdings

Location
Melville, NY
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
93
Total value ($000)
$112,837
Net value change ($000)
-16,178 (-12.5%)
New positions
56
Sold out positions
39
Turnover %
115.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPY 5,170 NEW
MDY 4,236 NEW
CAPE 3,998 NEW
EMNT 2,573 NEW
LMBS 2,260 NEW
VOO 1,776 NEW
VCSH 1,769 NEW
JSCP 1,746 NEW
USFR 1,692 NEW
SCHG 1,661 15.6%
Top Reduces (Value $000, Stocks/ETFs)
FFTY -14,983 -100.0%
STT -11,231 -100.0%
JPM -7,807 -94.9%
VOX -6,830 -100.0%
DCRE -4,429 -100.0%
IBIT -4,351 -100.0%
WT -2,664 -100.0%
MINT -2,631 -100.0%
TILT -1,918 -100.0%
BSL -1,607 -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