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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
+2.48%
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
$60.3M
AUM Growth
-$14.4M
Cap. Flow
-$15.2M
Cap. Flow %
-25.21%
Top 10 Hldgs %
55.69%
Holding
252
New
–
Increased
21
Reduced
25
Closed
201

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$379K
2
SLV icon
iShares Silver Trust
SLV
+$287K
3
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.3M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$650K
3
MSFT icon
Microsoft
MSFT
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

Rank Sector Weight
1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEG icon
76
Constellation Energy
CEG
$96.2B
– –
-2
Closed -$661
CELH icon
77
Celsius Holdings
CELH
$6.77B
– –
-7
Closed -$402
CGGR icon
78
Capital Group Growth ETF
CGGR
$25.1B
– –
-1,504
Closed -$66.1K
CGUS icon
79
Capital Group Core Equity ETF
CGUS
$11.9B
– –
-1,810
Closed -$71.6K
CGXU icon
80
Capital Group International Focus Equity ETF
CGXU
$6.53B
– –
-997
Closed -$29.5K
CLOI icon
81
VanEck CLO ETF
CLOI
$1.53B
– –
-1,672
Closed -$88.8K
CMCSA icon
82
Comcast
CMCSA
$89.5B
– –
-29
Closed -$911
CNNE icon
83
Cannae Holdings
CNNE
$646M
– –
-1
Closed -$19
COIN icon
84
Coinbase
COIN
$40.3B
– –
-3
Closed -$1.01K
COST icon
85
Costco
COST
$418B
– –
-68
Closed -$63.3K
CRM icon
86
Salesforce
CRM
$157B
– –
-118
Closed -$28.1K
CRWD icon
87
CrowdStrike
CRWD
$221B
– –
-376
Closed -$46.1K
CVS icon
88
CVS Health
CVS
$123B
– –
-2,436
Closed -$184K
CVX icon
89
Chevron
CVX
$371B
– –
-327
Closed -$50.9K
DAL icon
90
Delta Air Lines
DAL
$59.4B
– –
-10
Closed -$582
DFAT icon
91
Dimensional US Targeted Value ETF
DFAT
$14.7B
– –
-1,657
Closed -$96.5K
DG icon
92
Dollar General
DG
$27.5B
– –
-176
Closed -$18.2K
DIS icon
93
Walt Disney
DIS
$180B
– –
-1
Closed -$117
DJP icon
94
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$794M
– –
-5,352
Closed -$190K
DLTR icon
95
Dollar Tree
DLTR
$24.8B
– –
-5,200
Closed -$491K
DVY icon
96
iShares Select Dividend ETF
DVY
$23.5B
– –
-73
Closed -$10.4K
DXC icon
97
DXC Technology
DXC
$1.71B
– –
-14
Closed -$199
ECL icon
98
Ecolab
ECL
$79.3B
– –
-42
Closed -$11.6K
EEMV icon
99
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.55B
– –
-4,019
Closed -$257K
EFA icon
100
iShares MSCI EAFE ETF
EFA
$80B
– –
-57
Closed -$5.32K
2 3
4
5 6

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LC
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HFCIV
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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 Q4 2025 Portfolio in Review

As of Q4 2025, Clear Investment Research held 252 positions worth $60.3M, down 19% from $74.6M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Clear Investment Research withdrew a net $15.2M in Q4 2025, closing 201 positions and reducing 25 holdings. Its most notable exit was iShares Russell 2000 Growth ETF, an estimated $506K position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research added an estimated $379K to Fidelity Total Bond ETF.

  • Clear Investment Research added most to Fidelity Total Bond ETF in Q4 2025, an estimated $379K increase.
  • Clear Investment Research's biggest Q4 2025 reduction was Apple, cutting an estimated $2.3M.
  • Clear Investment Research fully exited iShares Russell 2000 Growth ETF in Q4 2025, selling an estimated $506K.
  • Clear Investment Research's ten largest holdings make up 56% of its $60.3M portfolio in Q4 2025.
  • Clear Investment Research opened 0 new positions and closed 201 in Q4 2025.
  • Clear Investment Research's portfolio value fell 19% quarter-over-quarter to $60.3M.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.