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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
-1.6%
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
$74.9M
AUM Growth
-$2.82M
Cap. Flow
+$859K
Cap. Flow %
1.15%
Top 10 Hldgs %
54.29%
Holding
229
New
4
Increased
64
Reduced
51
Closed
2

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
2
KO icon
Coca-Cola
KO
+$205K
3
GPK icon
Graphic Packaging
GPK
+$141K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$105K
5
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$87.5K

Top Sells

Rank Stock Value
1
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$192K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$66.3K
3
SCHP icon
Schwab US TIPS ETF
SCHP
+$40K
4
IAU icon
iShares Gold Trust
IAU
+$35.5K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$32.8K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.32%
2 Technology 8.69%
3 Healthcare 4.02%
4 Financials 2.3%
5 Consumer Staples 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPE icon
176
Hewlett Packard
HPE
$72.4B
$3.36K ﹤0.01%
217
+1
+0.5% +$20
DKNG icon
177
DraftKings
DKNG
$12B
$3.32K ﹤0.01%
100
– –
VST icon
178
Vistra
VST
$48.2B
$3.29K ﹤0.01%
28
+19
+211% +$2.84K
CAG icon
179
Conagra Brands
CAG
$7.07B
$3.21K ﹤0.01%
120
+2
+2% +$52
LULU icon
180
lululemon athletica
LULU
$14.5B
$3.11K ﹤0.01%
11
– –
TMUS icon
181
T-Mobile US
TMUS
$191B
$3K ﹤0.01%
11
-4
-27% -$986
HIMS icon
182
Hims & Hers Health
HIMS
$7.35B
$2.96K ﹤0.01%
100
– –
ITW icon
183
Illinois Tool Works
ITW
$83.9B
$2.84K ﹤0.01%
11
– –
WM icon
184
Waste Management
WM
$90.6B
$2.78K ﹤0.01%
12
-2
-14% -$443
UBER icon
185
Uber
UBER
$159B
$2.7K ﹤0.01%
37
+3
+9% +$216
ACWI icon
186
iShares MSCI ACWI ETF
ACWI
$33.3B
$2.51K ﹤0.01%
21
-15
-42% -$1.8K
WAB icon
187
Wabtec
WAB
$49.7B
$2.18K ﹤0.01%
12
– –
ALNY icon
188
Alnylam Pharmaceuticals
ALNY
$29B
$2.16K ﹤0.01%
8
+1
+14% +$257
VTRS icon
189
Viatris
VTRS
$18.7B
$2.16K ﹤0.01%
248
– –
CNH
190
CNH Industrial
CNH
$16.9B
$2.05K ﹤0.01%
167
– –
NVO
191
Novo Nordisk
NVO
$211B
$2.01K ﹤0.01%
29
– –
MRNA icon
192
Moderna
MRNA
$23.9B
$1.93K ﹤0.01%
68
+29
+74% +$1.03K
NET icon
193
Cloudflare
NET
$111B
$1.92K ﹤0.01%
17
– –
IONS icon
194
Ionis Pharmaceuticals
IONS
$9.46B
$1.78K ﹤0.01%
51
– –
LW icon
195
Lamb Weston
LW
$7.12B
$1.77K ﹤0.01%
33
– –
NOW icon
196
ServiceNow
NOW
$132B
$1.59K ﹤0.01%
10
– –
LHX icon
197
L3Harris
LHX
$54B
$1.53K ﹤0.01%
7
– –
PRSU
198
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$1.51K ﹤0.01%
42
– –
TJX icon
199
TJX Companies
TJX
$175B
$1.46K ﹤0.01%
12
+1
+9% +$121
KVUE icon
200
Kenvue
KVUE
$36.5B
$1.23K ﹤0.01%
51
+1
+2% +$22
6 7
8
9 10

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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 Q1 2025 Portfolio in Review

As of Q1 2025, Clear Investment Research held 229 positions worth $74.9M, down 3.6% from $77.7M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 2.6%. Clear Investment Research opened 4 new positions and exited 2, leaving the 229-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.3% of assets, down from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q1 2025 buy was International Paper: 95 shares worth $5.07K.
  • Clear Investment Research added most to iShares Core S&P 500 ETF in Q1 2025, an estimated $293K increase.
  • Clear Investment Research's biggest Q1 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $192K.
  • Clear Investment Research fully exited iShares Frontier and Select EM ETF in Q1 2025, selling an estimated $298.
  • Clear Investment Research's ten largest holdings make up 54% of its $74.9M portfolio in Q1 2025.
  • Clear Investment Research opened 4 new positions and closed 2 in Q1 2025.
  • Clear Investment Research's portfolio value fell 3.6% quarter-over-quarter to $74.9M.

Based on Clear Investment Research's 13F filing for Q1 2025, filed 9 May 2025.