Latest CLEAR INVESTMENT RESEARCH, LLC Stock Portfolio
$64.24Million | No. of Holdings #57
CLEAR INVESTMENT RESEARCH, LLC Performance
2026 Q2+10.58%
YTD+6.12%
2025+4.50%
About CLEAR INVESTMENT RESEARCH, LLC and 13F Hedge Fund Stock Holdings
On 2026-08-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, CLEAR INVESTMENT RESEARCH, LLC reported an equity portfolio of $64.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, FBND. The fund has invested 13.3% of it's portfolio in ISHARES TR and 8.1% of portfolio in VANGUARD WORLD FD. <br><br> The fund managers got completely rid off UNITED STS OIL FD LP (USO), LOCKHEED MARTIN CORP (LMT) and PIMCO ETF TR (BOND) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), WALMART INC (WMT) and EXXON MOBIL CORP (XOM). CLEAR INVESTMENT RESEARCH, LLC opened new stock positions in PIMCO ETF TR (BOND). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD MUN BD FDS (VTEB), GLOBAL X FDS (AGNG) and FIDELITY COVINGTON TRUST.
CLEAR INVESTMENT RESEARCH, LLC Equity Portfolio Value
Last Reported on: 11 Aug, 2026
$64.24Million
as of Aug 11, 2026CLEAR INVESTMENT RESEARCH, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CLEAR INVESTMENT RESEARCH, LLC made a return of 10.58% in the last quarter. In trailing 12 months, it's portfolio return was -12.93%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| pimco etf tr | 648,465 |
New stocks bought by CLEAR INVESTMENT RESEARCH, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard mun bd fds | 322 |
| global x fds | 149 |
| fidelity covington trust | 118 |
| amazon com inc | 19.97 |
| ishares tr | 15.94 |
| ishares gold tr | 15.79 |
| pimco etf tr | 12.4 |
| ishares silver tr | 10.99 |
Additions to existing portfolio by CLEAR INVESTMENT RESEARCH, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -19.52 |
| walmart inc | -11.19 |
| exxon mobil corp | -7.78 |
| alphabet inc | -5.26 |
| ishares tr | -3.05 |
| ishares tr | -2.61 |
| fidelity covington trust | -2.59 |
| ishares inc | -2.58 |
CLEAR INVESTMENT RESEARCH, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| schwab strategic tr | -171,039 |
| carillon ser tr | -172,350 |
| schwab strategic tr | -163,708 |
| spdr series trust | -185,357 |
| schwab strategic tr | -127,912 |
| vaneck bitcoin etf | -60,488 |
| morgan stanley etf trust | -137,961 |
| t rowe price etf inc | -130,480 |
CLEAR INVESTMENT RESEARCH, LLC got rid off the above stocks
Sector Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 76.5% of it's holdings in Others sector.
- Others
- Technology
- Healthcare
- Consumer Cyclical
- Financial Services
- Communication Services
| Sector | % |
|---|---|
| Others | 76.5 |
| Technology | 8.1 |
| Healthcare | 5.1 |
| Consumer Cyclical | 4.6 |
| Financial Services | 1.5 |
| Communication Services | 1.4 |
Market Cap. Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 19.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 76.5 |
| MEGA-CAP | 19.5 |
| MID-CAP | 4 |
Stocks belong to which Index?
About 18.3% of the stocks held by CLEAR INVESTMENT RESEARCH, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 80.9 |
| S&P 500 | 18.3 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 1.1 M |
| LLY | eli lilly & co | 0.8 M |
| FNDA | schwab strategic tr | 0.4 M |
| FBCG | fidelity covington trust | 0.3 M |
| EET | proshares tr | 0.2 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 57 stocks in it's portfolio. About 53% of the portfolio is in top 10 stocks. SLV proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CLEAR INVESTMENT RESEARCH, LLC last quarter.
$64.24MTotal Value
242Positions
11 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 3.02% | 6,702 | $1.94M 3.02% | 6.48%increased 6.48 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.62% | 5,012 | $400.8K 0.62% | 15.94%increased 15.94 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Abbvie Inc Abbvie IncABBV CLEAR INVESTMENT RESEARCH, LLC's holding in Abbvie Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Airbnb Inc Airbnb IncABNB CLEAR INVESTMENT RESEARCH, LLC's holding in Airbnb Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Abbott Laboratories CLEAR INVESTMENT RESEARCH, LLC's holding in Abbott Laboratories over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 0.59% | 4,964 | $376.2K 0.59% | 0%unchanged 0 percentunchanged | |
ACWF Ishares TrIshares TrACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
ACWF Ishares TrIshares TrACWF | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWV Ishares IncIshares IncACWV | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Automatic Data Processing In CLEAR INVESTMENT RESEARCH, LLC's holding in Automatic Data Processing In over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 2.68% | 58,809 | $1.72M 2.68% | 7.18%increased 7.18 percentadded | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 AGNG Global X FdsGlobal X FdsAGNG | 0.99% | 21,011 | $638.1K 0.99% | 149.03%increased 149.03 percentadded | |
