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CIR
Clear Investment Research Portfolio holdings
AUM
$64.2M
1-Year Est. Return
19.32%
This Fund
S&P 500
This Quarter
Est. Return
-2.71%
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
$63.9M
AUM Growth
+$3.62M
(+6%)
Cap. Flow
+$6.43M
Cap. Flow
% of AUM
10.06%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$238K |
| 2 |
VanEck CLO ETF
CLOI
|
+$225K |
| 3 |
Lockheed Martin
LMT
|
+$208K |
| 4 |
Global X Data Center & Digital Infrastructure ETF
DTCR
|
+$206K |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$204K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$490K |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$465K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
+$458K |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$417K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$211K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 75.11% |
| 2 | Technology | 7.56% |
| 3 | Consumer Discretionary | 4.49% |
| 4 | Healthcare | 4.48% |
| 5 | Financials | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Uber
UBER
$157B
| $2.59K | ﹤0.01% |
+36
| New | +$2.77K |
|
202
L3Harris
LHX
$48.8B
| $2.57K | ﹤0.01% |
+7
| New | +$2.45K |
|
203
T-Mobile US
TMUS
$191B
| $2.4K | ﹤0.01% |
+11
| New | +$2.26K |
|
204
Nutanix
NTNX
$18.9B
| $2.13K | ﹤0.01% |
+56
| New | +$2.36K |
|
205
Hims & Hers Health
HIMS
$7.39B
| $2.08K | ﹤0.01% |
+100
| New | +$2.36K |
|
206
Conagra Brands
CAG
$7.69B
| $2.04K | ﹤0.01% |
+129
| New | +$2.28K |
|
207
TJX Companies
TJX
$148B
| $1.92K | ﹤0.01% |
+12
| New | +$1.87K |
|
208
lululemon athletica
LULU
$13.1B
| $1.84K | ﹤0.01% |
+12
| New | +$2.15K |
|
|
CNH
209
CNH Industrial
CNH
$18.4B
| $1.84K | ﹤0.01% |
+167
| New | +$1.88K |
|
210
Wayfair
W
$14.4B
| $1.73K | ﹤0.01% |
+23
| New | +$2.08K |
|
211
Old Dominion Freight Line
ODFL
$41.5B
| $1.59K | ﹤0.01% |
+8
| New | +$1.49K |
|
|
PRSU
212
Pursuit Attractions and Hospitality Inc
PRSU
$1.34B
| $1.57K | ﹤0.01% |
+43
| New | +$1.53K |
|
213
Lamb Weston
LW
$7.53B
| $1.44K | ﹤0.01% |
+34
| New | +$1.52K |
|
214
Invesco S&P 500 Equal Weight ETF
RSP
$99.8B
| $1.23K | ﹤0.01% |
+6
| New | +$1.19K |
|
|
SOLS
215
Solstice Advanced Materials
SOLS
$8.95B
| $1.07K | ﹤0.01% |
+14
| New | +$960 |
|
|
NVO
216
Novo Nordisk
NVO
$205B
| $1.07K | ﹤0.01% |
+29
| New | +$1.37K |
|
217
ServiceNow
NOW
$143B
| $1.05K | ﹤0.01% |
+10
| New | +$1.18K |
|
218
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.18B
| $1.03K | ﹤0.01% |
+7
| New | +$1.04K |
|
219
Equinix
EQIX
$106B
| $985 | ﹤0.01% |
+1
| New | +$889 |
|
220
Albemarle
ALB
$16B
| $941 | ﹤0.01% |
+5
| New | +$854 |
|
221
Toronto Dominion Bank
TD
$200B
| $933 | ﹤0.01% |
+10
| New | +$951 |
|
222
Kenvue
KVUE
$36.9B
| $921 | ﹤0.01% |
+53
| New | +$944 |
|
|
SERV
223
Serve Robotics
SERV
$423M
| $844 | ﹤0.01% |
+100
| New | +$1.08K |
|
224
Constellation Energy
CEG
$100B
| $842 | ﹤0.01% |
+3
| New | +$912 |
|
225
Carnival Corporation Ltd
CCL
$34.2B
| $828 | ﹤0.01% |
+32
| New | +$933 |
|
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Clear Investment Research's Q1 2026 Portfolio in Review
As of Q1 2026, Clear Investment Research held 241 positions worth $63.9M, up 6% from $60.3M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Clear Investment Research deployed $6.43M of net new capital in Q1 2026, opening 190 new positions and adding to 21 existing holdings. Its largest new stake was ExxonMobil: 1,633 shares worth $277K.
By sector, the portfolio is most concentrated in Miscellaneous at 75% of assets, down from 76% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was iShares S&P 500 Value ETF, an estimated $490K trimmed.
- Clear Investment Research's largest Q1 2026 buy was ExxonMobil: 1,633 shares worth $277K.
- Clear Investment Research added most to State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2026, an estimated $204K increase.
- Clear Investment Research's biggest Q1 2026 reduction was iShares S&P 500 Value ETF, cutting an estimated $490K.
- Clear Investment Research's ten largest holdings make up 48% of its $63.9M portfolio in Q1 2026.
- Clear Investment Research opened 190 new positions and closed 0 in Q1 2026.
- Clear Investment Research's portfolio value rose 6% quarter-over-quarter to $63.9M.
Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.