Holdings

Clear Point Advisors Inc.

As of Jun 30, 2026, Clear Point Advisors Inc. reported 22 positions worth US$14.2M. Largest: Apple Inc, Amazon.com, Inc. and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc14,786US$4.28M+124Jun 30, 2026
Amazon.com, Inc.4,576US$1.09M−295Jun 30, 2026
Nvidia Corporation3,836US$767K−324Jun 30, 2026
Microsoft Corp.1,983US$740K−69Jun 30, 2026
Berkshire Hathaway Inc.1,477US$739K−2.22MJun 30, 2026
Alphabet Inc (google) Class C2,039US$729K+763Jun 30, 2026
Johnson & Johnson2,695US$685K+4Jun 30, 2026
Visa Inc.1,723US$591K+2Jun 30, 2026
Mastercard Incorporated1,021US$524Kno changeJun 30, 2026
Meta Platforms, Inc.840US$473K−14Jun 30, 2026