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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
+5.16%
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
$79.3M
AUM Growth
+$4.41M
Cap. Flow
+$1.35M
Cap. Flow %
1.7%
Top 10 Hldgs %
52.16%
Holding
231
New
5
Increased
71
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$1.94M
2
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$451K
3
PRSU
Pursuit Attractions and Hospitality Inc
PRSU
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

Rank Stock Value
1
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$765K
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$458K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WBD icon
176
Warner Bros
WBD
$67.1B
$4.56K 0.01%
398
– –
NEAR icon
177
iShares Short Maturity Bond ETF
NEAR
$4.88B
$4.5K 0.01%
88
+1
+1% +$51
HPE icon
178
Hewlett Packard
HPE
$70.5B
$4.49K 0.01%
219
+2
+0.9% +$34
IP icon
179
International Paper
IP
$22B
$4.45K 0.01%
95
– –
DKNG icon
180
DraftKings
DKNG
$11.9B
$4.29K 0.01%
100
– –
NTNX icon
181
Nutanix
NTNX
$16.9B
$4.28K 0.01%
56
-5
-8% -$360
FLBL icon
182
Franklin Senior Loan ETF
FLBL
$857M
$4.02K 0.01%
166
-159
-49% -$3.81K
NEE icon
183
NextEra Energy
NEE
$177B
$3.73K ﹤0.01%
53
– –
UBER icon
184
Uber
UBER
$153B
$3.27K ﹤0.01%
35
-2
-5% -$165
WM icon
185
Waste Management
WM
$91B
$2.98K ﹤0.01%
13
+1
+8% +$232
LULU icon
186
lululemon athletica
LULU
$14.6B
$2.85K ﹤0.01%
12
+1
+9% +$275
ITW icon
187
Illinois Tool Works
ITW
$84.5B
$2.85K ﹤0.01%
11
– –
IONS icon
188
Ionis Pharmaceuticals
IONS
$9.4B
$2.81K ﹤0.01%
71
+20
+39% +$655
ACWI icon
189
iShares MSCI ACWI ETF
ACWI
$33.4B
$2.79K ﹤0.01%
21
– –
TMUS icon
190
T-Mobile US
TMUS
$190B
$2.69K ﹤0.01%
11
– –
MRNA icon
191
Moderna
MRNA
$23.6B
$2.68K ﹤0.01%
97
+29
+43% +$764
ALNY icon
192
Alnylam Pharmaceuticals
ALNY
$29.3B
$2.61K ﹤0.01%
8
– –
NET icon
193
Cloudflare
NET
$107B
$2.55K ﹤0.01%
13
-4
-24% -$581
WAB icon
194
Wabtec
WAB
$49.3B
$2.51K ﹤0.01%
12
– –
CAG icon
195
Conagra Brands
CAG
$7.23B
$2.5K ﹤0.01%
122
+2
+2% +$47
VTRS icon
196
Viatris
VTRS
$18.9B
$2.21K ﹤0.01%
248
– –
CNH
197
CNH Industrial
CNH
$17.5B
$2.16K ﹤0.01%
167
– –
NOW icon
198
ServiceNow
NOW
$129B
$2.06K ﹤0.01%
10
– –
NVO
199
Novo Nordisk
NVO
$209B
$2K ﹤0.01%
29
– –
LHX icon
200
L3Harris
LHX
$53.4B
$1.84K ﹤0.01%
7
– –
6 7
8
9 10

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LC
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HFCIV
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CMU
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1M
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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 Q2 2025 Portfolio in Review

As of Q2 2025, Clear Investment Research held 231 positions worth $79.3M, up 5.9% from $74.9M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.6%. Clear Investment Research opened 5 new positions and exited 1, leaving the 231-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.9% of assets, up from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q2 2025 buy was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund: 8,831 shares worth $454K.
  • Clear Investment Research added most to Graphic Packaging in Q2 2025, an estimated $1.94M increase.
  • Clear Investment Research's biggest Q2 2025 reduction was Vanguard World Funds Extended Duration ETF, cutting an estimated $765K.
  • Clear Investment Research fully exited Paychex in Q2 2025, selling an estimated $30.4K.
  • Clear Investment Research's ten largest holdings make up 52% of its $79.3M portfolio in Q2 2025.
  • Clear Investment Research opened 5 new positions and closed 1 in Q2 2025.
  • Clear Investment Research's portfolio value rose 5.9% quarter-over-quarter to $79.3M.

Based on Clear Investment Research's 13F filing for Q2 2025, filed 4 Aug 2025.