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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
(+6%)
Cap. Flow
+$6.43M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$238K |
| 2 |
VanEck CLO ETF
CLOI
|
+$225K |
| 3 |
Lockheed Martin
LMT
|
+$208K |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$206K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$204K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$490K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$465K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$458K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
101
VanEck Bitcoin Trust
HODL
$1.33B
| $60.5K | 0.09% |
+3,157
| New | +$68.2K |
|
102
Schwab International Small-Cap Equity ETF
SCHC
$5.8B
| $58.6K | 0.09% |
+1,253
| New | +$60.6K |
|
103
Oracle
ORCL
$438B
| $57.5K | 0.09% |
+391
| New | +$63.6K |
|
104
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
| $50.5K | 0.08% |
+157
| New | +$52.7K |
|
105
Mondelez International
MDLZ
$79.7B
| $50.5K | 0.08% |
+876
| New | +$50.7K |
|
106
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.43B
| $49.6K | 0.08% |
+537
| New | +$49.2K |
|
107
Visa
V
$709B
| $49.1K | 0.08% |
+162
| New | +$52.1K |
|
|
HDV
108
iShares Core High Dividend ETF
HDV
$15.2B
| $48.7K | 0.08% |
+1,795
| New | +$47.8K |
|
109
AT&T
T
$174B
| $47.8K | 0.07% |
+1,648
| New | +$44K |
|
110
Air Products & Chemicals
APD
$68B
| $46.6K | 0.07% |
+160
| New | +$44.1K |
|
111
iShares MSCI USA Min Vol Factor ETF
USMV
$24.5B
| $46.4K | 0.07% |
+500
| New | +$47.5K |
|
112
Prologis
PLD
$135B
| $46.3K | 0.07% |
+351
| New | +$46.9K |
|
113
Marvell Technology
MRVL
$217B
| $46.3K | 0.07% |
+467
| New | +$39.2K |
|
114
Eaton
ETN
$162B
| $43.9K | 0.07% |
+123
| New | +$43.8K |
|
115
McDonald's
MCD
$184B
| $43.6K | 0.07% |
+140
| New | +$44.6K |
|
116
Fidelity National Information Services
FIS
$20.9B
| $40.5K | 0.06% |
+863
| New | +$46.4K |
|
117
MPLX
MPLX
$60.3B
| $39.9K | 0.06% |
+700
| New | +$39.7K |
|
118
iShares Russell 2000 ETF
IWM
$81.9B
| $38.6K | 0.06% |
+156
| New | +$40.2K |
|
119
Vanguard Dividend Appreciation ETF
VIG
$113B
| $37.4K | 0.06% |
+174
| New | +$38.8K |
|
120
Sempra
SRE
$55.4B
| $37.2K | 0.06% |
+383
| New | +$35K |
|
121
Starbucks
SBUX
$122B
| $37K | 0.06% |
+413
| New | +$39.1K |
|
122
JPMorgan Chase
JPM
$942B
| $36.8K | 0.06% |
+125
| New | +$37.9K |
|
123
CrowdStrike
CRWD
$232B
| $36.7K | 0.06% |
+376
| New | +$39.8K |
|
124
Travelers Companies
TRV
$77B
| $36.5K | 0.06% |
+125
| New | +$36.6K |
|
125
Phillips 66
PSX
$95.7B
| $35.9K | 0.06% |
+197
| New | +$30.9K |
|
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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.