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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
IWF icon
76
iShares Russell 1000 Growth ETF
IWF
$127B
$110K 0.17%
+1,028
New +$117K
TFC icon
77
Truist Financial
TFC
$61.4B
$107K 0.17%
+2,324
New +$115K
JHMM icon
78
John Hancock Multifactor Mid Cap ETF
JHMM
$6.13B
$106K 0.17%
+1,582
New +$109K
SPDW icon
79
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42.2B
$105K 0.16%
+2,297
New +$108K
EEMV icon
80
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.65B
$103K 0.16%
+1,595
New +$106K
DFAT icon
81
Dimensional US Targeted Value ETF
DFAT
$14.6B
$102K 0.16%
+1,637
New +$104K
AMD icon
82
Advanced Micro Devices
AMD
$778B
$102K 0.16%
+499
New +$107K
NFLX icon
83
Netflix
NFLX
$332B
$91.2K 0.14%
+948
New +$83.5K
MRK icon
84
Merck
MRK
$369B
$81.3K 0.13%
+676
New +$78K
CVX icon
85
Chevron
CVX
$392B
$79.7K 0.12%
+385
New +$70.2K
HD icon
86
Home Depot
HD
$328B
$78.6K 0.12%
+239
New +$87.1K
ISTB icon
87
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.09B
$76.8K 0.12%
+1,585
New +$77.2K
FPXI icon
88
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$295M
$73.2K 0.11%
+1,186
New +$76.1K
JNJ icon
89
Johnson & Johnson
JNJ
$640B
$73.2K 0.11%
+300
New +$69.9K
AGG icon
90
iShares Core US Aggregate Bond ETF
AGG
$139B
$73K 0.11%
+735
New +$73.5K
CGUS icon
91
Capital Group Core Equity ETF
CGUS
$11.8B
$71K 0.11%
+1,848
New +$74.4K
TBLL icon
92
Invesco Short Term Treasury ETF
TBLL
$2.58B
$69.5K 0.11%
+658
New +$69.5K
SPLV icon
93
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
$69K 0.11%
+943
New +$69.9K
COST icon
94
Costco
COST
$415B
$68.3K 0.11%
+69
New +$67.2K
IYR icon
95
iShares US Real Estate ETF
IYR
$4.6B
$67.3K 0.11%
+712
New +$69.2K
PEP icon
96
PepsiCo
PEP
$191B
$64.9K 0.1%
+418
New +$65.1K
VTEB icon
97
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.7B
$61.9K 0.1%
+1,241
New +$62.7K
VTV icon
98
Vanguard Morningstar Value ETF
VTV
$193B
$61K 0.1%
+311
New +$62.3K
ABBV icon
99
AbbVie
ABBV
$456B
$60.6K 0.09%
+279
New +$61.9K
CGGR icon
100
Capital Group Growth ETF
CGGR
$25.4B
$60.5K 0.09%
+1,507
New +$65.1K
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
Lennar Corp Miami, Florida $63.2M AUM
PCM
Praxis Capital Management Chicago, Illinois $63.1M AUM

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.