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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CLEAR INVESTMENT RESEARCH, LLC

Quarter ended Q3 2025 · Filed November 7, 2025 · Accession 0001635523-25-000005

Total Value
$74.6M
Positions
256
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (256)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720012,156$8.1M10.90%
2VANGUARD WORLD FD92191070985,986$5.9M7.88%
3FIDELITY MERRIMACK STR TR31618830988,870$4.1M5.51%
4APPLE INCAAPL14,756$3.8M5.03%
5GRAPHIC PACKAGING HLDG COGPK186,865$3.7M4.90%
6SCWAB STRATEGIC TR808524201112,956$3.0M3.99%
7MICROSOFT CORPMSFT4,229$2.2M2.93%
8LILLY ELI & COLLY2,721$2.1M2.78%
9ISHARES TR46428750729,934$2.0M2.62%
10VANECK VECTORS ETF TR92189F43759,312$1.8M2.36%
11ISHARES TR46432F84219,258$1.7M2.25%
12FIDELITY COVINGTON TRUST31609235224,994$1.3M1.80%
13NVIDIA CORPNVDA6,537$1.2M1.63%
14VANGUARD TAX-MANAGED FDS92194385820,310$1.2M1.63%
15ISHARES TR46428780410,109$1.2M1.61%
16SCWAB STRATEGIC TR80852486248,714$1.2M1.59%
17SCWAB STRATEGIC TR80852450839,947$1.2M1.59%
18SPDR SER TR78464A84720,112$1.2M1.54%
19ISHARES TR46428743210,841$968,9161.30%
20SCWAB STRATEGIC TR80852487035,451$955,4071.28%
21ISHARES TR4642874084,392$907,1141.22%
22BANK AMER CORP06050510417,216$888,1741.19%
23SCWAB STRATEGIC TR80852430026,798$855,1241.15%
24AMAZON COM INCAMZN3,196$701,7460.94%
25ISHARES TR4642873095,703$688,5210.92%
26ALPHABET INCGOOG2,708$658,4790.88%
27PIMCO ETF TR72201R86612,420$649,3250.87%
28SCWAB STRATEGIC TR80852460722,793$635,9250.85%
29SCWAB STRATEGIC TR80852440920,409$594,1060.80%
30SCWAB STRATEGIC TR80852480525,206$586,7960.79%
31ISHARES TR46429B7475,254$543,1330.73%
32ISHARES TR4642885136,512$528,7120.71%
33ISHARES INC46434G1037,854$517,7470.69%
34ISHARES TR4642876481,579$505,5160.68%
35DOLLAR TREE INCDLTR5,200$490,7240.66%
36VANGUARD INDEX FDS9229085535,301$484,6730.65%
37BERSHIRE HATHAWAY INC DELBRK-A922$463,5260.62%
38ISHARES GOLD TRIAU5,915$430,4350.58%
39ISHARES TR4642876302,406$425,5580.57%
40RYDER SYS INCR2,097$395,5780.53%
41ISHARES TR46432F3391,910$371,5400.50%
42ISHARES TR4642872263,679$368,8200.49%
43DIMENSIONAL ETF TRUST25434V20310,106$367,3640.49%
44PALANTIR TECHNOLOGIES INCPLTR1,999$364,6580.49%
45ISHARES TR46434V6215,255$357,7680.48%
46INVESCO EXCHANGE TRADED FD TIVZ4,802$351,9380.47%
47JOHNSON & JOHNSONJNJ1,876$347,9090.47%
48INVESCO QQQ TRIVZ569$341,6110.46%
49PROSHARES TR74347X8313,145$325,2280.44%
50SPDR S&P 500 ETF TRSPY465$309,7740.41%
51ISHARES TR4642871762,548$283,4560.38%
52COCA COLA COKO4,081$270,6730.36%
53ISHARES INC4642865334,019$256,5800.34%
54ISHARES TR46432F8343,062$252,8800.34%
55LOWES COS INC5486611071,000$251,3100.34%
56WALMART INCWMT2,324$239,5730.32%
57ISHARES TR4642877392,369$230,0400.31%
58BROADCOM INCAVGO686$226,5340.30%
59WELLS FARGO CO NEW9497461012,701$226,3980.30%
60TESLA INCTSLA436$193,8980.26%
61PIMCO ETF TR72201R7181,978$190,1750.25%
62BARCLAYS BK PLCVXZ5,352$189,6750.25%
63EXXON MOBIL CORPXOM1,633$184,1450.25%
64CVS HEALTH GROUPCVS2,436$183,6660.25%
65SOUTHERN COSOMN1,918$181,8120.24%
66PROCTOR AND GAMBLE CO7427181091,170$179,8610.24%
67SPDR SER TR78468R7884,072$179,1680.24%
68ISHARES TR46434V2822,571$177,6050.24%
69SCWAB STRATEGIC TR8085248477,959$171,6760.23%
70LOCKHEED MARTIN CORPLMT337$168,6960.23%
71ISHARES TR4642884062,074$166,7100.22%
72ISHARES TR4642882732,163$166,0180.22%
73UNITED STS OIL FD LPUNTCW1,992$146,9100.20%
74SCWAB STRATEGIC TR8085247975,344$145,8910.20%
75META PLATFORMS INCMETA192$141,7250.19%
76SPDR SER TR78464A4091,334$139,4310.19%
77MORGAN STANLEY ETF TRUSTMS-PQ2,580$135,4230.18%
78SPDR SER TR78464A5082,386$132,0690.18%
79SCWAB STRATEGIC TR8085247063,879$129,4420.17%
80ISHARES TR464287523476$129,0530.17%
81ISHARES TR464287614257$120,3810.16%
82INVESCO EXCHNG TRADED FD TRIVZ1,586$116,5390.16%
83APPLIED MATLS INC038222105555$113,6310.15%
84TRUIST FINL CORP89832Q1092,360$107,8990.14%
85ISHARES TRSLV2,510$106,3490.14%
86NETFLIX INCNFLX88$105,7940.14%
87JOHN HANCOCK EXCHAGE TRADED47804J2061,661$104,2200.14%
88DIMENSIONAL ETF TRUST25434V6091,657$96,4960.13%
89HOME DEPOT INCHD236$95,9630.13%
90ISHARES TR46432F8591,934$94,4920.13%
91SPDR INDEX SHS FDS78463X8892,158$92,3800.12%
92GE AEROSPACE369604301300$90,2460.12%
93VANECK ETF TRUST92189H7481,672$88,8330.12%
94CADENCE DESIGN SYSTEM INCCDNS250$87,8150.12%
95VANGUARD BD INDEX FD INC9219378271,107$87,3530.12%
96ORACLE CORPORCL-PD294$82,6850.11%
97VANECK BITCOIN ETFHODL2,537$82,1230.11%
98ADVANCED MICRO DEVICES INCAMD497$80,4100.11%
99ISHARES TR464288281762$72,6090.10%
100CAPITAL GROUP CORE EQUITY ETF14020V1081,810$71,5720.10%
101FIRST TR EXCHANGE TRADED FD33734X8531,186$71,0710.10%
102INVESCO EXCHANGE TRADED FD TIVZ646$68,2440.09%
103BEST BUY INCBBY900$68,0580.09%
104CAPITAL GROUP GROWTH ETF14020G1011,504$66,0600.09%
105ABBVIE INCABBV278$64,5160.09%
106COSTCO WHSL CORP NEW22160K10568$63,2940.08%
107ISHARES TR46429B663509$62,3510.08%
108SYNOPSYS INCSNPS125$61,6740.08%
109VANGUARD MUN BD FDS9229077461,220$61,1120.08%
110PFIZER INCPFE2,391$60,9230.08%
111VANGUARD INDEX FDS922908744320$59,6770.08%
112ALPHABET INCGOOG245$59,6700.08%
113PEPSICO INCPEP418$58,7250.08%
114MEDTRONIC PLCMDT600$57,1440.08%
115SCWAB STRATEGIC TR8085248881,253$57,0240.08%
116FIDELITY NATL INFORMATION SV31620M106862$56,8730.08%
117MERCK & CO INCMRK676$56,7450.08%
118MONDELEZ INTL INC609207105860$53,7690.07%
119VANGUARD INDEX FDS922908769156$51,1950.07%
120CHEVRON CORP NEWCVX327$50,8630.07%
121VISA INCV144$49,4540.07%
122FIDELITY CONVINGTON TRUST31609A5031,288$46,5710.06%
123AT&TT-PC1,648$46,5400.06%
124ISHARES TR46429B697484$46,1360.06%
125CROWDSTRIKE HLDGS INCCRWD94$46,0960.06%
126EATON CORP PLCETN122$45,9220.06%
127FIRST TR EXCHANGE TRADED ALP33735J101531$44,2930.06%
128AIR PRODS & CHEMS INCAIIR159$43,4320.06%
129MCDONALDS CORPMCD140$42,6440.06%
130MARVELL TECHNOLOGYMRVL478$40,2530.05%
131ISHARES TR464288117933$39,7460.05%
132PROLOGIS INCPLDGP343$39,3410.05%
133JPMORGAN CHASE & COVYLD122$38,7820.05%
134VANGUARD SPECIALIZED FUND921908844176$37,9790.05%
135STARBUCKS CORPSBUX431$36,5040.05%
136T ROWE PRICE ETF INC87283Q503862$36,1260.05%
137MARSH & MCLENNAN COS INC571748102173$35,0630.05%
138MPLX LPMPLXP700$34,9650.05%
139TRAVELERS COMPANIES INCTRV125$34,9160.05%
140SEMPRASREA382$34,4550.05%
141T ROWE PRICE ETF INC87283Q883665$34,2270.05%
142ISHARES TR464287655135$32,6670.04%
143UNITEDHEALTH GROUP INCUNH88$30,4000.04%
144CAPITAL GROUP INTL FOCUS EQT14019W109997$29,5310.04%
145ISHARES TR46434V449605$28,9730.04%
146TEXAS INSTRS INC882508104154$28,2980.04%
147SALESFORCE INCCRM118$28,1410.04%
148VANGUARD INDEX FDS92290836345$27,5570.04%
149PHILLIPS 66PSX197$26,8140.04%
150US BANKCORP DELUSB-PS544$26,3080.04%
151AUTOMATIC DATA PROCESSING INCADP86$25,3770.03%
152VANECK ETF TRUST92189H730693$25,0120.03%
153PNC FINL SVCS GROUP INC693475105118$23,7440.03%
154QUALCOMM INCQCOM135$22,6120.03%
155BRISTOL-MYERS SQUIBB COCELG-RI500$22,5500.03%
156ISHARES TR46432F39687$22,3110.03%
157ASTRAZENECA PLCAZN280$21,4820.03%
158ISHARES TR464287606203$19,4660.03%
159REALTY INCOME CORPO315$19,1710.03%
160VANGUARD INTL EQUITY INDEX F922042858346$18,7890.03%
161ISHARES TR46429B689217$18,4080.02%
162DOLLAR GEN CORP NEW256677105176$18,1900.02%
163ISHARES TR46428772192$18,0190.02%
164RTX CORPORATIONRTX105$17,6760.02%
165SCHWAB CHARLES CORPSCHW-PJ180$17,1850.02%
166LAM RESEARCH CORPLRCX102$13,6930.02%
167COREWEAVE INCCRWV100$13,6850.02%
168ABBOTT LABSABLZF97$13,1010.02%
169ENERGY TRANSFER L PET-PI748$12,8410.02%
170HONEYWELL INTL INC43851610657$12,1280.02%
171ECOLAB INCECL42$11,6210.02%
172RUBRIK INCRBRK134$11,0220.01%
173BLACKROCK INCBLK9$10,7310.01%
174FORTUNE BRANDS HOME & SEC INFBIN200$10,6790.01%
175ISHARES TR46428716873$10,3730.01%
176SPDR SERIES TR78464A854132$10,3720.01%
177ROYAL BK CDA78008710267$9,8700.01%
178PURE STORAGE INC74624M102117$9,8060.01%
179VANGUARD INDEX FDS92290851251$8,9040.01%
180ROCKET COS INC77311W101446$8,6430.01%
181WARNER BROS DISCOVERY INCWBD398$7,7730.01%
182ISHARES TR46428770564$7,3020.01%
183NUSCALE PWR CORPNU200$7,2000.01%
184FIRST TR EXCHANGE TRADED FD33738R70473$7,0580.01%
185PALO ALTO NETWORKS INCPANW33$6,7190.01%
186VANGUARD INDEX FDS92290861132$6,6790.01%
187INVESCO EXCHANGE TRADED FD TIVZ33$6,6450.01%
188HP INCHPQ240$6,5450.01%
189ISHARES TR46428824095$6,2240.01%
190SSGA ACTIVE ETF TR78467V608137$5,6960.01%
191HIMS & HERS HEALTH INCHIMS100$5,6720.01%
192VISTRA CORPVST28$5,5040.01%
193HEWLETT PACKARD ENTERPRISE CHPE-PC220$5,4230.01%
194VANGUARD WHITEHALL FDS92194640638$5,3560.01%
195ISHARES TR46428746557$5,3220.01%
196PARKER-HANNIFIN CORPPH7$5,3070.01%
197AMERICAN TOWER CORP NEW03027X10025$4,8130.01%
198IONIS PHARMACEUTICALS INCIONS71$4,6450.01%
199FIRST TR EXCHANGE TRAD FD VI33739H101179$4,6360.01%
200ISHARES US ETF TR46431W50789$4,5640.01%
201INTERNATIONAL PAPER CO46014610395$4,4080.01%
202FRANKLIN TEMPLETON ETF TRFGDL183$4,3960.01%
203NUTANIX INCNTNX56$4,1660.01%
204NEXTERA ENERGY INCNEE-PW54$4,0910.01%
205TRANSDIGM GROUP INCTDG125$3,9540.01%
206ISHARES TR46432F875184$3,9160.01%
207ALNYLAM PHARMACEUTICALS INCALNY8$3,6480.00%
208UBER TECHNOLOGIES INCUBER35$3,4290.00%
209ILLINOIS TOOL WKS INC45230810911$3,0220.00%
210ISHARES TR46428825721$3,0020.00%
211WASTE MGMT INC DEL94106L10913$2,8720.00%
212CLOUDFLARE INCNET13$2,7900.00%
213T-MOBILE US INCTMUSZ11$2,7100.00%
214MODERNA INCMRNA97$2,5060.00%
215VIATRIS INCVTRS248$2,4550.00%
216WABTEC92974010812$2,4060.00%
217CONAGRA BANDS INCCAG124$2,2820.00%
218L3HARRIS TECHNOLOGIES INCLHX7$2,2560.00%
219LULULEMON ATHLETICA INCLULU12$2,1350.00%
220ADOBE INCADBE6$2,1170.00%
221WAYFAIR INCW23$2,0550.00%
222LAMB WESTON HLDGS INCLW33$1,9560.00%
223COEUR MNG INC192108504100$1,8760.00%
224SERVICENOW INCNOW2$1,8410.00%
225CNH INDL N VN20944109167$1,8120.00%
226TJX COS INC NEW87254010912$1,7340.00%
227NOVO-NORDISK A SNONOF29$1,6090.00%
228PURSUIT ATTRACTIONS AND HOSP92552R40642$1,5460.00%
229OLD DOMINION FREIGHT LINE INODFL8$1,1420.00%
230COINBASE GLOBAL INCCOIN3$1,0120.00%
231ISHARES TR4642878877$1,0030.00%
232MICROSTRAGEY INCSTRK3$9670.00%
233CARNIVAL CORPCUKPF32$9250.00%
234COMCAST CORP NEWCCZ29$9110.00%
235KENVUE INCKVUE52$8470.00%
236LUMEN TECHNOLOGIES INCLUMN138$8450.00%
237TORONTO DOMINION BK ONTTORO10$8000.00%
238CONSTELLATION ENERGY CORPCEG2$6610.00%
239DELTA AIR LINES INC DELDAL10$5820.00%
240ALBEMARLE CORPALB-PA6$5020.00%
241VANGUARD SCOTTSDALE FDS92206C4096$4800.00%
242HUBSPOT INCHUBS1$4680.00%
243CELCIUS HLDGS INCCELH7$4020.00%
244AIRBNB INCABNB3$3640.00%
245SYLVAMO CORPSLVM8$3540.00%
246FIDELITY NATIONAL FINANCIALFNF4$2430.00%
247DXC TECHNOLOGY CODXC14$1990.00%
248KEARNY FINL CORP MDBEKE30$1970.00%
249DISNEY WALT CO2546871061$1170.00%
250INVESCO EXCHNG TRADED FD TRIVZ4$860.00%
251SNAP INCSNAP10$770.00%
252CANNAE HLDGS INCCNNE1$190.00%
253ISHARES TR4642873410$00.00%
254CORTEVA INCCTVA0$00.00%
255ESSENTIAL PPTYS RLTY TR INC29670E1070$00.00%
256DUPONT DE NEMOURS INCDD0$00.00%