Clear Point Advisors Inc.
Clear Point Advisors Inc. reported 93 positions worth $112.8M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: SCHG (10.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $12.3M | 10.88% | 362,906 | — | — | |
| ▸ 2 | QQQ | SH | $6.5M | 5.76% | 8,823 | — | — | |
| ▸ 3 | SPY | SH | $5.2M | 4.58% | 6,923 | — | — | |
| ▸ 4 | SCHB | SH | $5.2M | 4.58% | 178,396 | — | — | |
| ▸ 5 | AAPL | SH | $4.3M | 3.79% | 14,786 | — | — | |
| ▸ 6 | MDY | SH | $4.2M | 3.75% | 6,023 | — | — | |
| ▸ 7 | CAPE | SH | $4.0M | 3.54% | 123,241 | — | — | |
| ▸ 8 | BAR | SH | $3.6M | 3.15% | 89,915 | — | — | |
| ▸ 9 | CGDV | SH | $3.2M | 2.87% | 65,627 | — | — | |
| ▸ 10 | EMNT | SH | $2.6M | 2.28% | 25,520 | — | — |
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Frequently Asked Questions
What stocks does Clear Point Advisors Inc. hold as of Q2 2026?
Clear Point Advisors Inc. reported 93 positions worth $112.8M in its Q2 2026 13F filing. Largest positions: SCHG (10.9%), QQQ (5.8%), SPY (4.6%), SCHB (4.6%) and AAPL (3.8%).
What did Clear Point Advisors Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Clear Point Advisors Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.