CIR

Clear Investment Research Portfolio holdings

AUM $64.2M Turnover 76.86%
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
+12.67%
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
$64.2M
AUM Growth
+$344K
Cap. Flow
-$5.8M
Cap. Flow %
-9.03%
Top 10 Hldgs %
52.95%
Holding
242
New
1
Increased
26
Reduced
26
Closed
185
Avg Time Held
6.1 years
Top 10 Avg Time Held
3.2 years
Top 20 Avg Time Held
4.4 years

Top Buys

Rank Stock Value
1
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$644K
2
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$371K
3
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$201K
4
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$179K
5
AMZN icon
Amazon
AMZN
+$166K

Top Sells

Rank Stock Value
1
USO icon
United States Oil Fund
USO
+$253K
2
LMT icon
Lockheed Martin
LMT
+$204K
3
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$199K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$185K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$185K

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.54%
2 Technology 8.08%
3 Healthcare 5.07%
4 Consumer Discretionary 4.58%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
MRNA icon
151
Moderna
MRNA
$90.3B
– –
-97
Closed -$4.93K –
MRVL icon
152
Marvell Technology
MRVL
$220B
– –
-467
Closed -$46.3K –
MSTR icon
153
Strategy Inc
MSTR
$60.7B
– –
-3
Closed -$374 –
MU icon
154
Micron Technology
MU
$1.03T
– –
-95
Closed -$32.1K –
NEAR icon
155
iShares Short Maturity Bond ETF
NEAR
$5.09B
– –
-90
Closed -$4.58K –
NEE icon
156
NextEra Energy
NEE
$163B
– –
-55
Closed -$5.1K –
NET icon
157
Cloudflare
NET
$115B
– –
-13
Closed -$2.68K –
NFLX icon
158
Netflix
NFLX
$294B
– –
-948
Closed -$91.2K –
NLR icon
159
VanEck Uranium + Nuclear Energy ETF
NLR
$3.22B
– –
-987
Closed -$131K –
NOW icon
160
ServiceNow
NOW
$145B
– –
-10
Closed -$1.05K –
NTNX icon
161
Nutanix
NTNX
$18.9B
– –
-56
Closed -$2.13K –
NVO icon
162
Novo Nordisk
NVO
$168B
– –
-29
Closed -$1.07K –
O icon
163
Realty Income
O
$52.2B
– –
-316
Closed -$19.4K –
ODFL icon
164
Old Dominion Freight Line
ODFL
$38.2B
– –
-8
Closed -$1.59K –
ORCL icon
165
Oracle
ORCL
$396B
– –
-391
Closed -$57.5K –
PANW icon
166
Palo Alto Networks
PANW
$307B
– –
-34
Closed -$5.45K –
PCY icon
167
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.18B
– –
-4
Closed -$84 –
PEP icon
168
PepsiCo
PEP
$176B
– –
-418
Closed -$64.9K –
PFE icon
169
Pfizer
PFE
$166B
– –
-391
Closed -$11K –
PG icon
170
Procter & Gamble
PG
$364B
– –
-775
Closed -$112K –
PH icon
171
Parker-Hannifin
PH
$121B
– –
-6
Closed -$5.37K –
PLD icon
172
Prologis
PLD
$124B
– –
-351
Closed -$46.3K –
PNC icon
173
PNC Financial Services
PNC
$86.1B
– –
-118
Closed -$24.6K –
P icon
174
Everpure Inc
P
$47.1B
– –
-117
Closed -$6.91K –
PSX icon
175
Phillips 66
PSX
$119B
– –
-197
Closed -$35.9K –
5 6
7
8 9

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
Lennar Corp Miami, Florida $63.2M AUM
PCM
Praxis Capital Management Chicago, Illinois $63.1M AUM

Clear Investment Research's Q2 2026 Portfolio in Review

As of Q2 2026, Clear Investment Research held 242 positions worth $64.2M, up 0.54% from $63.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research withdrew a net $5.8M in Q2 2026, closing 185 positions and reducing 26 holdings. Its most notable exit was United States Oil Fund, an estimated $253K position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 77% of assets, up from 75% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Clear Investment Research opened a new position in PIMCO Municipal Income Opportunities Active ETF worth $648K.

  • Clear Investment Research's largest Q2 2026 buy was PIMCO Municipal Income Opportunities Active ETF: 14,171 shares worth $648K.
  • Clear Investment Research added most to Global X Data Center & Digital Infrastructure ETF in Q2 2026, an estimated $371K increase.
  • Clear Investment Research's biggest Q2 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $185K.
  • Clear Investment Research fully exited United States Oil Fund in Q2 2026, selling an estimated $253K.
  • Clear Investment Research's ten largest holdings make up 53% of its $64.2M portfolio in Q2 2026.
  • Clear Investment Research opened 1 new position and closed 185 in Q2 2026.
  • Clear Investment Research's portfolio value rose 0.54% quarter-over-quarter to $64.2M.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.