Clear Point Advisors Inc.
All 13F Filings
- Location
- Melville, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 112,837
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 93 | 112,837 | 13F-HR | Clear Point Advisors Inc. |
| Q1 2026 | 4/28/2026 | 75 | 129,015 | 13F-HR | Clear Point Advisors Inc. |
| Q4 2025 | 2/10/2026 | 123 | 128,834 | 13F-HR | Clear Point Advisors Inc. |
| Q3 2025 | 10/28/2025 | 114 | 128,691 | 13F-HR | Clear Point Advisors Inc. |
| Q2 2025 | 7/17/2025 | 108 | 118,657 | 13F-HR | Clear Point Advisors Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.89 K | 27.4% | 0 | 27.27 K | -27.27 K |
| ETFs | 79.24 K | 70.2% | 9.382 K | 0 | 9.382 K |
| Debt | 2.711 K | 2.4% | 1.71 K | 0 | 1.71 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
112,837
Holdings
93
QoQ value change ($000)
-16,178
(-12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.