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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
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
126
Eaton
ETN
$173B
$33.4K 0.04%
122
– –
JPM icon
127
JPMorgan Chase
JPM
$956B
$33.2K 0.04%
135
-3
-2% -$765
CGXU icon
128
Capital Group International Focus Equity ETF
CGXU
$6.53B
$33.2K 0.04%
1,355
– –
MRK icon
129
Merck
MRK
$323B
$32.2K 0.04%
359
– –
SBUX icon
130
Starbucks
SBUX
$119B
$31.1K 0.04%
316
-15
-5% -$1.55K
BMY icon
131
Bristol-Myers Squibb
BMY
$132B
$30.5K 0.04%
500
– –
PAYX icon
132
Paychex
PAYX
$43.1B
$30.4K 0.04%
197
– –
TRV icon
133
Travelers Companies
TRV
$78.3B
$29.4K 0.04%
111
– –
PLD icon
134
Prologis
PLD
$132B
$28.5K 0.04%
255
-5
-2% -$578
ADBE icon
135
Adobe
ADBE
$109B
$25.3K 0.03%
66
– –
ADP icon
136
Automatic Data Processing
ADP
$109B
$25.2K 0.03%
82
– –
TXN icon
137
Texas Instruments
TXN
$256B
$25K 0.03%
139
– –
SRE icon
138
Sempra
SRE
$55.1B
$23.5K 0.03%
328
– –
IMTM icon
139
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$22.5K 0.03%
563
+1
+0.2% +$40
AZN icon
140
AstraZeneca
AZN
$251B
$20.6K 0.03%
140
– –
USB icon
141
US Bancorp
USB
$100B
$19.1K 0.03%
452
– –
MRVL icon
142
Marvell Technology
MRVL
$187B
$19K 0.03%
309
+183
+145% +$17.8K
SMOT icon
143
VanEck Morningstar SMID Moat ETF
SMOT
$337M
$18.9K 0.03%
576
+5
+0.9% +$175
PNC icon
144
PNC Financial Services
PNC
$100B
$18.8K 0.03%
107
– –
MTUM icon
145
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$17.6K 0.02%
87
– –
PSX icon
146
Phillips 66
PSX
$86B
$17.2K 0.02%
139
– –
EFAV icon
147
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.48B
$16.9K 0.02%
217
– –
QCOM icon
148
Qualcomm
QCOM
$170B
$15.8K 0.02%
102
– –
DG icon
149
Dollar General
DG
$27B
$15.5K 0.02%
176
– –
ET icon
150
Energy Transfer Partners
ET
$70.9B
$15K 0.02%
807
+12
+2% +$234
4 5
6
7 8

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LC
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HFCIV
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CMU
Carnegie Mellon University Pittsburgh, Pennsylvania $64.3M AUM 35.71% 1-Year Est. Return
1M
13D Management New York $64.5M AUM 38.54% 1-Year Est. Return
AIM
Avanda Investment Management Singapore $63.1M AUM 2.43% 1-Year Est. Return
1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
Corre Partners Management New York $64.9M AUM 16.2% 1-Year Est. Return
NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.