CLEAR INVESTMENT RESEARCH, LLC

CIK

1635523

Location

ALPHARETTA, GA

Portfolio Value

Micro $25,291,041

Diversification

Diversified

Filing Date

Global Rank

#7,614 / 8,517 ▲ 358

Top Industry

Drug Manufacturers - General 21.6%

3Y Alpha vs SPY

+7.5%

Period ended 46 days ago

Filed Aug 11, 2026 · 4d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+108.8%

SPY

+75.3%

Annualised alpha

+7.2%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

23 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.7%

+0.6 pts

Top 5

55.8%

+6.9 pts

Top 10

79.5%

+10.8 pts

HHI

915

Diversified+179

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	40.4%	$10,221,203	7
Technology	20.5%	$5,190,204	6
Healthcare	12.9%	$3,260,051	1
Consumer Cyclical	11.6%	$2,943,916	2
Financial Services	5.8%	$1,454,976	2
Communication Services	3.5%	$881,989	1
Consumer Defensive	2.3%	$579,677	2
Industrials	2.2%	$553,125	1
Energy	0.8%	$205,900	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	+916	6,717	$507,200
AMZN	Amazon Com Inc	+662	3,977	$947,878
SLV	iShares Silver Trust	+652	6,584	$352,046
AAPL	Apple Inc.	+408	6,702	$1,939,290
GPK	Graphic Packaging Holding Co	+150	188,840	$1,996,038
VEA	Vanguard FTSE Developed Markets ETF	+122	23,671	$1,686,558
NVDA	Nvidia Corp	+86	5,931	$1,186,733
MSFT	Microsoft Corp	+44	3,290	$1,227,235
BRK-B	Berkshire Hathaway Inc	+18	977	$488,881
BAC	Bank Of America Corp /De/	+1	16,955	$966,095
AVGO	Broadcom Inc.	+1	778	$293,889
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
FBCG	Fidelity Blue Chip Growth ETF	−721	27,110	$1,683,802
EDV	Vanguard World Funds Extended Duration ETF	−317	80,291	$5,225,338
WMT	Walmart Inc.	−262	2,080	$235,580
GOOGL	Alphabet Inc.	−137	2,468	$881,989
XOM	ExxonMobil Holdings Corp	−127	1,506	$205,900
LLY	ELI LILLY & Co	−22	2,718	$3,260,051
AMD	Advanced Micro Devices Inc	−4	495	$287,550
PLTR	Palantir Technologies Inc.	−1	2,190	$255,507
QQQ	Invesco Qqq Trust, Series 1	−1	569	$419,011
KO	Coca Cola Co	−1	4,234	$344,097
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
USO	United States Oil Fund, LP	1,992	$253,482
LMT	Lockheed Martin Corp	337	$203,679
SO	Southern Co	1,867	$180,202
META	Meta Platforms, Inc.	270	$154,475
WFC	Wells Fargo & Company/Mn	1,743	$138,760
TSLA	Tesla, Inc.	365	$135,688
PG	PROCTER & GAMBLE Co	775	$111,941
TFC	Truist Financial Corp	2,324	$106,834
NFLX	Netflix Inc	948	$91,150
MRK	Merck & Co., Inc.	676	$81,316
CVX	Chevron Corp	385	$79,656
HD	Home Depot, Inc.	239	$78,604
JNJ	Johnson & Johnson	300	$73,332
CGUS	Capital Group Core Equity ETF	1,848	$71,000
COST	Costco Wholesale Corp /New	69	$68,753
PEP	Pepsico Inc	418	$64,911
ABBV	AbbVie Inc.	279	$60,679
CGGR	Capital Group Growth ETF	1,507	$60,566
HODL	VanEck Bitcoin ETF	3,157	$60,488
ORCL	Oracle Corp	391	$57,520
MDLZ	Mondelez International, Inc.	876	$50,492
V	Visa Inc.	162	$48,962
T	At&T Inc.	1,648	$47,775
APD	Air Products & Chemicals, Inc.	160	$46,478
PLD	Prologis, Inc.	351	$46,395
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

23 tracked positions · $25,291,041 total · filing declares 58 positions · $64,235,996 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EDV	Vanguard World Funds Extended Duration ETF	Reduced	80,291	-317	$5,225,338	−0.2%	20.66%
LLY	ELI LILLY & Co Healthcare	Reduced	2,718	-22	$3,260,051	+29.4%	12.89%
GPK	Graphic Packaging Holding Co Consumer Cyclical	Added	188,840	+150	$1,996,038	+6.4%	7.89%
AAPL	Apple Inc. Technology	Added	6,702	+408	$1,939,290	+21.4%	7.67%
VEA	Vanguard FTSE Developed Markets ETF	Added	23,671	+122	$1,686,558	+11.8%	6.67%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	27,110	-721	$1,683,802	+20.7%	6.66%
MSFT	Microsoft Corp Technology	Added	3,290	+44	$1,227,235	+2.1%	4.85%
NVDA	Nvidia Corp Technology	Added	5,931	+86	$1,186,733	+16.4%	4.69%
BAC	Bank Of America Corp /De/ Financial Services	Added	16,955	+1	$966,095	+16.9%	3.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,977	+662	$947,878	+37.3%	3.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,468	-137	$881,989	+17.7%	3.49%
R	Ryder System Inc Industrials	Held	2,097	0	$553,125	+28.9%	2.19%
IAU	Ishares Gold Trust	Added	6,717	+916	$507,200	−0.8%	2.01%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	977	+18	$488,881	+6.4%	1.93%
QQQ	Invesco Qqq Trust, Series 1	Reduced	569	-1	$419,011	+27.4%	1.66%
SLV	iShares Silver Trust	Added	6,584	+652	$352,046	−12.9%	1.39%
SPY	Spdr S&P 500 ETF Trust	Held	465	0	$347,248	+14.8%	1.37%
KO	Coca Cola Co Consumer Defensive	Reduced	4,234	-1	$344,097	+6.8%	1.36%
AVGO	Broadcom Inc. Technology	Added	778	+1	$293,889	+22.2%	1.16%
AMD	Advanced Micro Devices Inc Technology	Reduced	495	-4	$287,550	+183.3%	1.14%
PLTR	Palantir Technologies Inc. Technology	Reduced	2,190	-1	$255,507	−20.3%	1.01%
WMT	Walmart Inc. Consumer Defensive	Reduced	2,080	-262	$235,580	−19.1%	0.93%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,506	-127	$205,900	−25.7%	0.81%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.