Latest CLEAR INVESTMENT RESEARCH, LLC Stock Portfolio
CLEAR INVESTMENT RESEARCH, LLC Performance:
2025 Q3: 3.53%YTD: 4.47%2024: 2.9%
Performance for 2025 Q3 is 3.53%, and YTD is 4.47%, and 2024 is 2.9%.
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 $74.6 Millions as of 30 Sep, 2025.
The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, FBND. The fund has invested 10.9% of it's portfolio in ISHARES TR and 7.9% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off WALGREENS BOOT ALLIANCE INC (WBA), DRAFTKINGS INC (DKNG) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in PURSUIT ATTRACTIONS AND HOSP (VVI), ADOBE INC (ADBE) and ISHARES TR (IJR). CLEAR INVESTMENT RESEARCH, LLC opened new stock positions in MORGAN STANLEY ETF TRUST, VANECK ETF TRUST (BUZZ) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), LAM RESEARCH CORP (LRCX) and FIDELITY CONVINGTON TRUST.
The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, FBND. The fund has invested 10.9% of it's portfolio in ISHARES TR and 7.9% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off WALGREENS BOOT ALLIANCE INC (WBA), DRAFTKINGS INC (DKNG) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in PURSUIT ATTRACTIONS AND HOSP (VVI), ADOBE INC (ADBE) and ISHARES TR (IJR). CLEAR INVESTMENT RESEARCH, LLC opened new stock positions in MORGAN STANLEY ETF TRUST, VANECK ETF TRUST (BUZZ) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), LAM RESEARCH CORP (LRCX) and FIDELITY CONVINGTON TRUST.
CLEAR INVESTMENT RESEARCH, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CLEAR INVESTMENT RESEARCH, LLC made a return of 3.53% in the last quarter. In trailing 12 months, it's portfolio return was 4.12%.
New Buys
| Ticker | $ Bought |
|---|---|
| morgan stanley etf trust | 135,423 |
| vaneck etf trust | 88,833 |
| vanguard index fds | 59,677 |
| vanguard index fds | 51,195 |
| first tr exchange traded alp | 44,293 |
| vanguard specialized fund | 37,979 |
| t rowe price etf inc | 36,126 |
| t rowe price etf inc | 34,227 |
New stocks bought by CLEAR INVESTMENT RESEARCH, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 9,901 |
| lam research corp | 750 |
| fidelity convington trust | 209 |
| merck & co inc | 88.3 |
| ishares gold tr | 82.34 |
| mondelez intl inc | 56.36 |
| phillips 66 | 41.73 |
| pimco etf tr | 40.64 |
Additions to existing portfolio by CLEAR INVESTMENT RESEARCH, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| pursuit attractions and hosp | -99.21 |
| adobe inc | -90.91 |
| ishares tr | -59.57 |
| ishares tr | -52.14 |
| ishares tr | -46.68 |
| ishares tr | -45.21 |
| ishares tr | -42.82 |
| ishares inc | -40.85 |
CLEAR INVESTMENT RESEARCH, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| walgreens boot alliance inc | -9,184 |
| draftkings inc | -4,289 |
| corteva inc | 0.00 |
| dupont de nemours inc | 0.00 |
| essential pptys rlty tr inc | 0.00 |
| ishares tr | 0.00 |
CLEAR INVESTMENT RESEARCH, LLC got rid off the above stocks
Sector Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 69.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 69.9 |
| Technology | 11.3 |
| Consumer Cyclical | 6.8 |
| Healthcare | 3.9 |
| Financial Services | 2 |
| Consumer Defensive | 1.9 |
| Communication Services | 1.4 |
| Utilities | 1.2 |
| Industrials | 1.1 |
Market Cap. Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 23.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 69.9 |
| MEGA-CAP | 19 |
| MID-CAP | 5.5 |
| LARGE-CAP | 4.7 |
Stocks belong to which Index?
About 23% of the stocks held by CLEAR INVESTMENT RESEARCH, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 76.1 |
| S&P 500 | 23 |
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 252 stocks in it's portfolio. About 48.9% of the portfolio is in top 10 stocks. GPK proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CLEAR INVESTMENT RESEARCH, LLC last quarter.
Last Reported on: 07 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 5.03 | 14,756 | 3,757,380 | added | 1.19 | ||
| AAXJ | ishares tr | 0.71 | 6,512 | 528,712 | added | 0.31 | ||
| AAXJ | ishares tr | 0.22 | 2,074 | 166,710 | added | 3.08 | ||
| AAXJ | ishares tr | 0.22 | 2,163 | 166,018 | added | 0.09 | ||
| AAXJ | ishares tr | 0.10 | 762 | 72,609 | reduced | -46.68 | ||
| AAXJ | ishares tr | 0.05 | 933 | 39,746 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 95.00 | 6,224 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.00 | 21.00 | 3,002 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.09 | 278 | 64,516 | added | 9.88 | ||
| ABNB | airbnb inc | 0.00 | 3.00 | 364 | unchanged | 0.00 | ||
| ABT | abbott labs | 0.02 | 97.00 | 13,101 | added | 21.25 | ||
| ACWF | ishares tr | 0.48 | 5,255 | 357,768 | reduced | -1.46 | ||
| ACWF | ishares tr | 0.24 | 2,571 | 177,605 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.04 | 605 | 28,973 | added | 1.17 | ||
| ACWV | ishares inc | 0.34 | 4,019 | 256,580 | added | 0.05 | ||
| ADBE | adobe inc | 0.00 | 6.00 | 2,117 | reduced | -90.91 | ||
| ADP | automatic data processing inc | 0.03 | 86.00 | 25,377 | added | 4.88 | ||
| AFK | vaneck vectors etf tr | 2.36 | 59,312 | 1,763,360 | added | 6.59 | ||
| AIRR | first tr exchange traded fd | 0.01 | 73.00 | 7,058 | new | |||
| ALB | albemarle corp | 0.00 | 6.00 | 502 | unchanged | 0.00 | ||