Clear Investment Research, LLC reported 18 positions worth $15.93M for the quarter ended Jun 30, 2026, down 7.2% on the prior quarter. It opened 0 new positions, added to 10, trimmed 7 and exited 118. Its largest holding is ELI LILLY & Co at 20.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +662 | +20.0% | $157.78K | 5.95% |
| AAPL Apple Inc. | +408 | +6.5% | $118.06K | 12.17% |
| IAU Ishares Gold Trust | +916 | +15.8% | $69.17K | 3.18% |
| SLV iShares Silver Trust | +652 | +11.0% | $34.86K | 2.21% |
| NVDA Nvidia Corp | +86 | +1.5% | $17.21K | 7.45% |
| MSFT Microsoft Corp | +44 | +1.4% | $16.41K | 7.7% |
| BRK-B Berkshire Hathaway Inc | +18 | +1.9% | $9.01K | 3.07% |
| GPK Graphic Packaging Holding Co | +150 | +0.1% | $1.59K | 12.53% |
| AVGO Broadcom Inc. | +1 | +0.1% | $377.68 | 1.84% |
| BAC Bank Of America Corp | +1 | +0.0% | $56.98 | 6.06% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| USO United States Oil Fund, LP | -1,992 | -100.0% | $253.48K | Exited |
| LMT Lockheed Martin Corp | -337 | -100.0% | $203.52K | Exited |
| SO Southern Co | -1,867 | -100.0% | $180.18K | Exited |
| META Meta Platforms, Inc. | -270 | -100.0% | $154.27K | Exited |
| WFC Wells Fargo & Company | -1,743 | -100.0% | $138.76K | Exited |
| TSLA Tesla, Inc. | -365 | -100.0% | $135.69K | Exited |
| PG PROCTER & GAMBLE Co | -775 | -100.0% | $111.87K | Exited |
| TFC Truist Financial Corp | -2,324 | -100.0% | $106.83K | Exited |
| NFLX Netflix Inc | -948 | -100.0% | $91.15K | Exited |
| MRK Merck & Co., Inc. | -676 | -100.0% | $81.33K | Exited |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| USO United States Oil Fund, LP | -1,992 | $253.48K | 1.48% |
| LMT Lockheed Martin Corp | -337 | $203.52K | 1.19% |
| SO Southern Co | -1,867 | $180.18K | 1.05% |
| META Meta Platforms, Inc. | -270 | $154.27K | 0.899% |
| WFC Wells Fargo & Company | -1,743 | $138.76K | 0.809% |
| TSLA Tesla, Inc. | -365 | $135.69K | 0.791% |
| PG PROCTER & GAMBLE Co | -775 | $111.87K | 0.652% |
| TFC Truist Financial Corp | -2,324 | $106.83K | 0.623% |
| NFLX Netflix Inc | -948 | $91.15K | 0.531% |
| MRK Merck & Co., Inc. | -676 | $81.33K | 0.474% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | LLY ELI LILLY & Co | Healthcare | 2,718 | $3.26M | 20.47% | -22 | -0.8% | Reduced | 0% |
| 2 | GPK Graphic Packaging Holding Co | Basic Materials | 188.8K | $2.00M | 12.53% | +150 | +0.1% | Added | 0.06% |
| 3 | AAPL Apple Inc. | Technology | 6,702 | $1.94M | 12.17% | +408 | +6.5% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 3,290 | $1.23M | 7.7% | +44 | +1.4% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 5,931 | $1.19M | 7.45% | +86 | +1.5% | Added | 0% |
| 6 | BAC Bank Of America Corp | Financial Services | 17.0K | $966.09K | 6.06% | +1 | +0.0% | Added | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 3,977 | $947.88K | 5.95% | +662 | +20.0% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 2,468 | $881.95K | 5.54% | -137 | -5.3% | Reduced | 0% |
| 9 | R Ryder System Inc | Industrials | 2,097 | $553.13K | 3.47% | 0 | 0.0% | Unchanged | 0.01% |
| 10 | IAU Ishares Gold Trust | Others | 6,717 | $507.20K | 3.18% | +916 | +15.8% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 977 | $488.88K | 3.07% | +18 | +1.9% | Added | 0% |
| 12 | SLV iShares Silver Trust | Others | 6,584 | $352.05K | 2.21% | +652 | +11.0% | Added | 0% |
| 13 | KO Coca Cola Co | Consumer Staples | 4,234 | $344.11K | 2.16% | -1 | 0.0% | Reduced | 0% |
| 14 | AVGO Broadcom Inc. | Technology | 778 | $293.83K | 1.84% | +1 | +0.1% | Added | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 495 | $287.55K | 1.81% | -4 | -0.8% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Clear Investment Research.
As of its Q2 2026 13F filing, Clear Investment Research, LLC’s five largest positions were ELI LILLY & Co (LLY) at 20.5%, Graphic Packaging Holding Co (GPK) at 12.5%, Apple Inc. (AAPL) at 12.2%, Microsoft Corp (MSFT) at 7.7%, Nvidia Corp (NVDA) at 7.5% of the reported portfolio.
Clear Investment Research, LLC reported a 13F portfolio worth $15.93M across 18 positions for Q2 2026. That is down 7.2% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($157.78K), Apple Inc. ($118.06K), Ishares Gold Trust ($69.17K). It opened 0 new positions.
Its largest sales by value were United States Oil Fund, LP ($253.48K), Lockheed Martin Corp ($203.52K), Southern Co ($180.18K). It exited 118 positions entirely.
From the Form 13F-HR reports Clear Investment Research, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.