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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
USO icon
76
United States Oil Fund
USO
$1.67B
$128K 0.16%
1,746
– –
NFLX icon
77
Netflix
NFLX
$309B
$128K 0.16%
950
– –
SPYG icon
78
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$127K 0.16%
1,332
+2
+0.2% +$171
SPYV icon
79
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$124K 0.16%
2,375
+11
+0.5% +$550
SCHE icon
80
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$117K 0.15%
3,878
-10
-0.3% -$283
SPLV icon
81
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$114K 0.14%
1,570
+3
+0.2% +$217
SOXX icon
82
iShares Semiconductor ETF
SOXX
$45.9B
$114K 0.14%
476
– –
IWF icon
83
iShares Russell 1000 Growth ETF
IWF
$128B
$109K 0.14%
1,028
– –
JHMM icon
84
John Hancock Multifactor Mid Cap ETF
JHMM
$6.13B
$102K 0.13%
1,669
+4
+0.2% +$231
AMAT icon
85
Applied Materials
AMAT
$428B
$102K 0.13%
555
– –
TFC icon
86
Truist Financial
TFC
$64B
$101K 0.13%
2,360
– –
SLV icon
87
iShares Silver Trust
SLV
$30.9B
$100K 0.13%
3,061
-180
-6% -$5.5K
ISTB icon
88
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
$94K 0.12%
1,932
+10
+0.5% +$483
DFAT icon
89
Dimensional US Targeted Value ETF
DFAT
$14.7B
$89.1K 0.11%
1,651
-245
-13% -$12.5K
HD icon
90
Home Depot
HD
$355B
$88.3K 0.11%
240
+1
+0.4% +$362
SPDW icon
91
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.7B
$87.4K 0.11%
2,158
+283
+15% +$10.8K
BSV icon
92
Vanguard Short-Term Bond ETF
BSV
$45.6B
$87.1K 0.11%
1,107
– –
AMD icon
93
Advanced Micro Devices
AMD
$789B
$77.5K 0.1%
546
– –
GE icon
94
GE Aerospace
GE
$384B
$77.2K 0.1%
300
– –
CDNS icon
95
Cadence Design Systems
CDNS
$93.4B
$77K 0.1%
250
– –
COST icon
96
Costco
COST
$420B
$75.5K 0.1%
76
+21
+38% +$20.9K
FIS icon
97
Fidelity National Information Services
FIS
$22.1B
$70.2K 0.09%
862
-16
-2% -$1.25K
TBLL icon
98
Invesco Short Term Treasury ETF
TBLL
$2.85B
$68.2K 0.09%
646
+7
+1% +$739
FPXI icon
99
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$297M
$67K 0.08%
1,186
– –
CGUS icon
100
Capital Group Core Equity ETF
CGUS
$11.9B
$66.7K 0.08%
1,805
+5
+0.3% +$170
2 3
4
5 6

Similar funds

LC
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HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

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.