CLEAR Investment Research, LLC has submitted its quarterly 13F-HR filing, revealing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and asset allocations in a competitive market.

Background

CLEAR Investment Research, LLC, based in Alpharetta, Georgia, is an investment management firm. The company is not publicly traded and does not have a stock ticker. It is categorized under the SIC description for investment management. The recent filing history includes multiple 13F-HR submissions, with the latest being on November 6, 2026.

What the Filing Says

The filing indicates a total portfolio value of approximately $64,748,788, with 61 different securities reported. The firm has made strategic investments in various sectors, including technology, consumer goods, and real estate, among others.

Impact

This filing may affect various stakeholders, including current and potential investors, as well as competitors in the investment management sector. The diverse holdings reflect the firm’s approach to managing risk and seeking growth opportunities in different market segments.

What's Next

The filing does not say what happens next.

Investment Details

The filing details specific holdings within the portfolio, highlighting significant investments in major companies and ETFs. Notable positions include:

  • Apple Inc. with 6,581 shares valued at approximately $2,191,626.
  • Amazon.com Inc. holding 3,945 shares worth about $982,897.
  • NVIDIA Corporation with 5,910 shares valued at around $1,349,785.
  • Microsoft Corp. holding 3,269 shares valued at approximately $1,676,480.
  • Alphabet Inc. with 2,473 shares worth about $850,779.

Additionally, the firm has invested in various ETFs, such as the iShares Core S&P 500 ETF and the Vanguard Real Estate ETF, reflecting a diversified investment strategy aimed at capitalizing on different market segments.

Investment Discretion

All reported securities indicate that CLEAR Investment Research, LLC holds sole investment discretion over the investments listed in the filing. This suggests a focused and independent investment strategy, allowing the firm to make unilateral decisions regarding its portfolio management.

Contact Information

The firm is located at 284 South Main Street, Suite 900, Alpharetta, GA 30009. For inquiries, they can be reached at the business phone number 678-293-8667.

Missing Information

The filing does not provide insights into the firm's future investment strategies or any commentary on market conditions that may affect their portfolio. Additionally, there are no details on the performance of the securities held or any changes in investment strategy compared to previous filings.