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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
Cap. Flow
-$5.8M
Cap. Flow %
-9.03%
Top 10 Hldgs %
52.95%
Holding
242
New
1
Increased
26
Reduced
26
Closed
185
Avg Time Held
24.4 quarters
Top 10 Avg Time Held
12.8 quarters
Top 20 Avg Time Held
17.5 quarters

Top Buys

Rank Stock Value
1
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$644K
2
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$371K
3
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$201K
4
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$179K
5
AMZN icon
Amazon
AMZN
+$166K

Top Sells

Rank Stock Value
1
USO icon
United States Oil Fund
USO
+$253K
2
LMT icon
Lockheed Martin
LMT
+$204K
3
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$199K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$185K
5
TLT icon
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 Held Since
VTI icon
226
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
– –
-157
Closed -$50.5K –
VTV icon
227
Vanguard Morningstar Value ETF
VTV
$188B
– –
-311
Closed -$61K –
VWO icon
228
Vanguard FTSE Emerging Markets ETF
VWO
$125B
– –
-353
Closed -$19.1K –
VYM icon
229
Vanguard High Dividend Yield ETF
VYM
$80.6B
– –
-38
Closed -$5.63K –
W icon
230
Wayfair
W
$14.2B
– –
-23
Closed -$1.73K –
WBD icon
231
DELISTED
Warner Bros
WBD
– –
-398
Closed -$10.9K –
WFC icon
232
Wells Fargo
WFC
$238B
– –
-1,743
Closed -$139K –
WM icon
233
Waste Management
WM
$85.7B
– –
-12
Closed -$2.76K –
SERV icon
234
Serve Robotics
SERV
$311M
– –
-100
Closed -$844 –
RBRK icon
235
Rubrik
RBRK
$24.1B
– –
-134
Closed -$6.56K –
CNH icon
236
CNH Industrial
CNH
$19.3B
– –
-167
Closed -$1.84K –
PRSU icon
237
Pursuit Attractions and Hospitality Inc
PRSU
$1.46B
– –
-43
Closed -$1.57K –
USAR icon
238
USA Rare Earth Inc
USAR
$3.96B
– –
-338
Closed -$5.12K –
CRWV icon
239
CoreWeave
CRWV
$36.6B
– –
-100
Closed -$7.75K –
RJDI icon
240
RJ Eagle GCM Dividend Select Income ETF
RJDI
$118M
– –
-6,449
Closed -$172K –
SOLS icon
241
Solstice Advanced Materials
SOLS
$9.56B
– –
-14
Closed -$1.07K –
VSNT icon
242
Versant Media Group
VSNT
$4.28B
– –
-1
Closed -$37 –
6 7 8 9
10

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NC
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NU
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KL
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OC
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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.