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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
EEMV icon
51
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
$252K 0.32%
4,017
+11
+0.3% +$662
WMT icon
52
Walmart Inc
WMT
$890B
$250K 0.32%
2,558
+1
+0% +$95
IXUS icon
53
iShares Core MSCI Total International Stock ETF
IXUS
$60.1B
$236K 0.3%
3,053
-22
-0.7% -$1.61K
LOW icon
54
Lowe's Companies
LOW
$125B
$222K 0.28%
1,000
– –
TQQQ icon
55
ProShares UltraPro QQQ
TQQQ
$37.9B
$220K 0.28%
5,304
+2,980
+128% +$94.3K
IYR icon
56
iShares US Real Estate ETF
IYR
$4.65B
$219K 0.28%
2,310
+30
+1% +$2.8K
WFC icon
57
Wells Fargo
WFC
$264B
$216K 0.27%
2,701
-33
-1% -$2.38K
IAU icon
58
iShares Gold Trust
IAU
$67.5B
$202K 0.26%
3,244
-221
-6% -$13.7K
LDUR icon
59
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$202K 0.25%
2,104
-60
-3% -$5.73K
AVGO icon
60
Broadcom
AVGO
$2.04T
$188K 0.24%
683
– –
PG icon
61
Procter & Gamble
PG
$339B
$186K 0.24%
1,170
-16
-1% -$2.61K
DJP icon
62
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$179K 0.23%
5,265
+14
+0.3% +$476
SO icon
63
Southern Company
SO
$107B
$176K 0.22%
1,917
– –
SPYD icon
64
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.78B
$171K 0.22%
4,032
– –
SCHH icon
65
Schwab US REIT ETF
SCHH
$11.4B
$169K 0.21%
7,959
-158
-2% -$3.31K
CVS icon
66
CVS Health
CVS
$122B
$168K 0.21%
2,436
+1
+0% +$66
LRGF icon
67
iShares US Equity Factor ETF
LRGF
$3.71B
$165K 0.21%
2,571
– –
XOM icon
68
ExxonMobil
XOM
$634B
$164K 0.21%
1,522
+4
+0.3% +$428
SCZ icon
69
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
$157K 0.2%
2,161
-29
-1% -$1.96K
IMCV icon
70
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.16B
$153K 0.19%
2,012
+4
+0.2% +$291
TSLA icon
71
Tesla
TSLA
$1.3T
$144K 0.18%
453
+82
+22% +$24.7K
LMT icon
72
Lockheed Martin
LMT
$136B
$142K 0.18%
306
– –
META icon
73
Meta Platforms (Facebook)
META
$1.51T
$135K 0.17%
182
+55
+43% +$34K
SCHD icon
74
Schwab US Dividend Equity ETF
SCHD
$105B
$135K 0.17%
5,080
– –
EMB icon
75
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
$132K 0.17%
1,429
+15
+1% +$1.35K
1 2
3
4 5

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CMU
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1M
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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.