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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
SCHV icon
26
Schwab US Large-Cap Value ETF
SCHV
$15.3B
$710K 1.11%
20,409
– –
2017 Q2
36 quarters
SCHF icon
27
Schwab International Equity ETF
SCHF
$66.8B
$692K 1.08%
24,987
-139
-0.6% -$3.75K
2017 Q2
36 quarters
IEFA icon
28
iShares Core MSCI EAFE ETF
IEFA
$189B
$686K 1.07%
7,101
+98
+1% +$9.41K
2015 Q1
45 quarters
MINO icon
29
PIMCO Municipal Income Opportunities Active ETF
MINO
$792M
$648K 1.01%
+14,171
New +$644K
2026 Q2
0 quarters
DTCR icon
30
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.99B
$638K 0.99%
21,011
+12,574
+149% +$371K
2026 Q1
1 quarter
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$567K 0.88%
6,841
-181
-3% -$14.4K
2017 Q1
37 quarters
R icon
32
Ryder
R
$9.04B
$553K 0.86%
2,097
– –
2017 Q2
36 quarters
TQQQ icon
33
ProShares UltraPro QQQ
TQQQ
$36.9B
$519K 0.81%
6,405
+141
+2% +$9.79K
2022 Q1
17 quarters
VNQ icon
34
Vanguard Real Estate ETF
VNQ
$36.3B
$517K 0.81%
5,364
-37
-0.7% -$3.54K
2016 Q2
40 quarters
IAU icon
35
iShares Gold Trust
IAU
$60.7B
$507K 0.79%
6,717
+916
+16% +$77.8K
2020 Q3
23 quarters
STIP icon
36
iShares 0-5 Year TIPS Bond ETF
STIP
$16.5B
$499K 0.78%
4,885
-131
-3% -$13.5K
2021 Q3
19 quarters
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.12T
$489K 0.76%
977
+18
+2% +$8.65K
2018 Q3
31 quarters
SPHQ icon
38
Invesco S&P 500 Quality ETF
SPHQ
$18.8B
$434K 0.68%
4,822
+2
+0% +$166
2018 Q3
31 quarters
QQQ icon
39
Invesco QQQ Trust
QQQ
$491B
$419K 0.65%
569
-1
-0.2% -$688
2022 Q3
15 quarters
HYG icon
40
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
$401K 0.62%
5,012
+689
+16% +$55.1K
2015 Q1
45 quarters
DFAI icon
41
Dimensional International Core Equity Market ETF
DFAI
$17.8B
$385K 0.6%
9,326
-233
-2% -$9.59K
2023 Q1
13 quarters
DGRO icon
42
iShares Core Dividend Growth ETF
DGRO
$43.3B
$376K 0.59%
4,964
– –
2018 Q1
33 quarters
SLV icon
43
iShares Silver Trust
SLV
$27.3B
$352K 0.55%
6,584
+652
+11% +$43.2K
2022 Q4
14 quarters
QUAL icon
44
iShares MSCI USA Quality Factor ETF
QUAL
$48.8B
$350K 0.54%
1,595
+7
+0.4% +$1.47K
2018 Q4
30 quarters
SPY icon
45
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$347K 0.54%
465
– –
2022 Q3
15 quarters
KO icon
46
Coca-Cola
KO
$393B
$344K 0.54%
4,234
-1
-0% -$79
2022 Q3
15 quarters
FMDE icon
47
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.26B
$344K 0.54%
8,478
+4,602
+119% +$179K
2026 Q1
1 quarter
TIP icon
48
iShares TIPS Bond ETF
TIP
$14.3B
$338K 0.53%
3,090
+110
+4% +$12.2K
2015 Q1
45 quarters
SOXX icon
49
iShares Semiconductor ETF
SOXX
$43.6B
$318K 0.49%
496
-13
-3% -$6.6K
2026 Q1
1 quarter
AVGO icon
50
Broadcom
AVGO
$1.67T
$294K 0.46%
778
+1
+0.1% +$401
2023 Q2
12 quarters
1
2
3 4 5

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SONJCPFE
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NC
nVerses Capital Wellington, Florida $65M AUM
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
Khall LLC San Francisco, California $63.3M AUM
OC
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LC
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PCM
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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.