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 Market Cap. of $200 Billions or more
