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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
EFAV icon
101
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
– –
-217
Closed -$18.4K
EMB icon
102
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
– –
-762
Closed -$72.6K
ET icon
103
Energy Transfer Partners
ET
$69.3B
– –
-748
Closed -$12.8K
ETN icon
104
Eaton
ETN
$174B
– –
-122
Closed -$45.9K
EVIM icon
105
Eaton Vance Intermediate Municipal Income ETF
EVIM
$274M
– –
-2,580
Closed -$135K
FBIN icon
106
Fortune Brands Innovations
FBIN
$6.06B
– –
-200
Closed -$10.7K
FIS icon
107
Fidelity National Information Services
FIS
$22.1B
– –
-862
Closed -$56.9K
FLBL icon
108
Franklin Senior Loan ETF
FLBL
$857M
– –
-183
Closed -$4.4K
FMDE icon
109
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.12B
– –
-1,288
Closed -$46.6K
FNF icon
110
Fidelity National Financial
FNF
$13.5B
– –
-4
Closed -$243
FPXI icon
111
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$297M
– –
-1,186
Closed -$71.1K
FTA icon
112
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
– –
-531
Closed -$44.3K
FTGC icon
113
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.02B
– –
-179
Closed -$4.64K
GE icon
114
GE Aerospace
GE
$384B
– –
-300
Closed -$90.2K
GOOG icon
115
Alphabet (Google) Class C
GOOG
$4.32T
– –
-245
Closed -$59.7K
HD icon
116
Home Depot
HD
$355B
– –
-236
Closed -$96K
HDV
117
iShares Core High Dividend ETF
HDV
$14.8B
– –
-2,545
Closed -$62.4K
HIMS icon
118
Hims & Hers Health
HIMS
$7.31B
– –
-100
Closed -$5.67K
HODL icon
119
VanEck Bitcoin Trust
HODL
$1.08B
– –
-2,537
Closed -$82.1K
HON icon
120
Honeywell
HON
$78B
– –
-60
Closed -$12.1K
HPE icon
121
Hewlett Packard
HPE
$70.5B
– –
-220
Closed -$5.42K
HPQ icon
122
HP
HPQ
$27.5B
– –
-240
Closed -$6.54K
HUBS icon
123
HubSpot
HUBS
$10.5B
– –
-1
Closed -$468
IGOV icon
124
iShares International Treasury Bond ETF
IGOV
$1.54B
– –
-933
Closed -$39.7K
IJJ icon
125
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
– –
-64
Closed -$7.3K
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 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.