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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.4B
$390,000 0.52% of portfolio
5,200
Q2 2021 New
$146B
$233,000 0.31% of portfolio
1,000
Q2 2021 New
$97.4B
$176,000 0.24% of portfolio
1,917
Q1 2025 Reduced 0.73%
$82.4B
$164,000 0.22% of portfolio
2,435
Q1 2025 Reduced 0.65%
$124B
$136,000 0.18% of portfolio
306
Q1 2025 Added 0.99%
$93.4B
$114,000 0.15% of portfolio
683
Q1 2025 Added 7.05%
$54.9B
$97,000 0.13% of portfolio
2,360
Q4 2024 Reduced 4.88%
$143B
$80,000 0.11% of portfolio
555
Q1 2024 Reduced 8.72%
$49.2B
$65,000 0.09% of portfolio
878
Q4 2024 Added 0.11%
$16.1B
$66,000 0.09% of portfolio
900
Q2 2021 New
$87.9B
$63,000 0.08% of portfolio
250
Q4 2019 Reduced 16.39%
$129B
$60,000 0.08% of portfolio
2,391
Q2 2023 Reduced 0.38%
$185B
$56,000 0.08% of portfolio
546
Q1 2025 Added 1.3%
$116B
$53,000 0.07% of portfolio
600
Q3 2022 New
$78.9B
$53,000 0.07% of portfolio
125
Q1 2024 Reduced 10.71%
$182B
$46,000 0.06% of portfolio
312
Q1 2025 Reduced 0.64%
$95.5B
$37,000 0.05% of portfolio
105
Q3 2024 New
$61.5B
$38,000 0.05% of portfolio
132
Q3 2024 Reduced 1.49%
$90.1B
$37,000 0.05% of portfolio
547
Q1 2025 Added 0.92%
$52.2B
$37,000 0.05% of portfolio
700
Q3 2022 New
$57B
$30,000 0.04% of portfolio
197
Q1 2024 Reduced 35.83%
$196B
$32,000 0.04% of portfolio
359
Q2 2024 Added 0.56%
$115B
$33,000 0.04% of portfolio
139
Q1 2024 Reduced 20.11%
$177B
$27,000 0.04% of portfolio
139
Q2 2024 Added 0.72%
$102B
$28,000 0.04% of portfolio
255
Q1 2025 Reduced 1.92%
$100B
$30,000 0.04% of portfolio
500
Q3 2022 New
$64.3B
$29,000 0.04% of portfolio
111
Q2 2024 Added 0.91%
$98.2B
$30,000 0.04% of portfolio
316
Q1 2025 Reduced 4.53%
$131B
$33,000 0.04% of portfolio
122
Q4 2023 New
$24.7B
$23,000 0.03% of portfolio
328
Q2 2024 Added 0.61%
$53.3B
$19,000 0.03% of portfolio
309
Q1 2025 Added 145.24%
$134B
$25,000 0.03% of portfolio
82
Q4 2023 New
$66.5B
$19,000 0.03% of portfolio
452
Q2 2024 Added 1.12%
$196B
$25,000 0.03% of portfolio
66
Q4 2024 Reduced 12.0%
$55.6B
$15,000 0.02% of portfolio
807
Q1 2025 Added 1.51%
$34.7B
$14,000 0.02% of portfolio
253
Q2 2024 Added 1.61%
$72.2B
$18,000 0.02% of portfolio
107
Q2 2024 Added 0.94%
$162B
$14,000 0.02% of portfolio
180
Q2 2023 Added 592.31%
$173B
$15,000 0.02% of portfolio
102
Q3 2024 Added 25.93%
$58.8B
$17,000 0.02% of portfolio
139
Q2 2024 Added 0.72%
$151B
$12,000 0.02% of portfolio
57
Q1 2025 Reduced 1.72%
$22.1B
$15,000 0.02% of portfolio
176
Q2 2023 Reduced 2.22%
$177B
$7,000 0.01% of portfolio
67
Q2 2023 Reduced 1.47%
$18B
$5,000 0.01% of portfolio
95
Q1 2025 New
$22.2B
$4,000 0.01% of portfolio
398
Q4 2023 Reduced 0.75%
$16.8B
$4,000 0.01% of portfolio
112
Q1 2025 Added 8.74%
$58.1B
$5,000 0.01% of portfolio
32
Q1 2025 Reduced 70.09%
$19.1B
$4,000 0.01% of portfolio
61
Q3 2024 New
$100B
$5,000 0.01% of portfolio
24
Q1 2025 Reduced 20.0%

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
Track This Portfolio

Track Clear Investment Research, LLC Portfolio

Follow Clear Investment Research, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clear Investment Research, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clear Investment Research, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email