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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
+5.16%
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
$79.3M
AUM Growth
+$4.41M
Cap. Flow
+$1.35M
Cap. Flow %
1.7%
Top 10 Hldgs %
52.16%
Holding
231
New
5
Increased
71
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$1.94M
2
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$451K
3
PRSU
Pursuit Attractions and Hospitality Inc
PRSU
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

Rank Stock Value
1
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$765K
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$458K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.96T
$758K 0.96%
3,457
+196
+6% +$38.8K
TIP icon
27
iShares TIPS Bond ETF
TIP
$14.5B
$694K 0.87%
6,302
+195
+3% +$21.3K
SCHF icon
28
Schwab International Equity ETF
SCHF
$68.7B
$590K 0.74%
26,718
-385
-1% -$8.02K
SCHA icon
29
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$577K 0.73%
22,798
-449
-2% -$10.6K
SCHV
30
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$565K 0.71%
20,409
-372
-2% -$9.78K
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$537K 0.68%
5,218
+68
+1% +$6.98K
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$524K 0.66%
6,492
+9
+0.1% +$709
DLTR icon
33
Dollar Tree
DLTR
$25.2B
$515K 0.65%
5,200
– –
GOOGL icon
34
Alphabet (Google) Class A
GOOGL
$4.33T
$483K 0.61%
2,741
+347
+14% +$56.8K
VNQ icon
35
Vanguard Real Estate ETF
VNQ
$39B
$475K 0.6%
53
-5,189
-99% -$458K
MUNI icon
36
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.09B
$454K 0.57%
+8,831
New +$451K
IWO icon
37
iShares Russell 2000 Growth ETF
IWO
$15.1B
$452K 0.57%
1,581
-2
-0.1% -$526
BRK.B icon
38
Berkshire Hathaway Class B
BRK.B
$1.13T
$444K 0.56%
915
– –
IWN icon
39
iShares Russell 2000 Value ETF
IWN
$14.6B
$380K 0.48%
2,410
+25
+1% +$3.72K
AGG icon
40
iShares Core US Aggregate Bond ETF
AGG
$138B
$365K 0.46%
3,678
+10
+0.3% +$980
DFAI
41
Dimensional International Core Equity Market ETF
DFAI
$18B
$354K 0.45%
10,249
-26
-0.3% -$852
SPHQ icon
42
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$341K 0.43%
4,792
-54
-1% -$3.65K
DGRO icon
43
iShares Core Dividend Growth ETF
DGRO
$43.5B
$341K 0.43%
5,333
-80
-1% -$4.88K
R icon
44
Ryder
R
$10.1B
$333K 0.42%
2,097
-39
-2% -$5.73K
QUAL icon
45
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$333K 0.42%
1,819
+15
+0.8% +$2.59K
QQQ icon
46
Invesco QQQ Trust
QQQ
$484B
$331K 0.42%
600
– –
SPY icon
47
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$305K 0.38%
493
– –
KO icon
48
Coca-Cola
KO
$375B
$286K 0.36%
4,048
+25
+0.6% +$1.78K
JNJ icon
49
Johnson & Johnson
JNJ
$625B
$286K 0.36%
1,875
+3
+0.2% +$461
PLTR icon
50
Palantir
PLTR
$413B
$282K 0.36%
2,071
+664
+47% +$77.9K
1
2
3 4 5

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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 Q2 2025 Portfolio in Review

As of Q2 2025, Clear Investment Research held 231 positions worth $79.3M, up 5.9% from $74.9M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.6%. Clear Investment Research opened 5 new positions and exited 1, leaving the 231-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.9% of assets, up from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q2 2025 buy was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund: 8,831 shares worth $454K.
  • Clear Investment Research added most to Graphic Packaging in Q2 2025, an estimated $1.94M increase.
  • Clear Investment Research's biggest Q2 2025 reduction was Vanguard World Funds Extended Duration ETF, cutting an estimated $765K.
  • Clear Investment Research fully exited Paychex in Q2 2025, selling an estimated $30.4K.
  • Clear Investment Research's ten largest holdings make up 52% of its $79.3M portfolio in Q2 2025.
  • Clear Investment Research opened 5 new positions and closed 1 in Q2 2025.
  • Clear Investment Research's portfolio value rose 5.9% quarter-over-quarter to $79.3M.

Based on Clear Investment Research's 13F filing for Q2 2025, filed 4 Aug 2025.