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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
QCOM icon
151
Qualcomm
QCOM
$176B
$16.4K 0.02%
102
– –
CRWV
152
CoreWeave
CRWV
$49.5B
$16.3K 0.02%
+100
New +$9.22K
RTX icon
153
RTX Corp
RTX
$301B
$15.4K 0.02%
105
– –
ET icon
154
Energy Transfer Partners
ET
$69.3B
$14.9K 0.02%
822
+15
+2% +$262
O icon
155
Realty Income
O
$59.1B
$14.6K 0.02%
253
– –
FMDE icon
156
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.12B
$14.3K 0.02%
416
+2
+0.5% +$64
HON icon
157
Honeywell
HON
$78B
$13.4K 0.02%
60
– –
RBRK icon
158
Rubrik
RBRK
$18.5B
$12K 0.02%
134
– –
ECL icon
159
Ecolab
ECL
$79.9B
$11.4K 0.01%
42
– –
ABT icon
160
Abbott
ABT
$187B
$11K 0.01%
80
– –
FBIN icon
161
Fortune Brands Innovations
FBIN
$6.06B
$10.3K 0.01%
200
– –
BLK icon
162
Blackrock
BLK
$176B
$9.64K 0.01%
9
– –
WBA
163
DELISTED
Walgreens Boots Alliance
WBA
$9.18K 0.01%
800
– –
RY icon
164
Royal Bank of Canada
RY
$293B
$8.81K 0.01%
67
– –
SMR icon
165
NuScale Power
SMR
$4.03B
$7.91K 0.01%
+200
New +$5.02K
P
166
Everpure Inc
P
$29.9B
$6.74K 0.01%
117
+5
+4% +$249
PANW icon
167
Palo Alto Networks
PANW
$297B
$6.55K 0.01%
32
– –
RSP icon
168
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$6.15K 0.01%
33
– –
ACWX icon
169
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$5.83K 0.01%
95
+1
+1% +$58
HPQ icon
170
HP
HPQ
$27.5B
$5.81K 0.01%
237
+2
+0.9% +$51
SRLN icon
171
State Street Blackstone Senior Loan ETF
SRLN
$5.36B
$5.7K 0.01%
137
– –
AMT icon
172
American Tower
AMT
$80.4B
$5.51K 0.01%
24
– –
VST icon
173
Vistra
VST
$47.4B
$5.44K 0.01%
28
– –
VYM icon
174
Vanguard High Dividend Yield ETF
VYM
$83.5B
$5.07K 0.01%
38
– –
HIMS icon
175
Hims & Hers Health
HIMS
$7.31B
$4.99K 0.01%
100
– –
5 6
7
8 9

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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 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.