Clear Investment Research, LLC Portfolio Holdings

Clear Investment Research, LLC

  • $78.6 Million
  • Q2 2025

Clear Investment Research, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $78.6 Million distributed in 235 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 $9.6M, Graphic Packaging Holding CO with a value of $6.47M, Vanguard Extended Duration Tre with a value of $5.77M, Fidelity Merrimack Str Tr Tota with a value of $3.71M, and Apple Inc. with a value of $2.99M.

Examining the 13F form we can see an increase of $4.04M in the current position value, from $74.6M to 78.6M.

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

Portfolio value $78.6 Million
ETFs: $55 Million
Consumer Cyclical: $7.81 Million
Technology: $7.37 Million
Healthcare: $2.84 Million
Financial Services: $1.79 Million
Consumer Defensive: $1.42 Million
Industrials: $892,000
Communication Services: $841,000
Other: $570,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.6 Million 12.21% of portfolio
15,463
Q2 2025 Reduced 1.6%
$6.97B
$6.47 Million 8.23% of portfolio
307,163
Q2 2025 Added 37.61%
$0
$5.77 Million 7.34% of portfolio
85,798
Q2 2025 Reduced 11.89%
$0
$3.71 Million 4.71% of portfolio
80,989
Q2 2025 Reduced 2.09%
$3.69T
$2.99 Million 3.8% of portfolio
14,583
Q2 2025 Reduced 1.63%
$0
$2.93 Million 3.73% of portfolio
35,150
Q2 2025 Reduced 2.04%
$0
$2.92 Million 3.71% of portfolio
119,423
Q2 2025 Reduced 0.26%
$0
$2.75 Million 3.49% of portfolio
44,292
Q2 2025 Reduced 0.78%
$3.95T
$2.11 Million 2.68% of portfolio
4,245
Q2 2025 Added 0.78%
$608B
$2.1 Million 2.67% of portfolio
2,695
Q2 2025 Added 0.82%
$0
$1.91 Million 2.43% of portfolio
78,324
Q2 2025 Added 2.36%
$0
$1.63 Million 2.07% of portfolio
55,647
Q2 2025 Added 0.97%
$0
$1.55 Million 1.97% of portfolio
14,156
Q2 2025 Added 0.78%
$0
$1.5 Million 1.91% of portfolio
7,681
Q2 2025 Added 1.52%
$0
$1.31 Million 1.67% of portfolio
11,916
Q2 2025 Reduced 8.3%
$0
$1.12 Million 1.43% of portfolio
40,017
Q2 2025 Reduced 1.39%
$0
$1.09 Million 1.39% of portfolio
40,912
Q2 2025 Added 0.14%
$0
$1.07 Million 1.37% of portfolio
22,284
Q2 2025 Added 2.34%
$0
$1.04 Million 1.33% of portfolio
18,289
Q2 2025 Added 0.8%
$0
$1 Million 1.27% of portfolio
18,401
Q2 2025 Added 1.34%
$0
$977,000 1.24% of portfolio
11,072
Q2 2025 Added 3.63%
$381B
$814,000 1.04% of portfolio
17,215
Q2 2025 Reduced 1.31%
$0
$817,000 1.04% of portfolio
27,991
Q2 2025 Reduced 1.51%
$2.26T
$758,000 0.96% of portfolio
3,457
Q2 2025 Added 6.01%
$0
$712,000 0.91% of portfolio
13,277
Q2 2025 Reduced 3.21%
$0
$693,000 0.88% of portfolio
6,302
Q2 2025 Added 3.19%
$0
$590,000 0.75% of portfolio
26,718
Q2 2025 Reduced 1.42%
$0
$576,000 0.73% of portfolio
22,798
Q2 2025 Reduced 1.93%
$0
$564,000 0.72% of portfolio
20,409
Q2 2025 Reduced 1.79%
$0
$536,000 0.68% of portfolio
5,218
Q2 2025 Added 1.32%
$0
$523,000 0.67% of portfolio
6,492
Q2 2025 Added 0.14%
$25.5B
$515,000 0.66% of portfolio
5,200
Q2 2021 New
$1.21T
$483,000 0.61% of portfolio
2,741
Q2 2025 Added 14.49%
$0
$453,000 0.58% of portfolio
8,831
Q2 2025 New
$0
$451,000 0.57% of portfolio
1,581
Q2 2025 Reduced 0.13%
$621B
$444,000 0.56% of portfolio
915
Q1 2025 Reduced 1.72%
$0
$380,000 0.48% of portfolio
2,410
Q2 2025 Added 1.05%
$0
$364,000 0.46% of portfolio
3,678
Q2 2025 Added 0.27%
$0
$354,000 0.45% of portfolio
10,249
Q2 2025 Reduced 0.25%
$0
$341,000 0.43% of portfolio
4,792
Q2 2025 Reduced 1.11%
$0
$340,000 0.43% of portfolio
5,333
Q2 2025 Reduced 1.48%
$9.02B
$333,000 0.42% of portfolio
2,097
Q2 2025 Reduced 1.83%
$0
$330,000 0.42% of portfolio
600
Q3 2024 Added 8.7%
$0
$332,000 0.42% of portfolio
1,819
Q2 2025 Added 0.83%
$0
$304,000 0.39% of portfolio
493
Q3 2024 Added 6.48%
$367B
$282,000 0.36% of portfolio
2,071
Q2 2025 Added 47.19%
$452B
$286,000 0.36% of portfolio
1,875
Q2 2025 Added 0.16%
$306B
$286,000 0.36% of portfolio
4,048
Q2 2025 Added 0.62%
$0
$252,000 0.32% of portfolio
4,017
Q2 2025 Added 0.27%

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $78.6 Million
  • Prior Value $74.6 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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