CIK: 0001635523
Total reported value
$63.9M
Reporting period: 2026-03-31 · Number of holdings: 241
CLEAR INVESTMENT RESEARCH, LLC disclosed 241 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $63.9M and a quarterly turnover rate of 23.9%.
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Clear Investment Research, LLC's disclosed holdings carry a Herfindahl concentration index of 0.038 — mathematically equivalent to about 27 equally-sized positions, well below its 241 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.84), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 25% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim GPK
+1.0% -$938.6K
Trim IVV
-2.6% -$575.4K
Trim LLY
+0.6% -$406.8K
Trim EDV
-3.6% -$198.0K
Trim IVE
-95.0% -$480.0K
Trim IVW
-93.8% -$479.6K
Showing top 200 holdings (of 241 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.74% | -1.66% | -2.62% | |
| 2 | EDV | Vanguard Extended Dur Treas | ETF-Other | 8.19% | -0.82% | -3.56% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 7.11% | — | +2.65% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.52% | -0.51% | — | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.94% | -0.92% | +0.62% | |
| 6 | GPK | Graphic Packaging Holding Co | Stock-Consumer Disc | 2.94% | -1.73% | +0.98% | |
| 7 | AAPL | Apple INC | Stock-Tech | 2.50% | — | +1.52% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.47% | +0.24% | +14.43% | |
| 9 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 2.47% | -0.55% | -11.39% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.36% | +0.02% | +4.09% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.30% | -0.74% | -21.65% | |
| 12 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 2.18% | — | +9.47% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.93% | — | +0.01% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.58% | +5.94% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.87% | — | -4.54% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.87% | — | -6.15% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | -0.26% | -2.92% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.55% | — | +2.72% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.49% | — | -0.26% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.29% | -0.26% | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.22% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | — | +5.04% | |
| 23 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.08% | — | +8.48% | |
| 24 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.04% | — | — | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 1.02% | — | +0.07% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | -0.78% | -41.20% | |
| 27 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.97% | — | — | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.97% | — | — | |
| 29 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.81% | — | -1.28% | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.80% | — | -11.73% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.77% | — | -14.31% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.75% | — | -1.96% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | — | -0.31% | |
| 34 | R | Ryder System INC | Stock-Industrials | 0.67% | — | — | |
| 35 | SLV | Ishares Silver Trust | ETF-Commodities | 0.63% | -0.25% | -28.06% | |
| 36 | DFAI | Dimensional International Co | ETF-Other | 0.58% | — | +0.13% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.57% | — | +0.17% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.55% | — | -4.50% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.54% | — | +0.09% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | — | — | |
| 41 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.51% | +0.13% | +42.65% | |
| 42 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.50% | — | +3.44% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | — | +8.90% | |
| 44 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.48% | — | -16.51% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.47% | — | — | |
| 46 | WMT | Walmart INC | Stock-Consumer Staples | 0.46% | — | — | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | +0.43% | NEW | |
| 48 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.41% | — | +0.56% | |
| 49 | USO | United States Oil Fund LP | ETF-Other | 0.40% | +0.40% | NEW | |
| 50 | AVGO | Broadcom INC | Stock-Tech | 0.38% | — | +14.77% |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+10.1%
Based on 63% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 241 | $63.9M | 24 | |
| 2025-12-31 | 51 | $60.3M | 30 | |
| 2025-09-30 | 256 | $74.6M | 23 | |
| 2025-06-30 | 234 | $79.3M | 0 | |
| 2025-03-31 | 230 | $74.9M | 100 | |
| 2024-12-31 | 229 | $77.7M | 0 | |
| 2024-09-30 | 227 | $76.9M | 0 | |
| 2024-06-30 | 212 | $76.7M | 0 | |
| 2024-03-31 | 221 | $74.3M | 0 | |
| 2023-12-31 | 272 | $71.0M | 0 | |
| 2023-09-30 | 205 | $57.7M | 0 | |
| 2023-06-30 | 199 | $59.6M | 0 | |
| 2023-03-31 | 189 | $57.1M | 0 | |
| 2022-12-31 | 184 | $51.6M | 0 | |
| 2022-09-30 | 172 | $47.5M | 0 | |
| 2022-06-30 | 148 | $45.2M | 0 | |
| 2022-03-31 | 152 | $51.1M | 0 | |
| 2021-12-31 | 153 | $65.2M | 0 | |
| 2021-09-30 | 152 | $61.7M | 0 | |
| 2021-06-30 | 152 | $59.9M | 100 | |
| 2021-03-31 | 136 | $55.3M | 9 | |
| 2020-12-31 | 128 | $55.3M | 17 | |
| 2020-09-30 | 119 | $49.3M | 9 | |
| 2020-06-30 | 121 | $46.6M | 17 | |
| 2020-03-31 | 124 | $41.1M | 21 | |
| 2019-12-31 | 123 | $48.4M | 9 | |
| 2019-09-30 | 451 | $46.7M | 31 | |
| 2019-06-30 | 455 | $61.1M | 13 | |
| 2019-03-31 | 451 | $64.0M | 19 | |
| 2018-12-31 | 452 | $61.9M | 12 | |
| 2018-09-30 | 457 | $69.1M | 100 | |
| 2018-06-30 | 60 | $152.8M | 0 | |
| 2018-03-31 | 60 | $152.8M | 3 | |
| 2017-12-31 | 53 | $151.0M | 3 | |
| 2017-09-30 | 57 | $147.3M | 20 | |
| 2017-06-30 | 56 | $131.1M | 19 | |
| 2017-03-31 | 47 | $139.2M | 7 | |
| 2016-12-31 | 31 | $129.7M | 4 | |
| 2016-09-30 | 30 | $126.1M | 47 | |
| 2016-06-30 | 31 | $95.7M | 55 | |
| 2016-03-31 | 28 | $122.1M | 4 | |
| 2015-12-31 | 26 | $117.3M | 9 | |
| 2015-09-30 | 24 | $107.9M | 5 | |
| 2015-06-30 | 27 | $112.4M | 4 | |
| 2015-03-31 | 27 | $110.5M | — |
Clear Investment Research, LLC's most significant position changes for 2026-03-31: New buy: Exxon Mobil CORP (XOM); New buy: United States Oil Fund LP (USO); New buy: Vaneck Clo ETF (CLOI); New buy: Lockheed Martin CORP (LMT); New buy: Global X Data Center & Digit (DTCR).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-04 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-11 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-08 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-02 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-07 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-09 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-01 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-05 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-24 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-01 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-29 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-05 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-04 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-27 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-05 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-04 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-05 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-06 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-07 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-26 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-18 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-22 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-30 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-26 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-04-20 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-01-12 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-18 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-21 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-17 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-02 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-02 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-05 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-12 | 13F-HR | View on EDGAR |
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