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Latest CLEAR INVESTMENT RESEARCH, LLC Stock Portfolio

$63.89Million | No. of Holdings #241

CLEAR INVESTMENT RESEARCH, LLC Performance

2026 Q1-4.03%
YTD-4.03%
2025+4.50%

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

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, CLEAR INVESTMENT RESEARCH, LLC reported an equity portfolio of $63.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, FBND. The fund has invested 11.7% of it's portfolio in ISHARES TR and 8.2% of portfolio in VANGUARD WORLD FD. <br><br> They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and ISHARES SILVER TR (SLV). CLEAR INVESTMENT RESEARCH, LLC opened new stock positions in EXXON MOBIL CORP (XOM), UNITED STS OIL FD LP (USO) and VANECK ETF TRUST (BUZZ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), BROADCOM INC (AVGO) and SPDR SERIES TRUST (BIL).
CLEAR INVESTMENT RESEARCH, LLC Equity Portfolio Value
Last Reported on: 04 May, 2026
$63.89Million
  as of May 04, 2026

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

Our best estimate is that CLEAR INVESTMENT RESEARCH, LLC made a return of -4.03% in the last quarter. In trailing 12 months, it's portfolio return was 5.06%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxon mobil corp277,046
united sts oil fd lp253,482
vaneck etf trust225,100
lockheed martin corp203,520
global x fds202,147
pimco etf tr198,827
spdr series trust185,357
southern co180,181
New stocks bought by CLEAR INVESTMENT RESEARCH, LLC

Additions

Ticker% Inc.
ishares tr42.65
broadcom inc14.77
spdr series trust14.43
fidelity covington trust9.47
palantir technologies inc8.9
amazon com inc8.48
microsoft corp5.94
alphabet inc5.04
Additions to existing portfolio by CLEAR INVESTMENT RESEARCH, LLC

Reductions

Ticker% Reduced
ishares tr-95.00
ishares tr-93.8
ishares tr-41.2
ishares silver tr-28.06
ishares tr-22.44
ishares tr-21.65
ishares tr-16.51
ishares inc-14.31
CLEAR INVESTMENT RESEARCH, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by CLEAR INVESTMENT RESEARCH, LLC

Sector Distribution

CLEAR INVESTMENT RESEARCH, LLC has about 75% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Defensive
  • Utilities
  • Industrials
Sector%
Others75
Technology7.5
Consumer Cyclical4.5
Healthcare4.4
Financial Services2
Communication Services1.7
Consumer Defensive1.5
Utilities1.3
Industrials1.2

Market Cap. Distribution

CLEAR INVESTMENT RESEARCH, LLC has about 20.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • MID-CAP
  • LARGE-CAP
Category%
UNALLOCATED75
MEGA-CAP18.2
MID-CAP4.6
LARGE-CAP2.2

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.

  • Others
  • S&P 500
Index%
Others79.4
S&P 50019.7
Top 5 Winners (%)%
WMT
walmart inc
11.6 %
KO
coca cola co
8.6 %
IAU
ishares gold tr
8.1 %
R
ryder sys inc
7.0 %
SLV
ishares silver tr
5.0 %
Top 5 Winners ($)$
IAU
ishares gold tr
0.0 M
IJR
ishares tr
0.0 M
IJR
ishares tr
0.0 M
VEA
vanguard tax-managed fds
0.0 M
FNDA
schwab strategic tr
0.0 M
Top 5 Losers (%)%
GPK
graphic packaging hldg co
-33.9 %
MSFT
microsoft corp
-22.9 %
EET
proshares tr
-20.9 %
PLTR
palantir technologies inc
-17.1 %
LLY
eli lilly & co
-14.4 %
Top 5 Losers ($)$
GPK
graphic packaging hldg co
-1.0 M
LLY
eli lilly & co
-0.4 M
IJR
ishares tr
-0.4 M
MSFT
microsoft corp
-0.4 M
FNDA
schwab strategic tr
-0.1 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 241 stocks in it's portfolio. About 48.2% of the portfolio is in top 10 stocks. GPK proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for CLEAR INVESTMENT RESEARCH, LLC last quarter.

$63.89MTotal Value
241Positions
04 May, 2026Last Reported
Current holdings of Current Stock Holdings of CLEAR INVESTMENT RESEARCH, LLC, last reported on 04 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.54%4,323
$344.0K
0.54%
increased 0.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.27%2,035
$172.5K
0.27%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.25%2,010
$157.6K
0.25%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.03%225
$21.1K
0.03%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.01%97.00
$6.7K
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0%22.00
$3.0K
0%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.54%4,964
$348.4K
0.54%
decreased 4.5 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.27%2,571
$169.7K
0.27%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Tr over time
0.05%636
$30.6K
0.05%
new position
ACWV
Ishares Inc

Ishares Inc

ACWV
CLEAR INVESTMENT RESEARCH, LLC's holding in Ishares Inc over time
0.16%1,595
$103.3K
0.16%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CLEAR INVESTMENT RESEARCH, LLC's holding in Vaneck Etf Trust over time
2.47%54,871
$1.58M
2.47%
decreased 11.39 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CLEAR INVESTMENT RESEARCH, LLC's holding in Vaneck Etf Trust over time
0.21%987
$131.5K
0.21%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
CLEAR INVESTMENT RESEARCH, LLC's holding in Vaneck Etf Trust over time
0.03%489
$19.9K
0.03%
new position
AGNG
Global X Fds

Global X Fds

AGNG
CLEAR INVESTMENT RESEARCH, LLC's holding in Global X Fds over time
0.32%8,437
$202.1K
0.32%
new position