Clear Point Advisors Inc.

Q3 2026 13F-HR Holdings

Location
Melville, NY
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$146,499
Net value change ($000)
+33,662 (29.8%)
New positions
45
Sold out positions
7
Turnover %
30.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MINT 4,431 NEW
AIM ETF PRODUCTS TRUST 3,936 NEW
PJUN 3,495 NEW
ESG 2,132 NEW
ISEP 1,546 NEW
FMAY 1,497 NEW
PMAY 1,231 NEW
BAPR 1,143 NEW
ED 1,028 NEW
XSEP 977 NEW
Top Reduces (Value $000, Stocks/ETFs)
EMNT -2,573 -100.0%
QDEF -1,295 -100.0%
MUJ -831 -100.0%
HYGV -768 -100.0%
CAPE -765 -19.1%
JSCP -654 -37.5%
MDY -294 -6.9%
JPIB -269 -22.9%
IBM -221 -100.0%
IVES -221 -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