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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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$870B
$8.14M 10.9%
12,156
-3,307
-21% -$2.13M
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$3.35B
$5.89M 7.88%
85,986
+188
+0.2% +$12.4K
FBND icon
3
Fidelity Total Bond ETF
FBND
$27.2B
$4.11M 5.51%
88,870
+7,881
+10% +$362K
AAPL icon
4
Apple
AAPL
$4.98T
$3.76M 5.03%
14,756
+173
+1% +$39.1K
GPK icon
5
Graphic Packaging
GPK
$3.46B
$3.66M 4.9%
186,865
-120,298
-39% -$2.62M
SCHX icon
6
Schwab US Large- Cap ETF
SCHX
$71.2B
$2.98M 3.99%
112,956
-6,467
-5% -$164K
MSFT icon
7
Microsoft
MSFT
$2.95T
$2.19M 2.93%
4,229
-16
-0.4% -$8.16K
LLY icon
8
Eli Lilly
LLY
$1.09T
$2.08M 2.78%
2,721
+26
+1% +$19.3K
IJH icon
9
iShares Core S&P Mid-Cap ETF
IJH
$123B
$1.95M 2.62%
29,934
-14,358
-32% -$923K
ANGL icon
10
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
$1.76M 2.36%
59,312
+3,665
+7% +$107K
IEFA icon
11
iShares Core MSCI EAFE ETF
IEFA
$187B
$1.68M 2.25%
19,258
-15,892
-45% -$1.35M
FBCG icon
12
Fidelity Blue Chip Growth ETF
FBCG
$6.67B
$1.34M 1.8%
24,994
+2,710
+12% +$138K
NVDA icon
13
NVIDIA
NVDA
$4.77T
$1.22M 1.63%
6,537
-545
-8% -$95K
VEA icon
14
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.22M 1.63%
20,310
+2,021
+11% +$118K
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$110B
$1.2M 1.61%
10,109
-4,047
-29% -$465K
SCHO icon
16
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.19M 1.59%
48,714
-29,610
-38% -$720K
SCHM icon
17
Schwab US Mid-Cap ETF
SCHM
$14.4B
$1.18M 1.59%
39,947
-70
-0.2% -$2.04K
SPMD icon
18
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$1.15M 1.54%
20,112
+1,711
+9% +$96.4K
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$43B
$969K 1.3%
10,841
-231
-2% -$20.2K
SCHP icon
20
Schwab US TIPS ETF
SCHP
$16.4B
$955K 1.28%
35,451
-5,461
-13% -$146K
IVE icon
21
iShares S&P 500 Value ETF
IVE
$49.6B
$907K 1.22%
4,392
-3,289
-43% -$661K
BAC icon
22
Bank of America
BAC
$438B
$888K 1.19%
17,216
+1
+0% +$49
SCHG icon
23
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
$855K 1.15%
26,798
-1,193
-4% -$36.4K
AMZN icon
24
Amazon
AMZN
$2.47T
$702K 0.94%
3,196
-261
-8% -$59.1K
IVW icon
25
iShares S&P 500 Growth ETF
IVW
$71.7B
$689K 0.92%
5,703
-6,213
-52% -$715K
1
2 3 4 5

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CSTB
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1M
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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.