CLEAR INVESTMENT RESEARCH, LLC
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 SPYHypothetical 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, 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.
6 positions ·
$74,256 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
NEW | 160 | $46,478 | 62.59% | |
| ECL |
Ecolab Inc.
Basic Materials
|
NEW | 45 | $11,970 | 16.12% | |
| UAMY |
United States Antimony Corp
Basic Materials
|
NEW | 1,000 | $8,730 | 11.76% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
NEW | 338 | $5,115 | 6.89% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
NEW | 14 | $1,066 | 1.44% | |
| ALB |
Albemarle Corp
Basic Materials
|
NEW | 5 | $897 | 1.21% |