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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
+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

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
QCOM icon
176
Qualcomm
QCOM
$175B
– –
-136
Closed -$17.5K
RAAX icon
177
VanEck Inflation Allocation ETF
RAAX
$1.28B
– –
-489
Closed -$19.9K
RKT icon
178
Rocket Companies
RKT
$39B
– –
-446
Closed -$6.36K
RSP icon
179
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
– –
-6
Closed -$1.23K
RTX icon
180
RTX Corp
RTX
$285B
– –
-123
Closed -$23.7K
RY icon
181
Royal Bank of Canada
RY
$283B
– –
-67
Closed -$10.8K
SBUX icon
182
Starbucks
SBUX
$123B
– –
-413
Closed -$37K
SCHC icon
183
Schwab International Small-Cap Equity ETF
SCHC
$5.76B
– –
-1,253
Closed -$58.6K
SCHD icon
184
Schwab US Dividend Equity ETF
SCHD
$111B
– –
-5,336
Closed -$164K
SCHE icon
185
Schwab Emerging Markets Equity ETF
SCHE
$13B
– –
-3,882
Closed -$128K
SCHH icon
186
Schwab US REIT ETF
SCHH
$11.3B
– –
-7,959
Closed -$171K
SCHW
187
Charles Schwab
SCHW
$191B
– –
-180
Closed -$16.9K
SCZ icon
188
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.3B
– –
-2,010
Closed -$158K
SMOT icon
189
VanEck Morningstar SMID Moat ETF
SMOT
$332M
– –
-703
Closed -$24.7K
SMR icon
190
NuScale Power
SMR
$3.81B
– –
-300
Closed -$3.25K
SNAP icon
191
Snap
SNAP
$9.18B
– –
-10
Closed -$46
SO icon
192
Southern Company
SO
$102B
– –
-1,867
Closed -$180K
SPDW icon
193
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
– –
-2,297
Closed -$105K
SPYM
194
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
– –
-133
Closed -$10.2K
SPLV icon
195
Invesco S&P 500 Low Volatility ETF
SPLV
$7.03B
– –
-943
Closed -$69K
SPYD icon
196
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.7B
– –
-4,072
Closed -$185K
SPYG icon
197
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.6B
– –
-1,338
Closed -$131K
SPYV icon
198
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
– –
-2,409
Closed -$136K
SRE icon
199
Sempra
SRE
$55.1B
– –
-383
Closed -$37.2K
SRLN icon
200
State Street Blackstone Senior Loan ETF
SRLN
$5.48B
– –
-137
Closed -$5.5K
6 7
8
9 10

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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
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LC
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PCM
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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.