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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
Page 4 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOGL ALPHABET INC Communication Services 1,294.0 $462K 0.41% NEW $357.37 -3.7%
62 AMAT APPLIED MATLS INC Technology 582.0 $421K 0.37% NEW $723.00 -26.0%
63 JPM JPMORGAN CHASE & CO Financial Services 1,272.0 $416K 0.37% -145K -99.1% $327.41 +10.2%
64 TSLA TESLA INC Consumer Cyclical 950.0 $400K 0.35% -20.0 -2.1% $420.60 -19.3%
65 RDVY FIRST TR EXCHANGE TRADED FD 4,738.0 $384K 0.34% +208.0 +4.6% $81.06 +2.9%
66 JIVE J P MORGAN EXCHANGE TRADED F 4,074.0 $375K 0.33% NEW $91.96 +6.5%
67 MINO PIMCO ETF TR 8,095.0 $370K 0.33% NEW $45.76 -2.1%
68 IVV ISHARES TR 474.0 $355K 0.32% NEW $748.94 +3.7%
69 SMMU PIMCO ETF TR 6,908.0 $349K 0.31% $50.50 -0.4%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 8,016.0 $339K 0.30% -135.0 -1.7% $42.34 +13.5%
71 JEPI J P MORGAN EXCHANGE TRADED F 5,579.0 $315K 0.28% NEW $56.48 +2.3%
72 VGSH VANGUARD SCOTTSDALE FDS 5,335.0 $311K 0.28% NEW $58.20 -0.1%
73 T AT&T INC Communication Services 14,825.0 $307K 0.27% $20.70 +19.3%
74 RSP INVESCO EXCHANGE TRADED FD T 1,429.0 $304K 0.27% NEW $212.82 +3.7%
75 MUNI PIMCO ETF TR 5,689.0 $299K 0.27% NEW $52.60 -1.6%
76 FPXI FIRST TR EXCHANGE-TRADED FD 3,449.0 $289K 0.26% NEW $83.74 -10.8%
77 GLDM WORLD GOLD TR Financial Services 3,549.0 $282K 0.25% NEW $79.42 +10.1%
78 NFLX NETFLIX INC. Communication Services 3,935.0 $281K 0.25% -40.0 -1.0% $71.40 +6.5%
79 MCK MCKESSON CORP Healthcare 371.0 $280K 0.25% -20.0 -5.1% $755.21 +13.9%
80 GDX VANECK ETF TRUST 3,702.0 $279K 0.25% +129.0 +3.6% $75.46 +21.8%
Page 4 of 5  ·  93 positions

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%