We are live on ! Find out more
CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
+6.22%
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
$74.6M
AUM Growth
-$4.64M
Cap. Flow
-$8.42M
Cap. Flow %
-11.28%
Top 10 Hldgs %
48.9%
Holding
254
New
24
Increased
83
Reduced
47
Closed
2

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$476K
2
FBND icon
Fidelity Total Bond ETF
FBND
+$362K
3
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$2.62M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

Rank Sector Weight
1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
126
Eaton
ETN
$173B
$45.9K 0.06%
122
– –
FTA icon
127
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.42B
$44.3K 0.06%
+531
New +$43.2K
APD icon
128
Air Products & Chemicals
APD
$68.3B
$43.4K 0.06%
159
+27
+20% +$7.82K
MCD icon
129
McDonald's
MCD
$194B
$42.6K 0.06%
140
+33
+31% +$10K
MRVL icon
130
Marvell Technology
MRVL
$192B
$40.3K 0.05%
478
-12
-2% -$883
IGOV icon
131
iShares International Treasury Bond ETF
IGOV
$1.53B
$39.7K 0.05%
933
– –
PLD icon
132
Prologis
PLD
$131B
$39.3K 0.05%
343
+88
+35% +$9.67K
JPM icon
133
JPMorgan Chase
JPM
$951B
$38.8K 0.05%
122
-14
-10% -$4.16K
VIG icon
134
Vanguard Dividend Appreciation ETF
VIG
$114B
$38K 0.05%
+176
New +$37K
SBUX icon
135
Starbucks
SBUX
$120B
$36.5K 0.05%
431
+114
+36% +$10.2K
TSPA icon
136
T. Rowe Price US Equity Research ETF
TSPA
$4.44B
$36.1K 0.05%
+862
New +$34.8K
MRSH
137
Marsh
MRSH
$91.1B
$35.1K 0.05%
173
+34
+24% +$6.99K
MPLX icon
138
MPLX
MPLX
$59.6B
$35K 0.05%
700
– –
TRV icon
139
Travelers Companies
TRV
$78.7B
$34.9K 0.05%
125
+14
+13% +$3.75K
SRE icon
140
Sempra
SRE
$55.6B
$34.5K 0.05%
382
+54
+16% +$4.37K
TFLR icon
141
T. Rowe Price Floating Rate ETF
TFLR
$687M
$34.2K 0.05%
+665
New +$34.3K
IWM icon
142
iShares Russell 2000 ETF
IWM
$81.5B
$32.7K 0.04%
135
+6
+5% +$1.38K
UNH icon
143
UnitedHealth
UNH
$374B
$30.4K 0.04%
88
+1
+1% +$302
CGXU icon
144
Capital Group International Focus Equity ETF
CGXU
$6.54B
$29.5K 0.04%
997
-57
-5% -$1.59K
IMTM icon
145
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
$29K 0.04%
605
+7
+1% +$324
TXN icon
146
Texas Instruments
TXN
$257B
$28.3K 0.04%
154
+15
+11% +$2.93K
CRM icon
147
Salesforce
CRM
$162B
$28.1K 0.04%
118
-11
-9% -$2.77K
VOO icon
148
Vanguard S&P 500 ETF
VOO
$1.03T
$27.6K 0.04%
+45
New +$26.5K
PSX icon
149
Phillips 66
PSX
$85.2B
$26.8K 0.04%
197
+58
+42% +$7.43K
USB icon
150
US Bancorp
USB
$99.8B
$26.3K 0.04%
544
+92
+20% +$4.35K
4 5
6
7 8

Similar funds

LC
Lennar Corp Miami, Florida $64M AUM
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
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 Q3 2025 Portfolio in Review

As of Q3 2025, Clear Investment Research held 254 positions worth $74.6M, down 5.9% from $79.3M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clear Investment Research withdrew a net $8.42M in Q3 2025, closing 2 positions and reducing 47 holdings. Its most notable exit was Walgreens Boots Alliance, an estimated $9.18K position sold in full.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.4% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research opened a new position in TransDigm Group worth $3.95K.

  • Clear Investment Research's largest Q3 2025 buy was TransDigm Group: 125 shares worth $3.95K.
  • Clear Investment Research added most to Vanguard Real Estate ETF in Q3 2025, an estimated $476K increase.
  • Clear Investment Research's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $2.62M.
  • Clear Investment Research fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $9.18K.
  • Clear Investment Research's ten largest holdings make up 49% of its $74.6M portfolio in Q3 2025.
  • Clear Investment Research opened 24 new positions and closed 2 in Q3 2025.
  • Clear Investment Research's portfolio value fell 5.9% quarter-over-quarter to $74.6M.

Based on Clear Investment Research's 13F filing for Q3 2025, filed 7 Nov 2025.