Portfolio (Quarterly) Guide ↗

Clear Point Advisors Inc.

· CIK 0002010474

13F Portfolio $113M AUM 93 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 57 New 10 Added 13 Reduced 39 Exited

Page 2 of 2 · 39 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	FEBW	AIM ETF PRODUCTS TRUST	—	22,009	$737K	0.57%	SOLD
22	FNOV	FIRST TR EXCHNG TRADED FD VI	—	13,313	$711K	0.55%	SOLD
23	—	BERKSHIRE HATHAWAY INC DEL	—	1,480	$709K	0.55%	SOLD
24	JULW	AIM ETF PRODUCTS TRUST	—	15,416	$598K	0.46%	SOLD
25	VNQI	VANGUARD INTL EQUITY INDEX F	—	9,827	$585K	0.45%	SOLD
26	LEO	BNY MELLON STRATEGIC MUNS IN	Financial Services	4,571	$571K	0.44%	SOLD
27	YMAR	FIRST TR EXCHNG TRADED FD VI	—	18,973	$519K	0.40%	SOLD
28	FMBH	FIRST MID BANCSHARES INC	Financial Services	4,437	$402K	0.31%	SOLD
29	—	FIRST TR EXCHNG TRADED FD VI	—	11,012	$388K	0.30%	SOLD
30	FAUG	FIRST TR EXCHNG TRADED FD VI	—	7,350	$381K	0.29%	SOLD
31	PML	PIMCO MUN INCOME FD II	Financial Services	8,015	$362K	0.28%	SOLD
32	YJUN	FIRST TR EXCHNG TRADED FD VI	—	13,080	$337K	0.26%	SOLD
33	PFL	PIMCO INCOME STRATEGY FD	Financial Services	5,642	$294K	0.23%	SOLD
34	—	INVESCO QUALITY MUN INCOME T	—	1,411	$271K	0.21%	SOLD
35	OCTW	AIM ETF PRODUCTS TRUST	—	6,746	$260K	0.20%	SOLD
36	GMAY	FIRST TR EXCHNG TRADED FD VI	—	6,022	$247K	0.19%	SOLD
37	FR	FIRST INDL RLTY TR INC	Real Estate	3,439	$212K	0.17%	SOLD
38	WCMI	FIRST TR EXCHANGE-TRADED FD	—	12,339	$207K	0.16%	SOLD
39	ISSC	INNOVATIVE SOLUTIONS & SUPPO	Industrials	10,000	$7.0	—	SOLD

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Sector Allocation

Financial Services 66.4%

Technology 19.4%

Communication Services 6.7%

Consumer Cyclical 4.2%

Healthcare 2.7%

Energy 0.5%