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CIR

Clear Investment Research Portfolio holdings

AUM $64.2M
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
-2.71%
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
$63.9M
AUM Growth
+$3.62M
Cap. Flow
+$6.43M
Cap. Flow %
10.06%
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$238K
2
CLOI icon
VanEck CLO ETF
CLOI
+$225K
3
LMT icon
Lockheed Martin
LMT
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

Rank Stock Value
1
IVE icon
iShares S&P 500 Value ETF
IVE
+$490K
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$465K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

Rank Sector Weight
1 Miscellaneous 75.11%
2 Technology 7.56%
3 Consumer Discretionary 4.49%
4 Healthcare 4.48%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSPA icon
126
T. Rowe Price US Equity Research ETF
TSPA
$4.51B
$35.5K 0.06%
+867
New +$37K
DJP icon
127
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$856M
$33K 0.05%
+686
New +$29.4K
MU icon
128
Micron Technology
MU
$1.06T
$32.1K 0.05%
+95
New +$37.2K
UNH icon
129
UnitedHealth
UNH
$355B
$31.2K 0.05%
+115
New +$34.2K
IMTM icon
130
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.3B
$30.6K 0.05%
+636
New +$31.9K
BMY icon
131
Bristol-Myers Squibb
BMY
$137B
$30.3K 0.05%
+500
New +$29.1K
MRSH
132
Marsh
MRSH
$90.7B
$30.2K 0.05%
+174
New +$31.3K
TXN icon
133
Texas Instruments
TXN
$243B
$29.9K 0.05%
+154
New +$31.2K
VOO icon
134
Vanguard S&P 500 ETF
VOO
$1.03T
$29.3K 0.05%
+49
New +$30.6K
IVW icon
135
iShares S&P 500 Growth ETF
IVW
$77.2B
$29K 0.05%
256
-3,870
-94% -$465K
USB icon
136
US Bancorp
USB
$97.2B
$28.3K 0.04%
+544
New +$29.9K
AZN icon
137
AstraZeneca
AZN
$255B
$27.6K 0.04%
+140
New +$27K
IVE icon
138
iShares S&P 500 Value ETF
IVE
$50.2B
$25.1K 0.04%
119
-2,263
-95% -$490K
SMOT icon
139
VanEck Morningstar SMID Moat ETF
SMOT
$332M
$24.7K 0.04%
+703
New +$25.7K
PNC icon
140
PNC Financial Services
PNC
$97.1B
$24.6K 0.04%
+118
New +$25.7K
RTX icon
141
RTX Corp
RTX
$286B
$23.7K 0.04%
+123
New +$24.5K
CRM icon
142
Salesforce
CRM
$206B
$22.2K 0.03%
+119
New +$24.7K
EMB icon
143
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$21.1K 0.03%
+225
New +$21.6K
DG icon
144
Dollar General
DG
$27.8B
$20.9K 0.03%
+176
New +$25.1K
IJK icon
145
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$20.1K 0.03%
+200
New +$20.5K
RAAX icon
146
VanEck Inflation Allocation ETF
RAAX
$1.29B
$19.9K 0.03%
+489
New +$19.3K
O icon
147
Realty Income
O
$58.5B
$19.4K 0.03%
+316
New +$19.8K
IYW icon
148
iShares US Technology ETF
IYW
$25.6B
$19.2K 0.03%
+106
New +$20.5K
VWO icon
149
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$19.1K 0.03%
+353
New +$19.8K
ADP icon
150
Automatic Data Processing
ADP
$113B
$17.6K 0.03%
+86
New +$19.7K
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
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PCM
Praxis Capital Management Chicago, Illinois $63.1M AUM

Clear Investment Research's Q1 2026 Portfolio in Review

As of Q1 2026, Clear Investment Research held 241 positions worth $63.9M, up 6% from $60.3M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Clear Investment Research deployed $6.43M of net new capital in Q1 2026, opening 190 new positions and adding to 21 existing holdings. Its largest new stake was ExxonMobil: 1,633 shares worth $277K.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 76% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares S&P 500 Value ETF, an estimated $490K trimmed.

  • Clear Investment Research's largest Q1 2026 buy was ExxonMobil: 1,633 shares worth $277K.
  • Clear Investment Research added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026, an estimated $204K increase.
  • Clear Investment Research's biggest Q1 2026 reduction was iShares S&P 500 Value ETF, cutting an estimated $490K.
  • Clear Investment Research's ten largest holdings make up 48% of its $63.9M portfolio in Q1 2026.
  • Clear Investment Research opened 190 new positions and closed 0 in Q1 2026.
  • Clear Investment Research's portfolio value rose 6% quarter-over-quarter to $63.9M.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.