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Travis Jennings

Clear Investment Research, Llc

Assets Managed
$63.892M
Holdings
241
Last Quarter
2026 - Q1
Filed Date
2mo 23d ago
Growth Rate
6.01%(2Q avg: -6.62%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Investment Research, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 241 positions.

Assets under management

The assets under management (AUM) of Clear Investment Research, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 63.892M in assets, with a quarterly growth rate of 6.01% and a 2-quarter average growth rate of -6.62%. The portfolio is managed by Travis Jennings, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.62%
11.74%
$7.498M
11,479 shares@ $653.23 avg price
EDV
Vanguard Extended Dur Treas
Recent Activity
Decreased -3.55%
8.2%
$5.235M
80,608 shares@ $64.96 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 2.65%
7.12%
$4.544M
99,609 shares@ $45.63 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
4.53%
$2.889M
112,662 shares@ $25.65 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.63%
3.95%
$2.52M
2,740 shares@ $919.63 avg price
GPK
Graphic Packaging Holding Co
Recent Activity
Increased 0.98%
2.94%
$1.876M
188,690 shares@ $9.95 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.52%
2.51%
$1.597M
6,294 shares@ $253.8 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 14.44%
2.47%
$1.576M
26,617 shares@ $59.22 avg price
ANGL
Vaneck Fallen Angel High Yld
Recent Activity
Decreased -11.38%
2.47%
$1.576M
54,871 shares@ $28.73 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 4.1%
2.37%
$1.509M
23,549 shares@ $64.08 avg price

1-10 of 241