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CIR
Clear Investment Research Portfolio holdings
AUM
$64.2M
1-Year Est. Return
19.32%
This Fund
S&P 500
This Quarter
Est. Return
+12.67%
1 Year Est. Return
+19.32%
3 Year Est. Return
+48.47%
5 Year Est. Return
+46.75%
10 Year Est. Return
+125.28%
AUM
$64.2M
AUM Growth
+$344K
(+0.54%)
Cap. Flow
-$5.8M
Cap. Flow
% of AUM
-9.03%
Top 10 Holdings %
Top 10 Hldgs %
52.95%
Holding
242
New
1
Increased
26
Reduced
26
Closed
185
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
+$644K |
| 2 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$371K |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$201K |
| 4 |
Fidelity Enhanced Mid Cap Core ETF
FMDE
|
+$179K |
| 5 |
Amazon
AMZN
|
+$166K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United States Oil Fund
USO
|
+$253K |
| 2 |
Lockheed Martin
LMT
|
+$204K |
| 3 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
+$199K |
| 4 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$185K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$185K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 76.54% |
| 2 | Technology | 8.08% |
| 3 | Healthcare | 5.07% |
| 4 | Consumer Discretionary | 4.58% |
| 5 | Financials | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P 500 ETF
IVV
$898B
| $8.57M | 13.34% |
11,445
-34
| -0.3% | -$24.8K |
|
2
Vanguard World Funds Extended Duration ETF
EDV
$3.52B
| $5.23M | 8.13% |
80,291
-317
| -0.4% | -$20.3K |
|
3
Fidelity Total Bond ETF
FBND
$28B
| $4.5M | 7% |
98,897
-712
| -0.7% | -$32.5K |
|
4
Schwab US Large- Cap ETF
SCHX
$74.3B
| $3.31M | 5.15% |
112,481
-181
| -0.2% | -$5.17K |
|
5
Eli Lilly
LLY
$1.05T
| $3.26M | 5.08% |
2,718
-22
| -0.8% | -$22.5K |
|
6
Graphic Packaging
GPK
$3.42B
| $2M | 3.11% |
188,840
+150
| +0.1% | +$1.53K |
|
7
Apple
AAPL
$4.67T
| $1.94M | 3.02% |
6,702
+408
| +6% | +$117K |
|
8
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.6B
| $1.81M | 2.81% |
26,764
+147
| +0.6% | +$9.46K |
|
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.17B
| $1.72M | 2.68% |
58,809
+3,938
| +7% | +$115K |
|
10
Vanguard FTSE Developed Markets ETF
VEA
$238B
| $1.69M | 2.63% |
23,671
+122
| +0.5% | +$8.5K |
|
|
FBCG
11
Fidelity Blue Chip Growth ETF
FBCG
$7.31B
| $1.68M | 2.62% |
27,110
-721
| -3% | -$42.8K |
|
12
iShares Core S&P Mid-Cap ETF
IJH
$124B
| $1.64M | 2.55% |
21,225
-523
| -2% | -$38.4K |
|
13
Schwab US Mid-Cap ETF
SCHM
$14.9B
| $1.47M | 2.28% |
39,745
-162
| -0.4% | -$5.58K |
|
14
iShares Core S&P Small-Cap ETF
IJR
$110B
| $1.4M | 2.17% |
9,414
-207
| -2% | -$28.4K |
|
15
Microsoft
MSFT
$3.81T
| $1.23M | 1.91% |
3,290
+44
| +1% | +$17.8K |
|
16
Schwab Short-Term US Treasury ETF
SCHO
$13B
| $1.2M | 1.86% |
49,543
+376
| +0.8% | +$9.09K |
|
17
NVIDIA
NVDA
$5.25T
| $1.19M | 1.85% |
5,931
+86
| +1% | +$17.7K |
|
18
Schwab US TIPS ETF
SCHP
$16.5B
| $972K | 1.51% |
36,667
-629
| -2% | -$16.8K |
|
19
Bank of America
BAC
$436B
| $966K | 1.5% |
16,955
+1
| +0% | +$53 |
|
|
20
Amazon
AMZN
$2.87T
| $948K | 1.48% |
3,977
+662
| +20% | +$166K |
|
21
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
| $905K | 1.41% |
26,757
+43
| +0.2% | +$1.43K |
|
22
Alphabet (Google) Class A
GOOGL
$4.24T
| $882K | 1.37% |
2,468
-137
| -5% | -$49.3K |
|
23
Schwab U.S Small- Cap ETF
SCHA
$22.7B
| $823K | 1.28% |
22,788
-5
| -0% | -$165 |
|
|
24
iShares 20+ Year Treasury Bond ETF
TLT
$46.8B
| $766K | 1.19% |
8,866
-2,151
| -20% | -$185K |
|
25
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.14B
| $735K | 1.14% |
13,981
+1,542
| +12% | +$80.8K |
|
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Clear Investment Research's Q2 2026 Portfolio in Review
As of Q2 2026, Clear Investment Research held 242 positions worth $64.2M, up 0.54% from $63.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Clear Investment Research withdrew a net $5.8M in Q2 2026, closing 185 positions and reducing 26 holdings. Its most notable exit was United States Oil Fund, an estimated $253K position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 77% of assets, up from 75% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Clear Investment Research opened a new position in PIMCO Municipal Income Opportunities Active ETF worth $648K.
- Clear Investment Research's largest Q2 2026 buy was PIMCO Municipal Income Opportunities Active ETF: 14,171 shares worth $648K.
- Clear Investment Research added most to Global X Data Center & Digital Infrastructure ETF in Q2 2026, an estimated $371K increase.
- Clear Investment Research's biggest Q2 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $185K.
- Clear Investment Research fully exited United States Oil Fund in Q2 2026, selling an estimated $253K.
- Clear Investment Research's ten largest holdings make up 53% of its $64.2M portfolio in Q2 2026.
- Clear Investment Research opened 1 new position and closed 185 in Q2 2026.
- Clear Investment Research's portfolio value rose 0.54% quarter-over-quarter to $64.2M.
Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.