Clear Point Advisors Inc.
Clear Point Advisors Inc. reported 93 holdings worth US$113M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Clear Point Advisors Inc. reported 93 holdings worth US$113M as of Jun 30, 2026. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 93
- Value as reported
- US$113M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 14,786 | US$4.28M | 3.8% |
| Amazon.com, Inc. | 4,576 | US$1.09M | 0.97% |
| Nvidia Corporation | 3,836 | US$767K | 0.68% |
| Microsoft Corp. | 1,983 | US$740K | 0.66% |
| Berkshire Hathaway Inc. | 1,477 | US$739K | 0.66% |
| Alphabet Inc (google) Class C | 2,039 | US$729K | 0.65% |
| Johnson & Johnson | 2,695 | US$685K | 0.61% |
| Visa Inc. | 1,723 | US$591K | 0.52% |
| Mastercard Incorporated | 1,021 | US$524K | 0.46% |
| Meta Platforms, Inc. | 840 | US$473K | 0.42% |
| Applied Materials, Inc. | 582 | US$421K | 0.37% |
| Jp Morgan Chase & Co. | 1,272 | US$416K | 0.37% |
| Tesla, Inc. | 950 | US$400K | 0.35% |
| Verizon Communications Inc. | 8,016 | US$339K | 0.30% |
| At&t Inc. | 14,825 | US$307K | 0.27% |
| Netflix, Inc. | 3,935 | US$281K | 0.25% |
| Mckesson Corporation | 371 | US$280K | 0.25% |
| Broadcom Inc. | 627 | US$237K | 0.21% |
| Walt Disney Company (the) | 2,392 | US$230K | 0.20% |
| International Business Machines Corporation | 785 | US$221K | 0.20% |
| Cisco Systems, Inc. | 1,842 | US$216K | 0.19% |
| Energy Transfer Lp | 10,000 | US$191K | 0.17% |
| State Street Corporation | 0 | US$0 | 0.00% |
| Wisdomtree, Inc. | 0 | US$0 | 0.00% |
| Consolidated Edison, Inc. | 0 | US$0 | 0.00% |
| First Industrial Realty Trust, Inc. | 0 | US$0 | 0.00% |
| First Mid Bancshares, Inc. | 0 | US$0 | 0.00% |
| Franklin Bsp Realty Trust, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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