StockDriftsStockDriftsTop 50 Clear Investment Research LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.34% | 11.4K | $8.6M | -0.30%(-34) | $229.66(+238.49%) | 2026-06-30 | |
| EDV | VANGUARD WORLD FD | 8.13% | 80.3K | $5.2M | -0.39%(-317) | $76.44(-21.54%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7% | 98.9K | $4.5M | -0.71%(-712) | $46.07(-2.48%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 5.15% | 112.5K | $3.3M | -0.16%(-181) | $10.97(+178.42%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 5.07% | 2.7K | $3.3M | -0.80%(-22) | $137.44(+794.12%) | 2026-06-30 | |
| GPK | GRAPHIC PACKAGING HLDG CO | 3.11% | 188.8K | $2.0M | +0.08%(+150) | $21.79(-45.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.02% | 6.7K | $1.9M | +6.48%(+408) | $128.34(+138.96%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 2.81% | 26.8K | $1.8M | +0.55%(+147) | $51.06(+33.72%) | 2026-06-30 | |
| ANGL | VANECK ETF TRUST | 2.68% | 58.8K | $1.7M | +7.18%(+3.94K) | $29.99(-3.30%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.63% | 23.7K | $1.7M | +0.52%(+122) | $49.62(+47.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.08% | +29.78% | +3.87% | +20.89% |
| Top 20 Holdings Unweighted | +11.22% | +37.56% | +5.81% | +32.65% |
Clear Investment Research LLC reports $64.24M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.3%), EDV (8.1%) and FBND (7.0%). The top 20 holdings account for 72.67% of reported assets. Its disclosed equity book has returned +29.78% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Clear Investment Research LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Clear Investment Research LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1635523). View Clear Investment Research LLC’s 13F filings on SEC