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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
-2.33%
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
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
126
Mondelez International
MDLZ
$79.9B
$32.4K 0.04%
542
+4
+0.7% +$265
MCD icon
127
McDonald's
MCD
$195B
$31.1K 0.04%
107
– –
SBUX icon
128
Starbucks
SBUX
$120B
$30.2K 0.04%
331
– –
MRSH
129
Marsh
MRSH
$91.5B
$29.7K 0.04%
139
– –
ADBE icon
130
Adobe
ADBE
$105B
$29.3K 0.04%
66
-9
-12% -$4.46K
SRE icon
131
Sempra
SRE
$54.8B
$28.9K 0.04%
328
– –
BMY icon
132
Bristol-Myers Squibb
BMY
$132B
$28.3K 0.04%
500
– –
PAYX icon
133
Paychex
PAYX
$42.7B
$27.6K 0.04%
197
– –
PLD icon
134
Prologis
PLD
$133B
$27.6K 0.04%
260
+13
+5% +$1.49K
TRV icon
135
Travelers Companies
TRV
$80.2B
$26.8K 0.03%
111
– –
TXN icon
136
Texas Instruments
TXN
$261B
$26.1K 0.03%
139
– –
ADP icon
137
Automatic Data Processing
ADP
$108B
$24.1K 0.03%
82
– –
USB icon
138
US Bancorp
USB
$99.6B
$21.6K 0.03%
452
– –
IMTM icon
139
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$21K 0.03%
562
+17
+3% +$664
PANW icon
140
Palo Alto Networks
PANW
$297B
$20.7K 0.03%
107
+97
+970% +$18.3K
PNC icon
141
PNC Financial Services
PNC
$101B
$20.7K 0.03%
107
– –
SMOT icon
142
VanEck Morningstar SMID Moat ETF
SMOT
$336M
$19.7K 0.03%
571
+7
+1% +$250
AZN icon
143
AstraZeneca
AZN
$250B
$18.3K 0.02%
140
– –
MTUM icon
144
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$18K 0.02%
87
– –
PSX icon
145
Phillips 66
PSX
$81.4B
$15.9K 0.02%
139
– –
QCOM icon
146
Qualcomm
QCOM
$176B
$15.8K 0.02%
102
– –
ET icon
147
Energy Transfer Partners
ET
$69.3B
$15.6K 0.02%
795
+15
+2% +$266
EFAV icon
148
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$15.3K 0.02%
217
– –
RTX icon
149
RTX Corp
RTX
$301B
$14.9K 0.02%
128
+11
+9% +$1.33K
MRVL icon
150
Marvell Technology
MRVL
$196B
$14K 0.02%
126
-7
-5% -$650
4 5
6
7 8

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NIP
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Clear Investment Research's Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.