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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
TIP icon
51
iShares TIPS Bond ETF
TIP
$14.7B
$283K 0.38%
2,548
-3,754
-60% -$415K
KO icon
52
Coca-Cola
KO
$375B
$271K 0.36%
4,081
+33
+0.8% +$2.27K
EEMV icon
53
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
$257K 0.34%
4,019
+2
+0% +$126
IXUS icon
54
iShares Core MSCI Total International Stock ETF
IXUS
$60.4B
$253K 0.34%
3,062
+9
+0.3% +$715
LOW icon
55
Lowe's Companies
LOW
$125B
$251K 0.34%
1,000
– –
WMT icon
56
Walmart Inc
WMT
$890B
$240K 0.32%
2,324
-234
-9% -$23.3K
IYR icon
57
iShares US Real Estate ETF
IYR
$4.57B
$230K 0.31%
2,369
+59
+3% +$5.68K
AVGO icon
58
Broadcom
AVGO
$2.04T
$227K 0.3%
686
+3
+0.4% +$920
WFC icon
59
Wells Fargo
WFC
$264B
$226K 0.3%
2,701
– –
TSLA icon
60
Tesla
TSLA
$1.3T
$194K 0.26%
436
-17
-4% -$5.9K
LDUR icon
61
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
$190K 0.25%
1,978
-126
-6% -$12.1K
DJP icon
62
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
$190K 0.25%
5,352
+87
+2% +$3K
XOM icon
63
ExxonMobil
XOM
$634B
$184K 0.25%
1,633
+111
+7% +$12.3K
CVS icon
64
CVS Health
CVS
$122B
$184K 0.25%
2,436
– –
SO icon
65
Southern Company
SO
$107B
$182K 0.24%
1,918
+1
+0.1% +$93
PG icon
66
Procter & Gamble
PG
$339B
$180K 0.24%
1,170
– –
SPYD icon
67
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.71B
$179K 0.24%
4,072
+40
+1% +$1.75K
LRGF icon
68
iShares US Equity Factor ETF
LRGF
$3.71B
$178K 0.24%
2,571
– –
SCHH icon
69
Schwab US REIT ETF
SCHH
$11.4B
$172K 0.23%
7,959
– –
LMT icon
70
Lockheed Martin
LMT
$136B
$169K 0.23%
337
+31
+10% +$14.1K
IMCV icon
71
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.16B
$167K 0.22%
2,074
+62
+3% +$4.87K
SCZ icon
72
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$166K 0.22%
2,163
+2
+0.1% +$150
USO icon
73
United States Oil Fund
USO
$1.67B
$147K 0.2%
1,992
+246
+14% +$18.5K
SCHD icon
74
Schwab US Dividend Equity ETF
SCHD
$106B
$146K 0.2%
5,344
+264
+5% +$7.2K
META icon
75
Meta Platforms (Facebook)
META
$1.51T
$142K 0.19%
192
+10
+5% +$7.44K
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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NIP
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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.