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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
+2.48%
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
$60.3M
AUM Growth
-$14.4M
Cap. Flow
-$15.2M
Cap. Flow %
-25.21%
Top 10 Hldgs %
55.69%
Holding
252
New
–
Increased
21
Reduced
25
Closed
201

Top Buys

Rank Stock Value
1
FBND icon
Fidelity Total Bond ETF
FBND
+$379K
2
SLV icon
iShares Silver Trust
SLV
+$287K
3
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$181K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$142K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$89.6K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.3M
2
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$650K
3
MSFT icon
Microsoft
MSFT
+$584K
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$506K
5
DLTR icon
Dollar Tree
DLTR
+$491K

Sector Composition

Rank Sector Weight
1 Technology 8.1%
2 Consumer Discretionary 5.84%
3 Healthcare 4.86%
4 Financials 2.35%
5 Communication Services 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNPS icon
201
Synopsys
SNPS
$80.1B
– –
-125
Closed -$61.7K
SO icon
202
Southern Company
SO
$105B
– –
-1,918
Closed -$182K
SOXX icon
203
iShares Semiconductor ETF
SOXX
$45.4B
– –
-476
Closed -$129K
SPDW icon
204
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
– –
-2,158
Closed -$92.4K
SPYM
205
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
– –
-132
Closed -$10.4K
SPLV icon
206
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
– –
-1,586
Closed -$117K
SPYD icon
207
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.66B
– –
-4,072
Closed -$179K
SPYG icon
208
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
– –
-1,334
Closed -$139K
SPYV icon
209
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
– –
-2,386
Closed -$132K
SRE icon
210
Sempra
SRE
$55.3B
– –
-382
Closed -$34.5K
SRLN icon
211
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
– –
-137
Closed -$5.7K
T icon
212
AT&T
T
$163B
– –
-1,648
Closed -$46.5K
TBLL icon
213
Invesco Short Term Treasury ETF
TBLL
$2.85B
– –
-646
Closed -$68.2K
TD icon
214
Toronto Dominion Bank
TD
$201B
– –
-10
Closed -$800
TDG icon
215
TransDigm Group
TDG
$67.5B
– –
-125
Closed -$3.95K
TFC icon
216
Truist Financial
TFC
$63.4B
– –
-2,360
Closed -$108K
TFLR icon
217
T. Rowe Price Floating Rate ETF
TFLR
$686M
– –
-665
Closed -$34.2K
TJX icon
218
TJX Companies
TJX
$177B
– –
-12
Closed -$1.73K
TMUS icon
219
T-Mobile US
TMUS
$188B
– –
-11
Closed -$2.71K
TRV icon
220
Travelers Companies
TRV
$78.9B
– –
-125
Closed -$34.9K
TSLA icon
221
Tesla
TSLA
$1.31T
– –
-436
Closed -$194K
TSPA icon
222
T. Rowe Price US Equity Research ETF
TSPA
$4.44B
– –
-862
Closed -$36.1K
TXN icon
223
Texas Instruments
TXN
$257B
– –
-154
Closed -$28.3K
UBER icon
224
Uber
UBER
$158B
– –
-35
Closed -$3.43K
UNH icon
225
UnitedHealth
UNH
$372B
– –
-88
Closed -$30.4K
7 8
9
10 11

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AIM
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1I
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NIP
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Clear Investment Research's Q4 2025 Portfolio in Review

As of Q4 2025, Clear Investment Research held 252 positions worth $60.3M, down 19% from $74.6M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Clear Investment Research withdrew a net $15.2M in Q4 2025, closing 201 positions and reducing 25 holdings. Its most notable exit was iShares Russell 2000 Growth ETF, an estimated $506K position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.1% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Clear Investment Research added an estimated $379K to Fidelity Total Bond ETF.

  • Clear Investment Research added most to Fidelity Total Bond ETF in Q4 2025, an estimated $379K increase.
  • Clear Investment Research's biggest Q4 2025 reduction was Apple, cutting an estimated $2.3M.
  • Clear Investment Research fully exited iShares Russell 2000 Growth ETF in Q4 2025, selling an estimated $506K.
  • Clear Investment Research's ten largest holdings make up 56% of its $60.3M portfolio in Q4 2025.
  • Clear Investment Research opened 0 new positions and closed 201 in Q4 2025.
  • Clear Investment Research's portfolio value fell 19% quarter-over-quarter to $60.3M.

Based on Clear Investment Research's 13F filing for Q4 2025, filed 9 Feb 2026.