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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
-2.71%
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
$63.9M
AUM Growth
+$3.62M
(+6%)
Cap. Flow
+$6.43M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$238K |
| 2 |
VanEck CLO ETF
CLOI
|
+$225K |
| 3 |
Lockheed Martin
LMT
|
+$208K |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$206K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$204K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$490K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$465K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$458K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$211K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 75.11% |
| 2 | Technology | 7.56% |
| 3 | Consumer Discretionary | 4.49% |
| 4 | Healthcare | 4.48% |
| 5 | Financials | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Adobe
ADBE
$115B
| $729 | ﹤0.01% |
+3
| New | +$831 |
|
227
Comcast
CMCSA
$93.7B
| $718 | ﹤0.01% |
+25
| New | +$748 |
|
228
Coinbase
COIN
$50.3B
| $524 | ﹤0.01% |
+3
| New | +$591 |
|
229
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
| $476 | ﹤0.01% |
+6
| New | +$478 |
|
230
Airbnb
ABNB
$109B
| $379 | ﹤0.01% |
+3
| New | +$390 |
|
231
Strategy Inc
MSTR
$54.6B
| $374 | ﹤0.01% |
+3
| New | +$429 |
|
232
Celsius Holdings
CELH
$8.35B
| $248 | ﹤0.01% |
+7
| New | +$332 |
|
233
HubSpot
HUBS
$12.8B
| $244 | ﹤0.01% |
+1
| New | +$281 |
|
234
Kearny Financial
KRNY
$650M
| $227 | ﹤0.01% |
+30
| New | +$231 |
|
235
Fidelity National Financial
FNF
$12.7B
| $190 | ﹤0.01% |
+4
| New | +$208 |
|
236
DXC Technology
DXC
$1.76B
| $184 | ﹤0.01% |
+15
| New | +$201 |
|
237
Walt Disney
DIS
$184B
| $99 | ﹤0.01% |
+1
| New | +$106 |
|
238
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.3B
| $84 | ﹤0.01% |
+4
| New | +$86 |
|
239
Snap
SNAP
$9.01B
| $46 | ﹤0.01% |
+10
| New | +$59 |
|
|
VSNT
240
Versant Media Group
VSNT
$5.49B
| $37 | ﹤0.01% |
+1
| New | +$34 |
|
241
Cannae Holdings
CNNE
$670M
| $12 | ﹤0.01% |
+1
| New | +$13 |
|
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Clear Investment Research's Q1 2026 Portfolio in Review
As of Q1 2026, Clear Investment Research held 241 positions worth $63.9M, up 6% from $60.3M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Clear Investment Research deployed $6.43M of net new capital in Q1 2026, opening 190 new positions and adding to 21 existing holdings. Its largest new stake was ExxonMobil: 1,633 shares worth $277K.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 76% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was iShares S&P 500 Value ETF, an estimated $490K trimmed.
- Clear Investment Research's largest Q1 2026 buy was ExxonMobil: 1,633 shares worth $277K.
- Clear Investment Research added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026, an estimated $204K increase.
- Clear Investment Research's biggest Q1 2026 reduction was iShares S&P 500 Value ETF, cutting an estimated $490K.
- Clear Investment Research's ten largest holdings make up 48% of its $63.9M portfolio in Q1 2026.
- Clear Investment Research opened 190 new positions and closed 0 in Q1 2026.
- Clear Investment Research's portfolio value rose 6% quarter-over-quarter to $63.9M.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.