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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
+6.22%
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
$74.6M
AUM Growth
-$4.64M
Cap. Flow
-$8.42M
Cap. Flow %
-11.28%
Top 10 Hldgs %
48.9%
Holding
254
New
24
Increased
83
Reduced
47
Closed
2

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$476K
2
FBND icon
Fidelity Total Bond ETF
FBND
+$362K
3
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$2.62M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

Rank Sector Weight
1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FPXI icon
101
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$297M
$71.1K 0.1%
1,186
– –
TBLL icon
102
Invesco Short Term Treasury ETF
TBLL
$2.85B
$68.2K 0.09%
646
– –
BBY icon
103
Best Buy
BBY
$17.3B
$68.1K 0.09%
900
– –
CGGR icon
104
Capital Group Growth ETF
CGGR
$25B
$66.1K 0.09%
1,504
– –
ABBV icon
105
AbbVie
ABBV
$435B
$64.5K 0.09%
278
+25
+10% +$5.09K
COST icon
106
Costco
COST
$420B
$63.3K 0.08%
68
-8
-11% -$7.67K
HDV
107
iShares Core High Dividend ETF
HDV
$14.8B
$62.4K 0.08%
2,545
+60
+2% +$1.45K
SNPS icon
108
Synopsys
SNPS
$79.7B
$61.7K 0.08%
125
– –
VTEB icon
109
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$61.1K 0.08%
1,220
+197
+19% +$9.68K
PFE icon
110
Pfizer
PFE
$153B
$60.9K 0.08%
2,391
– –
VTV icon
111
Vanguard Morningstar Value ETF
VTV
$192B
$59.7K 0.08%
+320
New +$57.9K
GOOG icon
112
Alphabet (Google) Class C
GOOG
$4.32T
$59.7K 0.08%
245
– –
PEP icon
113
PepsiCo
PEP
$190B
$58.7K 0.08%
418
+105
+34% +$15K
MDT icon
114
Medtronic
MDT
$112B
$57.1K 0.08%
600
– –
SCHC icon
115
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
$57K 0.08%
1,253
-95
-7% -$4.17K
FIS icon
116
Fidelity National Information Services
FIS
$22.1B
$56.9K 0.08%
862
– –
MRK icon
117
Merck
MRK
$318B
$56.7K 0.08%
676
+317
+88% +$26.1K
MDLZ icon
118
Mondelez International
MDLZ
$79.9B
$53.8K 0.07%
860
+310
+56% +$20K
VTI icon
119
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$51.2K 0.07%
+156
New +$49.3K
CVX icon
120
Chevron
CVX
$366B
$50.9K 0.07%
327
+52
+19% +$8.05K
V icon
121
Visa
V
$677B
$49.5K 0.07%
144
– –
FMDE icon
122
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.12B
$46.6K 0.06%
1,288
+872
+210% +$30.9K
T icon
123
AT&T
T
$163B
$46.5K 0.06%
1,648
– –
USMV icon
124
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$46.1K 0.06%
484
+8
+2% +$749
CRWD icon
125
CrowdStrike
CRWD
$218B
$46.1K 0.06%
376
-44
-10% -$5K
3 4
5
6 7

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CMU
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1M
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AIM
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1I
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CPM
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NIP
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Clear Investment Research's Q3 2025 Portfolio in Review

As of Q3 2025, Clear Investment Research held 254 positions worth $74.6M, down 5.9% from $79.3M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clear Investment Research withdrew a net $8.42M in Q3 2025, closing 2 positions and reducing 47 holdings. Its most notable exit was Walgreens Boots Alliance, an estimated $9.18K position sold in full.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.4% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research opened a new position in TransDigm Group worth $3.95K.

  • Clear Investment Research's largest Q3 2025 buy was TransDigm Group: 125 shares worth $3.95K.
  • Clear Investment Research added most to Vanguard Real Estate ETF in Q3 2025, an estimated $476K increase.
  • Clear Investment Research's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $2.62M.
  • Clear Investment Research fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $9.18K.
  • Clear Investment Research's ten largest holdings make up 49% of its $74.6M portfolio in Q3 2025.
  • Clear Investment Research opened 24 new positions and closed 2 in Q3 2025.
  • Clear Investment Research's portfolio value fell 5.9% quarter-over-quarter to $74.6M.

Based on Clear Investment Research's 13F filing for Q3 2025, filed 7 Nov 2025.