CLEAR INVESTMENT RESEARCH, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1635523
Institutional-grade research for retail investors
13F Reported Value
ⓘ$63.9M
Holdings
241
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CLEAR INVESTMENT RESEARCH, LLC disclosed 241 positions worth $63.9M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 142 new positions and exited 0 — including a new stake in $XOM. The portfolio is most concentrated in Other (72.4% of disclosed assets). All figures are sourced directly from CLEAR INVESTMENT RESEARCH, LLC’s Form 13F-HR filing with the SEC under CIK 1635523.
AI Fund Analysis
DiversifyingISHARES TR
11.7% weight
Held 9 quarters
VANGUARD WORLD FD
8.2% weight
Held 7 quarters
FIDELITY MERRIMACK STR TR
7.1% weight
Held 9 quarters
SCHWAB STRATEGIC TR
4.5% weight
Held 9 quarters
$LLY3.9% weight
Held 9 quarters
SPDR SERIES TRUST
8 quarters accumulating
VANGUARD TAX-MANAGED FDS
8 quarters accumulating
$LLY7 quarters accumulating
PROSHARES TR
7 quarters accumulating
FIDELITY COVINGTON TRUST
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareMaterialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$7.5M11,479 shVANGUARD WORLD FD
—Quality
$5.2M80,608 shFIDELITY MERRIMACK STR TR
—Quality
$4.5M99,609 shSCHWAB STRATEGIC TR
—Quality
$2.9M112,662 sh- 89.3
Quality
$2.5M2,740 sh - 46.3
Quality
$1.9M188,690 sh - 76.1
Quality
$1.6M6,294 sh SPDR SERIES TRUST
—Quality
$1.6M26,617 shVANECK ETF TRUST
—Quality
$1.6M54,871 shVANGUARD TAX-MANAGED FDS
—Quality
$1.5M23,549 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $7.5M | 11,479 |
| VANGUARD WORLD FD | — | $5.2M | 80,608 |
| FIDELITY MERRIMACK STR TR | — | $4.5M | 99,609 |
| SCHWAB STRATEGIC TR | — | $2.9M | 112,662 |
| ELI LILLY & Co$LLY | 89.3 | $2.5M | 2,740 |
 GRAPHIC PACKAGING HOLDING CO$GPK | 46.3 | $1.9M | 188,690 |
 Apple Inc.$AAPL | 76.1 | $1.6M | 6,294 |
| SPDR SERIES TRUST | — | $1.6M | 26,617 |
| VANECK ETF TRUST | — | $1.6M | 54,871 |
| VANGUARD TAX-MANAGED FDS | — | $1.5M | 23,549 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CLEAR INVESTMENT RESEARCH, LLC's 241 positions.
Showing top 10 of 241 holdings.
Sector Allocation
Other
$46.2M
Technology
$5.7M
Financials
$3.5M
Healthcare
$2.9M
Materials
$1.9M
Consumer Discretionary
$1.7M
Consumer Staples
$553,963
Industrials
$495,263
Full Holdings — CLEAR INVESTMENT RESEARCH, LLC (Q1 2026)
All 241 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $7.5M | 11.7% | -3% | — |
| 2 | — | VANGUARD WORLD FD | $5.2M | 8.2% | -4% | — |
| 3 | — | FIDELITY MERRIMACK STR TR | $4.5M | 7.1% | +3% | — |
| 4 | — | SCHWAB STRATEGIC TR | $2.9M | 4.5% | +0% | — |
| 5 | $LLY | ELI LILLY & Co | $2.5M | 3.9% | +1% | 89.3 |
| 6 | $GPK | GRAPHIC PACKAGING HOLDING CO | $1.9M | 2.9% | +1% | 46.3 |
| 7 | $AAPL | Apple Inc. | $1.6M | 2.5% | +2% | 76.1 |
| 8 | — | SPDR SERIES TRUST | $1.6M | 2.5% | +14% | — |
| 9 | — | VANECK ETF TRUST | $1.6M | 2.5% | -11% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS | $1.5M | 2.4% | +4% | — |
| 11 | — | ISHARES TR | $1.5M | 2.3% | -22% | — |
| 12 | — | FIDELITY COVINGTON TRUST | $1.4M | 2.2% | +9% | — |
| 13 | — | SCHWAB STRATEGIC TR | $1.2M | 1.9% | +0% | — |
| 14 |  $MSFT | MICROSOFT CORP | $1.2M | 1.9% | +6% | 83.7 |
| 15 | — | ISHARES TR | $1.2M | 1.9% | -5% | — |
| 16 | — | SCHWAB STRATEGIC TR | $1.2M | 1.9% | -6% | — |
| 17 |  $NVDA | NVIDIA CORP | $1.0M | 1.6% | -3% | 90.2 |
| 18 | — | SCHWAB STRATEGIC TR | $992,455 | 1.6% | +3% | — |
| 19 | — | ISHARES TR | $955,052 | 1.5% | -0% | — |
| 20 |  $BAC | BANK OF AMERICA CORP /DE/ | $826,522 | 1.3% | +0% | 68.4 |
| 21 | — | SCHWAB STRATEGIC TR | $778,179 | 1.2% | +0% | — |
| 22 |  $GOOG | Alphabet Inc. | $749,152 | 1.2% | +5% | 80.2 |
| 23 |  $AMZN | AMAZON COM INC | $690,415 | 1.1% | +8% | 74.6 |
| 24 | — | SCHWAB STRATEGIC TR | $662,820 | 1.0% | +0% | — |
| 25 | — | PIMCO ETF TR | $649,212 | 1.0% | +0% | — |
| 26 | — | ISHARES TR | $633,981 | 1.0% | -41% | — |
| 27 | — | SCHWAB STRATEGIC TR | $622,475 | 1.0% | +0% | — |
| 28 | — | SCHWAB STRATEGIC TR | $621,869 | 1.0% | +0% | — |
| 29 | — | ISHARES TR | $518,770 | 0.8% | -1% | — |
| 30 |  $IAU | ISHARES GOLD TRUST | $511,416 | 0.8% | -12% | — |
| 31 | — | ISHARES INC | $489,794 | 0.8% | -14% | — |
| 32 | — | VANGUARD INDEX FDS | $479,104 | 0.8% | -2% | — |
| 33 |  $BRK.B | BERKSHIRE HATHAWAY INC | $459,553 | 0.7% | -0% | 64.5 |
| 34 |  $R | RYDER SYSTEM INC | $429,277 | 0.7% | +0% | 54.7 |
| 35 |  $SLV | iShares Silver Trust | $404,206 | 0.6% | -28% | — |
| 36 | — | DIMENSIONAL ETF TRUST | $372,402 | 0.6% | +0% | — |
| 37 |  $IVZ | Invesco Ltd. | $362,451 | 0.6% | +0% | — |
| 38 | — | ISHARES TR | $348,394 | 0.6% | -5% | — |
| 39 | — | ISHARES TR | $343,971 | 0.5% | +0% | — |
| 40 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $328,993 | 0.5% | +0% | — |
| 41 | — | ISHARES TR | $328,923 | 0.5% | +43% | — |
| 42 |  $KO | COCA COLA CO | $322,039 | 0.5% | +3% | 74 |
| 43 |  $PLTR | Palantir Technologies Inc. | $320,499 | 0.5% | +9% | 85.8 |
| 44 | — | ISHARES TR | $304,652 | 0.5% | -17% | — |
| 45 |  $SPY | SPDR S&P 500 ETF TRUST | $302,408 | 0.5% | +0% | — |
| 46 |  $WMT | Walmart Inc. | $291,039 | 0.5% | +0% | 63.2 |
| 47 |  $XOM | EXXON MOBIL CORP | $277,046 | 0.4% | NEW | 61.8 |
| 48 | — | PROSHARES TR | $261,069 | 0.4% | +1% | — |
| 49 |  $USO | United States Oil Fund, LP | $253,482 | 0.4% | NEW | — |
| 50 |  $AVGO | Broadcom Inc. | $240,622 | 0.4% | +15% | 86.4 |
| 51 | — | VANECK ETF TRUST | $225,100 | 0.3% | -93% | — |
| 52 | — | ISHARES TR | $207,469 | 0.3% | -22% | — |
| 53 |  $LMT | LOCKHEED MARTIN CORP | $203,520 | 0.3% | NEW | 65 |
| 54 | — | GLOBAL X FDS | $202,147 | 0.3% | NEW | — |
| 55 | — | PIMCO ETF TR | $198,827 | 0.3% | -83% | — |
| 56 | — | SPDR SERIES TRUST | $185,357 | 0.3% | -82% | — |
| 57 |  $SO | SOUTHERN CO | $180,181 | 0.3% | NEW | 65.1 |
| 58 | — | ISHARES TR | $172,522 | 0.3% | -83% | — |
| 59 | — | CARILLON SER TR | $172,350 | 0.3% | NEW | — |
| 60 | — | SCHWAB STRATEGIC TR | $171,039 | 0.3% | -68% | — |
| 61 | — | ISHARES TR | $169,686 | 0.3% | -78% | — |
| 62 | — | ISHARES TR | $167,295 | 0.3% | -96% | — |
| 63 | — | SCHWAB STRATEGIC TR | $163,708 | 0.3% | -79% | — |
| 64 | — | ISHARES TR | $157,588 | 0.3% | -83% | — |
| 65 |  $META | Meta Platforms, Inc. | $154,272 | 0.2% | NEW | 80.9 |
| 66 | — | FIDELITY COVINGTON TRUST | $139,398 | 0.2% | -85% | — |
| 67 |  $WFC | WELLS FARGO & COMPANY/MN | $138,760 | 0.2% | NEW | — |
| 68 | — | MORGAN STANLEY ETF TRUST | $137,961 | 0.2% | NEW | — |
| 69 | — | SPDR SERIES TRUST | $136,296 | 0.2% | -90% | — |
| 70 |  $TSLA | Tesla, Inc. | $135,689 | 0.2% | NEW | 50.1 |
| 71 | — | VANECK ETF TRUST | $131,459 | 0.2% | -98% | — |
| 72 | — | SPDR SERIES TRUST | $130,991 | 0.2% | -94% | — |
| 73 | — | T ROWE PRICE ETF INC | $130,480 | 0.2% | NEW | — |
| 74 | — | SCHWAB STRATEGIC TR | $127,912 | 0.2% | -85% | — |
| 75 |  $PG | PROCTER & GAMBLE Co | $111,873 | 0.2% | NEW | 72.9 |
| 76 | — | ISHARES TR | $109,585 | 0.2% | -98% | — |
| 77 |  $TFC | TRUIST FINANCIAL CORP | $106,834 | 0.2% | NEW | — |
| 78 | — | JOHN HANCOCK EXCHANGE TRADED | $106,191 | 0.2% | NEW | — |
| 79 | — | SPDR INDEX SHS FDS | $104,875 | 0.2% | NEW | — |
| 80 | — | ISHARES INC | $103,275 | 0.2% | -81% | — |
| 81 | — | DIMENSIONAL ETF TRUST | $102,254 | 0.2% | -83% | — |
| 82 |  $AMD | ADVANCED MICRO DEVICES INC | $101,512 | 0.2% | NEW | 78.8 |
| 83 |  $NFLX | NETFLIX INC | $91,150 | 0.1% | NEW | 86.7 |
| 84 |  $MRK | Merck & Co., Inc. | $81,329 | 0.1% | NEW | 70.9 |
| 85 |  $CVX | CHEVRON CORP | $79,739 | 0.1% | NEW | 54.7 |
| 86 |  $HD | HOME DEPOT, INC. | $78,551 | 0.1% | NEW | 69.2 |
| 87 | — | ISHARES TR | $76,833 | 0.1% | -87% | — |
| 88 | — | FIRST TR EXCHANGE-TRADED FD | $73,230 | 0.1% | NEW | — |
| 89 |  $JNJ | JOHNSON & JOHNSON | $73,215 | 0.1% | NEW | 72.8 |
| 90 | — | ISHARES TR | $72,963 | 0.1% | -94% | — |
| 91 | — | CAPITAL GROUP CORE EQUITY ET | $71,005 | 0.1% | NEW | — |
| 92 | $IVZ | Invesco Ltd. | $69,477 | 0.1% | NEW | — |
| 93 | $IVZ | Invesco Ltd. | $68,971 | 0.1% | NEW | — |
| 94 |  $COST | COSTCO WHOLESALE CORP /NEW | $68,320 | 0.1% | NEW | 67 |
| 95 | — | ISHARES TR | $67,339 | 0.1% | -94% | — |
| 96 |  $PEP | PEPSICO INC | $64,934 | 0.1% | NEW | 62.7 |
| 97 | — | VANGUARD MUN BD FDS | $61,933 | 0.1% | NEW | — |
| 98 | — | VANGUARD INDEX FDS | $61,025 | 0.1% | -94% | — |
| 99 |  $ABBV | AbbVie Inc. | $60,601 | 0.1% | NEW | 59.3 |
| 100 | — | CAPITAL GROUP GROWTH ETF | $60,547 | 0.1% | NEW | — |
| 101 |  $HODL | VanEck Bitcoin ETF | $60,488 | 0.1% | NEW | — |
| 102 | — | SCHWAB STRATEGIC TR | $58,565 | 0.1% | -95% | — |
| 103 |  $ORCL | ORACLE CORP | $57,520 | 0.1% | NEW | 67.2 |
| 104 | — | VANGUARD INDEX FDS | $50,487 | 0.1% | -97% | — |
| 105 |  $MDLZ | Mondelez International, Inc. | $50,469 | 0.1% | NEW | 53.9 |
| 106 | — | FIRST TR EXCHANGE-TRADED ALP | $49,580 | 0.1% | NEW | — |
| 107 |  $V | VISA INC. | $49,085 | 0.1% | NEW | 83.5 |
| 108 | — | ISHARES TR | $48,678 | 0.1% | -97% | — |
| 109 |  $T | AT&T INC. | $47,776 | 0.1% | NEW | 71.9 |
| 110 |  $APD | Air Products & Chemicals, Inc. | $46,589 | 0.1% | NEW | 41.2 |
| 111 | — | ISHARES TR | $46,374 | 0.1% | -96% | — |
| 112 |  $PLD | Prologis, Inc. | $46,347 | 0.1% | NEW | 67.5 |
| 113 |  $MRVL | Marvell Technology, Inc. | $46,273 | 0.1% | NEW | 77.3 |
| 114 |  $ETN | Eaton Corp plc | $43,888 | 0.1% | NEW | — |
| 115 |  $MCD | MCDONALDS CORP | $43,612 | 0.1% | NEW | 73.9 |
| 116 |  $FIS | Fidelity National Information Services, Inc. | $40,479 | 0.1% | NEW | 69.6 |
| 117 |  $MPLX | MPLX LP | $39,949 | 0.1% | NEW | 76.5 |
| 118 | — | ISHARES TR | $38,626 | 0.1% | -99% | — |
| 119 | — | VANGUARD SPECIALIZED FUNDS | $37,420 | 0.1% | NEW | — |
| 120 |  $SRE | SEMPRA | $37,208 | 0.1% | NEW | 47.6 |
| 121 |  $SBUX | STARBUCKS CORP | $36,998 | 0.1% | NEW | 54.6 |
| 122 |  $JPM | JPMORGAN CHASE & CO | $36,759 | 0.1% | NEW | 35.6 |
| 123 |  $CRWD | CrowdStrike Holdings, Inc. | $36,699 | 0.1% | NEW | 55 |
| 124 |  $TRV | TRAVELERS COMPANIES, INC. | $36,474 | 0.1% | NEW | 71.5 |
| 125 |  $PSX | Phillips 66 | $35,914 | 0.1% | NEW | 47.6 |
| 126 | — | T ROWE PRICE ETF INC | $35,474 | 0.1% | NEW | — |
| 127 |  $DJP | BARCLAYS BANK PLC | $33,024 | 0.1% | NEW | — |
| 128 |  $MU | MICRON TECHNOLOGY INC | $32,095 | 0.1% | NEW | 88.4 |
| 129 |  $UNH | UNITEDHEALTH GROUP INC | $31,219 | 0.1% | NEW | 66.8 |
| 130 | — | ISHARES TR | $30,551 | 0.1% | -95% | — |
| 131 |  $BMY | BRISTOL MYERS SQUIBB CO | $30,325 | 0.1% | NEW | 70.1 |
| 132 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $30,178 | 0.1% | NEW | 71.5 |
| 133 |  $TXN | TEXAS INSTRUMENTS INC | $29,901 | 0.1% | NEW | 70.4 |
| 134 | — | VANGUARD INDEX FDS | $29,280 | 0.1% | -99% | — |
| 135 | — | ISHARES TR | $28,956 | 0.1% | -94% | — |
| 136 |  $USB | US BANCORP DE | $28,311 | 0.0% | NEW | 71.4 |
| 137 |  $AZN | ASTRAZENECA PLC | $27,611 | 0.0% | NEW | — |
| 138 | — | ISHARES TR | $25,127 | 0.0% | -95% | — |
| 139 | — | VANECK ETF TRUST | $24,727 | 0.0% | -99% | — |
| 140 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $24,590 | 0.0% | NEW | 70.9 |
| 141 |  $RTX | RTX Corp | $23,729 | 0.0% | NEW | 70 |
| 142 |  $CRM | Salesforce, Inc. | $22,220 | 0.0% | NEW | 75.2 |
| 143 | — | ISHARES TR | $21,141 | 0.0% | -98% | — |
| 144 |  $DG | DOLLAR GENERAL CORP | $20,896 | 0.0% | NEW | 60.4 |
| 145 | — | ISHARES TR | $20,124 | 0.0% | -98% | — |
| 146 | — | VANECK ETF TRUST | $19,907 | 0.0% | -99% | — |
| 147 |  $O | REALTY INCOME CORP | $19,363 | 0.0% | NEW | 74.6 |
| 148 | — | ISHARES TR | $19,231 | 0.0% | -99% | — |
| 149 | — | VANGUARD INTL EQUITY INDEX F | $19,106 | 0.0% | NEW | — |
| 150 |  $ADP | AUTOMATIC DATA PROCESSING INC | $17,568 | 0.0% | NEW | 77.9 |
| 151 |  $QCOM | QUALCOMM INC/DE | $17,537 | 0.0% | NEW | 81.9 |
| 152 |  $SCHW | SCHWAB CHARLES CORP | $16,916 | 0.0% | NEW | 77.2 |
| 153 |  $ET | Energy Transfer LP | $14,984 | 0.0% | NEW | 64.5 |
| 154 |  $HON | HONEYWELL INTERNATIONAL INC | $13,314 | 0.0% | NEW | 65.7 |
| 155 |  $ECL | ECOLAB INC. | $11,862 | 0.0% | NEW | 64.3 |
| 156 |  $PFE | PFIZER INC | $10,979 | 0.0% | NEW | 69 |
| 157 |  $WBD | Warner Bros. Discovery, Inc. | $10,929 | 0.0% | NEW | 42.1 |
| 158 |  $RY | ROYAL BANK OF CANADA | $10,839 | 0.0% | NEW | — |
| 159 | — | ISHARES TR | $10,296 | 0.0% | -99% | — |
| 160 | — | ISHARES TR | $10,203 | 0.0% | -99% | — |
| 161 | — | SPDR SERIES TRUST | $10,189 | 0.0% | -99% | — |
| 162 | — | ISHARES TR | $10,048 | 0.0% | -100% | — |
| 163 |  $ABT | ABBOTT LABORATORIES | $10,043 | 0.0% | NEW | 67 |
| 164 | — | VANGUARD INDEX FDS | $9,919 | 0.0% | -99% | — |
| 165 |  $UAMY | UNITED STATES ANTIMONY CORP | $8,730 | 0.0% | NEW | 32.2 |
| 166 |  $CRWV | CoreWeave, Inc. | $7,747 | 0.0% | NEW | 46.5 |
| 167 | — | VANGUARD INDEX FDS | $7,058 | 0.0% | -99% | — |
| 168 | — | EVERPURE INC | $6,908 | 0.0% | NEW | — |
| 169 | — | ISHARES TR | $6,659 | 0.0% | -99% | — |
| 170 |  $HAL | HALLIBURTON CO | $6,619 | 0.0% | NEW | 50.9 |
| 171 |  $RBRK | Rubrik, Inc. | $6,562 | 0.0% | NEW | 49.5 |
| 172 |  $AMT | AMERICAN TOWER CORP /MA/ | $6,435 | 0.0% | NEW | 69.8 |
| 173 |  $RKT | Rocket Companies, Inc. | $6,356 | 0.0% | NEW | — |
| 174 |  $BLK | BlackRock, Inc. | $5,999 | 0.0% | NEW | 70.3 |
| 175 | — | VANGUARD WHITEHALL FDS | $5,628 | 0.0% | NEW | — |
| 176 | — | SSGA ACTIVE ETF TR | $5,499 | 0.0% | NEW | — |
| 177 |  $PANW | Palo Alto Networks Inc | $5,451 | 0.0% | NEW | 66.5 |
| 178 |  $PH | Parker-Hannifin Corp | $5,371 | 0.0% | NEW | 73.8 |
| 179 |  $IONS | IONIS PHARMACEUTICALS INC | $5,331 | 0.0% | NEW | 37.1 |
| 180 |  $HPE | Hewlett Packard Enterprise Co | $5,322 | 0.0% | NEW | 52.5 |
| 181 | — | FIRST TR EXCHANGE TRAD FD VI | $5,197 | 0.0% | NEW | — |
| 182 |  $USAR | USA Rare Earth, Inc. | $5,116 | 0.0% | NEW | 28.1 |
| 183 |  $NEE | NEXTERA ENERGY INC | $5,102 | 0.0% | NEW | 71.7 |
| 184 | — | FIRST TR EXCHANGE TRADED FD | $5,096 | 0.0% | NEW | — |
| 185 | — | ISHARES TR | $5,051 | 0.0% | -100% | — |
| 186 | — | ISHARES TR | $5,021 | 0.0% | -100% | — |
| 187 |  $VST | Vistra Corp. | $4,984 | 0.0% | NEW | 62.9 |
| 188 |  $MRNA | Moderna, Inc. | $4,928 | 0.0% | NEW | 15.9 |
| 189 |  $HPQ | HP INC | $4,730 | 0.0% | NEW | 58.9 |
| 190 | — | ISHARES U S ETF TR | $4,575 | 0.0% | NEW | — |
| 191 |  $LRCX | LAM RESEARCH CORP | $4,337 | 0.0% | NEW | 82.4 |
| 192 | — | FRANKLIN TEMPLETON ETF TR | $4,278 | 0.0% | NEW | — |
| 193 |  $CVS | CVS HEALTH Corp | $3,855 | 0.0% | NEW | 51.3 |
| 194 |  $TDG | TransDigm Group INC | $3,477 | 0.0% | NEW | 75.4 |
| 195 |  $SMR | NUSCALE POWER Corp | $3,252 | 0.0% | NEW | 26.6 |
| 196 |  $ITW | ILLINOIS TOOL WORKS INC | $3,055 | 0.0% | NEW | 71.2 |
| 197 | — | ISHARES TR | $3,031 | 0.0% | -100% | — |
| 198 |  $WM | WASTE MANAGEMENT INC | $2,760 | 0.0% | NEW | 70.7 |
| 199 |  $NET | Cloudflare, Inc. | $2,682 | 0.0% | NEW | 52.6 |
| 200 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $2,647 | 0.0% | NEW | 60.9 |
| 201 |  $UBER | Uber Technologies, Inc | $2,589 | 0.0% | NEW | 79.3 |
| 202 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $2,569 | 0.0% | NEW | 66.5 |
| 203 |  $TMUS | T-Mobile US, Inc. | $2,397 | 0.0% | NEW | 72.7 |
| 204 |  $NTNX | Nutanix, Inc. | $2,129 | 0.0% | NEW | 68.8 |
| 205 |  $HIMS | Hims & Hers Health, Inc. | $2,076 | 0.0% | NEW | 50.9 |
| 206 |  $CAG | CONAGRA BRANDS INC. | $2,035 | 0.0% | NEW | 48.2 |
| 207 |  $TJX | TJX COMPANIES INC /DE/ | $1,916 | 0.0% | NEW | 70.7 |
| 208 |  $CNH | CNH Industrial N.V. | $1,837 | 0.0% | NEW | — |
| 209 |  $LULU | lululemon athletica inc. | $1,837 | 0.0% | NEW | 62.9 |
| 210 |  $W | Wayfair Inc. | $1,730 | 0.0% | NEW | 40.5 |
| 211 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $1,591 | 0.0% | NEW | 68.1 |
| 212 |  $PRSU | Pursuit Attractions & Hospitality, Inc. | $1,566 | 0.0% | NEW | 41.3 |
| 213 |  $LW | Lamb Weston Holdings, Inc. | $1,444 | 0.0% | NEW | 54.2 |
| 214 | $IVZ | Invesco Ltd. | $1,233 | 0.0% | NEW | — |
| 215 |  $SOLS | Solstice Advanced Materials Inc. | $1,067 | 0.0% | NEW | — |
| 216 |  $NVO | NOVO NORDISK A S | $1,066 | 0.0% | NEW | — |
| 217 |  $NOW | ServiceNow, Inc. | $1,046 | 0.0% | NEW | 76 |
| 218 | — | ISHARES TR | $1,030 | 0.0% | -100% | — |
| 219 |  $EQIX | EQUINIX INC | $985 | 0.0% | NEW | 61.4 |
| 220 |  $ALB | ALBEMARLE CORP | $941 | 0.0% | NEW | 50.2 |
| 221 |  $TD | TORONTO DOMINION BANK | $933 | 0.0% | NEW | — |
| 222 |  $KVUE | Kenvue Inc. | $921 | 0.0% | NEW | 60.2 |
| 223 |  $SERV | Serve Robotics Inc. /DE/ | $844 | 0.0% | NEW | 26 |
| 224 |  $CEG | Constellation Energy Corp | $842 | 0.0% | NEW | 62.5 |
| 225 |  $CCL | Carnival Corp Ltd. | $828 | 0.0% | NEW | — |
| 226 |  $ADBE | ADOBE INC. | $729 | 0.0% | NEW | 80.4 |
| 227 |  $CCZ | COMCAST CORP | $718 | 0.0% | NEW | 70.4 |
| 228 |  $COIN | Coinbase Global, Inc. | $524 | 0.0% | NEW | 68 |
| 229 | — | VANGUARD SCOTTSDALE FDS | $476 | 0.0% | NEW | — |
| 230 |  $ABNB | Airbnb, Inc. | $379 | 0.0% | NEW | 70.1 |
| 231 |  $MSTR | Strategy Inc | $374 | 0.0% | NEW | 25.4 |
| 232 |  $CELH | Celsius Holdings, Inc. | $248 | 0.0% | NEW | 63 |
| 233 |  $HUBS | HUBSPOT INC | $244 | 0.0% | NEW | 58.1 |
| 234 |  $KRNY | Kearny Financial Corp. | $227 | 0.0% | NEW | — |
| 235 |  $FNF | Fidelity National Financial, Inc. | $190 | 0.0% | NEW | 69.7 |
| 236 |  $DXC | DXC Technology Co | $184 | 0.0% | NEW | 52.1 |
| 237 |  $DIS | Walt Disney Co | $99 | 0.0% | NEW | 68.9 |
| 238 | $IVZ | Invesco Ltd. | $84 | 0.0% | NEW | — |
| 239 |  $SNAP | Snap Inc | $46 | 0.0% | NEW | 46.8 |
| 240 |  $VSNT | Versant Media Group, Inc. | $37 | 0.0% | NEW | — |
| 241 |  $CNNE | Cannae Holdings, Inc. | $12 | 0.0% | NEW | 17.4 |
New Positions (142)
$XOM EXXON MOBIL CORP$277,046$USO United States Oil Fund, LP$253,482$LMT LOCKHEED MARTIN CORP$203,520 GLOBAL X FDS$202,147
$SO SOUTHERN CO$180,181 CARILLON SER TR$172,350
$META Meta Platforms, Inc.$154,272$WFC WELLS FARGO & COMPANY/MN$138,760 MORGAN STANLEY ETF TRUST$137,961
$TSLA Tesla, Inc.$135,689 T ROWE PRICE ETF INC$130,480
$PG PROCTER & GAMBLE Co$111,873$TFC TRUIST FINANCIAL CORP$106,834 JOHN HANCOCK EXCHANGE TRADED$106,191
SPDR INDEX SHS FDS$104,875
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for CLEAR INVESTMENT RESEARCH, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track CLEAR INVESTMENT RESEARCH, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for CLEAR INVESTMENT RESEARCH, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: CLEAR INVESTMENT RESEARCH, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For CLEAR INVESTMENT RESEARCH, LLC (SEC CIK: 1635523), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in CLEAR INVESTMENT RESEARCH, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.