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CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
+6.22%
1 Year Est. Return
+11.37%
3 Year Est. Return
+37.84%
5 Year Est. Return
+37.18%
10 Year Est. Return
+103.92%
AUM
$74.6M
AUM Growth
-$4.64M
Cap. Flow
-$8.42M
Cap. Flow %
-11.28%
Top 10 Hldgs %
48.9%
Holding
254
New
24
Increased
83
Reduced
47
Closed
2

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$476K
2
FBND icon
Fidelity Total Bond ETF
FBND
+$362K
3
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$2.62M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

Rank Sector Weight
1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
226
TJX Companies
TJX
$175B
$1.73K ﹤0.01%
12
– –
NVO
227
Novo Nordisk
NVO
$211B
$1.61K ﹤0.01%
29
– –
PRSU
228
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$1.55K ﹤0.01%
42
-5,288
-99% -$179K
COIN icon
229
Coinbase
COIN
$39.2B
$1.01K ﹤0.01%
3
– –
IJT icon
230
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$1K ﹤0.01%
7
+1
+17% +$138
MSTR icon
231
Strategy Inc
MSTR
$37.4B
$967 ﹤0.01%
3
– –
CCL icon
232
Carnival Corporation Ltd
CCL
$38B
$925 ﹤0.01%
32
– –
CMCSA icon
233
Comcast
CMCSA
$89.4B
$911 ﹤0.01%
29
– –
KVUE icon
234
Kenvue
KVUE
$36.5B
$847 ﹤0.01%
52
+1
+2% +$20
LUMN icon
235
Lumen
LUMN
$6.85B
$845 ﹤0.01%
138
– –
TD icon
236
Toronto Dominion Bank
TD
$200B
$800 ﹤0.01%
10
– –
CEG icon
237
Constellation Energy
CEG
$95.8B
$661 ﹤0.01%
2
– –
DAL icon
238
Delta Air Lines
DAL
$58.7B
$582 ﹤0.01%
10
– –
ALB icon
239
Albemarle
ALB
$15.5B
$502 ﹤0.01%
6
– –
VCSH icon
240
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$480 ﹤0.01%
6
– –
HUBS icon
241
HubSpot
HUBS
$10.8B
$468 ﹤0.01%
1
– –
CELH icon
242
Celsius Holdings
CELH
$6.89B
$402 ﹤0.01%
7
– –
ABNB icon
243
Airbnb
ABNB
$111B
$364 ﹤0.01%
3
– –
SLVM icon
244
Sylvamo
SLVM
$1.6B
$354 ﹤0.01%
8
– –
FNF icon
245
Fidelity National Financial
FNF
$12.9B
$243 ﹤0.01%
4
+1
+33% +$58
DXC icon
246
DXC Technology
DXC
$1.74B
$199 ﹤0.01%
14
– –
KRNY icon
247
Kearny Financial
KRNY
$595M
$197 ﹤0.01%
30
– –
DIS icon
248
Walt Disney
DIS
$178B
$117 ﹤0.01%
1
– –
PCY icon
249
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.39B
$86 ﹤0.01%
4
– –
SNAP icon
250
Snap
SNAP
$9.05B
$77 ﹤0.01%
10
– –
7 8 9
10
11

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LC
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HFCIV
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CMU
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1M
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AIM
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1I
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CPM
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NIP
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Clear Investment Research's Q3 2025 Portfolio in Review

As of Q3 2025, Clear Investment Research held 254 positions worth $74.6M, down 5.9% from $79.3M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clear Investment Research withdrew a net $8.42M in Q3 2025, closing 2 positions and reducing 47 holdings. Its most notable exit was Walgreens Boots Alliance, an estimated $9.18K position sold in full.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.4% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research opened a new position in TransDigm Group worth $3.95K.

  • Clear Investment Research's largest Q3 2025 buy was TransDigm Group: 125 shares worth $3.95K.
  • Clear Investment Research added most to Vanguard Real Estate ETF in Q3 2025, an estimated $476K increase.
  • Clear Investment Research's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $2.62M.
  • Clear Investment Research fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $9.18K.
  • Clear Investment Research's ten largest holdings make up 49% of its $74.6M portfolio in Q3 2025.
  • Clear Investment Research opened 24 new positions and closed 2 in Q3 2025.
  • Clear Investment Research's portfolio value fell 5.9% quarter-over-quarter to $74.6M.

Based on Clear Investment Research's 13F filing for Q3 2025, filed 7 Nov 2025.