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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
-2.71%
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
$63.9M
AUM Growth
+$3.62M
Cap. Flow
+$6.43M
Cap. Flow %
10.06%
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$238K
2
CLOI icon
VanEck CLO ETF
CLOI
+$225K
3
LMT icon
Lockheed Martin
LMT
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

Rank Stock Value
1
IVE icon
iShares S&P 500 Value ETF
IVE
+$490K
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$465K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

Rank Sector Weight
1 Miscellaneous 75.11%
2 Technology 7.56%
3 Consumer Discretionary 4.49%
4 Healthcare 4.48%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CLOI icon
51
VanEck CLO ETF
CLOI
$1.54B
$225K 0.35%
+4,271
New +$225K
IXUS icon
52
iShares Core MSCI Total International Stock ETF
IXUS
$61.1B
$207K 0.32%
2,395
-693
-22% -$61.7K
LMT icon
53
Lockheed Martin
LMT
$131B
$204K 0.32%
+337
New +$208K
DTCR icon
54
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.18B
$202K 0.32%
+8,437
New +$206K
LDUR icon
55
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.35B
$199K 0.31%
+2,075
New +$199K
SPYD icon
56
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
$185K 0.29%
+4,072
New +$187K
SO icon
57
Southern Company
SO
$102B
$180K 0.28%
+1,867
New +$173K
IMCV icon
58
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.19B
$173K 0.27%
+2,035
New +$175K
RJDI
59
RJ Eagle GCM Dividend Select Income ETF
RJDI
$119M
$172K 0.27%
+6,449
New +$173K
SCHH icon
60
Schwab US REIT ETF
SCHH
$11.3B
$171K 0.27%
+7,959
New +$174K
LRGF icon
61
iShares US Equity Factor ETF
LRGF
$3.72B
$170K 0.27%
+2,571
New +$177K
SOXX icon
62
iShares Semiconductor ETF
SOXX
$42.8B
$167K 0.26%
+509
New +$174K
SCHD icon
63
Schwab US Dividend Equity ETF
SCHD
$111B
$164K 0.26%
+5,336
New +$162K
SCZ icon
64
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
$158K 0.25%
+2,010
New +$163K
META icon
65
Meta Platforms (Facebook)
META
$1.45T
$154K 0.24%
+270
New +$173K
FMDE icon
66
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.36B
$139K 0.22%
+3,876
New +$143K
WFC icon
67
Wells Fargo
WFC
$257B
$139K 0.22%
+1,743
New +$150K
EVIM icon
68
Eaton Vance Intermediate Municipal Income ETF
EVIM
$283M
$138K 0.22%
+2,626
New +$140K
SPYV icon
69
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
$136K 0.21%
+2,409
New +$140K
TSLA icon
70
Tesla
TSLA
$1.4T
$136K 0.21%
+365
New +$150K
NLR icon
71
VanEck Uranium + Nuclear Energy ETF
NLR
$4.39B
$131K 0.21%
+987
New +$141K
SPYG icon
72
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$131K 0.21%
+1,338
New +$139K
TFLR icon
73
T. Rowe Price Floating Rate ETF
TFLR
$716M
$130K 0.2%
+2,591
New +$132K
SCHE icon
74
Schwab Emerging Markets Equity ETF
SCHE
$13B
$128K 0.2%
+3,882
New +$133K
PG icon
75
Procter & Gamble
PG
$333B
$112K 0.18%
+775
New +$117K
1 2
3
4 5

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NC
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NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
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OC
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LC
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PCM
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Clear Investment Research's Q1 2026 Portfolio in Review

As of Q1 2026, Clear Investment Research held 241 positions worth $63.9M, up 6% from $60.3M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Clear Investment Research deployed $6.43M of net new capital in Q1 2026, opening 190 new positions and adding to 21 existing holdings. Its largest new stake was ExxonMobil: 1,633 shares worth $277K.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 76% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares S&P 500 Value ETF, an estimated $490K trimmed.

  • Clear Investment Research's largest Q1 2026 buy was ExxonMobil: 1,633 shares worth $277K.
  • Clear Investment Research added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026, an estimated $204K increase.
  • Clear Investment Research's biggest Q1 2026 reduction was iShares S&P 500 Value ETF, cutting an estimated $490K.
  • Clear Investment Research's ten largest holdings make up 48% of its $63.9M portfolio in Q1 2026.
  • Clear Investment Research opened 190 new positions and closed 0 in Q1 2026.
  • Clear Investment Research's portfolio value rose 6% quarter-over-quarter to $63.9M.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.