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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
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.33T
$658K 0.88%
2,708
-33
-1% -$6.91K
MUNI icon
27
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$649K 0.87%
12,420
+3,589
+41% +$185K
SCHA icon
28
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$636K 0.85%
22,793
-5
-0% -$134
SCHV
29
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$594K 0.8%
20,409
– –
SCHF icon
30
Schwab International Equity ETF
SCHF
$68.7B
$587K 0.79%
25,206
-1,512
-6% -$34.1K
STIP icon
31
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$543K 0.73%
5,254
+36
+0.7% +$3.71K
HYG icon
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$529K 0.71%
6,512
+20
+0.3% +$1.61K
IEMG icon
33
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$518K 0.69%
7,854
-5,423
-41% -$338K
IWO icon
34
iShares Russell 2000 Growth ETF
IWO
$15B
$506K 0.68%
1,579
-2
-0.1% -$603
DLTR icon
35
Dollar Tree
DLTR
$25.2B
$491K 0.66%
5,200
– –
VNQ icon
36
Vanguard Real Estate ETF
VNQ
$39.1B
$485K 0.65%
5,301
+5,248
+9,902% +$476K
BRK.B icon
37
Berkshire Hathaway Class B
BRK.B
$1.13T
$464K 0.62%
922
+7
+0.8% +$3.39K
IAU icon
38
iShares Gold Trust
IAU
$64.4B
$430K 0.58%
5,915
+2,671
+82% +$174K
IWN icon
39
iShares Russell 2000 Value ETF
IWN
$14.6B
$426K 0.57%
2,406
-4
-0.2% -$675
R icon
40
Ryder
R
$10.1B
$396K 0.53%
2,097
– –
QUAL icon
41
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$372K 0.5%
1,910
+91
+5% +$17.1K
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$138B
$369K 0.49%
3,679
+1
+0% +$99
DFAI
43
Dimensional International Core Equity Market ETF
DFAI
$18B
$367K 0.49%
10,106
-143
-1% -$5.06K
PLTR icon
44
Palantir
PLTR
$413B
$365K 0.49%
1,999
-72
-3% -$11.7K
DGRO icon
45
iShares Core Dividend Growth ETF
DGRO
$43.6B
$358K 0.48%
5,255
-78
-1% -$5.16K
SPHQ icon
46
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
$352K 0.47%
4,802
+10
+0.2% +$722
JNJ icon
47
Johnson & Johnson
JNJ
$625B
$348K 0.47%
1,876
+1
+0.1% +$171
QQQ icon
48
Invesco QQQ Trust
QQQ
$481B
$342K 0.46%
569
-31
-5% -$17.8K
TQQQ icon
49
ProShares UltraPro QQQ
TQQQ
$37.4B
$325K 0.44%
6,290
+986
+19% +$45K
SPY icon
50
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$310K 0.42%
465
-28
-6% -$17.9K
1
2
3 4 5

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CMU
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1M
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AIM
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1I
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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.