CLEAR INVESTMENT RESEARCH, LLC
CIK: 0001635523SEC EDGAR →
Portfolio Value
$48.1M
Holdings
51
As of
Q4 2025
New Positions
23
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WORLD FD | 83,580 | $5.4M | 11.29% |
| 2 | FIDELITY MERRIMACK STR TR | 97,039 | $4.5M | 9.28% |
| 3 | SCHWAB STRATEGIC TR | 112,662 | $3.0M | 6.30% |
| 4 | GRAPHIC PACKAGING HLDG CO | 186,865 | $2.8M | 5.85% |
| 5 | ISHARES TR | 27,759 | $1.8M | 3.81% |
| 6 | VANECK ETF TRUST | 61,921 | $1.8M | 3.78% |
| 7 | APPLE INC | 6,200 | $1.7M | 3.50% |
| 8 | MICROSOFT CORP | 3,064 | $1.5M | 3.08% |
| 9 | VANGUARD TAX-MANAGED FDS | 22,623 | $1.4M | 2.94% |
| 10 | FIDELITY COVINGTON TRUST | 25,423 | $1.4M | 2.90% |
Quarterly Changes
Top Buys
Closed Positions (205)
$506K · 2K shares
$491K · 5K shares
$426K · 2K shares
$369K · 4K shares
$348K · 2K shares
$257K · 4K shares
$251K · 1K shares
$230K · 2K shares
$226K · 3K shares
$194K · 436 shares
$190K · 2K shares
$190K · 5K shares
$184K · 2K shares
$184K · 2K shares
$182K · 2K shares
$180K · 1K shares
$179K · 4K shares
$178K · 3K shares
$172K · 8K shares
$169K · 337 shares
$167K · 2K shares
$166K · 2K shares
$147K · 2K shares
$146K · 5K shares
$142K · 192 shares
$139K · 1K shares
$135K · 3K shares
$132K · 2K shares
$129K · 4K shares
$129K · 476 shares
$120K · 257 shares
$117K · 2K shares
$114K · 555 shares
$108K · 2K shares
$106K · 88 shares
$104K · 2K shares
$96K · 2K shares
$96K · 236 shares
$94K · 2K shares
$92K · 2K shares
$90K · 300 shares
$89K · 2K shares
$88K · 250 shares
$87K · 1K shares
$83K · 294 shares
$82K · 3K shares
$80K · 497 shares
$73K · 762 shares
$72K · 2K shares
$71K · 1K shares
$68K · 646 shares
$68K · 900 shares
$66K · 2K shares
$65K · 278 shares
$63K · 68 shares
$62K · 509 shares
$62K · 125 shares
$61K · 1K shares
$61K · 2K shares
$60K · 320 shares
$60K · 245 shares
$59K · 418 shares
$57K · 600 shares
$57K · 1K shares
$57K · 862 shares
$57K · 676 shares
$54K · 860 shares
$51K · 156 shares
$51K · 327 shares
$49K · 144 shares
$47K · 1K shares
$47K · 2K shares
$46K · 484 shares
$46K · 94 shares
$46K · 122 shares
$44K · 531 shares
$43K · 159 shares
$43K · 140 shares
$40K · 478 shares
$40K · 933 shares
$39K · 343 shares
$39K · 122 shares
$38K · 176 shares
$37K · 431 shares
$36K · 862 shares
$35K · 173 shares
$35K · 700 shares
$35K · 125 shares
$34K · 382 shares
$34K · 665 shares
$33K · 135 shares
$30K · 88 shares
$30K · 997 shares
$29K · 605 shares
$28K · 154 shares
$28K · 118 shares
$28K · 45 shares
$27K · 197 shares
$26K · 544 shares
$25K · 86 shares
$25K · 693 shares
$24K · 118 shares
$23K · 135 shares
$23K · 500 shares
$22K · 87 shares
$21K · 280 shares
$19K · 203 shares
$19K · 315 shares
$19K · 346 shares
$18K · 217 shares
$18K · 176 shares
$18K · 92 shares
$18K · 105 shares
$17K · 180 shares
$14K · 102 shares
$14K · 100 shares
$13K · 97 shares
$13K · 748 shares
$12K · 57 shares
$12K · 42 shares
$11K · 134 shares
$11K · 9 shares
$11K · 200 shares
$10K · 73 shares
$10K · 132 shares
$10K · 67 shares
$10K · 117 shares
$9K · 51 shares
$9K · 446 shares
$8K · 398 shares
$7K · 64 shares
$7K · 200 shares
$7K · 73 shares
$7K · 33 shares
$7K · 32 shares
$7K · 33 shares
$7K · 240 shares
$6K · 95 shares
$6K · 137 shares
$6K · 100 shares
$6K · 28 shares
$5K · 220 shares
$5K · 38 shares
$5K · 57 shares
$5K · 7 shares
$5K · 25 shares
$5K · 71 shares
$5K · 179 shares
$5K · 89 shares
$4K · 95 shares
$4K · 183 shares
$4K · 56 shares
$4K · 54 shares
$4K · 125 shares
$4K · 184 shares
$4K · 8 shares
$3K · 35 shares
$3K · 11 shares
$3K · 21 shares
$3K · 13 shares
$3K · 13 shares
$3K · 11 shares
$3K · 97 shares
$2K · 248 shares
$2K · 12 shares
$2K · 124 shares
$2K · 7 shares
$2K · 12 shares
$2K · 6 shares
$2K · 23 shares
$2K · 33 shares
$2K · 100 shares
$2K · 2 shares
$2K · 167 shares
$2K · 12 shares
$2K · 29 shares
$2K · 42 shares
$1K · 8 shares
$1K · 3 shares
$1K · 7 shares
$967 · 3 shares
$925 · 32 shares
$911 · 29 shares
$847 · 52 shares
$845 · 138 shares
$800 · 10 shares
$661 · 2 shares
$582 · 10 shares
$502 · 6 shares
$480 · 6 shares
$468 · 1 shares
$402 · 7 shares
$364 · 3 shares
$354 · 8 shares
$243 · 4 shares
$199 · 14 shares
$197 · 30 shares
$117 · 1 shares
$86 · 4 shares
$77 · 10 shares
$19 · 1 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
$0 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 34 | $35.9M | 74.5% |
| Technology | 6 | $5.4M | 11.2% |
| Consumer Cyclical | 2 | $3.5M | 7.3% |
| Unknown | 4 | $1.6M | 3.3% |
| Communication Services | 1 | $776K | 1.6% |
| Consumer Defensive | 2 | $546K | 1.1% |
| Industrials | 1 | $401K | 0.8% |
| Healthcare | 1 | $3K | 0.0% |