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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BAR GRANITESHARES GOLD TR Financial Services 89,915.0 $3.6M 3.15% -4K -4.2% $39.53 +10.0%
2 AMZN AMAZON COM INC Consumer Cyclical 4,576.0 $1.1M 0.97% -295.0 -6.1% $238.34 +9.6%
3 PVAL PUTNAM ETF TRUST 15,190.0 $774K 0.69% -1K -8.3% $50.95 +6.4%
4 NVDA NVIDIA CORPORATION Technology 3,836.0 $767K 0.68% -324.0 -7.8% $200.07 +12.5%
5 MSFT MICROSOFT CORP Technology 1,983.0 $740K 0.66% -69.0 -3.4% $373.03 +28.8%
6 META META PLATFORMS INC Communication Services 840.0 $473K 0.42% -14.0 -1.6% $563.08 +1.0%
7 JPM JPMORGAN CHASE & CO Financial Services 1,272.0 $416K 0.37% -145K -99.1% $327.41 +10.2%
8 TSLA TESLA INC Consumer Cyclical 950.0 $400K 0.35% -20.0 -2.1% $420.60 -19.3%
9 VZ VERIZON COMMUNICATIONS INC Communication Services 8,016.0 $339K 0.30% -135.0 -1.7% $42.34 +13.5%
10 NFLX NETFLIX INC. Communication Services 3,935.0 $281K 0.25% -40.0 -1.0% $71.40 +6.5%
11 MCK MCKESSON CORP Healthcare 371.0 $280K 0.25% -20.0 -5.1% $755.21 +13.9%
12 GOOG ALPHABET INC Communication Services 754.0 $266K 0.24% -526.0 -41.1% $353.37 -3.4%
13 GLD SPDR GOLD TR Financial Services 713.0 $263K 0.23% -715.0 -50.1% $368.38 +10.1%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.4%
Technology 19.4%
Communication Services 6.7%
Consumer Cyclical 4.2%
Healthcare 2.7%
Energy 0.5%