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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
+2.48%
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
$60.3M
AUM Growth
-$14.4M
Cap. Flow
-$15.2M
Cap. Flow %
-25.21%
Top 10 Hldgs %
55.69%
Holding
252
New
–
Increased
21
Reduced
25
Closed
201

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$379K
2
SLV icon
iShares Silver Trust
SLV
+$287K
3
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.3M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$650K
3
MSFT icon
Microsoft
MSFT
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

Rank Sector Weight
1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USB icon
226
US Bancorp
USB
$100B
– –
-544
Closed -$26.3K
USMV icon
227
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
– –
-484
Closed -$46.1K
USO icon
228
United States Oil Fund
USO
$1.78B
– –
-1,992
Closed -$147K
V icon
229
Visa
V
$675B
– –
-144
Closed -$49.5K
VBR icon
230
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
– –
-32
Closed -$6.68K
VCSH icon
231
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
– –
-6
Closed -$480
VIG icon
232
Vanguard Dividend Appreciation ETF
VIG
$114B
– –
-176
Closed -$38K
VOE icon
233
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
– –
-51
Closed -$8.9K
VOO icon
234
Vanguard S&P 500 ETF
VOO
$1.03T
– –
-45
Closed -$27.6K
VST icon
235
Vistra
VST
$48.2B
– –
-28
Closed -$5.5K
VTEB icon
236
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
– –
-1,220
Closed -$61.1K
VTI icon
237
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
– –
-156
Closed -$51.2K
VTRS icon
238
Viatris
VTRS
$18.7B
– –
-248
Closed -$2.46K
VTV icon
239
Vanguard Morningstar Value ETF
VTV
$192B
– –
-320
Closed -$59.7K
VWO icon
240
Vanguard FTSE Emerging Markets ETF
VWO
$126B
– –
-346
Closed -$18.8K
VYM icon
241
Vanguard High Dividend Yield ETF
VYM
$83.7B
– –
-38
Closed -$5.36K
W icon
242
Wayfair
W
$14.1B
– –
-23
Closed -$2.06K
WAB icon
243
Wabtec
WAB
$49.7B
– –
-12
Closed -$2.41K
WBD icon
244
Warner Bros
WBD
$67.4B
– –
-398
Closed -$7.77K
WFC icon
245
Wells Fargo
WFC
$265B
– –
-2,701
Closed -$226K
WM icon
246
Waste Management
WM
$90.6B
– –
-13
Closed -$2.87K
XOM icon
247
ExxonMobil
XOM
$662B
– –
-1,633
Closed -$184K
RBRK icon
248
Rubrik
RBRK
$20.2B
– –
-134
Closed -$11K
CNH
249
CNH Industrial
CNH
$16.9B
– –
-167
Closed -$1.81K
PRSU
250
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
– –
-42
Closed -$1.55K
7 8 9
10
11

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LC
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HFCIV
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CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
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NIP
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Clear Investment Research's Q4 2025 Portfolio in Review

As of Q4 2025, Clear Investment Research held 252 positions worth $60.3M, down 19% from $74.6M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Clear Investment Research withdrew a net $15.2M in Q4 2025, closing 201 positions and reducing 25 holdings. Its most notable exit was iShares Russell 2000 Growth ETF, an estimated $506K position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research added an estimated $379K to Fidelity Total Bond ETF.

  • Clear Investment Research added most to Fidelity Total Bond ETF in Q4 2025, an estimated $379K increase.
  • Clear Investment Research's biggest Q4 2025 reduction was Apple, cutting an estimated $2.3M.
  • Clear Investment Research fully exited iShares Russell 2000 Growth ETF in Q4 2025, selling an estimated $506K.
  • Clear Investment Research's ten largest holdings make up 56% of its $60.3M portfolio in Q4 2025.
  • Clear Investment Research opened 0 new positions and closed 201 in Q4 2025.
  • Clear Investment Research's portfolio value fell 19% quarter-over-quarter to $60.3M.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.