We are live on ! Find out more
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
Cap. Flow
+$6.43M
Cap. Flow %
10.06%
Top 10 Hldgs %
48.24%
Holding
241
New
190
Increased
21
Reduced
20
Closed
–

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$238K
2
CLOI icon
VanEck CLO ETF
CLOI
+$225K
3
LMT icon
Lockheed Martin
LMT
+$208K
4
DTCR icon
Global X Data Center & Digital Infrastructure ETF
DTCR
+$206K
5
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$204K

Top Sells

Rank Stock Value
1
IVE icon
iShares S&P 500 Value ETF
IVE
+$490K
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$465K
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$458K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$417K
5
IVV icon
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
IVV icon
1
iShares Core S&P 500 ETF
IVV
$900B
$7.5M 11.74%
11,479
-309
-3% -$211K
EDV icon
2
Vanguard World Funds Extended Duration ETF
EDV
$3.54B
$5.24M 8.19%
80,608
-2,972
-4% -$196K
FBND icon
3
Fidelity Total Bond ETF
FBND
$28.2B
$4.54M 7.11%
99,609
+2,570
+3% +$119K
SCHX icon
4
Schwab US Large- Cap ETF
SCHX
$74.5B
$2.89M 4.52%
112,662
– –
LLY icon
5
Eli Lilly
LLY
$1.05T
$2.52M 3.94%
2,740
+17
+0.6% +$17.2K
GPK icon
6
Graphic Packaging
GPK
$3.35B
$1.88M 2.94%
188,690
+1,825
+1% +$23K
AAPL icon
7
Apple
AAPL
$4.59T
$1.6M 2.5%
6,294
+94
+2% +$24.5K
SPMD icon
8
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.8B
$1.58M 2.47%
26,617
+3,357
+14% +$204K
ANGL icon
9
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.18B
$1.58M 2.47%
54,871
-7,050
-11% -$207K
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$239B
$1.51M 2.36%
23,549
+926
+4% +$61.1K
IJH icon
11
iShares Core S&P Mid-Cap ETF
IJH
$126B
$1.47M 2.3%
21,748
-6,011
-22% -$417K
FBCG
12
Fidelity Blue Chip Growth ETF
FBCG
$7.37B
$1.39M 2.18%
27,831
+2,408
+9% +$128K
SCHM icon
13
Schwab US Mid-Cap ETF
SCHM
$15.1B
$1.24M 1.93%
39,907
+6
+0% +$191
MSFT icon
14
Microsoft
MSFT
$3.75T
$1.2M 1.88%
3,246
+182
+6% +$76.2K
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$111B
$1.2M 1.87%
9,621
-458
-5% -$58.2K
SCHO icon
16
Schwab Short-Term US Treasury ETF
SCHO
$13.1B
$1.19M 1.87%
49,167
-3,220
-6% -$78.4K
NVDA icon
17
NVIDIA
NVDA
$5.52T
$1.02M 1.6%
5,845
-176
-3% -$32.3K
SCHP icon
18
Schwab US TIPS ETF
SCHP
$16.5B
$992K 1.55%
37,296
+987
+3% +$26.3K
TLT icon
19
iShares 20+ Year Treasury Bond ETF
TLT
$46.9B
$955K 1.49%
11,017
-29
-0.3% -$2.55K
BAC icon
20
Bank of America
BAC
$428B
$827K 1.29%
16,954
– –
SCHG icon
21
Schwab US Large-Cap Growth ETF
SCHG
$63.2B
$778K 1.22%
26,714
– –
GOOGL icon
22
Alphabet (Google) Class A
GOOGL
$4.17T
$749K 1.17%
2,605
+125
+5% +$39.3K
AMZN icon
23
Amazon
AMZN
$2.76T
$690K 1.08%
3,315
+259
+8% +$57K
SCHA icon
24
Schwab U.S Small- Cap ETF
SCHA
$23B
$663K 1.04%
22,793
– –
MUNI icon
25
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.14B
$649K 1.02%
12,439
+9
+0.1% +$475
1
2 3 4 5

Similar funds

FCM
Fourier Capital Management Hong Kong $64M AUM
SONJCPFE
State of New Jersey Common Pension Fund E Trenton, New Jersey $64.9M AUM 32.13% 1-Year Est. Return
NC
nVerses Capital Wellington, Florida $65M AUM
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
KL
Khall LLC San Francisco, California $63.3M AUM
OC
Owlhouse Capital New York $65.2M AUM
LC
Lennar Corp Miami, Florida $63.2M AUM
PCM
Praxis Capital Management Chicago, Illinois $63.1M AUM

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.