CLEAR INVESTMENT RESEARCH, LLC

CIK

1635523

Location

ALPHARETTA, GA

Portfolio Value

Micro $63,897,659

Diversification

Diversified

Filing Date

Global Rank

#8,531 / 8,827 ▼ 42 · as of Jun 2026

Top Industry

Drug Manufacturers - General 19.9%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 76.1% of the book (60%+)

Turnover

Low turnover

13.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.2 quarters (12+), a floor since 69.8% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 78.6%; sector active share 63.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

61 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.9%

−1.2 pts

Top 5

58.9%

−2.1 pts

Top 10

73.8%

−2.3 pts

HHI

1,027

Diversified−69

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	75.2%	$48,071,037	44
Technology	9.7%	$6,228,426	6
Healthcare	4.9%	$3,144,943	1
Consumer Cyclical	4.2%	$2,691,898	2
Financial Services	2.2%	$1,409,412	2
Communication Services	1.6%	$1,053,234	2
Consumer Defensive	0.9%	$575,623	2
Industrials	0.7%	$477,822	1
Energy	0.4%	$245,264	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Fund	+7,900	88,191	$4,890,190
DTCR	Global X Data Center & Digital Infrastructure ETF	+2,870	23,881	$648,130
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	+2,271	16,252	$807,561
SCHP	Schwab U.S. TIPS ETF	+2,032	38,699	$972,505
FBND	Fidelity Total Bond ETF	+1,719	100,616	$4,356,672
ANGL	VanEck Fallen Angel High Yield Bond ETF	+1,286	60,095	$1,671,241
SLV	iShares Silver Trust	+1,235	7,819	$426,213
CLOI	VanEck CLO ETF	+382	4,732	$250,654
VNQ	VANGUARD REAL ESTATE INDEX FUND	+279	5,643	$505,782
TIP	iShares TIPS Bond ETF	+277	3,367	$350,302
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+192	26,956	$1,699,306
STIP	iShares 0-5 Year TIPS Bond ETF	+131	5,016	$500,095
VEA	Vanguard FTSE Developed Markets ETF	+59	23,730	$1,675,575
IJH	iShares Core S&P Mid-Cap ETF	+53	21,278	$1,530,952
PLTR	Palantir Technologies Inc.	+43	2,233	$417,682
SCHM	Schwab U.S. Mid-Cap ETF	+37	39,782	$1,353,383
IVV	iShares Core S&P 500 ETF	+27	11,472	$8,785,831
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+27	5,039	$389,061
IEMG	iShares Trust	+26	6,867	$0
AMD	Advanced Micro Devices Inc	+25	520	$318,115
SOXX	iShares Semiconductor ETF	+21	517	$0
TQQQ	ProShares UltraPro QQQ	+20	6,425	$501,342
IJR	iShares Core S&P Small-Cap ETF	+8	9,422	$1,281,768
SPHQ	Invesco S&P 500 Quality ETF	+5	4,827	$405,854
GOOGL	Alphabet Inc.	+5	2,473	$850,909
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
SCHO	Schwab Short-Term U.S. Treasury ETF	−781	48,762	$1,163,461
DGRO	iShares Core Dividend Growth ETF	−633	4,331	$326,514
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	−580	4,669	$221,123
FBCG	Fidelity Covington Trust	−249	26,861	$1,697,883
IAU	Ishares Gold Trust	−226	6,491	$506,947
FMDE	Fidelity Enhanced Mid Cap Core ETF	−177	8,301	$335,194
TLT	iShares 20+ Year Treasury Bond ETF	−137	8,729	$678,941
AAPL	Apple Inc.	−121	6,581	$2,191,604
DFAI	Dimensional International Core Equity Market ETF	−100	9,226	$382,233
SCHX	Schwab U.S. Large-Cap ETF	−89	112,392	$3,371,760
KO	Coca Cola Co	−58	4,176	$359,470
SCHG	Schwab U.S. Large-Cap Growth ETF	−54	26,703	$959,438
AMZN	Amazon Com Inc	−32	3,945	$982,896
MSFT	Microsoft Corp	−21	3,269	$1,676,670
NVDA	Nvidia Corp	−21	5,910	$1,349,725
QUAL	iShares MSCI USA Quality Factor ETF	−18	1,577	$350,472
SCHF	Schwab International Equity ETF	−18	24,969	$685,898
IXUS	iShares Core MSCI Total International Stock ETF	−7	2,315	$219,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
RJDI	RJ Eagle GCM Dividend Select Income ETF	9,733	$276,903
META	Meta Platforms, Inc.	279	$202,325
EVIM	Eaton Vance Intermediate Municipal Income ETF	4,002	$200,980
LRGF	iShares U.S. Equity Factor ETF	2,571	$200,152
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

61 tracked positions · $63,897,659 total · filing declares 61 positions · $64,748,788 · as of Sep 30, 2026

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

Showing 1–50 of 61 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	11,472	+27	$8,785,831	+2.5%	13.75%
EDV	Vanguard World Fund	Added	88,191	+7,900	$4,890,190	−6.4%	7.65%
FBND	Fidelity Total Bond ETF	Added	100,616	+1,719	$4,356,672	−3.2%	6.82%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	112,392	-89	$3,371,760	+1.9%	5.28%
LLY	ELI LILLY & Co Healthcare	Held	2,718	0	$3,144,943	−3.5%	4.92%
AAPL	Apple Inc. Technology	Reduced	6,581	-121	$2,191,604	+13.0%	3.43%
GPK	Graphic Packaging Holding Co Consumer Cyclical	Held	188,840	0	$1,709,002	−14.4%	2.67%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	26,956	+192	$1,699,306	−6.0%	2.66%
FBCG	Fidelity Covington Trust	Reduced	26,861	-249	$1,697,883	+0.8%	2.66%
MSFT	Microsoft Corp Technology	Reduced	3,269	-21	$1,676,670	+36.6%	2.62%
VEA	Vanguard FTSE Developed Markets ETF	Added	23,730	+59	$1,675,575	−0.7%	2.62%
ANGL	VanEck Fallen Angel High Yield Bond ETF	Added	60,095	+1,286	$1,671,241	−2.8%	2.62%
IJH	iShares Core S&P Mid-Cap ETF	Added	21,278	+53	$1,530,952	−6.5%	2.40%
SCHM	Schwab U.S. Mid-Cap ETF	Added	39,782	+37	$1,353,383	−7.6%	2.12%
NVDA	Nvidia Corp Technology	Reduced	5,910	-21	$1,349,725	+13.7%	2.11%
IJR	iShares Core S&P Small-Cap ETF	Added	9,422	+8	$1,281,768	−8.2%	2.01%
SCHO	Schwab Short-Term U.S. Treasury ETF	Reduced	48,762	-781	$1,163,461	−2.7%	1.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,945	-32	$982,896	+3.7%	1.54%
SCHP	Schwab U.S. TIPS ETF	Added	38,699	+2,032	$972,505	+0.1%	1.52%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	26,703	-54	$959,438	+6.0%	1.50%
BAC	Bank Of America Corp Financial Services	Added	16,956	+1	$922,915	−4.5%	1.44%
GOOGL	Alphabet Inc. Communication Services	Added	2,473	+5	$850,909	−3.5%	1.33%
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	Added	16,252	+2,271	$807,561	+9.8%	1.26%
SCHA	Schwab U.S. Small-Cap ETF	Held	22,788	0	$743,572	−9.7%	1.16%
IEFA	iShares Core MSCI EAFE ETF	Added	7,105	+4	$688,332	+0.4%	1.08%
SCHF	Schwab International Equity ETF	Reduced	24,969	-18	$685,898	−0.9%	1.07%
SCHV	Schwab U.S. Large-Cap Value ETF	Held	20,409	0	$679,823	−4.3%	1.06%
TLT	iShares 20+ Year Treasury Bond ETF	Reduced	8,729	-137	$678,941	−11.4%	1.06%
DTCR	Global X Data Center & Digital Infrastructure ETF	Added	23,881	+2,870	$648,130	+1.6%	1.01%
MINO	PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	Held	14,171	0	$603,542	−6.9%	0.94%
IAU	Ishares Gold Trust	Reduced	6,491	-226	$506,947	−0.0%	0.79%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	5,643	+279	$505,782	−2.2%	0.79%
TQQQ	ProShares UltraPro QQQ	Added	6,425	+20	$501,342	−3.4%	0.78%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	5,016	+131	$500,095	+0.2%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	977	0	$486,497	−0.5%	0.76%
R	Ryder System Inc Industrials	Held	2,097	0	$477,822	−13.6%	0.75%
SLV	iShares Silver Trust	Added	7,819	+1,235	$426,213	+21.1%	0.67%
QQQ	Invesco Qqq Trust, Series 1	Held	569	0	$420,929	+0.5%	0.66%
PLTR	Palantir Technologies Inc. Technology	Added	2,233	+43	$417,682	+63.5%	0.65%
SPHQ	Invesco S&P 500 Quality ETF	Added	4,827	+5	$405,854	−6.6%	0.64%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	5,039	+27	$389,061	−2.9%	0.61%
DFAI	Dimensional International Core Equity Market ETF	Reduced	9,226	-100	$382,233	−0.6%	0.60%
KO	Coca Cola Co Consumer Defensive	Reduced	4,176	-58	$359,470	+4.5%	0.56%
SPY	Spdr S&P 500 ETF Trust	Held	465	0	$354,622	+2.1%	0.55%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	1,577	-18	$350,472	+0.1%	0.55%
TIP	iShares TIPS Bond ETF	Added	3,367	+277	$350,302	+3.6%	0.55%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Reduced	8,301	-177	$335,194	−2.6%	0.52%
DGRO	iShares Core Dividend Growth ETF	Reduced	4,331	-633	$326,514	−13.2%	0.51%
AMD	Advanced Micro Devices Inc Technology	Added	520	+25	$318,115	+10.6%	0.50%
RJDI	RJ Eagle GCM Dividend Select Income ETF	NEW	9,733	NEW	$276,903	NEW	0.43%

Showing the top 50 of 61 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.