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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
QCOM icon
151
Qualcomm
QCOM
$176B
$17.5K 0.03%
+136
New +$19.9K
SCHW
152
Charles Schwab
SCHW
$187B
$16.9K 0.03%
+180
New +$17.7K
ET icon
153
Energy Transfer Partners
ET
$73.6B
$15K 0.02%
+776
New +$14.2K
HON icon
154
Honeywell
HON
$69.9B
$13.3K 0.02%
+59
New +$13.5K
ECL icon
155
Ecolab
ECL
$80.1B
$11.9K 0.02%
+45
New +$12.7K
PFE icon
156
Pfizer
PFE
$160B
$11K 0.02%
+391
New +$10.4K
WBD icon
157
Warner Bros
WBD
$72.4B
$10.9K 0.02%
+398
New +$11.1K
RY icon
158
Royal Bank of Canada
RY
$284B
$10.8K 0.02%
+67
New +$11.2K
DVY icon
159
iShares Select Dividend ETF
DVY
$23.8B
$10.3K 0.02%
+68
New +$10.3K
IJJ icon
160
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.88B
$10.2K 0.02%
+77
New +$10.5K
SPYM
161
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$10.2K 0.02%
+133
New +$10.6K
IWN icon
162
iShares Russell 2000 Value ETF
IWN
$14.7B
$10K 0.02%
+53
New +$10.3K
ABT icon
163
Abbott
ABT
$193B
$10K 0.02%
+98
New +$11.1K
VOE icon
164
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.3B
$9.92K 0.02%
+54
New +$10.1K
UAMY icon
165
United States Antimony
UAMY
$772M
$8.73K 0.01%
+1,000
New +$8.72K
CRWV
166
CoreWeave
CRWV
$47.9B
$7.75K 0.01%
+100
New +$8.68K
VBR icon
167
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.8B
$7.06K 0.01%
+32
New +$7.15K
P
168
Everpure Inc
P
$33B
$6.91K 0.01%
+117
New +$7.92K
ACWX icon
169
iShares MSCI ACWI ex US ETF
ACWX
$12.5B
$6.66K 0.01%
+97
New +$6.84K
HAL icon
170
Halliburton
HAL
$29.6B
$6.62K 0.01%
+170
New +$5.88K
RBRK icon
171
Rubrik
RBRK
$22B
$6.56K 0.01%
+134
New +$7.69K
AMT icon
172
American Tower
AMT
$81.2B
$6.43K 0.01%
+37
New +$6.66K
RKT icon
173
Rocket Companies
RKT
$40.3B
$6.36K 0.01%
+446
New +$8.11K
BLK icon
174
Blackrock
BLK
$181B
$6K 0.01%
+6
New +$6.31K
VYM icon
175
Vanguard High Dividend Yield ETF
VYM
$82.9B
$5.63K 0.01%
+38
New +$5.71K
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 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.