# Clearwater Core Equity Fund

Clearwater Core Equity Fund is a registered fund series of Clearwater Investment Trust (series S000000697). Net assets $1.4B as of 2026-03-31.

## Profile

- Series ID: S000000697
- Registrant: Clearwater Investment Trust
- LEI: 549300K5X0AWHU0I8R11
- Net assets: $1.4B
- Total assets: $1.4B
- As of: 2026-03-31

## Advisers

- [Fiduciary Counselling, Inc. (Subadvisor)](https://search.stillhousedata.com/firm/104753)
- [Clearwater Management Co Inc. (Advisor)](https://search.stillhousedata.com/firm/105307)
- [AQR Capital Management, LLC (Subadvisor)](https://search.stillhousedata.com/firm/111883)
- [Parametric Portfolio Associates LLC (Subadvisor)](https://search.stillhousedata.com/firm/114310)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $63.2M | 455.34% |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $54.8M | 394.71% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $37.2M | 267.98% |
| [NVIDIA Corp.](https://search.stillhousedata.com/security/67066G104) | — | $35.2M | 253.95% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K305) | — | $34.5M | 248.81% |
| [Apple Inc.](https://search.stillhousedata.com/security/037833100) | — | $28.0M | 201.41% |
| [Amazon.com, Inc.](https://search.stillhousedata.com/security/023135106) | — | $26.4M | 190.51% |
| [Broadcom Inc](https://search.stillhousedata.com/security/11135F101) | — | $21.7M | 156.36% |
| [Meta Platforms Inc](https://search.stillhousedata.com/security/30303M102) | — | $19.8M | 142.57% |
| [Microsoft Corp.](https://search.stillhousedata.com/security/594918104) | — | $18.7M | 134.61% |
| [Tesla Inc](https://search.stillhousedata.com/security/88160R101) | — | $15.3M | 110.44% |
| [Meta Platforms Inc](https://search.stillhousedata.com/security/30303M102) | — | $15.1M | 108.56% |
| [Alphabet Inc.](https://search.stillhousedata.com/security/02079K107) | — | $13.1M | 94.19% |
| [Berkshire Hathaway Inc.](https://search.stillhousedata.com/security/084670702) | — | $12.5M | 90.14% |
| [Broadcom Inc](https://search.stillhousedata.com/security/11135F101) | — | $12.0M | 86.80% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $1.4B |
| 2025-12-31 | $1.4B |
| 2025-09-30 | $1.4B |
| 2025-06-30 | $1.3B |
| 2025-03-31 | $1.1B |
| 2024-12-31 | $1.1B |
| 2024-09-30 | $1.1B |
| 2024-06-28 | $1.0B |

## More

- [Registrant: Clearwater Investment Trust](https://search.stillhousedata.com/registrant/811161)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000000697.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.