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Asset Manager ← All Institutions

Clear Point Advisors Inc.

1 HUNTINGTON QUADRANGLE SUITE 1S01, MELVILLE, NY 11747 • 16313332222

Q3 2025 · Filed 2025-10-28
Market Value
$128M
+7.9%
Holdings
112
+4
New Purchases
5
Added To
40
Closed
0
Reduced
43
Top 10 Concentration
39.5%
Turnover
4.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JSCP 1.42% 0.00% +1.42% $2M
CGCB 0.67% 0.00% +0.67% $861K
AAPL 2.64% 1.98% +0.66% $3M
USSH 0.78% 0.26% +0.52% $992K
VCSH 1.29% 1.01% +0.28% $2M
VTV 0.17% 0.00% +0.17% $217K
FPXI 0.17% 0.00% +0.17% $212K
RDVY 0.16% 0.00% +0.16% $209K
BAR 2.79% 2.63% +0.16% $4M
MSFT 0.77% 0.62% +0.16% $988K
BKLC 0.41% 0.31% +0.10% $524K
CGDV 1.89% 1.79% +0.10% $2M
PVAL 0.51% 0.41% +0.10% $647K
TSLA 0.39% 0.31% +0.08% $496K
NVDA 0.64% 0.57% +0.07% $816K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JPST 1.23% 2.77% -1.53% $2M
CAPE 4.02% 4.60% -0.58% $5M
USFR 1.54% 2.11% -0.57% $2M
JMST 1.03% 1.19% -0.16% $1M
PJUN 2.89% 3.02% -0.13% $4M
FTSL 1.30% 1.40% -0.10% $2M
VOO 1.00% 1.10% -0.09% $1M
FTSM 1.76% 1.86% -0.09% $2M
JMUB 0.58% 0.67% -0.09% $746K
HYBX 0.77% 0.85% -0.08% $983K
SCHD 0.53% 0.61% -0.08% $678K
MDY 2.86% 2.93% -0.07% $4M
FMAY 1.46% 1.53% -0.07% $2M
NFLX 0.42% 0.48% -0.07% $530K
ED 0.78% 0.85% -0.07% $993K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 89.2%
Technology 4.6%
Communication Services 2.0%
Consumer Cyclical 1.2%
Utilities 1.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 19 $23M 18.2%
Large Cap 35 $53M 41.8%
Mid Cap 13 $10M 7.9%
Small Cap 23 $24M 18.5%
Micro Cap 22 $17M 13.5%

Portfolio Analytics

Avg Market Cap
$261.0B
Median Market Cap
$6.4B
Avg P/E
41.7
Median P/E
25.5
Avg Dividend Yield
0.02%
Avg Beta
0.70
# Stocks
17
# ETFs / Funds
95

Top Holdings (112 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 9.58% 383,174 $12M $31.91 $964K -2,411 -0.6%
2 QQQ 4.23% 8,997 $5M $600.38 $322K -211 -2.3%
3 CAPE 4.02% 157,490 $5M $32.58 -$312K -13,618 -8.0%
4 SCHB 3.68% 182,729 $5M $25.71 $293K -2,119 -1.1%
5 SPY 3.57% 6,838 $5M $666.13 $296K -55 -0.8%
6 MINT 3.26% 41,354 $4M $100.69 $272K +2,640 +6.8%
7 PJUN 2.89% 89,700 $4M $41.15 $119K -150 -0.2%
8 MDY 2.86% 6,115 $4M $596.03 $183K -31 -0.5%
9 BAR 2.79% 93,616 $4M $38.06 $453K -3,510 -3.6%
10 AAPL 2.64% 13,238 $3M $254.63 $1M +1,815 +15.9%
11 CGDV 1.89% 57,403 $2M $42.03 $296K +3,795 +7.1%
12 FTSM 1.76% 37,565 $2M $59.91 $53K +865 +2.4%
13 SCHX 1.76% 85,364 $2M $26.34 $100K -2,538 -2.9%
14 USFR 1.54% 39,082 $2M $50.27 -$536K -10,625 -21.4%
15 FMAY 1.46% 35,695 $2M $52.25 $53K -513 -1.4%
16 JSCP 1.42% 38,133 $2M $47.61 +38,133 NEW
17 FTSL 1.30% 36,112 $2M $45.84 $5K +138 +0.4%
18 VCSH 1.29% 20,621 $2M $79.93 $453K +5,591 +37.2%
19 AVDE 1.29% 20,863 $2M $78.90 $138K +487 +2.4%
20 JPST 1.23% 31,033 $2M $50.73 -$2M -33,580 -52.0%
21 AZBJ 1.06% 37,322 $1M $36.14 $28K -484 -1.3%
22 SPLG 1.05% 17,122 $1M $78.34 $115K +245 +1.4%
23 PMAY 1.03% 33,740 $1M $38.89 $37K
24 JMST 1.03% 25,683 $1M $51.04 -$92K -1,875 -6.8%
25 VIG 1.02% 6,051 $1M $215.78 $72K +21 +0.3%
26 VOO 1.00% 2,088 $1M $612.46 -$18K -195 -8.5%
27 VBR 0.95% 5,824 $1M $208.70 $114K +176 +3.1%
28 BAPR 0.90% 24,503 $1M $46.91 $42K
29 AZBA 0.86% 32,181 $1M $34.23 $28K
30 AMZN 0.85% 4,967 $1M $219.57 $23K +102 +2.1%
31 DIA 0.84% 2,301 $1M $463.76 $55K +5 +0.2%
32 FNDX 0.80% 38,822 $1M $26.30 $48K -827 -2.1%
33 JPUS 0.79% 8,134 $1M $123.91 $9K -320 -3.8%
34 ED 0.78% 9,874 $993K $100.52 -$8K -95 -0.9%
35 USSH 0.78% 17,434 $992K $56.93 $686K +11,392 +188.6%
36 MSFT 0.77% 1,908 $988K $517.99 $260K +474 +33.0%
37 HYBX 0.77% 32,019 $983K $30.69 -$27K -936 -2.8%
38 SCHA 0.74% 33,667 $939K $27.90 $66K -843 -2.4%
39 SCHM 0.73% 31,275 $927K $29.64 $44K -215 -0.7%
40 XSEP 0.71% 21,637 $900K $41.59 $21K
41 QDEF 0.70% 11,205 $896K $79.98 $144K +1,052 +10.4%
42 BRK-B 0.70% 1,771 $890K $502.75 $30K -1 -0.1%
43 EFA 0.68% 9,244 $863K $93.37 $37K
44 CGCB 0.67% 29,382 $861K $29.30 +29,382 NEW
45 NVDA 0.64% 4,374 $816K $186.56 $147K +141 +3.3%
46 NJAN 0.62% 14,849 $790K $53.19 $33K -60 -0.4%
47 MUJ 0.61% 67,499 $782K $11.59 $43K
48 FNOV 0.60% 14,452 $764K $52.89 $40K
49 JPIB 0.59% 15,285 $749K $49.03 $141K +2,772 +22.1%
50 JMUB 0.58% 14,774 $746K $50.47 -$52K -1,298 -8.1%
51 HYGV 0.58% 17,846 $735K $41.20 $37K +839 +4.9%
52 FEBW 0.57% 22,009 $729K $33.14 $26K
53 IJUL 0.57% 22,283 $728K $32.69 $17K
54 ITOT 0.56% 4,895 $713K $145.66 $46K -44 -0.9%
55 FYC 0.55% 7,753 $703K $90.72 $78K -101 -1.3%
56 SCHD 0.53% 24,825 $678K $27.30 -$43K -2,377 -8.7%
57 SDVY 0.53% 17,717 $674K $38.02 $49K +3 +0.0%
58 USMV 0.52% 6,948 $661K $95.14 $10K +14 +0.2%
59 BSEP 0.52% 13,649 $659K $48.28 $43K
60 META 0.52% 896 $658K $734.75 $51K +73 +8.9%
61 AZBL 0.51% 16,969 $652K $38.41 $13K -225 -1.3%
62 PVAL 0.51% 15,153 $647K $42.72 $160K +3,050 +25.2%
63 VHT 0.50% 2,435 $632K $259.63 -$8K -141 -5.5%
64 FLQM 0.48% 10,862 $613K $56.45 $29K +112 +1.0%
65 JAVA 0.47% 8,769 $605K $68.96 $32K +33 +0.4%
66 V 0.47% 1,758 $600K $341.30 -$8K +46 +2.7%
67 MA 0.46% 1,021 $581K $568.81 $29K +39 +4.0%
68 PNOV 0.44% 13,672 $561K $41.06 $21K
69 GLD 0.42% 1,499 $533K $355.47 $76K
70 MDYG 0.42% 5,804 $531K $91.57 $28K +3 +0.1%
71 NFLX 0.42% 442 $530K $1,198.92 -$43K +14 +3.3%
72 KAPR 0.41% 15,459 $529K $34.20 $28K
73 BKLC 0.41% 3,890 $524K $134.81 $162K +832 +27.2%
74 IJR 0.41% 4,390 $522K $118.84 $40K -19 -0.4%
75 KJAN 0.41% 12,849 $519K $40.35 $37K
76 YMAR 0.40% 19,410 $510K $26.26 $7K -300 -1.5%
77 JNJ 0.39% 2,712 $503K $185.44 $88K -1 -0.0%
78 TSLA 0.39% 1,115 $496K $444.72 $135K -22 -1.9%
79 VGIT 0.38% 7,997 $480K $60.03 $39K +627 +8.5%
80 IJH 0.36% 7,024 $458K $65.26 $45K +366 +5.5%
81 FNY 0.35% 4,936 $452K $91.61 $34K -135 -2.7%
82 JPM 0.33% 1,322 $417K $315.32 $76K +148 +12.6%
83 MCK 0.30% 499 $385K $771.90 $20K +1 +0.2%
84 NJUL 0.30% 5,414 $385K $71.11 $16K
85 SMMU 0.30% 7,583 $383K $50.57 -$6K -172 -2.2%
86 FAUG 0.30% 7,350 $382K $51.91 $21K
87 PJUL 0.30% 8,266 $377K $45.60 -$28K -979 -10.6%
88 T 0.29% 13,178 $372K $28.24 -$10K -12 -0.1%
89 RSP 0.29% 1,961 $372K $189.74 -$51K -369 -15.8%
90 EJAN 0.28% 10,691 $355K $33.21 $12K
91 YJUN 0.26% 13,405 $336K $25.07 $8K
92 BJUN 0.25% 7,090 $324K $45.74 $6K -186 -2.6%
93 VZ 0.25% 7,359 $323K $43.95 $133 -113 -1.5%
94 IVV 0.25% 470 $315K $669.83 $67K +72 +18.1%
95 JEPI 0.24% 5,404 $309K $57.10 $24K +392 +7.8%
96 MUNI 0.23% 5,653 $296K $52.28 -$31K -712 -11.2%
97 ISEP 0.23% 9,206 $293K $31.87 $16K +247 +2.8%
98 BMAY 0.23% 6,554 $287K $43.82 -$6K -393 -5.7%
99 VGSH 0.22% 4,802 $283K $58.85 $3K +40 +0.8%
100 AZBO 0.22% 7,306 $280K $38.33 $10K

New Positions

SymbolValue% Port
JSCP $2M 1.42%
CGCB $861K 0.67%
VTV $217K 0.17%
FPXI $212K 0.17%
RDVY $209K 0.16%
View SEC EDGAR Filings for Clear Point Advisors Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms