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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
+2.48%
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
$60.3M
AUM Growth
-$14.4M
Cap. Flow
-$15.2M
Cap. Flow %
-25.21%
Top 10 Hldgs %
55.69%
Holding
252
New
–
Increased
21
Reduced
25
Closed
201

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$379K
2
SLV icon
iShares Silver Trust
SLV
+$287K
3
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.3M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$650K
3
MSFT icon
Microsoft
MSFT
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

Rank Sector Weight
1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRGF icon
151
iShares US Equity Factor ETF
LRGF
$3.71B
– –
-2,571
Closed -$178K
LULU icon
152
lululemon athletica
LULU
$14.6B
– –
-12
Closed -$2.13K
LUMN icon
153
Lumen
LUMN
$6.44B
– –
-138
Closed -$845
LW icon
154
Lamb Weston
LW
$7.19B
– –
-33
Closed -$1.96K
MCD icon
155
McDonald's
MCD
$195B
– –
-140
Closed -$42.6K
MDLZ icon
156
Mondelez International
MDLZ
$79.9B
– –
-860
Closed -$53.8K
MDT icon
157
Medtronic
MDT
$112B
– –
-600
Closed -$57.1K
META icon
158
Meta Platforms (Facebook)
META
$1.51T
– –
-192
Closed -$142K
MRSH
159
Marsh
MRSH
$91.5B
– –
-173
Closed -$35.1K
MPLX icon
160
MPLX
MPLX
$59.7B
– –
-700
Closed -$35K
MRK icon
161
Merck
MRK
$318B
– –
-676
Closed -$56.7K
MRNA icon
162
Moderna
MRNA
$23.6B
– –
-97
Closed -$2.51K
MRVL icon
163
Marvell Technology
MRVL
$196B
– –
-478
Closed -$40.3K
MSTR icon
164
Strategy Inc
MSTR
$38.4B
– –
-3
Closed -$967
MTUM icon
165
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
– –
-87
Closed -$22.3K
NEAR icon
166
iShares Short Maturity Bond ETF
NEAR
$4.88B
– –
-89
Closed -$4.56K
NEE icon
167
NextEra Energy
NEE
$177B
– –
-54
Closed -$4.09K
NET icon
168
Cloudflare
NET
$107B
– –
-13
Closed -$2.79K
NFLX icon
169
Netflix
NFLX
$309B
– –
-880
Closed -$106K
NOW icon
170
ServiceNow
NOW
$129B
– –
-10
Closed -$1.84K
NTNX icon
171
Nutanix
NTNX
$16.9B
– –
-56
Closed -$4.17K
NVO
172
Novo Nordisk
NVO
$209B
– –
-29
Closed -$1.61K
O icon
173
Realty Income
O
$59.1B
– –
-315
Closed -$19.2K
ORCL icon
174
Oracle
ORCL
$423B
– –
-294
Closed -$82.7K
PANW icon
175
Palo Alto Networks
PANW
$297B
– –
-33
Closed -$6.72K
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 Q4 2025 Portfolio in Review

As of Q4 2025, Clear Investment Research held 252 positions worth $60.3M, down 19% from $74.6M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Clear Investment Research withdrew a net $15.2M in Q4 2025, closing 201 positions and reducing 25 holdings. Its most notable exit was iShares Russell 2000 Growth ETF, an estimated $506K position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research added an estimated $379K to Fidelity Total Bond ETF.

  • Clear Investment Research added most to Fidelity Total Bond ETF in Q4 2025, an estimated $379K increase.
  • Clear Investment Research's biggest Q4 2025 reduction was Apple, cutting an estimated $2.3M.
  • Clear Investment Research fully exited iShares Russell 2000 Growth ETF in Q4 2025, selling an estimated $506K.
  • Clear Investment Research's ten largest holdings make up 56% of its $60.3M portfolio in Q4 2025.
  • Clear Investment Research opened 0 new positions and closed 201 in Q4 2025.
  • Clear Investment Research's portfolio value fell 19% quarter-over-quarter to $60.3M.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.