CLEAR INVESTMENT RESEARCH, LLC
Filing Date
Global Rank
#7,806
/ 8,586
▲ 144
Top Industry
Drug Manufacturers - General
17.6%
3Y Alpha vs SPY
-12.5%
Period ended 3 months ago
Filed May 4, 2026 · 43d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+28.4%
SPY
+78.1%
Annualised alpha
-12.5%
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, 2025Top 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 |
|---|---|---|
| Technology | 27.2% | $4,831,915 |
| Consumer Cyclical | 16.1% | $2,869,069 |
| Healthcare | 16.1% | $2,865,511 |
| Unclassified | 10.5% | $1,860,992 |
| Financial Services | 10.0% | $1,778,619 |
| Communication Services | 5.9% | $1,056,628 |
| Consumer Defensive | 5.3% | $934,751 |
| Industrials | 4.2% | $738,648 |
| Energy | 2.6% | $454,152 |
| Utilities | 1.3% | $228,323 |
| Basic Materials | 0.4% | $74,256 |
| Real Estate | 0.4% | $73,092 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| 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 exitedNo qualifying positions this quarter.
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 51–100
of 138 positions by value
· page 2 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IONS |
Ionis Pharmaceuticals Inc
Healthcare
|
NEW | 71 | $5,331 | 0.03% | |
| HPE |
Hewlett Packard Enterprise Co
Technology
|
NEW | 224 | $5,333 | 0.03% | |
| PH |
Parker-Hannifin Corp
Industrials
|
NEW | 6 | $5,371 | 0.03% | |
| PANW |
Palo Alto Networks Inc
Technology
|
NEW | 34 | $5,450 | 0.03% | |
| BLK |
BlackRock, Inc.
Financial Services
|
NEW | 6 | $5,770 | 0.03% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
NEW | 446 | $6,355 | 0.04% | |
| AMT |
American Tower Corp /Ma/
Real Estate
|
NEW | 37 | $6,385 | 0.04% | |
| RBRK |
Rubrik, Inc.
Technology
|
NEW | 134 | $6,561 | 0.04% | |
| HAL |
Halliburton Co
Energy
|
NEW | 170 | $6,628 | 0.04% | |
| P |
Everpure, Inc.
Technology
|
NEW | 117 | $6,907 | 0.04% | |
| CRWV |
CoreWeave, Inc.
Technology
|
NEW | 100 | $7,747 | 0.04% | |
| UAMY |
United States Antimony Corp
Basic Materials
|
NEW | 1,000 | $8,730 | 0.05% | |
| ABT |
Abbott Laboratories
Healthcare
|
NEW | 98 | $10,061 | 0.06% | |
| RY |
Royal Bank Of Canada
Financial Services
|
NEW | 67 | $10,839 | 0.06% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
NEW | 398 | $10,929 | 0.06% | |
| PFE |
Pfizer Inc
Healthcare
|
NEW | 391 | $10,979 | 0.06% | |
| ECL |
Ecolab Inc.
Basic Materials
|
NEW | 45 | $11,970 | 0.07% | |
| HON |
Honeywell International Inc
Industrials
|
NEW | 59 | $13,335 | 0.08% | |
| ET |
Energy Transfer LP
Energy
|
NEW | 776 | $14,976 | 0.08% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
NEW | 180 | $16,916 | 0.10% | |
| ADP |
Automatic Data Processing Inc
Technology
|
NEW | 86 | $17,473 | 0.10% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 136 | $17,514 | 0.10% | |
| O |
Realty Income Corp
Real Estate
|
NEW | 316 | $19,332 | 0.11% | |
| DG |
Dollar General Corp
Consumer Defensive
|
NEW | 176 | $20,896 | 0.12% | |
| CRM |
Salesforce, Inc.
Technology
|
NEW | 119 | $22,213 | 0.13% | |
| RTX |
RTX Corp
Industrials
|
NEW | 123 | $23,726 | 0.13% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
NEW | 118 | $24,554 | 0.14% | |
| AZN |
Astrazeneca PLC
Healthcare
|
NEW | 140 | $27,610 | 0.16% | |
| USB |
US Bancorp De
Financial Services
|
NEW | 544 | $28,293 | 0.16% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 154 | $29,897 | 0.17% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
NEW | 174 | $30,180 | 0.17% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
NEW | 500 | $30,325 | 0.17% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 115 | $31,117 | 0.18% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 95 | $32,094 | 0.18% | |
| PSX |
Phillips 66
Energy
|
NEW | 197 | $35,889 | 0.20% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
NEW | 125 | $36,460 | 0.21% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
NEW | 94 | $36,698 | 0.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 125 | $36,770 | 0.21% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
NEW | 413 | $37,000 | 0.21% | |
| SRE |
Sempra
Utilities
|
NEW | 383 | $37,216 | 0.21% | |
| MPLX |
Mplx LP
Energy
|
NEW | 700 | $39,949 | 0.22% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
NEW | 863 | $40,483 | 0.23% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 140 | $43,510 | 0.24% | |
| ETN |
Eaton Corp plc
Industrials
|
NEW | 123 | $43,993 | 0.25% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 467 | $46,256 | 0.26% | |
| PLD |
Prologis, Inc.
Real Estate
|
NEW | 351 | $46,395 | 0.26% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
NEW | 160 | $46,478 | 0.26% | |
| T |
At&T Inc.
Communication Services
|
NEW | 1,648 | $47,775 | 0.27% | |
| V |
Visa Inc.
Financial Services
|
NEW | 162 | $48,962 | 0.28% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
NEW | 876 | $50,492 | 0.28% |