Clear Point Advisors Portfolio holdings
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$1.09B |
| 2 |
JPMorgan Chase
JPM
|
+$44M |
| 3 |
CapForce IBD 50 ETF
FFTY
|
+$15.6M |
| 4 |
Vanguard Communication Services ETF
VOX
|
+$8.56M |
| 5 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
+$8.35M |
Top Sells
Sector Composition
| 1 | Financials | 18.8% |
| 2 | Technology | 4.04% |
| 3 | Communication Services | 1.79% |
| 4 | Consumer Discretionary | 1.07% |
| 5 | Utilities | 0.87% |
Similar funds
Clear Point Advisors's Q1 2026 Portfolio in Review
As of Q1 2026, Clear Point Advisors held 148 positions worth $129M, up 0.14% from $129M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Clear Point Advisors deployed $1.13B of net new capital in Q1 2026, opening 25 new positions and adding to 20 existing holdings. Its largest new stake was Berkshire Hathaway Class A: 1,480 shares worth $709K.
By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 1.9% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, an estimated $350K trimmed.
- Clear Point Advisors's largest Q1 2026 buy was Berkshire Hathaway Class A: 1,480 shares worth $709K.
- Clear Point Advisors added most to JPMorgan Chase in Q1 2026, an estimated $44M increase.
- Clear Point Advisors's biggest Q1 2026 reduction was PIMCO Enhanced Short Maturity Active Exchange-Traded Fund, cutting an estimated $350K.
- Clear Point Advisors fully exited State Street SPDR S&P 500 ETF Trust in Q1 2026, selling an estimated $4.82M.
- Clear Point Advisors's ten largest holdings make up 58% of its $129M portfolio in Q1 2026.
- Clear Point Advisors opened 25 new positions and closed 73 in Q1 2026.
- Clear Point Advisors's portfolio value rose 0.14% quarter-over-quarter to $129M.
Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.