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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.97B
$6.47 Million 8.23% of portfolio
307,163
Q2 2025 Added 37.61%
$3.69T
$2.99 Million 3.8% of portfolio
14,583
Q2 2025 Reduced 1.63%
$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%
$456B
$1.12 Million 1.42% of portfolio
7,082
Q2 2025 Reduced 1.84%
$381B
$814,000 1.04% of portfolio
17,215
Q2 2025 Reduced 1.31%
$2.26T
$758,000 0.96% of portfolio
3,457
Q2 2025 Added 6.01%
$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%
$621B
$444,000 0.56% of portfolio
915
Q1 2025 Reduced 1.72%
$9.02B
$333,000 0.42% of portfolio
2,097
Q2 2025 Reduced 1.83%
$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%
$281B
$250,000 0.32% of portfolio
2,558
Q2 2025 Added 0.04%
$845M
$218,000 0.28% of portfolio
5,330
Q2 2025 Added 12,590.48%
$302B
$216,000 0.27% of portfolio
2,701
Q2 2025 Reduced 1.21%
$368B
$186,000 0.24% of portfolio
1,170
Q2 2025 Reduced 1.35%
$127B
$188,000 0.24% of portfolio
683
Q1 2025 Added 7.05%
$102B
$176,000 0.22% of portfolio
1,917
Q1 2025 Reduced 0.73%
$86B
$168,000 0.21% of portfolio
2,436
Q2 2025 Added 0.04%
$442B
$164,000 0.21% of portfolio
1,522
Q2 2025 Added 0.26%
$113B
$141,000 0.18% of portfolio
306
Q1 2025 Added 0.99%
$1.08T
$143,000 0.18% of portfolio
453
Q2 2025 Added 22.1%
$1.78T
$134,000 0.17% of portfolio
182
Q2 2025 Added 43.31%
$545B
$127,000 0.16% of portfolio
95
Q1 2025 Added 4.4%
$162B
$101,000 0.13% of portfolio
555
Q1 2024 Reduced 8.72%
$58.4B
$101,000 0.13% of portfolio
2,360
Q4 2024 Reduced 4.88%
$405B
$87,000 0.11% of portfolio
240
Q2 2025 Added 0.42%
$439B
$75,000 0.1% of portfolio
76
Q2 2025 Added 38.18%
$97B
$77,000 0.1% of portfolio
250
Q4 2019 Reduced 16.39%
$282B
$77,000 0.1% of portfolio
546
Q1 2025 Added 1.3%
$306B
$77,000 0.1% of portfolio
300
Q4 2023 Reduced 0.99%
$43.6B
$70,000 0.09% of portfolio
862
Q2 2025 Reduced 1.82%
$684B
$64,000 0.08% of portfolio
294
Q1 2024 Reduced 16.95%
$95.7B
$64,000 0.08% of portfolio
125
Q1 2024 Reduced 10.71%
$15.8B
$60,000 0.08% of portfolio
900
Q2 2021 New
$93.6B
$53,000 0.07% of portfolio
105
Q3 2024 New
$138B
$57,000 0.07% of portfolio
2,391
Q2 2023 Reduced 0.38%
$122B
$52,000 0.07% of portfolio
600
Q3 2022 New
$551B
$51,000 0.06% of portfolio
144
Q1 2025 Reduced 3.36%
$203B
$47,000 0.06% of portfolio
1,648
Q4 2023 Reduced 0.9%
$351B
$46,000 0.06% of portfolio
253
Q2 2024 Added 0.8%
$50.2B
$36,000 0.05% of portfolio
700
Q3 2022 New
$859B
$39,000 0.05% of portfolio
136
Q2 2025 Added 0.74%
$1.24T
$43,000 0.05% of portfolio
245
Q2 2021 Added 4,800.0%
$64.2B
$37,000 0.05% of portfolio
132
Q3 2024 Reduced 1.49%
$84.1B
$37,000 0.05% of portfolio
550
Q2 2025 Added 0.55%
$66.3B
$37,000 0.05% of portfolio
490
Q2 2025 Added 58.58%

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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