Clear-Investment-Research

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "DJP",
  null,
  "KRNY",
  null,
  null,
  "MPLX",
  null,
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  null,
  null,
  "GOOGL",
  "ALNY",
  "SCHH",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  null,
  null,
  "FBIN",
  null,
  "QCOM",
  "HUBS",
  "ITW",
  "AMAT",
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  "IONS",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  "MMC",
  "MRVL",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DXC",
  "FIS",
  "GE",
  null,
  "DG",
  "IJR",
  null,
  "ORCL",
  "PAYX",
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  "PNC",
  null,
  "IEMG",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "HPE",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "PSTG",
  "KVUE",
  "MSTR",
  null,
  "SLVM",
  "IEFA",
  "RY",
  "SCHX",
  "NOW",
  "SRE",
  "O",
  "RTX",
  "SPDW",
  "SPYG",
  "AMT",
  null,
  "SBUX",
  "SNPS",
  "TXN",
  "TD",
  "TJX",
  null,
  "TFC",
  "TRV",
  "UBER",
  "VNQ",
  "MRNA",
  "SCHW",
  null,
  null,
  null,
  "EPRT",
  null,
  null,
  "NTNX",
  "IWO",
  "IWN",
  "VYM",
  "DD",
  "GPK",
  "R",
  "ALB",
  "AMD",
  "WAB",
  "IP",
  "DLTR",
  "WM",
  null,
  null,
  null,
  null,
  "NVO",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  "HIMS",
  "DKNG",
  "USB",
  "VEA",
  null,
  null,
  "BSV",
  "VTRS",
  "V",
  "VST",
  "W",
  "WBD",
  "WMT",
  "WBA",
  "WFC",
  null,
  "FNF",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LW",
  "LUMN",
  null,
  "SO",
  null,
  "PSX",
  "CRM",
  "SNAP",
  "RBRK",
  null,
  "IXUS",
  "MTUM",
  "DGRO",
  "SPYV",
  null,
  null,
  "LULU",
  "ADP",
  "BAC",
  "BRK-B",
  "BBY",
  "BMY",
  "CDNS",
  "CNNE",
  "CCL",
  "CELH",
  "CVX",
  "NET",
  null,
  "KO",
  "CDE",
  "COIN",
  "CMCSA",
  "CAG",
  "CEG",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "DAL",
  null,
  "RSP",
  "IJT",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 230
Total Value: 74879257
Accession Number: 0001635523-25-000003
Form Type: 13F-HR
CIK: clear-investment-research
Manager Name: Clear-Investment-Research

Data Enrichment

76% identified

175 identified55 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

230 positions • $74.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 12 of 12

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DXC Technology Co

DXC|23355L106

Shares:14

Value:$249

% of Portfolio:0.0% ($249/$74.9M)

Kearny Financial Corp.

KRNY|48716P108

Shares:30

Value:$188

% of Portfolio:0.0% ($188/$74.9M)

Walt Disney Co

DIS|254687106

Shares:1

Value:$100

% of Portfolio:0.0% ($100/$74.9M)

Snap Inc

SNAP|83304A106

Shares:10

Value:$87

% of Portfolio:0.0% ($87/$74.9M)

46138E784

Shares:4

Value:$81

% of Portfolio:0.0% ($81/$74.9M)

Cannae Holdings, Inc.

CNNE|13765N107

Shares:1

Value:$19

% of Portfolio:0.0% ($19/$74.9M)

464287341

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$74.9M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$74.9M)

Corteva, Inc.

CTVA|22052L104

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$74.9M)

ESSENTIAL PROPERTIES REALTY TRUST, INC.

EPRT|29670E107

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$74.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DXC Technology Co(DXCcusip23355L106)	14	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$249	0.0% ($249/$74.9M)	QoQ -14.72% (-$43) YoY -19.67% (-$61)
Kearny Financial Corp.(KRNYcusip48716P108)	30	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$188	0.0% ($188/$74.9M)	QoQ -11.32% (-$24) YoY -2.59% (-$5)
Walt Disney Co(DIScusip254687106)	1	QoQ 0.00% (-0) YoY -98.03% (-50)	All Managers (Combined)	$100	0.0% ($100/$74.9M)	QoQ -10.71% (-$12) YoY -98.39% (-$6.1K)
Snap Inc(SNAPcusip83304A106)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$87	0.0% ($87/$74.9M)	QoQ -19.44% (-$21) YoY -24.34% (-$28)
(cusip46138E784)✕	4	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$81	0.0% ($81/$74.9M)	QoQ +2.53% (+$2) YoY -1.21% (-$1)
Cannae Holdings, Inc.(CNNEcusip13765N107)	1	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$19	0.0% ($19/$74.9M)	QoQ -5.00% (-$1) YoY -13.63% (-$3)
(cusip464287341)✕	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$0	0.0% ($0/$74.9M)	QoQ -(+$0) YoY -(+$0)
DuPont de Nemours, Inc.(DDcusip26614N102)	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$0	0.0% ($0/$74.9M)	QoQ -(+$0) YoY -(+$0)
Corteva, Inc.(CTVAcusip22052L104)	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$0	0.0% ($0/$74.9M)	QoQ -(+$0) YoY -(+$0)
ESSENTIAL PROPERTIES REALTY TRUST, INC.(EPRTcusip29670E107)	0	QoQ -(+0) YoY -(+0)	All Managers (Combined)	$0	0.0% ($0/$74.9M)	QoQ -(+$0) YoY -(+$0)