Taylor Frigon Capital Management’s ClearPoint Neuro CLPT Stock Holding History

Taylor Frigon Capital Management’s Portfolio CLPT Stock Details CLPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.36M	Buy	132,009 +108	+0.1%	+$1.35K	1.1%	35
2026 Q1	$1.2M	Sell	131,901 -517	-0.4%	-$6.53K	0.68%	86
2025 Q4	$1.81M	Sell	132,418 -1,606	-1%	-$29.8K	0.92%	56
2025 Q3	$2.92M	Sell	134,024 -46,425	-26%	-$547K	1.45%	15
2025 Q2	$2.15M	Sell	180,449 -11,211	-6%	-$141K	1.15%	41
2025 Q1	$2.28M	Sell	191,660 -20,586	-10%	-$320K	1.36%	16
2024 Q4	$3.26M	Sell	212,246 -162,551	-43%	-$2.11M	1.65%	17
2024 Q3	$4.2M	Sell	374,797 -49,738	-12%	-$476K	2.09%	5
2024 Q2	$2.29M	Buy	424,535 +438	+0.1%	+$2.54K	1.09%	35
2024 Q1	$2.88M	Buy	424,097 +71,491	+20%	+$500K	1.37%	30
2023 Q4	$2.39M	Sell	352,606 -1,262	-0.4%	-$7.14K	1.2%	32
2023 Q3	$1.77M	Buy	353,868 +107,441	+44%	+$639K	0.99%	41
2023 Q2	$1.78M	Buy	246,427 +78,438	+47%	+$667K	0.87%	46
2023 Q1	$1.42M	Sell	167,989 -3,725	-2%	-$32.6K	0.77%	57
2022 Q4	$1.45M	Sell	171,714 -7,066	-4%	-$67K	0.83%	47
2022 Q3	$1.85M	Buy	178,780 +4,054	+2%	+$53.4K	0.97%	42
2022 Q2	$2.28M	Sell	174,726 -6,603	-4%	-$67.5K	1.19%	33
2022 Q1	$1.89M	Buy	181,329 +6,176	+4%	+$56.2K	0.7%	51
2021 Q4	$1.97M	Sell	175,153 -1,111	-0.6%	-$16.6K	0.62%	51
2021 Q3	$3.13M	Buy	176,264 +574	+0.3%	+$10.8K	1.01%	44
2021 Q2	$3.35M	Buy	175,690 +119,773	+214%	+$2.31M	1.05%	44
2021 Q1	$1.18M	Buy	+55,917	New	+$1.2M	0.36%	69

Other funds holding CLPT

PCM

Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $283M AUM 33.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Taylor Frigon Capital Management's CLPT Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its ClearPoint Neuro (CLPT) stake by 0.08% in Q2 2026, buying an estimated $1.35K and bringing the position to 132,009 shares worth $2.36M. The position accounts for 1.1% of the portfolio, ranked #35.

Taylor Frigon Capital Management first reported a position in CLPT in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.2M in Q3 2024. 21 funds tracked by Wall St. Rank hold CLPT as of Q2 2026.

Taylor Frigon Capital Management held 132,009 shares of ClearPoint Neuro worth $2.36M as of Q2 2026.
Taylor Frigon Capital Management bought 108 ClearPoint Neuro shares in Q2 2026, an estimated $1.35K.
ClearPoint Neuro made up 1.1% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #35 holding.
Taylor Frigon Capital Management first reported a position in ClearPoint Neuro in Q1 2021 and has held it in 22 quarters since.
Taylor Frigon Capital Management's ClearPoint Neuro position peaked at $4.2M in Q3 2024.
21 funds tracked by Wall St. Rank held ClearPoint Neuro as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.