Clear Point Advisors Inc.
SEC Form 13F institutional filer · CIK 0002010474
13F-HR · 21 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
90.8%
Clear Point Advisors Inc. — $46.8M AUM allocation strategy
Clear Point Advisors Inc. files SEC Form 13F and reports $46.8M of long US equity value across 21 reported holdings for 2026-03-31.
Its largest sector bet is Financials 64.1%, followed by Information Technology 11.1% and Communication Services 4.5%.
The top 10 holdings account for 91% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Clear Point Advisors Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$46.8M
total across 21 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
91% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$JPM +145K sh · +$7.79M+$SCHW +2.47K sh · −$1.39M+$T +1.97K sh · +$110K
Biggest trims (shares)
−$NFLX −406 sh · −$28.6K−$TSLA −124 sh · −$131K−$MCK −108 sh · −$70.7K
Exited to nil (held last quarter, gone now)
$SPY ($4.82M last qtr)$SPGI ($3.56M last qtr)$VOO ($3.1M last qtr)$IVV ($2.26M last qtr)$SPYM ($1.37M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage43.7%—
- Diversified Banks17.6%—
- Technology Hardware, Storage & Peripherals8.0%—
- Multi-Utilities2.4%—
- Transaction & Payment Processing Services2.2%—
- Broadline Retail2.2%—
- Interactive Media & Services1.8%—
- Integrated Telecommunication Services1.8%—
- Other holdings20.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 735K | $20.5M | +2.47K | 43.7% |
| $JPM | JP Morgan Chase & Co | 146K | $8.22M | +145K | 17.6% |
| $AAPL | Apple Inc | 14.7K | $3.72M | +1.52K | 8.0% |
| $ED | Consolidated Edison Inc | 9.96K | $1.13M | +43 | 2.4% |
| $AMZN | Amazon.com Inc | 4.87K | $1.01M | +92 | 2.2% |
| $MSFT | Microsoft Corporation | 2.05K | $760K | +132 | 1.6% |
| $NVDA | NVIDIA Corporation | 4.16K | $725K | -106 | 1.6% |
| $HONA | Honeywell Aerospace Inc | 1.48K | $709K | — | 1.5% |
| $JNJ | Johnson & Johnson | 2.69K | $658K | -14 | 1.4% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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