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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 5 of 5  ·  93 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQM INVESCO EXCH TRADED FD TR II 913.0 $277K 0.24% NEW $303.01 -0.8%
82 GOOG ALPHABET INC Communication Services 754.0 $266K 0.24% -526.0 -41.1% $353.37 -3.4%
83 GLD SPDR GOLD TR Financial Services 713.0 $263K 0.23% -715.0 -50.1% $368.38 +10.1%
84 VTV VANGUARD INDEX FDS 1,182.0 $258K 0.23% NEW $217.86 +4.1%
85 SCHF SCHWAB STRATEGIC TR 8,562.0 $237K 0.21% NEW $27.70 +3.0%
86 AVGO BROADCOM INC Technology 627.0 $237K 0.21% NEW $377.90 +3.8%
87 DIS DISNEY WALT CO Communication Services 2,392.0 $230K 0.20% $96.24 +7.5%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 785.0 $221K 0.20% NEW $281.35 -18.7%
89 IVES WEDBUSH SER TR 5,792.0 $221K 0.20% NEW $38.10 +4.0%
90 CSCO CISCO SYS INC Technology 1,842.0 $216K 0.19% NEW $117.44 -3.9%
91 FDN FIRST TR EXCHANGE-TRADED FD 770.0 $204K 0.18% NEW $264.72 +8.4%
92 GDXJ VANECK ETF TRUST 2,057.0 $202K 0.18% +94.0 +4.8% $98.25 +22.5%
93 ET ENERGY TRANSFER L P Energy 10,000.0 $191K 0.17% $19.12 +9.5%
Page 5 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%