Latest CLEAR INVESTMENT RESEARCH, LLC Stock Portfolio
CLEAR INVESTMENT RESEARCH, LLC Performance:
2025 Q4: 0.79%YTD: 4.5%2024: -14.94%
Performance for 2025 Q4 is 0.79%, and YTD is 4.5%, and 2024 is -14.94%.
About CLEAR INVESTMENT RESEARCH, LLC and 13F Hedge Fund Stock Holdings
On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, CLEAR INVESTMENT RESEARCH, LLC reported an equity portfolio of $60.3 Millions as of 31 Dec, 2025.
The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, FBND. The fund has invested 13.4% of it's portfolio in ISHARES TR and 9% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off ISHARES TR (IJR), DOLLAR TREE INC (DLTR) and JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), ISHARES TR (IJR) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES SILVER TR (SLV), PROSHARES TR (EET) and SPDR SERIES TRUST (BIL).
The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, FBND. The fund has invested 13.4% of it's portfolio in ISHARES TR and 9% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off ISHARES TR (IJR), DOLLAR TREE INC (DLTR) and JOHNSON & JOHNSON (JNJ) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), ISHARES TR (IJR) and ISHARES TR (IBCE). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES SILVER TR (SLV), PROSHARES TR (EET) and SPDR SERIES TRUST (BIL).
CLEAR INVESTMENT RESEARCH, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CLEAR INVESTMENT RESEARCH, LLC made a return of 0.79% in the last quarter. In trailing 12 months, it's portfolio return was 4.5%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares silver tr | 228 |
| proshares tr | 98.06 |
| spdr series trust | 15.65 |
| vanguard tax-managed fds | 11.39 |
| ishares gold tr | 11.11 |
| fidelity merrimack str tr | 9.19 |
| schwab strategic tr | 7.54 |
| vaneck etf trust | 4.4 |
Additions to existing portfolio by CLEAR INVESTMENT RESEARCH, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -57.98 |
| ishares tr | -45.77 |
| ishares tr | -38.16 |
| ishares tr | -33.68 |
| ishares tr | -27.65 |
| microsoft corp | -27.55 |
| ishares tr | -18.01 |
| alphabet inc | -8.42 |
CLEAR INVESTMENT RESEARCH, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| scwab strategic tr | -171,676 |
| barclays bk plc | -189,675 |
| scwab strategic tr | -145,891 |
| dollar tree inc | -490,724 |
| spdr ser tr | -179,168 |
| ishares inc | -256,580 |
| scwab strategic tr | -129,442 |
| ishares tr | -368,820 |
CLEAR INVESTMENT RESEARCH, LLC got rid off the above stocks
Sector Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 75.9% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Healthcare
- Financial Services
- Communication Services
| Sector | % |
|---|---|
| Others | 75.9 |
| Technology | 8.1 |
| Consumer Cyclical | 5.8 |
| Healthcare | 4.9 |
| Financial Services | 1.5 |
| Communication Services | 1.3 |
Market Cap. Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 17.3% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 75.9 |
| MEGA-CAP | 17.3 |
| MID-CAP | 5.3 |
Stocks belong to which Index?
About 17.3% 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 | 81.9 |
| S&P 500 | 17.3 |
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 51 stocks in it's portfolio. About 55.7% of the portfolio is in top 10 stocks. GPK proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for CLEAR INVESTMENT RESEARCH, LLC last quarter.
Last Reported on: 09 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 2.80 | 6,200 | 1,685,590 | reduced | -57.98 | ||
| AAXJ | ishares tr | 0.58 | 4,319 | 348,234 | reduced | -33.68 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABBV | abbvie inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABNB | airbnb inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ABT | abbott labs | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.60 | 5,198 | 360,831 | reduced | -1.08 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWV | ishares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADBE | adobe inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ADP | automatic data processing inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 3.02 | 61,921 | 1,818,320 | added | 4.4 | ||
| AIRR | first tr exchange traded fd | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALB | albemarle corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||