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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

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
AMD icon
51
Advanced Micro Devices
AMD
$760B
$288K 0.45%
495
-4
-0.8% -$1.64K
VTEB icon
52
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$265K 0.41%
5,249
+4,008
+323% +$201K
PLTR icon
53
Palantir
PLTR
$448B
$256K 0.4%
2,190
-1
-0% -$136
WMT icon
54
Walmart Inc
WMT
$820B
$236K 0.37%
2,080
-262
-11% -$32.5K
CLOI icon
55
VanEck CLO ETF
CLOI
$1.54B
$230K 0.36%
4,350
+79
+2% +$4.17K
IXUS icon
56
iShares Core MSCI Total International Stock ETF
IXUS
$60.8B
$222K 0.34%
2,322
-73
-3% -$6.86K
XOM icon
57
ExxonMobil
XOM
$644B
$206K 0.32%
1,506
-127
-8% -$19K
ABBV icon
58
AbbVie
ABBV
$451B
– –
-279
Closed -$60.6K
ABNB icon
59
Airbnb
ABNB
$112B
– –
-3
Closed -$379
ABT icon
60
Abbott
ABT
$195B
– –
-98
Closed -$10K
ACWI icon
61
iShares MSCI ACWI ETF
ACWI
$33.3B
– –
-22
Closed -$3.03K
ACWX icon
62
iShares MSCI ACWI ex US ETF
ACWX
$12.5B
– –
-97
Closed -$6.66K
ADBE icon
63
Adobe
ADBE
$116B
– –
-3
Closed -$729
ADP icon
64
Automatic Data Processing
ADP
$114B
– –
-86
Closed -$17.6K
AGG icon
65
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-735
Closed -$73K
AIRR icon
66
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.61B
– –
-46
Closed -$5.1K
ALB icon
67
Albemarle
ALB
$16.2B
– –
-5
Closed -$941
ALNY icon
68
Alnylam Pharmaceuticals
ALNY
$31.7B
– –
-8
Closed -$2.65K
AMT icon
69
American Tower
AMT
$82.1B
– –
-37
Closed -$6.43K
APD icon
70
Air Products & Chemicals
APD
$68.6B
– –
-160
Closed -$46.6K
AZN icon
71
AstraZeneca
AZN
$252B
– –
-140
Closed -$27.6K
BLK icon
72
Blackrock
BLK
$180B
– –
-6
Closed -$6K
BMY icon
73
Bristol-Myers Squibb
BMY
$136B
– –
-500
Closed -$30.3K
CAG icon
74
Conagra Brands
CAG
$7.72B
– –
-129
Closed -$2.04K
CCL icon
75
Carnival Corporation Ltd
CCL
$33.9B
– –
-32
Closed -$828
1 2
3
4 5

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NU
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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.