Clear Investment Research, LLC Portfolio Holdings

Clear Investment Research, LLC

  • $74.1 Million
  • Q3 2025

Clear Investment Research, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $74.1 Million distributed in 256 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 $8.14M, Vanguard Extended Duration Tre with a value of $5.89M, Fidelity Merrimack Str Tr Tota with a value of $4.11M, Apple Inc. with a value of $3.76M, and Graphic Packaging Holding CO with a value of $3.66M.

Examining the 13F form we can see an decrease of $4.5M in the current position value, from $78.6M to 74.1M.

Below you can find more details about Clear Investment Research, LLC portfolio as well as his latest detailed transactions.

Portfolio value $74.1 Million
ETFs: $51.7 Million
Technology: $8.44 Million
Consumer Cyclical: $5.05 Million
Healthcare: $2.94 Million
Financial Services: $1.92 Million
Consumer Defensive: $1.38 Million
Communication Services: $1.02 Million
Industrials: $949,000
Other: $647,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.14 Million 10.98% of portfolio
12,156
Q3 2025 Reduced 21.39%
$0
$5.89 Million 7.94% of portfolio
85,986
Q3 2025 Added 0.22%
$0
$4.11 Million 5.54% of portfolio
88,870
Q3 2025 Added 9.73%
$4.3T
$3.76 Million 5.07% of portfolio
14,756
Q3 2025 Added 1.19%
$4.93B
$3.66 Million 4.93% of portfolio
186,865
Q3 2025 Reduced 39.16%
$0
$2.98 Million 4.01% of portfolio
112,956
Q3 2025 Reduced 5.42%
$3.78T
$2.19 Million 2.95% of portfolio
4,229
Q3 2025 Reduced 0.38%
$971B
$2.08 Million 2.8% of portfolio
2,721
Q3 2025 Added 0.96%
$0
$1.95 Million 2.63% of portfolio
29,934
Q3 2025 Reduced 32.42%
$0
$1.76 Million 2.38% of portfolio
59,312
Q3 2025 Added 6.59%
$0
$1.68 Million 2.27% of portfolio
19,258
Q3 2025 Reduced 45.21%
$0
$1.34 Million 1.81% of portfolio
24,994
Q3 2025 Added 12.16%
$465B
$1.22 Million 1.64% of portfolio
6,537
Q3 2025 Reduced 7.7%
$0
$1.22 Million 1.64% of portfolio
20,310
Q3 2025 Added 11.05%
$0
$1.2 Million 1.62% of portfolio
10,109
Q3 2025 Reduced 28.59%
$0
$1.18 Million 1.6% of portfolio
39,947
Q3 2025 Reduced 0.17%
$0
$1.15 Million 1.55% of portfolio
20,112
Q3 2025 Added 9.3%
$0
$968,000 1.31% of portfolio
10,841
Q3 2025 Reduced 2.09%
$0
$955,000 1.29% of portfolio
35,451
Q3 2025 Reduced 13.35%
$0
$906,000 1.22% of portfolio
4,392
Q3 2025 Reduced 42.82%
$413B
$888,000 1.2% of portfolio
17,216
Q3 2025 Added 0.01%
$0
$855,000 1.15% of portfolio
26,798
Q3 2025 Reduced 4.26%
$2.39T
$701,000 0.95% of portfolio
3,196
Q3 2025 Reduced 7.55%
$0
$688,000 0.93% of portfolio
5,703
Q3 2025 Reduced 52.14%
$1.65T
$658,000 0.89% of portfolio
2,708
Q3 2025 Reduced 1.2%
$0
$649,000 0.88% of portfolio
12,420
Q3 2025 Added 40.64%
$0
$635,000 0.86% of portfolio
22,793
Q3 2025 Reduced 0.02%
$0
$594,000 0.8% of portfolio
20,409
Q2 2025 Reduced 1.79%
$0
$586,000 0.79% of portfolio
25,206
Q3 2025 Reduced 5.66%
$0
$543,000 0.73% of portfolio
5,254
Q3 2025 Added 0.69%
$0
$528,000 0.71% of portfolio
6,512
Q3 2025 Added 0.31%
$0
$505,000 0.68% of portfolio
1,579
Q3 2025 Reduced 0.13%
$23.5B
$490,000 0.66% of portfolio
5,200
Q2 2021 New
$0
$484,000 0.65% of portfolio
5,301
Q3 2025 Added 9,901.89%
$662B
$463,000 0.62% of portfolio
922
Q3 2025 Added 0.77%
$65.3B
$430,000 0.58% of portfolio
5,915
Q3 2025 Added 82.34%
$0
$421,000 0.57% of portfolio
7,854
Q3 2025 Reduced 40.85%
$0
$425,000 0.57% of portfolio
2,406
Q3 2025 Reduced 0.17%
$8.26B
$395,000 0.53% of portfolio
2,097
Q2 2025 Reduced 1.83%
$0
$368,000 0.5% of portfolio
3,679
Q3 2025 Added 0.03%
$0
$367,000 0.5% of portfolio
10,106
Q3 2025 Reduced 1.4%
$0
$371,000 0.5% of portfolio
1,910
Q3 2025 Added 5.0%
$342B
$364,000 0.49% of portfolio
1,999
Q3 2025 Reduced 3.48%
$0
$357,000 0.48% of portfolio
5,255
Q3 2025 Reduced 1.46%
$0
$351,000 0.47% of portfolio
4,802
Q3 2025 Added 0.21%
$522B
$347,000 0.47% of portfolio
1,876
Q3 2025 Added 0.05%
$0
$341,000 0.46% of portfolio
569
Q3 2025 Reduced 5.17%
$0
$325,000 0.44% of portfolio
3,145
Q3 2025 Added 18.59%
$0
$309,000 0.42% of portfolio
465
Q3 2025 Reduced 5.68%

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $74.1 Million
  • Prior Value $78.6 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 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