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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
-2.71%
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
$63.9M
AUM Growth
+$3.62M
Cap. Flow
+$6.43M
Cap. Flow %
10.06%
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$238K
2
CLOI icon
VanEck CLO ETF
CLOI
+$225K
3
LMT icon
Lockheed Martin
LMT
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

Rank Stock Value
1
IVE icon
iShares S&P 500 Value ETF
IVE
+$490K
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$465K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$211K

Sector Composition

Rank Sector Weight
1 Miscellaneous 75.11%
2 Technology 7.56%
3 Consumer Discretionary 4.49%
4 Healthcare 4.48%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRLN icon
176
State Street Blackstone Senior Loan ETF
SRLN
$5.48B
$5.5K 0.01%
+137
New +$5.56K
PANW icon
177
Palo Alto Networks
PANW
$312B
$5.45K 0.01%
+34
New +$5.71K
PH icon
178
Parker-Hannifin
PH
$127B
$5.37K 0.01%
+6
New +$5.68K
IONS icon
179
Ionis Pharmaceuticals
IONS
$10.4B
$5.33K 0.01%
+71
New +$5.6K
HPE icon
180
Hewlett Packard
HPE
$72B
$5.32K 0.01%
+224
New +$4.96K
FTGC icon
181
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3.22B
$5.2K 0.01%
+181
New +$4.68K
USAR
182
USA Rare Earth Inc
USAR
$4.71B
$5.12K 0.01%
+338
New +$6.56K
NEE icon
183
NextEra Energy
NEE
$174B
$5.1K 0.01%
+55
New +$4.89K
AIRR icon
184
First Trust RBA American Industrial Renaissance ETF
AIRR
$9.9B
$5.1K 0.01%
+46
New +$5.2K
EFA icon
185
iShares MSCI EAFE ETF
EFA
$79.8B
$5.05K 0.01%
+52
New +$5.2K
IWO icon
186
iShares Russell 2000 Growth ETF
IWO
$15.1B
$5.02K 0.01%
+16
New +$5.32K
VST icon
187
Vistra
VST
$46.9B
$4.98K 0.01%
+33
New +$5.34K
MRNA icon
188
Moderna
MRNA
$57B
$4.93K 0.01%
+97
New +$4.53K
HPQ icon
189
HP
HPQ
$27.1B
$4.73K 0.01%
+246
New +$4.78K
NEAR icon
190
iShares Short Maturity Bond ETF
NEAR
$4.97B
$4.58K 0.01%
+90
New +$4.6K
LRCX icon
191
Lam Research
LRCX
$399B
$4.34K 0.01%
+20
New +$4.47K
FLBL icon
192
Franklin Senior Loan ETF
FLBL
$869M
$4.28K 0.01%
+186
New +$4.3K
CVS icon
193
CVS Health
CVS
$119B
$3.85K 0.01%
+54
New +$4.16K
TDG icon
194
TransDigm Group
TDG
$65.6B
$3.48K 0.01%
+3
New +$3.93K
SMR icon
195
NuScale Power
SMR
$4B
$3.25K 0.01%
+300
New +$4.57K
ITW icon
196
Illinois Tool Works
ITW
$80.2B
$3.06K ﹤0.01%
+12
New +$3.27K
ACWI icon
197
iShares MSCI ACWI ETF
ACWI
$33.4B
$3.03K ﹤0.01%
+22
New +$3.16K
WM icon
198
Waste Management
WM
$87B
$2.76K ﹤0.01%
+12
New +$2.76K
NET icon
199
Cloudflare
NET
$110B
$2.68K ﹤0.01%
+13
New +$2.48K
ALNY icon
200
Alnylam Pharmaceuticals
ALNY
$31.7B
$2.65K ﹤0.01%
+8
New +$2.72K
6 7
8
9 10

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FCM
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SONJCPFE
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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
Owlhouse Capital New York $65.2M AUM
LC
Lennar Corp Miami, Florida $63.2M AUM
PCM
Praxis Capital Management Chicago, Illinois $63.1M AUM

Clear Investment Research's Q1 2026 Portfolio in Review

As of Q1 2026, Clear Investment Research held 241 positions worth $63.9M, up 6% from $60.3M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Clear Investment Research deployed $6.43M of net new capital in Q1 2026, opening 190 new positions and adding to 21 existing holdings. Its largest new stake was ExxonMobil: 1,633 shares worth $277K.

By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 76% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was iShares S&P 500 Value ETF, an estimated $490K trimmed.

  • Clear Investment Research's largest Q1 2026 buy was ExxonMobil: 1,633 shares worth $277K.
  • Clear Investment Research added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026, an estimated $204K increase.
  • Clear Investment Research's biggest Q1 2026 reduction was iShares S&P 500 Value ETF, cutting an estimated $490K.
  • Clear Investment Research's ten largest holdings make up 48% of its $63.9M portfolio in Q1 2026.
  • Clear Investment Research opened 190 new positions and closed 0 in Q1 2026.
  • Clear Investment Research's portfolio value rose 6% quarter-over-quarter to $63.9M.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.