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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
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
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 Held Since
CEG icon
76
Constellation Energy
CEG
$99.9B
– –
-3
Closed -$842 –
CELH icon
77
Celsius Holdings
CELH
$6.86B
– –
-7
Closed -$248 –
CGGR icon
78
Capital Group Growth ETF
CGGR
$26.2B
– –
-1,507
Closed -$60.5K –
CGUS icon
79
Capital Group Core Equity ETF
CGUS
$12.2B
– –
-1,848
Closed -$71K –
CMCSA icon
80
Comcast
CMCSA
$74B
– –
-25
Closed -$718 –
CNNE icon
81
Cannae Holdings
CNNE
$683M
– –
-1
Closed -$12 –
COIN icon
82
Coinbase
COIN
$46.1B
– –
-3
Closed -$524 –
COST icon
83
Costco
COST
$431B
– –
-69
Closed -$68.3K –
CRM icon
84
Salesforce
CRM
$193B
– –
-119
Closed -$22.2K –
CRWD icon
85
CrowdStrike
CRWD
$258B
– –
-376
Closed -$36.7K –
CVS icon
86
CVS Health
CVS
$114B
– –
-54
Closed -$3.85K –
CVX icon
87
Chevron
CVX
$433B
– –
-385
Closed -$79.7K –
DFAT icon
88
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
$13.8B
– –
-1,637
Closed -$102K –
DG icon
89
Dollar General
DG
$27.8B
– –
-176
Closed -$20.9K –
DIS icon
90
Walt Disney
DIS
$187B
– –
-1
Closed -$99 –
DJP icon
91
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$887M
– –
-686
Closed -$33K –
DVY icon
92
iShares Select Dividend ETF
DVY
$22.7B
– –
-68
Closed -$10.3K –
DXC icon
93
DXC Technology
DXC
$2.02B
– –
-15
Closed -$184 –
ECL icon
94
Ecolab
ECL
$80.2B
– –
-45
Closed -$11.9K –
EEMV icon
95
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.52B
– –
-1,595
Closed -$103K –
EFA icon
96
iShares MSCI EAFE ETF
EFA
$76.3B
– –
-52
Closed -$5.05K –
EMB icon
97
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$13B
– –
-225
Closed -$21.1K –
EQIX icon
98
Equinix
EQIX
$98.1B
– –
-1
Closed -$985 –
ET icon
99
Energy Transfer Partners
ET
$70B
– –
-776
Closed -$15K –
ETN icon
100
Eaton
ETN
$160B
– –
-123
Closed -$43.9K –
2 3
4
5 6

Similar funds

FCM
Fourier Capital Management Hong Kong $64M AUM
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
Khall LLC San Francisco, California $63.3M AUM
OC
Owlhouse Capital New York $65.2M AUM
LC
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PCM
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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.