We are live on ! Find out more
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

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
IVW icon
126
iShares S&P 500 Growth ETF
IVW
$76.8B
– –
-256
Closed -$29K
IWF icon
127
iShares Russell 1000 Growth ETF
IWF
$126B
– –
-1,028
Closed -$110K
IWM icon
128
iShares Russell 2000 ETF
IWM
$80.8B
– –
-156
Closed -$38.6K
IWN icon
129
iShares Russell 2000 Value ETF
IWN
$14.5B
– –
-53
Closed -$10K
IWO icon
130
iShares Russell 2000 Growth ETF
IWO
$14.8B
– –
-16
Closed -$5.02K
IYR icon
131
iShares US Real Estate ETF
IYR
$4.58B
– –
-712
Closed -$67.3K
IYW icon
132
iShares US Technology ETF
IYW
$25.3B
– –
-106
Closed -$19.2K
JHMM icon
133
John Hancock Multifactor Mid Cap ETF
JHMM
$6.07B
– –
-1,582
Closed -$106K
JNJ icon
134
Johnson & Johnson
JNJ
$646B
– –
-300
Closed -$73.2K
JPM icon
135
JPMorgan Chase
JPM
$951B
– –
-125
Closed -$36.8K
KRNY icon
136
Kearny Financial
KRNY
$638M
– –
-30
Closed -$227
KVUE icon
137
Kenvue
KVUE
$36.8B
– –
-53
Closed -$921
LDUR icon
138
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.34B
– –
-2,075
Closed -$199K
LHX icon
139
L3Harris
LHX
$48.9B
– –
-7
Closed -$2.57K
LMT icon
140
Lockheed Martin
LMT
$130B
– –
-337
Closed -$204K
LRCX icon
141
Lam Research
LRCX
$378B
– –
-20
Closed -$4.34K
LRGF icon
142
iShares US Equity Factor ETF
LRGF
$3.71B
– –
-2,571
Closed -$170K
LULU icon
143
lululemon athletica
LULU
$13.7B
– –
-12
Closed -$1.84K
LW icon
144
Lamb Weston
LW
$7.56B
– –
-34
Closed -$1.44K
MCD icon
145
McDonald's
MCD
$188B
– –
-140
Closed -$43.6K
MDLZ icon
146
Mondelez International
MDLZ
$79.6B
– –
-876
Closed -$50.5K
META icon
147
Meta Platforms (Facebook)
META
$1.47T
– –
-270
Closed -$154K
MRSH
148
Marsh
MRSH
$91.9B
– –
-174
Closed -$30.2K
MPLX icon
149
MPLX
MPLX
$60.1B
– –
-700
Closed -$39.9K
MRK icon
150
Merck
MRK
$366B
– –
-676
Closed -$81.3K
4 5
6
7 8

Similar funds

FCM
Fourier Capital Management Hong Kong $64M AUM
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
Khall LLC San Francisco, California $63.3M AUM
OC
Owlhouse Capital New York $65.2M AUM
LC
Lennar Corp Miami, Florida $63.2M AUM
PCM
Praxis Capital Management Chicago, Illinois $63.1M AUM

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.