Clear Perspectives Financial Planning, LLC
CIK
1841174
Location
CINCINNATI, OH
Portfolio Value
Micro
$25,292,200
Diversification
Highly concentrated
Filing Date
Global Rank
#6,041
/ 6,875
▲ 38
· as of Mar 2023
Top Industry
Household & Personal Products
84.5%
3Y Alpha vs SPY
-12.6%
Period ended 3 years ago
Filed May 11, 2023 · 3y
10 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+27.9%
SPY
+76.0%
Annualised alpha
-12.2%
Max drawdown
−12.5%
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
92 positions · as of Mar 31, 2023 · Δ vs Dec 31, 2022Top Position
70.4%
+0.8 pts
Top 5
88.9%
+1.4 pts
Top 10
92.0%
+1.2 pts
HHI
5,109
Highly concentrated+133
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2023| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Defensive | 71.5% | $18,090,454 |
| Unclassified | 16.6% | $4,210,306 |
| Healthcare | 3.9% | $974,848 |
| Industrials | 2.0% | $493,402 |
| Financial Services | 1.7% | $435,552 |
| Technology | 1.7% | $419,399 |
| Consumer Cyclical | 1.2% | $308,988 |
| Energy | 0.6% | $160,918 |
| Utilities | 0.4% | $105,161 |
| Communication Services | 0.3% | $84,402 |
| Real Estate | 0.0% | $5,717 |
| Basic Materials | 0.0% | $3,053 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
4 positions
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −1,835 | 315 | $12,852 | |
| CIVB | Civista Bancshares, Inc. | −1,000 | 318 | $5,367 | |
| CNC | Centene Corp | −300 | 3,818 | $241,335 | |
| ABBV | AbbVie Inc. | −120 | 112 | $17,849 | |
| GLD | Spdr Gold Trust | −116 | 155 | $28,399 | |
| QQQ | Invesco Qqq Trust, Series 1 | −25 | 5,077 | $1,629,361 | |
| GOOGL | Alphabet Inc. | −9 | 600 | $62,238 | |
| TSLA | Tesla, Inc. | −6 | 117 | $24,272 | |
| META | Meta Platforms, Inc. | −4 | 1 | $211 | |
| COP | Conocophillips | −3 | 374 | $37,104 | |
| DUK | Duke Energy CORP | −3 | 316 | $30,484 | |
| AMZN | Amazon Com Inc | −2 | 700 | $72,303 | |
| BRK-B | Berkshire Hathaway Inc | −2 | 200 | $61,754 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HGTY | Hagerty, Inc. | 6,000 | $50,460 | |
| T | At&T Inc. | 2,000 | $36,820 | |
| CVS | CVS HEALTH Corp | 211 | $19,663 | |
| AVGO | Broadcom Inc. | 31 | $1,733 | |
| OGN | Organon & Co. | 55 | $1,536 | |
| IAU | Ishares Gold Trust | 40 | $1,383 | |
| DOCS | Doximity, Inc. | 12 | $402 | |
| UCTT | Ultra Clean Holdings, Inc. | 10 | $331 | |
| BAC | Bank Of America Corp /De/ | 10 | $331 | |
| TYL | Tyler Technologies Inc | 1 | $322 | |
| VEEV | Veeva Systems Inc | 2 | $322 | |
| KMI | Kinder Morgan, Inc. | 15 | $271 | |
| STNE | StoneCo Ltd. | 25 | $236 | |
| RBLX | Roblox Corp | 8 | $227 | |
| ZS | Zscaler, Inc. | 2 | $223 | |
| PYPL | PayPal Holdings, Inc. | 3 | $213 | |
| AIG | American International Group, Inc. | 3 | $189 | |
| TTD | Trade Desk, Inc. | 4 | $179 | |
| ABNB | Airbnb, Inc. | 2 | $171 | |
| MPT | Medical Properties Trust Inc | 15 | $167 | |
| DDOG | Datadog, Inc. | 2 | $147 | |
| AI | C3.ai, Inc. | 10 | $111 | |
| NVAX | Novavax Inc | 5 | $51 | |
| No positions match the current search. | ||||
92 positions ·
$25,292,200 total
· as of Mar 31, 2023
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 92 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 119,795 | $17,812,318 | 70.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,235 | $2,552,546 | 10.09% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 5,077 | $1,629,361 | 6.44% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,483 | $243,160 | 0.96% | |
| CNC |
Centene Corp
Healthcare
|
Reduced | 3,818 | $241,335 | 0.95% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 614 | $177,016 | 0.70% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Held | 2,546 | $176,463 | 0.70% | |
| RGEN |
Repligen Corp
Healthcare
|
Held | 975 | $164,151 | 0.65% | |
| AAPL |
Apple Inc.
Technology
|
Held | 837 | $138,021 | 0.55% | |
| V |
Visa Inc.
Financial Services
|
Held | 610 | $137,530 | 0.54% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 738 | $134,537 | 0.53% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 850 | $131,750 | 0.52% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Held | 2,442 | $111,721 | 0.44% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Held | 1,231 | $103,896 | 0.41% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 813 | $86,495 | 0.34% | |
| CVX |
Chevron Corp
Energy
|
Held | 457 | $74,564 | 0.29% | |
| CINF |
Cincinnati Financial Corp
Financial Services
|
Held | 655 | $73,412 | 0.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 700 | $72,303 | 0.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 600 | $62,238 | 0.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 200 | $61,754 | 0.24% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 887 | $55,393 | 0.22% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 150 | $54,511 | 0.22% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 394 | $52,039 | 0.21% | |
| INTC |
Intel Corp
Technology
|
Held | 1,568 | $51,226 | 0.20% | |
| KR |
Kroger Co
Consumer Defensive
|
Held | 970 | $47,888 | 0.19% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 414 | $43,109 | 0.17% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 1,577 | $42,011 | 0.17% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Held | 265 | $41,703 | 0.16% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 168 | $40,614 | 0.16% | |
| COP |
Conocophillips
Energy
|
Reduced | 374 | $37,104 | 0.15% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Held | 220 | $34,135 | 0.13% | |
| DUK |
Duke Energy CORP
Utilities
|
Reduced | 316 | $30,484 | 0.12% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Added | 540 | $29,165 | 0.12% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 102 | $28,520 | 0.11% | |
| GLD |
Spdr Gold Trust
|
Reduced | 155 | $28,399 | 0.11% | |
| HUM |
Humana Inc
Healthcare
|
Held | 57 | $27,671 | 0.11% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 80 | $27,473 | 0.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 50 | $24,843 | 0.10% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 117 | $24,272 | 0.10% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 186 | $24,237 | 0.10% | |
| YUMC |
Yum China Holdings, Inc.
Consumer Cyclical
|
Held | 376 | $23,834 | 0.09% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Held | 108 | $22,896 | 0.09% | |
| PSX |
Phillips 66
Energy
|
Held | 204 | $20,681 | 0.08% | |
| COR |
Cencora, Inc.
Healthcare
|
Held | 125 | $20,013 | 0.08% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 345 | $18,036 | 0.07% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 112 | $17,849 | 0.07% | |
| FFBC |
First Financial Bancorp /Oh/
Financial Services
|
NEW | 750 | $16,327 | 0.06% | |
| PODD |
Insulet Corp
Healthcare
|
Held | 50 | $15,948 | 0.06% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Held | 95 | $15,894 | 0.06% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 102 | $13,371 | 0.05% |