CLEAR INVESTMENT RESEARCH, LLC

CIK 0001635523 · Q1 2026

13F Equity AUM

$63.9M

+6.0% QoQ

Positions

240

+189 QoQ

AUM Rank

#10,578

Top 85%

Skill Alpha (FF)

-2.8%/yr

Underperformer

Rank #6,072 · Top 74%

vs S&P -8.6%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 35.5%Top 10: 48.2%Top 20: 66.2%

IVV11.7%

EDV8.2%

FBND7.1%

SCHX4.5%

LLY3.9%

GPK2.9%

AAPL2.5%

SPMD2.5%

ANGL2.5%

VEA2.4%

Others (230)51.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services77.1%

Technology7.5%

Consumer Cyclical4.5%

Healthcare4.5%

Other6.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 240Median: 0.06%Avg: 0.42%

0–0.5%

197(15.9%)

0.5–1%

18(12.4%)

1–3%

20(36.2%)

3–5%

2(8.5%)

5%+

3(27.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 238Unique: 2vs 20 funds

3.3%Low

240

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.5%

BANK OF AMERICA CORP /DE/

4.9%

4.7%

7.1%

4.2%

VANGUARD CAPITAL MANAGEMENT LLC

3.7%

GEODE CAPITAL MANAGEMENT, LLC

3.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New190Increased21Decreased20Exited0

New Positions

XOM0.4%

+2K

USO0.4%

+2K

CLOI0.3%

+4K

LMT0.3%

+337

DTCR0.3%

+8K

LDUR0.3%

+2K

SPYD0.3%

+4K

SO0.3%

+2K

RJDI0.3%

+6K

SCHH0.3%

+8K

Increased

SPMD2.5%

+3K(+14%)

FBND7.1%

+3K(+3%)

FBCG2.2%

+2K(+9%)

GPK2.9%

+2K(+1%)

SCHP1.6%

+987(+3%)

VEA2.4%

+926(+4%)

TIP0.5%

+891(+43%)

AMZN1.1%

+259(+8%)

MSFT1.9%

+182(+6%)

PLTR0.5%

+179(+9%)

Decreased

ANGL2.5%

-7,050(-11%)

IJH2.3%

-6,011(-22%)

IEFA1.0%

-4,906(-41%)

IVW0.1%

-3,870(-94%)

SCHO1.9%

-3,220(-6%)

EDV8.2%

-2,972(-4%)

SLV0.6%

-2,314(-28%)

IVE0.0%

-2,263(-95%)

IEMG0.8%

-1,173(-14%)

IAU*0.8%

-771(-12%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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