CLEAR INVESTMENT RESEARCH, LLC
Long book
$63.9M
Q1 2026
Positions
241
Top-10 weight
48%
concentration
Last quarter
+10.9%
SPY +14.8%
Turnover
79%
of book per quarter
Strategy in plain words
auto-generated from filingsCLEAR INVESTMENT RESEARCH, LLC is a wealth-management firm allocating client money, running a $63.9M US long book across 241 positions.
The portfolio is moderately concentrated (top 10 ≈ 48% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD EXTENDED DUR TREAS, FIDELITY TOTAL BOND ETF, SCHWAB US LARGE-CAP ETF, ELI LILLY & CO.
Over the last 9 quarters its long book ran on average 1.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.5%
Q2 2024
+6.7%
Q3 2024
-2.1%
Q4 2024
-1.7%
Q1 2025
+4.6%
Q2 2025
+5.8%
Q3 2025
+2.1%
Q4 2025
-4.3%
Q1 2026
+10.9%
Sector allocation
Technology 36%
Healthcare 18%
Other 13%
Financials 11%
Consumer discretionary 8%
Services media 4%
Industrials 3%
Consumer staples 3%
Long book by quarter
What does CLEAR INVESTMENT own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| LLY ELI LILLY & CO | Healthcare | 2.7K | $2.5M | 3.9% | +0.6% |
| GPK GRAPHIC PACKAGING HOLDING CO | Other | 188.7K | $1.9M | 2.9% | +1.0% |
| AAPL APPLE INC | Technology | 6.3K | $1.6M | 2.5% | +1.5% |
| MSFT MICROSOFT CORP | Technology | 3.2K | $1.2M | 1.9% | +5.9% |
| NVDA NVIDIA CORP | Technology | 5.8K | $1.0M | 1.6% | -2.9% |
| BAC BANK OF AMERICA CORP | Financials | 17.0K | $827K | 1.3% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 2.6K | $749K | 1.2% | +5.0% |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.3K | $690K | 1.1% | +8.5% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 959 | $460K | 0.7% | -0.3% |
| R RYDER SYSTEM INC | Services media | 2.1K | $429K | 0.7% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 4.2K | $322K | 0.5% | +3.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 2.2K | $320K | 0.5% | +8.9% |
| WMT WALMART INC | Consumer discretionary | 2.3K | $291K | 0.5% | Held |
| XOM EXXON MOBIL CORP | Energy | 1.6K | $277K | 0.4% | New |
| AVGO BROADCOM INC | Technology | 777 | $241K | 0.4% | +14.8% |
| LMT LOCKHEED MARTIN CORP | Industrials | 337 | $204K | 0.3% | New |
| SO SOUTHERN CO/THE | Utilities | 1.9K | $180K | 0.3% | New |
| META META PLATFORMS INC-CLASS A | Technology | 270 | $154K | 0.2% | New |
| WFC WELLS FARGO & CO | Financials | 1.7K | $139K | 0.2% | New |
| TSLA TESLA INC | Industrials | 365 | $136K | 0.2% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 775 | $112K | 0.2% | New |
| TFC TRUIST FINANCIAL CORP | Financials | 2.3K | $107K | 0.2% | New |
| AMD ADVANCED MICRO DEVICES | Technology | 499 | $102K | 0.2% | New |
| NFLX NETFLIX INC | Services media | 948 | $91K | 0.1% | New |
| MRK MERCK & CO. INC. | Healthcare | 676 | $81K | 0.1% | New |
| CVX CHEVRON CORP | Energy | 385 | $80K | 0.1% | New |
| HD HOME DEPOT INC | Consumer discretionary | 239 | $79K | 0.1% | New |
| JNJ JOHNSON & JOHNSON | Healthcare | 300 | $73K | 0.1% | New |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 69 | $68K | 0.1% | New |
| PEP PEPSICO INC | Consumer staples | 418 | $65K | 0.1% | New |
| ABBV ABBVIE INC | Healthcare | 279 | $61K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 4, 2026 | 242 | $63.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 9, 2026 | 52 | $60.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 7, 2025 | 256 | $74.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 235 | $79.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 230 | $74.9M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 11, 2025 | 230 | $77.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 227 | $76.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 8, 2024 | 212 | $76.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 2, 2024 | 221 | $74.3M | canonical | SEC ↗ |