We are live on ! Find out more
CIR

Clear Investment Research Portfolio holdings

AUM $63.9M
1-Year Est. Return 11.37%
This Fund
S&P 500
This Quarter Est. Return
+2.48%
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
$60.3M
AUM Growth
-$14.4M
Cap. Flow
-$15.2M
Cap. Flow %
-25.21%
Top 10 Hldgs %
55.69%
Holding
252
New
–
Increased
21
Reduced
25
Closed
201

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$379K
2
SLV icon
iShares Silver Trust
SLV
+$287K
3
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.3M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$650K
3
MSFT icon
Microsoft
MSFT
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

Rank Sector Weight
1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCY icon
176
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
– –
-4
Closed -$86
PEP icon
177
PepsiCo
PEP
$190B
– –
-418
Closed -$58.7K
PFE icon
178
Pfizer
PFE
$153B
– –
-2,391
Closed -$60.9K
PG icon
179
Procter & Gamble
PG
$339B
– –
-1,170
Closed -$180K
PH icon
180
Parker-Hannifin
PH
$135B
– –
-7
Closed -$5.31K
PLD icon
181
Prologis
PLD
$133B
– –
-343
Closed -$39.3K
PNC icon
182
PNC Financial Services
PNC
$101B
– –
-118
Closed -$23.7K
P
183
Everpure Inc
P
$29.9B
– –
-117
Closed -$9.81K
PSX icon
184
Phillips 66
PSX
$81.4B
– –
-197
Closed -$26.8K
QCOM icon
185
Qualcomm
QCOM
$176B
– –
-135
Closed -$22.6K
RKT icon
186
Rocket Companies
RKT
$38.9B
– –
-446
Closed -$8.64K
RSP icon
187
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
– –
-33
Closed -$6.64K
RTX icon
188
RTX Corp
RTX
$301B
– –
-105
Closed -$17.7K
RY icon
189
Royal Bank of Canada
RY
$293B
– –
-67
Closed -$9.87K
SBUX icon
190
Starbucks
SBUX
$120B
– –
-431
Closed -$36.5K
SCHC icon
191
Schwab International Small-Cap Equity ETF
SCHC
$5.65B
– –
-1,253
Closed -$57K
SCHD icon
192
Schwab US Dividend Equity ETF
SCHD
$106B
– –
-5,344
Closed -$146K
SCHE icon
193
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
– –
-3,879
Closed -$129K
SCHH icon
194
Schwab US REIT ETF
SCHH
$11.4B
– –
-7,959
Closed -$172K
SCHW
195
Charles Schwab
SCHW
$187B
– –
-180
Closed -$17.2K
SCZ icon
196
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
– –
-2,163
Closed -$166K
SLVM icon
197
Sylvamo
SLVM
$1.63B
– –
-8
Closed -$354
SMOT icon
198
VanEck Morningstar SMID Moat ETF
SMOT
$336M
– –
-693
Closed -$25K
SMR icon
199
NuScale Power
SMR
$4.03B
– –
-200
Closed -$7.2K
SNAP icon
200
Snap
SNAP
$9.01B
– –
-10
Closed -$77
6 7
8
9 10

Similar funds

LC
Lennar Corp Miami, Florida $64M AUM
HFCIV
H&F Corporate Investors VIII San Francisco, California $63.5M AUM 20.79% 1-Year Est. Return
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 Q4 2025 Portfolio in Review

As of Q4 2025, Clear Investment Research held 252 positions worth $60.3M, down 19% from $74.6M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Clear Investment Research withdrew a net $15.2M in Q4 2025, closing 201 positions and reducing 25 holdings. Its most notable exit was iShares Russell 2000 Growth ETF, an estimated $506K position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research added an estimated $379K to Fidelity Total Bond ETF.

  • Clear Investment Research added most to Fidelity Total Bond ETF in Q4 2025, an estimated $379K increase.
  • Clear Investment Research's biggest Q4 2025 reduction was Apple, cutting an estimated $2.3M.
  • Clear Investment Research fully exited iShares Russell 2000 Growth ETF in Q4 2025, selling an estimated $506K.
  • Clear Investment Research's ten largest holdings make up 56% of its $60.3M portfolio in Q4 2025.
  • Clear Investment Research opened 0 new positions and closed 201 in Q4 2025.
  • Clear Investment Research's portfolio value fell 19% quarter-over-quarter to $60.3M.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.