Clear Point Advisors Inc. - Q12026 Holdings
Clear Point Advisors Inc. holds 75 stocks with a total portfolio value of $ 129.02M as of Q12026. In Q12026, Clear Point Advisors Inc. added 25 new positions, increased stakes in 20 stocks, reduced 23 holdings, and fully exited 73 positions. The largest holding is Innovator Etfs Trust (FFTY), representing 11.61% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options