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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
EVIM icon
101
Eaton Vance Intermediate Municipal Income ETF
EVIM
$344M
– –
-2,626
Closed -$138K –
FIS icon
102
Fidelity National Information Services
FIS
$17.9B
– –
-863
Closed -$40.5K –
FLBL icon
103
Franklin Senior Loan ETF
FLBL
$801M
– –
-186
Closed -$4.28K –
FNF icon
104
Fidelity National Financial
FNF
$10.4B
– –
-4
Closed -$190 –
FPXI icon
105
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$226M
– –
-1,186
Closed -$73.2K –
FTA icon
106
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.36B
– –
-537
Closed -$49.6K –
FTGC icon
107
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.39B
– –
-181
Closed -$5.2K –
HAL icon
108
Halliburton
HAL
$27.4B
– –
-170
Closed -$6.62K –
HD icon
109
Home Depot
HD
$291B
– –
-239
Closed -$78.6K –
HDV icon
110
iShares Core High Dividend ETF
HDV
$15.2B
– –
-1,795
Closed -$48.7K –
HIMS icon
111
Hims & Hers Health
HIMS
$6.71B
– –
-100
Closed -$2.08K –
HODL icon
112
VanEck Bitcoin Trust
HODL
$1.37B
– –
-3,157
Closed -$60.5K –
HON icon
113
Honeywell
HON
$66.2B
– –
-59
Closed -$13.3K –
HPE icon
114
Hewlett Packard
HPE
$86.5B
– –
-224
Closed -$5.32K –
HPQ icon
115
HP
HPQ
$27.4B
– –
-246
Closed -$4.73K –
HUBS icon
116
HubSpot
HUBS
$11.1B
– –
-1
Closed -$244 –
IJJ icon
117
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.43B
– –
-77
Closed -$10.2K –
IJK icon
118
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.4B
– –
-200
Closed -$20.1K –
IJT icon
119
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.51B
– –
-7
Closed -$1.03K –
IMCV icon
120
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.14B
– –
-2,035
Closed -$173K –
IMTM icon
121
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.2B
– –
-636
Closed -$30.6K –
IONS icon
122
Ionis Pharmaceuticals
IONS
$7.13B
– –
-71
Closed -$5.33K –
ISTB icon
123
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.25B
– –
-1,585
Closed -$76.8K –
ITW icon
124
Illinois Tool Works
ITW
$76.1B
– –
-12
Closed -$3.06K –
IVE icon
125
iShares S&P 500 Value ETF
IVE
$49.4B
– –
-119
Closed -$25.1K –
3 4
5
6 7

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SONJCPFE
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NC
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NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
Khall LLC San Francisco, California $63.3M AUM
OC
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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.