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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
ORCL icon
101
Oracle
ORCL
$423B
$64.3K 0.08%
294
– –
SNPS icon
102
Synopsys
SNPS
$79.7B
$64.1K 0.08%
125
– –
CGGR icon
103
Capital Group Growth ETF
CGGR
$25B
$61.1K 0.08%
1,504
– –
BBY icon
104
Best Buy
BBY
$17.3B
$60.4K 0.08%
900
– –
HDV
105
iShares Core High Dividend ETF
HDV
$14.8B
$58.3K 0.07%
2,485
-170
-6% -$3.92K
PFE icon
106
Pfizer
PFE
$153B
$58K 0.07%
2,391
– –
HODL icon
107
VanEck Bitcoin Trust
HODL
$1.08B
$57.5K 0.07%
+1,887
New +$52.6K
SCHC icon
108
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$57.4K 0.07%
1,348
– –
CRWD icon
109
CrowdStrike
CRWD
$218B
$53.5K 0.07%
420
– –
MDT icon
110
Medtronic
MDT
$112B
$52.3K 0.07%
600
– –
V icon
111
Visa
V
$677B
$51.4K 0.06%
144
– –
VTEB icon
112
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$50.2K 0.06%
+1,023
New +$50K
T icon
113
AT&T
T
$163B
$47.7K 0.06%
1,648
– –
ABBV icon
114
AbbVie
ABBV
$435B
$47.1K 0.06%
253
– –
USMV icon
115
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$44.7K 0.06%
476
+37
+8% +$3.4K
ETN icon
116
Eaton
ETN
$174B
$43.8K 0.06%
122
– –
GOOG icon
117
Alphabet (Google) Class C
GOOG
$4.32T
$43.5K 0.05%
245
– –
PEP icon
118
PepsiCo
PEP
$190B
$41.3K 0.05%
313
+1
+0.3% +$135
IGOV icon
119
iShares International Treasury Bond ETF
IGOV
$1.54B
$40.2K 0.05%
933
– –
JPM icon
120
JPMorgan Chase
JPM
$950B
$39.5K 0.05%
136
+1
+0.7% +$255
CVX icon
121
Chevron
CVX
$366B
$39.5K 0.05%
275
+1
+0.4% +$141
MRVL icon
122
Marvell Technology
MRVL
$196B
$38K 0.05%
490
+181
+59% +$11.3K
APD icon
123
Air Products & Chemicals
APD
$67.6B
$37.3K 0.05%
132
– –
MDLZ icon
124
Mondelez International
MDLZ
$79.9B
$37.1K 0.05%
550
+3
+0.5% +$200
MPLX icon
125
MPLX
MPLX
$59.7B
$36.1K 0.05%
700
– –
3 4
5
6 7

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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
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AIM
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1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
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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.