Latest CLEAR INVESTMENT RESEARCH, LLC Stock Portfolio
CLEAR INVESTMENT RESEARCH, LLC Performance:
2024 Q3: 3.14%YTD: 3.18%2023: 10.88%
Performance for 2024 Q3 is 3.14%, and YTD is 3.18%, and 2023 is 10.88%.
About CLEAR INVESTMENT RESEARCH, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, CLEAR INVESTMENT RESEARCH, LLC reported an equity portfolio of $76.9 Millions as of 30 Sep, 2024.
The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, GPK. The fund has invested 11.6% of it's portfolio in ISHARES TR and 9.9% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off BLACKROCK INC (BLK), INTERNATIONAL BUSINESS MACHS (IBM) and LAM RESEARCH CORP (LRCX) stocks. They significantly reduced their stock positions in ISHARES US ETF TR (CCRV), VANGUARD INDEX FDS (VB) and ISHARES INC (EMGF). CLEAR INVESTMENT RESEARCH, LLC opened new stock positions in VANGUARD WORLD FD (EDV), SPDR SER TR (BIL) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PROSHARES TR (EET) and UBER TECHNOLOGIES INC (UBER).
The top stock holdings of CLEAR INVESTMENT RESEARCH, LLC are IJR, EDV, GPK. The fund has invested 11.6% of it's portfolio in ISHARES TR and 9.9% of portfolio in VANGUARD WORLD FD.
The fund managers got completely rid off BLACKROCK INC (BLK), INTERNATIONAL BUSINESS MACHS (IBM) and LAM RESEARCH CORP (LRCX) stocks. They significantly reduced their stock positions in ISHARES US ETF TR (CCRV), VANGUARD INDEX FDS (VB) and ISHARES INC (EMGF). CLEAR INVESTMENT RESEARCH, LLC opened new stock positions in VANGUARD WORLD FD (EDV), SPDR SER TR (BIL) and SPDR INDEX SHS FDS (CWI). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), PROSHARES TR (EET) and UBER TECHNOLOGIES INC (UBER).
CLEAR INVESTMENT RESEARCH, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that CLEAR INVESTMENT RESEARCH, LLC made a return of 3.14% in the last quarter. In trailing 12 months, it's portfolio return was 9.83%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard world fd | 7,588,960 |
| spdr ser tr | 123,706 |
| spdr ser tr | 109,985 |
| spdr index shs fds | 46,311 |
| costco whsl corp new | 39,937 |
| crowdstrike hldgs inc | 29,449 |
| pure storage inc | 5,175 |
| nutanix inc | 3,614 |
New stocks bought by CLEAR INVESTMENT RESEARCH, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 2,065 |
| proshares tr | 162 |
| uber technologies inc | 142 |
| marvell technology | 79.73 |
| coinbase global inc | 50.00 |
| qualcomm inc | 25.93 |
| salesforce inc | 17.27 |
| celcius hldgs inc | 16.67 |
Additions to existing portfolio by CLEAR INVESTMENT RESEARCH, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares us etf tr | -95.48 |
| vanguard index fds | -89.56 |
| ishares inc | -63.24 |
| airbnb inc | -62.5 |
| vaneck vectors etf tr | -60.93 |
| ishares tr | -50.47 |
| ishares tr | -48.47 |
| albemarle corp | -44.44 |
CLEAR INVESTMENT RESEARCH, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| blackrock inc | -7,969 |
| international business machs | -1,730 |
| lam research corp | -1,077 |
| mullen automotive inc | -2.00 |
| corteva inc | 0.00 |
| dupont de nemours inc | 0.00 |
| essential pptys rlty tr inc | 0.00 |
| ishares tr | 0.00 |
CLEAR INVESTMENT RESEARCH, LLC got rid off the above stocks
Sector Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 71.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71.2 |
| Consumer Cyclical | 9.6 |
| Technology | 9.1 |
| Healthcare | 4.1 |
| Financial Services | 1.5 |
| Consumer Defensive | 1.3 |
| Utilities | 1.1 |
Market Cap. Distribution
CLEAR INVESTMENT RESEARCH, LLC has about 19.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71.2 |
| MEGA-CAP | 16 |
| MID-CAP | 8.5 |
| LARGE-CAP | 3.6 |
Stocks belong to which Index?
About 19.5% of the stocks held by CLEAR INVESTMENT RESEARCH, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 79.7 |
| S&P 500 | 19.5 |
CLEAR INVESTMENT RESEARCH, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of CLEAR INVESTMENT RESEARCH, LLC
CLEAR INVESTMENT RESEARCH, LLC has 223 stocks in it's portfolio. About 54.9% of the portfolio is in top 10 stocks. DLTR proved to be the most loss making stock for the portfolio. GPK was the most profitable stock for CLEAR INVESTMENT RESEARCH, LLC last quarter.
Last Reported on: 12 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 4.55 | 15,002 | 3,495,470 | added | 0.67 | ||
| AAXJ | ishares tr | 0.68 | 6,492 | 521,364 | reduced | -8.76 | ||
| AAXJ | ishares tr | 0.19 | 1,950 | 149,459 | reduced | -3.61 | ||
| AAXJ | ishares tr | 0.19 | 2,157 | 146,082 | reduced | -17.95 | ||
| AAXJ | ishares tr | 0.17 | 1,360 | 127,354 | added | 1.42 | ||
| AAXJ | ishares tr | 0.05 | 933 | 39,018 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 93.00 | 5,323 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.01 | 35.00 | 4,286 | unchanged | 0.00 | ||
| ABBV | abbvie inc | 0.06 | 253 | 50,089 | unchanged | 0.00 | ||
| ABNB | airbnb inc | 0.00 | 3.00 | 380 | reduced | -62.5 | ||
| ABT | abbott labs | 0.01 | 80.00 | 9,214 | unchanged | 0.00 | ||
| ACWF | ishares tr | 0.44 | 5,413 | 339,347 | added | 2.79 | ||
| ACWF | ishares tr | 0.21 | 2,718 | 159,737 | reduced | -28.81 | ||
| ACWF | ishares tr | 0.03 | 545 | 22,026 | added | 1.68 | ||
| ACWV | ishares | 0.32 | 3,944 | 247,336 | reduced | -0.55 | ||
| ACWV | ishares | 0.00 | 10.00 | 298 | unchanged | 0.00 | ||
| ADBE | adobe inc | 0.05 | 75.00 | 38,834 | added | 1.35 | ||
| ADP | automatic data processing inc | 0.03 | 82.00 | 22,820 | unchanged | 0.00 | ||
| AFK | vaneck vectors etf tr | 2.01 | 52,597 | 1,546,900 | reduced | -60.93 | ||
| ALB | albemarle corp | 0.00 | 5.00 | 481 | reduced | -44.44 | ||