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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
+5.16%
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
$79.3M
AUM Growth
+$4.41M
Cap. Flow
+$1.35M
Cap. Flow %
1.7%
Top 10 Hldgs %
52.16%
Holding
231
New
5
Increased
71
Reduced
40
Closed
1

Top Buys

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$1.94M
2
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$451K
3
PRSU
Pursuit Attractions and Hospitality Inc
PRSU
+$156K
4
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$94.3K
5
PLTR icon
Palantir
PLTR
+$77.9K

Top Sells

Rank Stock Value
1
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$765K
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$458K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$145K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$107K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$78.3K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 9.87%
2 Technology 9.38%
3 Healthcare 3.59%
4 Financials 2.28%
5 Consumer Staples 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LW icon
201
Lamb Weston
LW
$7.19B
$1.74K ﹤0.01%
33
– –
PRSU
202
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
$1.51K ﹤0.01%
5,330
+5,288
+12,590% +$156K
TJX icon
203
TJX Companies
TJX
$178B
$1.48K ﹤0.01%
12
– –
MSTR icon
204
Strategy Inc
MSTR
$38.4B
$1.21K ﹤0.01%
3
– –
LRCX icon
205
Lam Research
LRCX
$390B
$1.19K ﹤0.01%
12
– –
W icon
206
Wayfair
W
$14.6B
$1.18K ﹤0.01%
23
+5
+28% +$187
KVUE icon
207
Kenvue
KVUE
$36.9B
$1.08K ﹤0.01%
51
– –
COIN icon
208
Coinbase
COIN
$40.5B
$1.05K ﹤0.01%
3
– –
CMCSA icon
209
Comcast
CMCSA
$90B
$1.03K ﹤0.01%
29
+1
+4% +$35
CCL icon
210
Carnival Corporation Ltd
CCL
$39.7B
$900 ﹤0.01%
32
– –
CDE icon
211
Coeur Mining
CDE
$17.9B
$886 ﹤0.01%
100
– –
IJT icon
212
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$808 ﹤0.01%
6
+1
+20% +$125
TD icon
213
Toronto Dominion Bank
TD
$200B
$735 ﹤0.01%
10
– –
CEG icon
214
Constellation Energy
CEG
$95.6B
$647 ﹤0.01%
2
– –
LUMN icon
215
Lumen
LUMN
$6.44B
$604 ﹤0.01%
138
– –
HUBS icon
216
HubSpot
HUBS
$10.5B
$557 ﹤0.01%
1
– –
DAL icon
217
Delta Air Lines
DAL
$60.1B
$503 ﹤0.01%
10
– –
VCSH icon
218
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$477 ﹤0.01%
6
– –
SLVM icon
219
Sylvamo
SLVM
$1.63B
$401 ﹤0.01%
8
– –
ABNB icon
220
Airbnb
ABNB
$107B
$397 ﹤0.01%
3
– –
ALB icon
221
Albemarle
ALB
$15.5B
$386 ﹤0.01%
6
– –
CELH icon
222
Celsius Holdings
CELH
$7.03B
$325 ﹤0.01%
7
– –
DXC icon
223
DXC Technology
DXC
$1.73B
$224 ﹤0.01%
14
– –
FNF icon
224
Fidelity National Financial
FNF
$13.5B
$223 ﹤0.01%
3
– –
KRNY icon
225
Kearny Financial
KRNY
$599M
$194 ﹤0.01%
30
– –
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
1888 Investments Denver, Colorado $63M AUM 26.65% 1-Year Est. Return
CPM
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NIP
Norwood Investment Partners Mill Valley, California $65M AUM 1.8% 1-Year Est. Return

Clear Investment Research's Q2 2025 Portfolio in Review

As of Q2 2025, Clear Investment Research held 231 positions worth $79.3M, up 5.9% from $74.9M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 2.6%. Clear Investment Research opened 5 new positions and exited 1, leaving the 231-position portfolio largely intact.

By sector, the portfolio is most concentrated in Consumer Discretionary at 9.9% of assets, up from 9.3% a quarter earlier, followed by Technology and Healthcare.

  • Clear Investment Research's largest Q2 2025 buy was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund: 8,831 shares worth $454K.
  • Clear Investment Research added most to Graphic Packaging in Q2 2025, an estimated $1.94M increase.
  • Clear Investment Research's biggest Q2 2025 reduction was Vanguard World Funds Extended Duration ETF, cutting an estimated $765K.
  • Clear Investment Research fully exited Paychex in Q2 2025, selling an estimated $30.4K.
  • Clear Investment Research's ten largest holdings make up 52% of its $79.3M portfolio in Q2 2025.
  • Clear Investment Research opened 5 new positions and closed 1 in Q2 2025.
  • Clear Investment Research's portfolio value rose 5.9% quarter-over-quarter to $79.3M.

Based on Clear Investment Research's 13F filing for Q2 2025, filed 4 Aug 2025.