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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
+5.16%
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
$79.3M
AUM Growth
+$4.41M
Cap. Flow
+$1.35M
Cap. Flow %
1.7%
Top 10 Hldgs %
52.16%
Holding
231
New
5
Increased
71
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$1.94M
2
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$451K
3
PRSU
Pursuit Attractions and Hospitality Inc
PRSU
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

Rank Stock Value
1
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$765K
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$458K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
126
Salesforce
CRM
$158B
$35.3K 0.04%
129
+1
+0.8% +$267
MCD icon
127
McDonald's
MCD
$195B
$31.4K 0.04%
107
– –
MRSH
128
Marsh
MRSH
$91.5B
$30.6K 0.04%
139
– –
TRV icon
129
Travelers Companies
TRV
$80.2B
$29.7K 0.04%
111
– –
SBUX icon
130
Starbucks
SBUX
$120B
$29.1K 0.04%
317
+1
+0.3% +$87
TXN icon
131
Texas Instruments
TXN
$261B
$28.9K 0.04%
139
– –
CGXU icon
132
Capital Group International Focus Equity ETF
CGXU
$6.55B
$28.6K 0.04%
1,054
-301
-22% -$7.65K
MRK icon
133
Merck
MRK
$318B
$28.4K 0.04%
359
– –
IWM icon
134
iShares Russell 2000 ETF
IWM
$81.9B
$28K 0.04%
129
-211
-62% -$42.5K
UNH icon
135
UnitedHealth
UNH
$370B
$27.3K 0.03%
87
+5
+6% +$1.91K
IMTM icon
136
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$27.3K 0.03%
598
+35
+6% +$1.5K
PLD icon
137
Prologis
PLD
$133B
$26.9K 0.03%
255
– –
ADBE icon
138
Adobe
ADBE
$105B
$25.5K 0.03%
66
– –
ADP icon
139
Automatic Data Processing
ADP
$108B
$25.4K 0.03%
82
– –
SRE icon
140
Sempra
SRE
$54.8B
$24.9K 0.03%
328
– –
BMY icon
141
Bristol-Myers Squibb
BMY
$132B
$23.1K 0.03%
500
– –
SMOT icon
142
VanEck Morningstar SMID Moat ETF
SMOT
$336M
$22.7K 0.03%
652
+76
+13% +$2.48K
MTUM icon
143
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$20.9K 0.03%
87
– –
USB icon
144
US Bancorp
USB
$99.6B
$20.5K 0.03%
452
– –
DG icon
145
Dollar General
DG
$27.9B
$20.1K 0.03%
176
– –
PNC icon
146
PNC Financial Services
PNC
$101B
$20K 0.03%
107
– –
AZN icon
147
AstraZeneca
AZN
$250B
$19.6K 0.02%
140
– –
EFAV icon
148
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$18.2K 0.02%
217
– –
PSX icon
149
Phillips 66
PSX
$81.4B
$16.6K 0.02%
139
– –
SCHW
150
Charles Schwab
SCHW
$187B
$16.4K 0.02%
180
– –
4 5
6
7 8

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LC
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HFCIV
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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 Q2 2025 Portfolio in Review

As of Q2 2025, Clear Investment Research held 231 positions worth $79.3M, up 5.9% from $74.9M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.6%. Clear Investment Research opened 5 new positions and exited 1, leaving the 231-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.9% of assets, up from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q2 2025 buy was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund: 8,831 shares worth $454K.
  • Clear Investment Research added most to Graphic Packaging in Q2 2025, an estimated $1.94M increase.
  • Clear Investment Research's biggest Q2 2025 reduction was Vanguard World Funds Extended Duration ETF, cutting an estimated $765K.
  • Clear Investment Research fully exited Paychex in Q2 2025, selling an estimated $30.4K.
  • Clear Investment Research's ten largest holdings make up 52% of its $79.3M portfolio in Q2 2025.
  • Clear Investment Research opened 5 new positions and closed 1 in Q2 2025.
  • Clear Investment Research's portfolio value rose 5.9% quarter-over-quarter to $79.3M.

Based on Clear Investment Research's 13F filing for Q2 2025, filed 4 Aug 2025.