Back to funds
View filing
Clear Point Advisors Inc.
Updated 6 days agoManaged by Clear Point Advisors Inc. • Latest filing Q3 2026
Portfolio value
$146.5M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $128.8M |
| Q1 2026 | $129M |
| Q2 2026 | $112.8M |
| Q3 2026 | $146.5M |
Top holdings
131 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $12.9M | 358.8K | 8.80% | — | |
| 2 | $6.5M | 8.8K | 4.42% | — | |
| 3 | $5.2M | 6.9K | 3.58% | — | |
| 4 | $5.2M | 178.5K | 3.57% | — | |
| 5 | $4.9M | 14.8K | 3.37% | — | |
| 6 | $4.4M | 44.1K | 3.02% | — | |
| 7 | $3.9M | 6.0K | 2.69% | — | |
| 8 | ? N/A AIM ETF PRODUCTS TRUST | $3.9M | 100.9K | 2.69% | — |
| 9 | $3.7M | 90.2K | 2.52% | — | |
| 10 | ? N/A INNOVATOR ETFS TRUST | $3.5M | 79.5K | 2.39% | — |
| 11 | $3.4M | 68.7K | 2.29% | — | |
| 12 | $3.2M | 104.6K | 2.21% | — | |
| 13 | $2.5M | 48.9K | 1.68% | — | |
| 14 | $2.4M | 78.6K | 1.61% | — | |
| 15 | $2.2M | 45.4K | 1.50% | — | |
| 16 | $2.2M | 42.7K | 1.47% | — | |
| 17 | ? N/A FLEXSHARES TR | $2.1M | 35.3K | 1.46% | — |
| 18 | ? N/A AMERICAN CENTY ETF TR | $1.9M | 21.6K | 1.33% | — |
| 19 | $1.8M | 2.6K | 1.23% | — | |
| 20 | $1.8M | 22.7K | 1.20% | — |