CLEAR POINT ADVISORS INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 146K | $8.22M |
 | WT | 53K | $2.66M |
 | STT | 38K | $11.23M |
 | FBRT | 17K | $840.96K |
 | T | 15K | $429.81K |
 | AAPL | 15K | $3.72M |
 | ISSC | 10K | $7 |
 | ET | 10K | $193.00K |
 | ED | 10K | $1.13M |
 | VZ | 8K | $409.16K |
 | AMZN | 5K | $1.01M |
 | LEO | 5K | $570.55K |
 | FMBH | 4K | $401.52K |
 | NVDA | 4K | $725.48K |
 | NFLX | 4K | $382.20K |
 | FR | 3K | $212.31K |
 | JNJ | 3K | $657.81K |
 | DIS | 2K | $230.52K |
 | MSFT | 2K | $759.60K |
 | V | 2K | $520.04K |
JPMorgan Chase & Co.
JPM
Shares Held
146K
Value
$8.22M
WisdomTree, Inc.
WT
Shares Held
53K
Value
$2.66M
State Street Corporation
STT
Shares Held
38K
Value
$11.23M
Franklin BSP Realty Trust, Inc.
FBRT
Shares Held
17K
Value
$840.96K
AT&T Inc.
T
Shares Held
15K
Value
$429.81K
Apple Inc.
AAPL
Shares Held
15K
Value
$3.72M
Innovative Aerosystems, Inc.
ISSC
Shares Held
10K
Value
$7
Energy Transfer LP
ET
Shares Held
10K
Value
$193.00K
Consolidated Edison, Inc.
ED
Shares Held
10K
Value
$1.13M
Verizon Communications Inc.
VZ
Shares Held
8K
Value
$409.16K
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$1.01M
BNY Mellon Strategic Municipals, Inc.
LEO
Shares Held
5K
Value
$570.55K
First Mid Bancshares, Inc.
FMBH
Shares Held
4K
Value
$401.52K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$725.48K
Netflix, Inc.
NFLX
Shares Held
4K
Value
$382.20K
First Industrial Realty Trust, Inc.
FR
Shares Held
3K
Value
$212.31K
Johnson & Johnson
JNJ
Shares Held
3K
Value
$657.81K
The Walt Disney Company
DIS
Shares Held
2K
Value
$230.52K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$759.60K
Visa Inc.
V
Shares Held
2K
Value
$520.04K