We are live on
!
Find out more
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
(+0.54%)
Cap. Flow
-$5.8M
Cap. Flow
% of AUM
-9.03%
Top 10 Holdings %
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 |
PIMCO Municipal Income Opportunities Active ETF
MINO
|
+$644K |
| 2 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$371K |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$201K |
| 4 |
Fidelity Enhanced Mid Cap Core ETF
FMDE
|
+$179K |
| 5 |
Amazon
AMZN
|
+$166K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
United States Oil Fund
USO
|
+$253K |
| 2 |
Lockheed Martin
LMT
|
+$204K |
| 3 |
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
|
+$199K |
| 4 |
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
|
+$185K |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
51
Advanced Micro Devices
AMD
$949B
| $288K | 0.45% |
495
-4
| -0.8% | -$1.64K |
2026 Q1
1 quarter
|
|
|
52
Vanguard Tax-Exempt Bond Index Fund
VTEB
$49.9B
| $265K | 0.41% |
5,249
+4,008
| +323% | +$201K |
2026 Q1
1 quarter
|
|
53
Palantir
PLTR
$493B
| $256K | 0.4% |
2,190
-1
| -0% | -$136 |
2024 Q4
6 quarters
|
|
54
Walmart Inc
WMT
$910B
| $236K | 0.37% |
2,080
-262
| -11% | -$32.5K |
2022 Q3
15 quarters
|
|
55
VanEck CLO ETF
CLOI
$1.7B
| $230K | 0.36% |
4,350
+79
| +2% | +$4.17K |
2026 Q1
1 quarter
|
|
56
iShares Core MSCI Total International Stock ETF
IXUS
$58B
| $222K | 0.34% |
2,322
-73
| -3% | -$6.86K |
2017 Q4
34 quarters
|
|
57
ExxonMobil
XOM
$724B
| $206K | 0.32% |
1,506
-127
| -8% | -$19K |
2026 Q1
1 quarter
|
|
58
AbbVie
ABBV
$501B
| – | – |
-279
| Closed | -$60.6K | – |
|
59
Airbnb
ABNB
$97.9B
| – | – |
-3
| Closed | -$379 | – |
|
60
Abbott
ABT
$177B
| – | – |
-98
| Closed | -$10K | – |
|
61
iShares MSCI ACWI ETF
ACWI
$32.9B
| – | – |
-22
| Closed | -$3.03K | – |
|
62
iShares MSCI ACWI ex US ETF
ACWX
$17.4B
| – | – |
-97
| Closed | -$6.66K | – |
|
63
Adobe
ADBE
$92.4B
| – | – |
-3
| Closed | -$729 | – |
|
64
Automatic Data Processing
ADP
$111B
| – | – |
-86
| Closed | -$17.6K | – |
|
65
iShares Core US Aggregate Bond ETF
AGG
$137B
| – | – |
-735
| Closed | -$73K | – |
|
66
First Trust RBA American Industrial Renaissance ETF
AIRR
$8.64B
| – | – |
-46
| Closed | -$5.1K | – |
|
67
Albemarle
ALB
$11.7B
| – | – |
-5
| Closed | -$941 | – |
|
68
Alnylam Pharmaceuticals
ALNY
$30.1B
| – | – |
-8
| Closed | -$2.65K | – |
|
69
American Tower
AMT
$82.9B
| – | – |
-37
| Closed | -$6.43K | – |
|
70
Air Products & Chemicals
APD
$64.6B
| – | – |
-160
| Closed | -$46.6K | – |
|
71
AstraZeneca
AZN
$251B
| – | – |
-140
| Closed | -$27.6K | – |
|
72
Blackrock
BLK
$165B
| – | – |
-6
| Closed | -$6K | – |
|
73
Bristol-Myers Squibb
BMY
$118B
| – | – |
-500
| Closed | -$30.3K | – |
|
74
Conagra Brands
CAG
$6.58B
| – | – |
-129
| Closed | -$2.04K | – |
|
75
Carnival Corporation Ltd
CCL
$35B
| – | – |
-32
| Closed | -$828 | – |
|
Similar funds
FCM
SONJCPFE
NC
NU
KL
OC
LC
PCM
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.