CLEAR INVESTMENT RESEARCH, LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
241
Total value ($000)
$63,892
Net value change ($000)
+3,618 (6.0%)
New positions
189
Sold out positions
0
Turnover %
13.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 277 NEW
USO 253 NEW
SPMD 229 17.0%
CLOI 225 NEW
LMT 204 NEW
DTCR 202 NEW
LDUR 199 NEW
SPYD 185 NEW
SO 180 NEW
IMCV 173 NEW
Top Reduces (Value $000, Stocks/ETFs)
GPK -938 -33.3%
IVV -576 -7.1%
IVW -480 -94.3%
IVE -480 -95.0%
IEFA -431 -40.5%
LLY -407 -13.9%
IJH -363 -19.8%
MSFT -280 -18.9%
ANGL -242 -13.3%
EDV -199 -3.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type