CLEAR INVESTMENT RESEARCH, LLC

CIK

1635523

Location

ALPHARETTA, GA

Portfolio Value

Micro $17,765,956

Diversification

Diversified

Filing Date

Global Rank

#7,454 / 8,232 ▲ 266

Top Industry

Drug Manufacturers - General 17.6%

3Y Alpha vs SPY

-12.2%

Period ended 2 months ago

Filed May 4, 2026 · 41d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+28.0%

SPY

+76.3%

Annualised alpha

-12.2%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

138 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.2%

−3.9 pts

Top 5

46.2%

−15.7 pts

Top 10

64.5%

−18.9 pts

HHI

583

Diversified−418

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$4,831,915	30
Consumer Cyclical	16.1%	$2,869,069	13
Healthcare	16.1%	$2,865,511	15
Unclassified	10.5%	$1,860,992	6
Financial Services	10.0%	$1,778,619	18
Communication Services	5.9%	$1,056,628	10
Consumer Defensive	5.3%	$934,751	11
Industrials	4.2%	$738,648	14
Energy	2.6%	$454,152	6
Utilities	1.3%	$228,323	5
Basic Materials	0.4%	$74,256	6
Real Estate	0.4%	$73,092	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
GPK	Graphic Packaging Holding Co	+1,825	188,690	$1,875,578
AMZN	Amazon Com Inc	+259	3,315	$690,415
MSFT	Microsoft Corp	+182	3,246	$1,201,571
PLTR	Palantir Technologies Inc.	+179	2,191	$320,499
KO	Coca Cola Co	+141	4,235	$322,071
GOOGL	Alphabet Inc.	+125	2,605	$749,093
AVGO	Broadcom Inc.	+100	777	$240,489
AAPL	Apple Inc.	+94	6,294	$1,597,354
LLY	ELI LILLY & Co	+17	2,740	$2,520,169
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−2,314	5,932	$404,206
IAU	Ishares Gold Trust	−771	5,801	$511,416
NVDA	Nvidia Corp	−176	5,845	$1,019,368
BRK-B	Berkshire Hathaway Inc	−3	959	$459,552
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,633	$277,054
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
AMD	Advanced Micro Devices Inc	499	$101,511
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
COST	Costco Wholesale Corp /New	69	$68,753
PEP	Pepsico Inc	418	$64,911
ABBV	AbbVie Inc.	279	$60,679
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.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

138 positions · $17,765,956 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 138 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	2,740	+17	$2,520,169	−13.9%	14.19%
GPK	Graphic Packaging Holding Co Consumer Cyclical	Added	188,690	+1,825	$1,875,578	−33.4%	10.56%
AAPL	Apple Inc. Technology	Added	6,294	+94	$1,597,354	−5.2%	8.99%
MSFT	Microsoft Corp Technology	Added	3,246	+182	$1,201,571	−18.9%	6.76%
NVDA	Nvidia Corp Technology	Reduced	5,845	-176	$1,019,368	−9.2%	5.74%
BAC	Bank Of America Corp /De/ Financial Services	Held	16,954	0	$826,507	−11.4%	4.65%
GOOGL	Alphabet Inc. Communication Services	Added	2,605	+125	$749,093	−3.5%	4.22%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,315	+259	$690,415	−2.1%	3.89%
IAU	Ishares Gold Trust	Reduced	5,801	-771	$511,416	−4.1%	2.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	959	-3	$459,552	−5.0%	2.59%
R	Ryder System Inc Industrials	Held	2,097	0	$429,276	+7.0%	2.42%
SLV	iShares Silver Trust	Reduced	5,932	-2,314	$404,206	−23.9%	2.28%
QQQ	Invesco Qqq Trust, Series 1	Held	570	0	$328,992	−6.0%	1.85%
KO	Coca Cola Co Consumer Defensive	Added	4,235	+141	$322,071	+12.5%	1.81%
PLTR	Palantir Technologies Inc. Technology	Added	2,191	+179	$320,499	−10.4%	1.80%
SPY	Spdr S&P 500 ETF Trust	Held	465	0	$302,408	−4.6%	1.70%
WMT	Walmart Inc. Consumer Defensive	Held	2,342	0	$291,063	+11.6%	1.64%
XOM	Exxon Mobil Corp Energy	NEW	1,633	NEW	$277,054	NEW	1.56%
USO	United States Oil Fund, LP	NEW	1,992	NEW	$253,482	NEW	1.43%
AVGO	Broadcom Inc. Technology	Added	777	+100	$240,489	+2.6%	1.35%
LMT	Lockheed Martin Corp Industrials	NEW	337	NEW	$203,679	NEW	1.15%
SO	Southern Co Utilities	NEW	1,867	NEW	$180,202	NEW	1.01%
META	Meta Platforms, Inc. Communication Services	NEW	270	NEW	$154,475	NEW	0.87%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	1,743	NEW	$138,760	NEW	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	365	NEW	$135,688	NEW	0.76%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	775	NEW	$111,941	NEW	0.63%
TFC	Truist Financial Corp Financial Services	NEW	2,324	NEW	$106,834	NEW	0.60%
AMD	Advanced Micro Devices Inc Technology	NEW	499	NEW	$101,511	NEW	0.57%
NFLX	Netflix Inc Communication Services	NEW	948	NEW	$91,150	NEW	0.51%
MRK	Merck & Co., Inc. Healthcare	NEW	676	NEW	$81,316	NEW	0.46%
CVX	Chevron Corp Energy	NEW	385	NEW	$79,656	NEW	0.45%
HD	Home Depot, Inc. Consumer Cyclical	NEW	239	NEW	$78,604	NEW	0.44%
JNJ	Johnson & Johnson Healthcare	NEW	300	NEW	$73,332	NEW	0.41%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	69	NEW	$68,753	NEW	0.39%
PEP	Pepsico Inc Consumer Defensive	NEW	418	NEW	$64,911	NEW	0.37%
ABBV	AbbVie Inc. Healthcare	NEW	279	NEW	$60,679	NEW	0.34%
HODL	VanEck Bitcoin ETF	NEW	3,157	NEW	$60,488	NEW	0.34%
ORCL	Oracle Corp Technology	NEW	391	NEW	$57,520	NEW	0.32%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	876	NEW	$50,492	NEW	0.28%
V	Visa Inc. Financial Services	NEW	162	NEW	$48,962	NEW	0.28%
T	At&T Inc. Communication Services	NEW	1,648	NEW	$47,775	NEW	0.27%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	160	NEW	$46,478	NEW	0.26%
PLD	Prologis, Inc. Real Estate	NEW	351	NEW	$46,395	NEW	0.26%
MRVL	Marvell Technology, Inc. Technology	NEW	467	NEW	$46,256	NEW	0.26%
ETN	Eaton Corp plc Industrials	NEW	123	NEW	$43,993	NEW	0.25%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	140	NEW	$43,510	NEW	0.24%
FIS	Fidelity National Information Services, Inc. Technology	NEW	863	NEW	$40,483	NEW	0.23%
MPLX	Mplx LP Energy	NEW	700	NEW	$39,949	NEW	0.22%
SRE	Sempra Utilities	NEW	383	NEW	$37,216	NEW	0.21%
SBUX	Starbucks Corp Consumer Cyclical	NEW	413	NEW	$37,000	NEW	0.21%