§ 13F · FUND PROFILE
CLEAR INVESTMENT RESEARCH, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $75M (13F)Positions · 256Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 11K | $7M | 11.7% | −3% |
| 2 | EDV | VANGUARD WORLD FD | 81K | $5M | 8.2% | −4% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 100K | $5M | 7.1% | +3% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 113K | $3M | 4.5% | ±0% |
| 5 | LLY | ELI LILLY & CO | 3K | $3M | 3.9% | +1% |
| 6 | GPK | GRAPHIC PACKAGING HLDG CO | 189K | $2M | 2.9% | +1% |
| 7 | AAPL | APPLE INC | 6K | $2M | 2.5% | +2% |
| 8 | SPMD | SPDR SERIES TRUST | 27K | $2M | 2.5% | +14% |
| 9 | ANGL | VANECK ETF TRUST | 55K | $2M | 2.5% | −11% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 24K | $2M | 2.4% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEAR SIGNAL
AC read
CLEAR INVESTMENT RESEARCH, LLC is a Other fund managing $75 million in assets. The fund runs a broad portfolio of 256 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed