# Clearwater Select Equity Fund

Clearwater Select Equity Fund is a registered fund series of Clearwater Investment Trust (series S000000698). Net assets $434.8M as of 2026-03-31.

## Profile

- Series ID: S000000698
- Registrant: Clearwater Investment Trust
- LEI: 549300JPAPXQ14UDMS55
- Net assets: $434.8M
- Total assets: $436.4M
- 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)
- [Acadian Asset Management LLC (Subadvisor)](https://search.stillhousedata.com/firm/106609)
- [Cooke & Bieler, L.P. (Subadvisor)](https://search.stillhousedata.com/firm/113859)
- [Parametric Portfolio Associates LLC (Subadvisor)](https://search.stillhousedata.com/firm/114310)
- [Rice Hall James & Associates, LLC (Subadvisor)](https://search.stillhousedata.com/firm/125410)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Gildan Activewear Inc.](https://search.stillhousedata.com/security/375916103) | — | $6.8M | 157.28% |
| [White Mountains Insurance Group Ltd.](https://search.stillhousedata.com/security/G9618E107) | — | $6.4M | 148.24% |
| [Northern Institutional Funds](https://search.stillhousedata.com/security/665278701) | — | $5.1M | 117.52% |
| [Valvoline Inc](https://search.stillhousedata.com/security/92047W101) | — | $5.1M | 116.49% |
| [WSFS Financial Corporation](https://search.stillhousedata.com/security/929328102) | — | $5.0M | 115.65% |
| [Glacier Bancorp Inc.](https://search.stillhousedata.com/security/37637Q105) | — | $5.0M | 115.15% |
| [Commerce Bancshares Inc](https://search.stillhousedata.com/security/200525103) | — | $4.9M | 111.61% |
| [Columbia Banking System Inc.](https://search.stillhousedata.com/security/197236102) | — | $4.8M | 111.41% |
| [H B Fuller Company](https://search.stillhousedata.com/security/359694106) | — | $4.7M | 108.83% |
| [Ryman Hospitality Properties Inc](https://search.stillhousedata.com/security/78377T107) | — | $4.7M | 107.25% |
| [Essent Group Ltd.](https://search.stillhousedata.com/security/G3198U102) | — | $4.7M | 107.23% |
| [MSA Safety Inc.](https://search.stillhousedata.com/security/553498106) | — | $4.6M | 106.59% |
| [Enerpac Tool Group Corp](https://search.stillhousedata.com/security/292765104) | — | $4.6M | 105.17% |
| [Charles River Laboratories International, Inc.](https://search.stillhousedata.com/security/159864107) | — | $4.5M | 104.17% |
| [Ituran](https://search.stillhousedata.com/security/M6158M104) | — | $4.3M | 99.43% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $434.8M |
| 2025-12-31 | $452.2M |
| 2025-09-30 | $459.5M |
| 2025-06-30 | $427.3M |
| 2025-03-31 | $406.5M |
| 2024-12-31 | $454.3M |
| 2024-09-30 | $452.8M |
| 2024-06-28 | $420.3M |

## More

- [Registrant: Clearwater Investment Trust](https://search.stillhousedata.com/registrant/811161)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000000698.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.