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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
+6.22%
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
$74.6M
AUM Growth
-$4.64M
Cap. Flow
-$8.42M
Cap. Flow %
-11.28%
Top 10 Hldgs %
48.9%
Holding
254
New
24
Increased
83
Reduced
47
Closed
2

Top Buys

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$476K
2
FBND icon
Fidelity Total Bond ETF
FBND
+$362K
3
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$185K
4
TDG icon
TransDigm Group
TDG
+$179K
5
IAU icon
iShares Gold Trust
IAU
+$174K

Top Sells

Rank Stock Value
1
GPK icon
Graphic Packaging
GPK
+$2.62M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.13M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.35M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$923K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$720K

Sector Composition

Rank Sector Weight
1 Technology 11.41%
2 Consumer Discretionary 6.78%
3 Healthcare 3.96%
4 Financials 2.6%
5 Consumer Staples 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IP icon
201
International Paper
IP
$21.8B
$4.41K 0.01%
95
– –
FLBL icon
202
Franklin Senior Loan ETF
FLBL
$857M
$4.4K 0.01%
183
+17
+10% +$411
NTNX icon
203
Nutanix
NTNX
$17.4B
$4.17K 0.01%
56
– –
NEE icon
204
NextEra Energy
NEE
$176B
$4.09K 0.01%
54
+1
+2% +$73
TDG icon
205
TransDigm Group
TDG
$67.6B
$3.95K 0.01%
+125
New +$179K
IYLD icon
206
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
$3.92K 0.01%
+184
New +$3.84K
ALNY icon
207
Alnylam Pharmaceuticals
ALNY
$29.4B
$3.65K ﹤0.01%
8
– –
UBER icon
208
Uber
UBER
$158B
$3.43K ﹤0.01%
35
– –
ITW icon
209
Illinois Tool Works
ITW
$83.9B
$3.02K ﹤0.01%
11
– –
ACWI icon
210
iShares MSCI ACWI ETF
ACWI
$33.4B
$3K ﹤0.01%
21
– –
WM icon
211
Waste Management
WM
$90.5B
$2.87K ﹤0.01%
13
– –
NET icon
212
Cloudflare
NET
$107B
$2.79K ﹤0.01%
13
– –
TMUS icon
213
T-Mobile US
TMUS
$186B
$2.71K ﹤0.01%
11
– –
MRNA icon
214
Moderna
MRNA
$23.8B
$2.51K ﹤0.01%
97
– –
VTRS icon
215
Viatris
VTRS
$18.7B
$2.46K ﹤0.01%
248
– –
WAB icon
216
Wabtec
WAB
$49.4B
$2.41K ﹤0.01%
12
– –
CAG icon
217
Conagra Brands
CAG
$7.14B
$2.28K ﹤0.01%
124
+2
+2% +$38
LHX icon
218
L3Harris
LHX
$54.4B
$2.26K ﹤0.01%
7
– –
LULU icon
219
lululemon athletica
LULU
$14.3B
$2.13K ﹤0.01%
12
– –
ADBE icon
220
Adobe
ADBE
$106B
$2.12K ﹤0.01%
6
-60
-91% -$21.5K
W icon
221
Wayfair
W
$14.6B
$2.06K ﹤0.01%
23
– –
LW icon
222
Lamb Weston
LW
$7.14B
$1.96K ﹤0.01%
33
– –
CDE icon
223
Coeur Mining
CDE
$18.1B
$1.88K ﹤0.01%
100
– –
NOW icon
224
ServiceNow
NOW
$129B
$1.84K ﹤0.01%
10
– –
CNH
225
CNH Industrial
CNH
$17.2B
$1.81K ﹤0.01%
167
– –
7 8
9
10 11

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CMU
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1M
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AIM
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1I
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CPM
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NIP
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Clear Investment Research's Q3 2025 Portfolio in Review

As of Q3 2025, Clear Investment Research held 254 positions worth $74.6M, down 5.9% from $79.3M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Clear Investment Research withdrew a net $8.42M in Q3 2025, closing 2 positions and reducing 47 holdings. Its most notable exit was Walgreens Boots Alliance, an estimated $9.18K position sold in full.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.4% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research opened a new position in TransDigm Group worth $3.95K.

  • Clear Investment Research's largest Q3 2025 buy was TransDigm Group: 125 shares worth $3.95K.
  • Clear Investment Research added most to Vanguard Real Estate ETF in Q3 2025, an estimated $476K increase.
  • Clear Investment Research's biggest Q3 2025 reduction was Graphic Packaging, cutting an estimated $2.62M.
  • Clear Investment Research fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $9.18K.
  • Clear Investment Research's ten largest holdings make up 49% of its $74.6M portfolio in Q3 2025.
  • Clear Investment Research opened 24 new positions and closed 2 in Q3 2025.
  • Clear Investment Research's portfolio value fell 5.9% quarter-over-quarter to $74.6M.

Based on Clear Investment Research's 13F filing for Q3 2025, filed 7 Nov 2025.