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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
-2.33%
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
$77.7M
AUM Growth
+$812K
Cap. Flow
+$944K
Cap. Flow %
1.22%
Top 10 Hldgs %
53.38%
Holding
230
New
7
Increased
79
Reduced
32
Closed
5

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$289K
2
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$226K
3
FBND icon
Fidelity Total Bond ETF
FBND
+$220K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$152K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$96.5K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$180K
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$117K
3
IVW icon
iShares S&P 500 Growth ETF
IVW
+$116K
4
FBCG
Fidelity Blue Chip Growth ETF
FBCG
+$57.5K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$39.1K

Sector Composition

Rank Sector Weight
1 Technology 9.41%
2 Consumer Discretionary 9.33%
3 Healthcare 3.54%
4 Financials 2.18%
5 Consumer Staples 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LRCX icon
201
Lam Research
LRCX
$390B
$878 ﹤0.01%
+12
New +$910
MSTR icon
202
Strategy Inc
MSTR
$38.4B
$869 ﹤0.01%
+3
New +$903
CCL icon
203
Carnival Corporation Ltd
CCL
$39.7B
$797 ﹤0.01%
32
– –
COIN icon
204
Coinbase
COIN
$40.5B
$745 ﹤0.01%
3
– –
HUBS icon
205
HubSpot
HUBS
$10.5B
$697 ﹤0.01%
1
– –
DAL icon
206
Delta Air Lines
DAL
$60.1B
$615 ﹤0.01%
10
– –
IJT icon
207
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$548 ﹤0.01%
4
– –
TD icon
208
Toronto Dominion Bank
TD
$200B
$532 ﹤0.01%
10
– –
W icon
209
Wayfair
W
$14.6B
$488 ﹤0.01%
11
– –
VCSH icon
210
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$468 ﹤0.01%
6
– –
CEG icon
211
Constellation Energy
CEG
$95.6B
$447 ﹤0.01%
+2
New +$499
ALB icon
212
Albemarle
ALB
$15.5B
$439 ﹤0.01%
5
– –
ABNB icon
213
Airbnb
ABNB
$107B
$394 ﹤0.01%
3
– –
FM
214
DELISTED
iShares Frontier and Select EM ETF
FM
$298 ﹤0.01%
10
– –
DXC icon
215
DXC Technology
DXC
$1.73B
$292 ﹤0.01%
14
– –
FNF icon
216
Fidelity National Financial
FNF
$13.5B
$220 ﹤0.01%
3
– –
KRNY icon
217
Kearny Financial
KRNY
$599M
$212 ﹤0.01%
30
– –
ON icon
218
ON Semiconductor
ON
$31.6B
$189 ﹤0.01%
3
– –
CELH icon
219
Celsius Holdings
CELH
$7.03B
$184 ﹤0.01%
7
– –
DIS icon
220
Walt Disney
DIS
$181B
$112 ﹤0.01%
1
– –
SNAP icon
221
Snap
SNAP
$9.01B
$108 ﹤0.01%
10
– –
PCY icon
222
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.4B
$79 ﹤0.01%
4
– –
CNNE icon
223
Cannae Holdings
CNNE
$649M
$20 ﹤0.01%
1
– –
BINI
224
DELISTED
Bollinger Innovations
BINI
– –
0
– –
F icon
225
Ford
F
$55.7B
– –
-501
Closed -$5.3K
6 7 8
9
10

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LC
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CMU
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1M
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AIM
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1I
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
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NIP
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Clear Investment Research's Q4 2024 Portfolio in Review

As of Q4 2024, Clear Investment Research held 230 positions worth $77.7M, up 1.1% from $76.9M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Clear Investment Research's Q4 2024 filing shows 7 new, 79 increased, 32 reduced and 5 closed positions. Its largest new stake was Palantir: 1,232 shares worth $93.2K. The largest sale was NVIDIA, an estimated $180K.

By sector, the portfolio is most concentrated in Technology at 9.4% of assets, up from 9.2% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Clear Investment Research's largest Q4 2024 buy was Palantir: 1,232 shares worth $93.2K.
  • Clear Investment Research added most to Graphic Packaging in Q4 2024, an estimated $289K increase.
  • Clear Investment Research's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $180K.
  • Clear Investment Research fully exited Invesco in Q4 2024, selling an estimated $17.6K.
  • Clear Investment Research's ten largest holdings make up 53% of its $77.7M portfolio in Q4 2024.
  • Clear Investment Research opened 7 new positions and closed 5 in Q4 2024.
  • Clear Investment Research's portfolio value rose 1.1% quarter-over-quarter to $77.7M.

Based on Clear Investment Research's 13F filing for Q4 2024, filed 11 Feb 2025.