Clear Investment Research, LLC Portfolio Holdings

Clear Investment Research, LLC

  • $74.6 Million
  • Q1 2025

Clear Investment Research, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $74.6 Million distributed in 230 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $8.83M, Vanguard Extended Duration Tre with a value of $6.92M, Graphic Packaging Holding CO with a value of $5.79M, Fidelity Merrimack Str Tr Tota with a value of $3.78M, and Apple Inc. with a value of $3.29M.

Examining the 13F form we can see an decrease of $828K in the current position value, from $75.4M to 74.6M.

Below you can find more details about Clear Investment Research, LLC portfolio as well as his latest detailed transactions.

Portfolio value $74.6 Million
ETFs: $53.3 Million
Consumer Cyclical: $6.97 Million
Technology: $6.43 Million
Healthcare: $3 Million
Financial Services: $1.71 Million
Consumer Defensive: $1.26 Million
Industrials: $637,000
Communication Services: $622,000
Other: $594,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.83 Million 11.84% of portfolio
15,715
Q1 2025 Added 3.27%
$0
$6.92 Million 9.28% of portfolio
97,378
Q1 2025 Reduced 0.97%
$7.16B
$5.79 Million 7.77% of portfolio
223,215
Q1 2025 Added 2.43%
$0
$3.78 Million 5.06% of portfolio
82,719
Q1 2025 Added 2.23%
$3.39T
$3.29 Million 4.42% of portfolio
14,825
Q1 2025 Reduced 0.56%
$0
$2.71 Million 3.64% of portfolio
35,882
Q1 2025 Reduced 6.67%
$0
$2.64 Million 3.54% of portfolio
119,731
Q1 2025 Added 0.07%
$0
$2.6 Million 3.49% of portfolio
44,638
Q1 2025 Added 2.33%
$720B
$2.21 Million 2.96% of portfolio
2,673
Q1 2025 Added 0.19%
$0
$1.86 Million 2.5% of portfolio
76,515
Q1 2025 Reduced 1.74%
$0
$1.59 Million 2.13% of portfolio
55,112
Q1 2025 Reduced 0.01%
$3.39T
$1.58 Million 2.12% of portfolio
4,212
Q1 2025 Added 3.72%
$0
$1.47 Million 1.97% of portfolio
14,047
Q1 2025 Added 2.86%
$0
$1.44 Million 1.93% of portfolio
7,566
Q1 2025 Added 0.12%
$0
$1.21 Million 1.62% of portfolio
12,995
Q1 2025 Added 7.06%
$0
$1.1 Million 1.47% of portfolio
40,854
Q1 2025 Reduced 3.59%
$0
$972,000 1.3% of portfolio
10,684
Q1 2025 Reduced 2.96%
$0
$929,000 1.25% of portfolio
18,158
Q1 2025 Added 8.18%
$0
$922,000 1.24% of portfolio
18,144
Q1 2025 Added 12.86%
$0
$870,000 1.17% of portfolio
21,774
Q1 2025 Added 9.75%
$337B
$781,000 1.05% of portfolio
7,215
Q1 2025 Added 3.43%
$0
$735,000 0.99% of portfolio
13,718
Q1 2025 Reduced 2.6%
$359B
$727,000 0.97% of portfolio
17,444
Q1 2025 Added 0.03%
$0
$711,000 0.95% of portfolio
28,419
Q1 2025 Added 0.4%
$0
$678,000 0.91% of portfolio
6,107
Q1 2025 Reduced 0.11%
$2.09T
$620,000 0.83% of portfolio
3,261
Q1 2025 Added 1.75%
$0
$552,000 0.74% of portfolio
20,781
Q1 2025 Added 0.1%
$0
$544,000 0.73% of portfolio
23,247
Q1 2025 Reduced 0.14%
$0
$536,000 0.72% of portfolio
27,103
Q1 2025 Reduced 0.63%
$0
$532,000 0.71% of portfolio
5,150
Q1 2025 Added 0.18%
$0
$511,000 0.69% of portfolio
6,483
Q1 2025 Reduced 0.18%
$694B
$487,000 0.65% of portfolio
915
Q1 2025 Reduced 1.72%
$0
$474,000 0.64% of portfolio
5,242
Q1 2025 Reduced 2.07%
$0
$404,000 0.54% of portfolio
1,583
Q1 2025 Added 2.19%
$19.4B
$390,000 0.52% of portfolio
5,200
Q2 2021 New
$993B
$370,000 0.5% of portfolio
2,394
Q1 2025 Added 3.77%
$0
$362,000 0.49% of portfolio
3,668
Q1 2025 Reduced 0.11%
$0
$360,000 0.48% of portfolio
2,385
Q1 2025 Added 1.92%
$0
$334,000 0.45% of portfolio
5,413
Q1 2025 Reduced 0.09%
$0
$321,000 0.43% of portfolio
4,846
Q1 2025 Added 0.04%
$0
$320,000 0.43% of portfolio
10,275
Q1 2025 Reduced 6.84%
$396B
$310,000 0.42% of portfolio
1,872
Q1 2025 Reduced 0.37%
$0
$308,000 0.41% of portfolio
1,804
Q1 2025 Added 2.09%
$7.96B
$307,000 0.41% of portfolio
2,136
Q4 2019 Reduced 0.19%
$311B
$288,000 0.39% of portfolio
4,023
Q1 2025 Added 323.92%
$0
$281,000 0.38% of portfolio
600
Q3 2024 Added 8.7%
$0
$275,000 0.37% of portfolio
493
Q3 2024 Added 6.48%
$145B
$233,000 0.31% of portfolio
1,000
Q2 2021 New
$0
$233,000 0.31% of portfolio
4,006
Q1 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 230
  • Current Value $74.6 Million
  • Prior Value $75.4 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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