Clear Point Advisors Inc. - Portfolio Stock Holdings
Clear Point Advisors Inc. disclosed 138 stock positions in a recent SEC 13F filing. $148,944,445 of stock holdings were filed, with the largest holdings including SCHG, QQQ, and ESG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $253,408,647 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
138Est. Stock Holding Value:
$148,944,445Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Clear Point Advisors Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...