Latest CLEAR INVESTMENT RESEARCH, LLC Stock Portfolio

CLEAR INVESTMENT RESEARCH, LLC Performance:

2025 Q2: 3.42%YTD: 0.7%2024: 2.8%

Performance for 2025 Q2 is 3.42%, and YTD is 0.7%, and 2024 is 2.8%.

About CLEAR INVESTMENT RESEARCH, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, CLEAR INVESTMENT RESEARCH, LLC reported an equity portfolio of $79.3 Millions as of 30 Jun, 2025.

The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, GPK, EDV. The fund has invested 12.1% of it's portfolio in ISHARES TR and 8.2% of portfolio in GRAPHIC PACKAGING HLDG CO.

The fund managers got completely rid off PAYCHEX INC (PAYX), ISHARES TR (IJR) and ESSENTIAL PPTYS RLTY TR INC (EPRT) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and FRANKLIN TEMPLETON ETF TR (BUYZ). CLEAR INVESTMENT RESEARCH, LLC opened new stock positions in PIMCO ETF TR (BOND), VANECK BITCOIN ETF and VANGUARD MUN BD FDS (VTEB). The fund showed a lot of confidence in some stocks as they added substantially to VIAD CORP (VVI), PROSHARES TR (EET) and MARVELL TECHNOLOGY (MRVL).

CLEAR INVESTMENT RESEARCH, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CLEAR INVESTMENT RESEARCH, LLC made a return of 3.42% in the last quarter. In trailing 12 months, it's portfolio return was 3.48%.

New Buys

Ticker	$ Bought
pimco etf tr	453,606
vaneck bitcoin etf	57,497
vanguard mun bd fds	50,200
coreweave inc	16,306
nuscale pwr corp	7,912

New stocks bought by CLEAR INVESTMENT RESEARCH, LLC

Additions

Ticker	% Inc.
viad corp	12,590
proshares tr	128
marvell technology	58.58
palantir technologies inc	47.19
meta platforms inc	43.31
moderna inc	42.65
ionis pharmaceuticals inc	39.22
costco whsl corp new	38.18

Additions to existing portfolio by CLEAR INVESTMENT RESEARCH, LLC

Reductions

Ticker	% Reduced
vanguard index fds	-98.99
ishares tr	-62.06
franklin templeton etf tr	-48.92
cloudflare inc	-23.53
capital group intl focus eqt	-22.21
dimensional etf trust	-12.92
vanguard world fd	-11.89
ishares tr	-8.3

CLEAR INVESTMENT RESEARCH, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
paychex inc	-30,398
ishares tr	0.00
essential pptys rlty tr inc	0.00
dupont de nemours inc	0.00
corteva inc	0.00

CLEAR INVESTMENT RESEARCH, LLC got rid off the above stocks

Sector Distribution

CLEAR INVESTMENT RESEARCH, LLC has about 70.3% of it's holdings in Others sector.

Sector	%
Others	70.3
Consumer Cyclical	9.9
Technology	9.3
Healthcare	3.6
Consumer Defensive	1.8
Financial Services	1.7
Utilities	1.1
Communication Services	1.1

Market Cap. Distribution

CLEAR INVESTMENT RESEARCH, LLC has about 20.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	70.3
MEGA-CAP	16.2
MID-CAP	8.6
LARGE-CAP	4.1

Stocks belong to which Index?

About 19.7% of the stocks held by CLEAR INVESTMENT RESEARCH, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	79.5
S&P 500	19.7

Top 5 Winners (%)		%
AMPS	ishares tr	1613.7 %
COIN	coinbase global inc	103.3 %
HIMS	hims & hers health inc	68.7 %
NET	cloudflare inc	65.7 %
VST	vistra corp	65.2 %

Top 5 Winners ($)		$
AMPS	ishares tr	1.0 M
IJR	ishares tr	0.9 M
MSFT	microsoft corp	0.5 M
NVDA	nvidia corp	0.4 M
IJR	ishares tr	0.2 M

Top 5 Losers (%)		%
UNH	unitedhealth group inc	-38.7 %
SLVM	sylvamo corp	-25.3 %
BMY	bristol-myers squibb co	-24.1 %
CAG	conagra bands inc	-23.2 %
LULU	lululemon athletica inc	-15.6 %

Top 5 Losers ($)		$
GPK	graphic packaging hldg co	-1.2 M
AAPL	apple inc	-0.3 M
LLY	lilly eli & co	-0.1 M
IJR	ishares tr	0.0 M
JNJ	johnson & johnson	0.0 M

CLEAR INVESTMENT RESEARCH, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CLEAR INVESTMENT RESEARCH, LLC

CLEAR INVESTMENT RESEARCH, LLC has 230 stocks in it's portfolio. About 52.2% of the portfolio is in top 10 stocks. GPK proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for CLEAR INVESTMENT RESEARCH, LLC last quarter.

Last Reported on: 04 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	IJR	ishares tr	12.11	15,463	9,601,090	reduced	-1.6
Historical Trend of ISHARES TR Position Held By CLEAR INVESTMENT RESEARCH, LLC What % of Portfolio is IJR?: Number of IJR shares held: Change in No. of Shares Held:
	GPK	graphic packaging hldg co	8.16	307,163	6,471,940	added	37.61

	EDV	vanguard world fd	7.28	85,798	5,774,270	reduced	-11.89

	FBND	fidelity merrimack str tr	4.67	80,989	3,705,260	reduced	-2.09

	AAPL	apple inc	3.77	14,583	2,992,150	reduced	-1.63

	IBCE	ishares tr	3.70	35,150	2,934,400	reduced	-2.04

	FNDA	scwab strategic tr	3.68	119,423	2,918,700	reduced	-0.26

	IJR	ishares tr	3.46	44,292	2,747,040	reduced	-0.78

	MSFT	microsoft corp	2.66	4,245	2,111,540	added	0.78

	LLY	lilly eli & co	2.65	2,695	2,101,150	added	0.82

	FNDA	scwab strategic tr	2.41	78,324	1,909,560	added	2.36

	AFK	vaneck vectors etf tr	2.06	55,647	1,629,360	added	0.97

	IJR	ishares tr	1.95	14,156	1,547,160	added	0.78

	IJR	ishares tr	1.89	7,681	1,501,050	added	1.52

	IJR	ishares tr	1.66	11,916	1,312,060	reduced	-8.3

	FNDA	scwab strategic tr	1.42	40,017	1,122,490	reduced	-1.39

	NVDA	nvidia corp	1.41	7,082	1,118,960	reduced	-1.84

	FNDA	scwab strategic tr	1.38	40,912	1,091,550	added	0.14

	FBCG	fidelity covington trust	1.36	22,284	1,075,000	added	2.34

	VEA	vanguard tax-managed fds	1.31	18,289	1,042,710	added	0.8