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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
+6.22%
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
$74.6M
AUM Growth
-$4.64M
Cap. Flow
-$8.42M
Cap. Flow %
-11.28%
Top 10 Hldgs %
48.9%
Holding
254
New
24
Increased
83
Reduced
47
Closed
2

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$476K
2
FBND icon
Fidelity Total Bond ETF
FBND
+$362K
3
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$2.62M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

Rank Sector Weight
1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
176
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$10.4K 0.01%
+132
New +$9.96K
RY icon
177
Royal Bank of Canada
RY
$295B
$9.87K 0.01%
67
– –
P
178
Everpure Inc
P
$33B
$9.81K 0.01%
117
– –
VOE icon
179
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.2B
$8.9K 0.01%
+51
New +$8.68K
RKT icon
180
Rocket Companies
RKT
$39.1B
$8.64K 0.01%
+446
New +$7.78K
WBD icon
181
Warner Bros
WBD
$67.5B
$7.77K 0.01%
398
– –
IJJ icon
182
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9B
$7.3K 0.01%
+64
New +$8.2K
SMR icon
183
NuScale Power
SMR
$3.9B
$7.2K 0.01%
200
– –
AIRR icon
184
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.8B
$7.06K 0.01%
+73
New +$6.53K
PANW icon
185
Palo Alto Networks
PANW
$310B
$6.72K 0.01%
33
+1
+3% +$191
VBR icon
186
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$6.68K 0.01%
+32
New +$6.54K
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$99B
$6.64K 0.01%
33
– –
HPQ icon
188
HP
HPQ
$27.8B
$6.54K 0.01%
240
+3
+1% +$80
ACWX icon
189
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$6.22K 0.01%
95
– –
SRLN icon
190
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$5.7K 0.01%
137
– –
HIMS icon
191
Hims & Hers Health
HIMS
$7.41B
$5.67K 0.01%
100
– –
VST icon
192
Vistra
VST
$48.7B
$5.5K 0.01%
28
– –
HPE icon
193
Hewlett Packard
HPE
$73.7B
$5.42K 0.01%
220
+1
+0.5% +$22
VYM icon
194
Vanguard High Dividend Yield ETF
VYM
$83.7B
$5.36K 0.01%
38
– –
EFA icon
195
iShares MSCI EAFE ETF
EFA
$80B
$5.32K 0.01%
+57
New +$5.18K
PH icon
196
Parker-Hannifin
PH
$135B
$5.31K 0.01%
+7
New +$5.17K
AMT icon
197
American Tower
AMT
$79.2B
$4.81K 0.01%
25
+1
+4% +$208
IONS icon
198
Ionis Pharmaceuticals
IONS
$9.45B
$4.64K 0.01%
71
– –
FTGC icon
199
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.06B
$4.64K 0.01%
+179
New +$4.54K
NEAR icon
200
iShares Short Maturity Bond ETF
NEAR
$4.88B
$4.56K 0.01%
89
+1
+1% +$51
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
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1I
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CPM
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NIP
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Clear Investment Research's Q3 2025 Portfolio in Review

As of Q3 2025, Clear Investment Research held 254 positions worth $74.6M, down 5.9% from $79.3M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clear Investment Research withdrew a net $8.42M in Q3 2025, closing 2 positions and reducing 47 holdings. Its most notable exit was Walgreens Boots Alliance, an estimated $9.18K position sold in full.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.4% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research opened a new position in TransDigm Group worth $3.95K.

  • Clear Investment Research's largest Q3 2025 buy was TransDigm Group: 125 shares worth $3.95K.
  • Clear Investment Research added most to Vanguard Real Estate ETF in Q3 2025, an estimated $476K increase.
  • Clear Investment Research's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $2.62M.
  • Clear Investment Research fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $9.18K.
  • Clear Investment Research's ten largest holdings make up 49% of its $74.6M portfolio in Q3 2025.
  • Clear Investment Research opened 24 new positions and closed 2 in Q3 2025.
  • Clear Investment Research's portfolio value fell 5.9% quarter-over-quarter to $74.6M.

Based on Clear Investment Research's 13F filing for Q3 2025, filed 7 Nov 2025.