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 3 of 12

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46137V241

Shares:4.8K

Value:$321.5K

% of Portfolio:0.4% ($321.5K/$74.9M)

25434V203

Shares:10.3K

Value:$320.9K

% of Portfolio:0.4% ($320.9K/$74.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.9K

Value:$310.6K

% of Portfolio:0.4% ($310.6K/$74.9M)

46432F339

QUAL|46432F339

Shares:1.8K

Value:$308.4K

% of Portfolio:0.4% ($308.4K/$74.9M)

RYDER SYSTEM INC

R|783549108

Shares:2.1K

Value:$307.2K

% of Portfolio:0.4% ($307.2K/$74.9M)

COCA COLA CO

KO|191216100

Shares:4.0K

Value:$288.2K

% of Portfolio:0.4% ($288.2K/$74.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:600

Value:$281.4K

% of Portfolio:0.4% ($281.4K/$74.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:493

Value:$275.8K

% of Portfolio:0.4% ($275.8K/$74.9M)

464286533

Shares:4.0K

Value:$233.7K

% of Portfolio:0.3% ($233.7K/$74.9M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.0K

Value:$233.2K

% of Portfolio:0.3% ($233.2K/$74.9M)

Walmart Inc.

WMT|931142103

Shares:2.6K

Value:$224.6K

% of Portfolio:0.3% ($224.6K/$74.9M)

464287739

IYR|464287739

Shares:2.3K

Value:$218.3K

% of Portfolio:0.3% ($218.3K/$74.9M)

46432F834

IXUS|46432F834

Shares:3.1K

Value:$214.7K

% of Portfolio:0.3% ($214.7K/$74.9M)

72201R718

Shares:2.2K

Value:$207.7K

% of Portfolio:0.3% ($207.7K/$74.9M)

464285204

Shares:3.5K

Value:$204.3K

% of Portfolio:0.3% ($204.3K/$74.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$202.2K

% of Portfolio:0.3% ($202.2K/$74.9M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:2.7K

Value:$196.3K

% of Portfolio:0.3% ($196.3K/$74.9M)

BARCLAYS BANK PLC

DJP|06738C778

Shares:5.3K

Value:$185.4K

% of Portfolio:0.2% ($185.4K/$74.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.5K

Value:$180.6K

% of Portfolio:0.2% ($180.6K/$74.9M)

78468R788

Shares:4.0K

Value:$178.5K

% of Portfolio:0.2% ($178.5K/$74.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V241)✕	4.8K	QoQ +0.04% (-2) YoY +0.14% (+7)	All Managers (Combined)	$321.5K	0.4% ($321.5K/$74.9M)	QoQ -0.99% (-$3.2K) YoY +9.95% (+$29.1K)
(cusip25434V203)✕	10.3K	QoQ -6.83% (-754) YoY +15.94% (+1.4K)	All Managers (Combined)	$320.9K	0.4% ($320.9K/$74.9M)	QoQ -0.35% (-$1.2K) YoY +19.81% (+$53.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.9K	QoQ -0.37% (-7) YoY -2.29% (-44)	All Managers (Combined)	$310.6K	0.4% ($310.6K/$74.9M)	QoQ +14.26% (-$38.8K) YoY +2.45% (-$7.5K)
(QUALcusip46432F339)	1.8K	QoQ +2.09% (-37) YoY +1.06% (+19)	All Managers (Combined)	$308.4K	0.4% ($308.4K/$74.9M)	QoQ -2.03% (-$6.4K) YoY +5.07% (+$14.9K)
RYDER SYSTEM INC(Rcusip783549108)	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$307.2K	0.4% ($307.2K/$74.9M)	QoQ -8.31% (-$27.9K) YoY +19.65% (+$50.5K)
COCA COLA CO(KOcusip191216100)	4.0K	QoQ +323.91% (+3.1K) YoY +323.02% (+3.1K)	All Managers (Combined)	$288.2K	0.4% ($288.2K/$74.9M)	QoQ +387.28% (+$229.1K) YoY +395.29% (+$230.0K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	600	QoQ 0.00% (-0) YoY +38.88% (+168)	All Managers (Combined)	$281.4K	0.4% ($281.4K/$74.9M)	QoQ -8.27% (-$25.4K) YoY +46.68% (+$89.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	493	QoQ 0.00% (-0) YoY +46.29% (+156)	All Managers (Combined)	$275.8K	0.4% ($275.8K/$74.9M)	QoQ -4.55% (-$13.2K) YoY +56.44% (+$99.5K)
(cusip464286533)✕	4.0K	QoQ +0.04% (-2) YoY +1.54% (+61)	All Managers (Combined)	$233.7K	0.3% ($233.7K/$74.9M)	QoQ -89.93% (-$2.1M) YoY +4.67% (+$10.4K)
LOWES COMPANIES INC(LOWcusip548661107)	1.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$233.2K	0.3% ($233.2K/$74.9M)	QoQ -5.49% (-$13.6K) YoY -8.44% (-$21.5K)
Walmart Inc.(WMTcusip931142103)	2.6K	QoQ -0.07% (-2) YoY +39.27% (+721)	All Managers (Combined)	$224.6K	0.3% ($224.6K/$74.9M)	QoQ -2.90% (-$6.7K) YoY +103.17% (+$114.0K)
(IYRcusip464287739)	2.3K	QoQ -0.91% (-21) YoY -2.27% (-53)	All Managers (Combined)	$218.3K	0.3% ($218.3K/$74.9M)	QoQ +1.91% (-$4.1K) YoY +4.07% (-$8.6K)
(IXUScusip46432F834)	3.1K	QoQ -3.27% (-104) YoY +1.85% (+56)	All Managers (Combined)	$214.7K	0.3% ($214.7K/$74.9M)	QoQ +2.09% (-$4.4K) YoY +4.80% (+$9.8K)
(cusip72201R718)✕	2.2K	QoQ -0.04% (-1) YoY -8.26% (-195)	All Managers (Combined)	$207.7K	0.3% ($207.7K/$74.9M)	QoQ +0.99% (-$2.0K) YoY -7.18% (-$16.1K)
(cusip464285204)✕	3.5K	QoQ -15.93% (-657) YoY +68.04% (+1.4K)	All Managers (Combined)	$204.3K	0.3% ($204.3K/$74.9M)	QoQ +0.10% (-$216) YoY +135.83% (+$117.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ -0.33% (-4) YoY -1.82% (-22)	All Managers (Combined)	$202.2K	0.3% ($202.2K/$74.9M)	QoQ +1.32% (-$2.6K) YoY +3.11% (-$6.1K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	2.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$196.3K	0.3% ($196.3K/$74.9M)	QoQ +2.20% (+$4.2K) YoY +23.86% (+$37.8K)
BARCLAYS BANK PLC(DJPcusip06738C778)	5.3K	QoQ -2.28% (-123) YoY -1.09% (-58)	All Managers (Combined)	$185.4K	0.2% ($185.4K/$74.9M)	QoQ +7.51% (-$13.0K) YoY +12.29% (-$20.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.5K	QoQ -0.78% (-12) YoY +45.82% (+477)	All Managers (Combined)	$180.6K	0.2% ($180.6K/$74.9M)	QoQ +9.71% (-$16.0K) YoY +49.24% (+$59.6K)
(cusip78468R788)✕	4.0K	QoQ 0.00% (+0) YoY +59.49% (+1.5K)	All Managers (Combined)	$178.5K	0.2% ($178.5K/$74.9M)	QoQ +2.35% (+$4.1K) YoY +73.40% (+$75.5K)