Institutional Fund
Clear Investment Research, LLC
Alpharetta, GACIK 16355235 filings on record
Portfolio Value
$63.89M
Q1 2026
Holdings
241
Reported positions
New Buys
190
Opened this quarter
QoQ Change
+6.0%
from $60.27M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.7%
- Vanguard World Fd8.2%
- Fidelity Merrimack Str Tr7.1%
- Schwab Strategic Tr4.5%
- Eli Lilly & Co3.9%
- Graphic Packaging Hldg Co2.9%
- Other61.6%
Portfolio Holdings
241 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 11.5K | $7.50M | 11.7% | −309 | Reduced |
| 2 | Vanguard World Fd | 80.6K | $5.24M | 8.2% | −3.0K | Reduced |
| 3 | Fidelity Merrimack Str Tr | 99.6K | $4.54M | 7.1% | +2.6K | Added |
| 4 | Schwab Strategic Tr | 112.7K | $2.89M | 4.5% | 0 | Held |
| 5 | Eli Lilly & Co | 2.7K | $2.52M | 3.9% | +17 | Added |
| 6 | Graphic Packaging Hldg Co | 188.7K | $1.88M | 2.9% | +1.8K | Added |
| 7 | Apple Inc | 6.3K | $1.60M | 2.5% | +94 | Added |
| 8 | Spdr Series Trust | 26.6K | $1.58M | 2.5% | +3.4K | Added |
| 9 | Vaneck ETF Trust | 54.9K | $1.58M | 2.5% | −7.0K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 23.5K | $1.51M | 2.4% | +926 | Added |
231 more holdings on Premium
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