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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$876B
$9.6M 12.11%
15,463
-252
-2% -$145K
GPK icon
2
Graphic Packaging
GPK
$3.26B
$6.47M 8.16%
307,163
+83,948
+38% +$1.94M
EDV icon
3
Vanguard World Funds Extended Duration ETF
EDV
$3.3B
$5.77M 7.28%
85,798
-11,580
-12% -$765K
FBND icon
4
Fidelity Total Bond ETF
FBND
$26.9B
$3.71M 4.67%
80,989
-1,730
-2% -$78.3K
AAPL icon
5
Apple
AAPL
$4.89T
$2.99M 3.77%
14,583
-242
-2% -$48.9K
IEFA icon
6
iShares Core MSCI EAFE ETF
IEFA
$186B
$2.93M 3.7%
35,150
-732
-2% -$58.1K
SCHX icon
7
Schwab US Large- Cap ETF
SCHX
$70.9B
$2.92M 3.68%
119,423
-308
-0.3% -$6.96K
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.75M 3.46%
44,292
-346
-0.8% -$20.3K
MSFT icon
9
Microsoft
MSFT
$2.84T
$2.11M 2.66%
4,245
+33
+0.8% +$14.3K
LLY icon
10
Eli Lilly
LLY
$1.07T
$2.1M 2.65%
2,695
+22
+0.8% +$17.1K
SCHO icon
11
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$1.91M 2.41%
78,324
+1,809
+2% +$44K
ANGL icon
12
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$1.63M 2.06%
55,647
+535
+1% +$15.2K
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$109B
$1.55M 1.95%
14,156
+109
+0.8% +$11.3K
IVE icon
14
iShares S&P 500 Value ETF
IVE
$48.9B
$1.5M 1.89%
7,681
+115
+2% +$21.4K
IVW icon
15
iShares S&P 500 Growth ETF
IVW
$72.5B
$1.31M 1.65%
11,916
-1,079
-8% -$107K
SCHM icon
16
Schwab US Mid-Cap ETF
SCHM
$14.6B
$1.12M 1.42%
40,017
-565
-1% -$14.9K
NVDA icon
17
NVIDIA
NVDA
$5.01T
$1.12M 1.41%
7,082
-133
-2% -$16.7K
SCHP icon
18
Schwab US TIPS ETF
SCHP
$16.3B
$1.09M 1.38%
40,912
+58
+0.1% +$1.53K
FBCG icon
19
Fidelity Blue Chip Growth ETF
FBCG
$6.76B
$1.07M 1.36%
22,284
+510
+2% +$21.8K
VEA icon
20
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.04M 1.32%
18,289
+145
+0.8% +$7.77K
SPMD icon
21
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$1M 1.26%
18,401
+243
+1% +$12.5K
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$977K 1.23%
11,072
+388
+4% +$33.8K
SCHG icon
23
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$818K 1.03%
27,991
-428
-2% -$11.3K
BAC icon
24
Bank of America
BAC
$435B
$815K 1.03%
17,215
-229
-1% -$9.63K
IEMG icon
25
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$797K 1.01%
13,277
-441
-3% -$24.6K
1
2 3 4 5

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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.