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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
+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
ADP icon
151
Automatic Data Processing
ADP
$108B
$25.4K 0.03%
86
+4
+5% +$1.2K
SMOT icon
152
VanEck Morningstar SMID Moat ETF
SMOT
$336M
$25K 0.03%
693
+41
+6% +$1.47K
PNC icon
153
PNC Financial Services
PNC
$101B
$23.7K 0.03%
118
+11
+10% +$2.18K
QCOM icon
154
Qualcomm
QCOM
$176B
$22.6K 0.03%
135
+33
+32% +$5.24K
BMY icon
155
Bristol-Myers Squibb
BMY
$132B
$22.6K 0.03%
500
– –
MTUM icon
156
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$22.3K 0.03%
87
– –
AZN icon
157
AstraZeneca
AZN
$250B
$21.5K 0.03%
140
– –
IJK icon
158
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$19.5K 0.03%
+203
New +$19.1K
O icon
159
Realty Income
O
$59.1B
$19.2K 0.03%
315
+62
+25% +$3.61K
VWO icon
160
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$18.8K 0.03%
+346
New +$17.8K
EFAV icon
161
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
$18.4K 0.02%
217
– –
DG icon
162
Dollar General
DG
$27.9B
$18.2K 0.02%
176
– –
IYW icon
163
iShares US Technology ETF
IYW
$25.5B
$18K 0.02%
+92
New +$16.8K
RTX icon
164
RTX Corp
RTX
$301B
$17.7K 0.02%
105
– –
SCHW
165
Charles Schwab
SCHW
$187B
$17.2K 0.02%
180
– –
LRCX icon
166
Lam Research
LRCX
$390B
$13.7K 0.02%
102
+90
+750% +$9.53K
CRWV
167
CoreWeave
CRWV
$49.5B
$13.7K 0.02%
100
– –
ABT icon
168
Abbott
ABT
$187B
$13.1K 0.02%
97
+17
+21% +$2.23K
ET icon
169
Energy Transfer Partners
ET
$69.3B
$12.8K 0.02%
748
-74
-9% -$1.3K
HON icon
170
Honeywell
HON
$78B
$12.1K 0.02%
60
– –
ECL icon
171
Ecolab
ECL
$79.9B
$11.6K 0.02%
42
– –
RBRK icon
172
Rubrik
RBRK
$18.5B
$11K 0.01%
134
– –
BLK icon
173
Blackrock
BLK
$176B
$10.7K 0.01%
9
– –
FBIN icon
174
Fortune Brands Innovations
FBIN
$6.06B
$10.7K 0.01%
200
– –
DVY icon
175
iShares Select Dividend ETF
DVY
$23.6B
$10.4K 0.01%
+73
New +$10.1K
5 6
7
8 9

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.