CIR

Clear Investment Research Portfolio holdings

AUM $64.2M Turnover 76.86%
1-Year Est. Return 19.32%
This Fund
S&P 500
This Quarter Est. Return
+12.67%
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
$64.2M
AUM Growth
+$344K
Cap. Flow
-$5.8M
Cap. Flow %
-9.03%
Top 10 Hldgs %
52.95%
Holding
242
New
1
Increased
26
Reduced
26
Closed
185
Avg Time Held
6.1 years
Top 10 Avg Time Held
3.2 years
Top 20 Avg Time Held
4.4 years

Top Buys

Rank Stock Value
1
MINO icon
PIMCO Municipal Income Opportunities Active ETF
MINO
+$644K
2
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$371K
3
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$201K
4
FMDE icon
Fidelity Enhanced Mid Cap Core ETF
FMDE
+$179K
5
AMZN icon
Amazon
AMZN
+$166K

Top Sells

Rank Stock Value
1
USO icon
United States Oil Fund
USO
+$253K
2
LMT icon
Lockheed Martin
LMT
+$204K
3
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$199K
4
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$185K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$185K

Sector Composition

Rank Sector Weight
1 Miscellaneous 76.54%
2 Technology 8.08%
3 Healthcare 5.07%
4 Consumer Discretionary 4.58%
5 Financials 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
T icon
201
AT&T
T
$158B
– –
-1,648
Closed -$47.8K –
TBLL icon
202
Invesco Short Term Treasury ETF
TBLL
$2.9B
– –
-658
Closed -$69.5K –
TD icon
203
Toronto Dominion Bank
TD
$191B
– –
-10
Closed -$933 –
TDG icon
204
TransDigm Group
TDG
$61B
– –
-3
Closed -$3.48K –
TFC icon
205
Truist Financial
TFC
$55.5B
– –
-2,324
Closed -$107K –
TFLR icon
206
T. Rowe Price Floating Rate ETF
TFLR
$863M
– –
-2,591
Closed -$130K –
TJX icon
207
TJX Companies
TJX
$157B
– –
-12
Closed -$1.92K –
TMUS icon
208
T-Mobile US
TMUS
$169B
– –
-11
Closed -$2.4K –
TRV icon
209
Travelers Companies
TRV
$78.8B
– –
-125
Closed -$36.5K –
TSLA icon
210
Tesla
TSLA
$1.44T
– –
-365
Closed -$136K –
TSPA icon
211
T. Rowe Price US Equity Research ETF
TSPA
$4.63B
– –
-867
Closed -$35.5K –
TXN icon
212
Texas Instruments
TXN
$256B
– –
-154
Closed -$29.9K –
UAMY icon
213
United States Antimony
UAMY
$412M
– –
-1,000
Closed -$8.73K –
UBER icon
214
Uber
UBER
$141B
– –
-36
Closed -$2.59K –
UNH icon
215
UnitedHealth
UNH
$353B
– –
-115
Closed -$31.2K –
USB icon
216
US Bancorp
USB
$87.4B
– –
-544
Closed -$28.3K –
USMV icon
217
iShares MSCI USA Min Vol Factor ETF
USMV
$23.8B
– –
-500
Closed -$46.4K –
USO icon
218
United States Oil Fund
USO
$1.97B
– –
-1,992
Closed -$253K –
V icon
219
Visa
V
$734B
– –
-162
Closed -$49.1K –
VBR icon
220
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.4B
– –
-32
Closed -$7.06K –
VCSH icon
221
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.9B
– –
-6
Closed -$476 –
VIG icon
222
Vanguard Dividend Appreciation ETF
VIG
$112B
– –
-174
Closed -$37.4K –
VOE icon
223
Vanguard Morningstar Mid-Cap Value ETF
VOE
$23.6B
– –
-54
Closed -$9.92K –
VOO icon
224
Vanguard S&P 500 ETF
VOO
$1.04T
– –
-49
Closed -$29.3K –
VST icon
225
Vistra
VST
$50.4B
– –
-33
Closed -$4.98K –
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
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LC
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PCM
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Clear Investment Research's Q2 2026 Portfolio in Review

As of Q2 2026, Clear Investment Research held 242 positions worth $64.2M, up 0.54% from $63.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research withdrew a net $5.8M in Q2 2026, closing 185 positions and reducing 26 holdings. Its most notable exit was United States Oil Fund, an estimated $253K position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 77% of assets, up from 75% a quarter earlier, followed by Technology and Healthcare.

Against the trend, Clear Investment Research opened a new position in PIMCO Municipal Income Opportunities Active ETF worth $648K.

  • Clear Investment Research's largest Q2 2026 buy was PIMCO Municipal Income Opportunities Active ETF: 14,171 shares worth $648K.
  • Clear Investment Research added most to Global X Data Center & Digital Infrastructure ETF in Q2 2026, an estimated $371K increase.
  • Clear Investment Research's biggest Q2 2026 reduction was iShares 20+ Year Treasury Bond ETF, cutting an estimated $185K.
  • Clear Investment Research fully exited United States Oil Fund in Q2 2026, selling an estimated $253K.
  • Clear Investment Research's ten largest holdings make up 53% of its $64.2M portfolio in Q2 2026.
  • Clear Investment Research opened 1 new position and closed 185 in Q2 2026.
  • Clear Investment Research's portfolio value rose 0.54% quarter-over-quarter to $64.2M.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.