Clear Trail Advisors
$655M 13F equity value
166 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Clear Trail Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | 161,294 | $33M | 5.1% |
| XOM | EXXON MOBIL CORP | 235,825 | $32M | 4.9% |
| AAPL | APPLE INC | 76,232 | $22M | 3.4% |
| DIVO | AMPLIFY ETF TR | 412,141 | $19M | 2.9% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 369,734 | $19M | 2.9% |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 663,356 | $18M | 2.8% |
| AVGO | BROADCOM INC | 47,851 | $18M | 2.8% |
| JPM | JPMORGAN CHASE & CO | 54,669 | $18M | 2.7% |
| GIS | GENERAL MLS INC | 506,727 | $18M | 2.7% |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 623,439 | $16M | 2.5% |
Track Clear Trail Advisors's 13F portfolio: $655M in reported holdings, 166 positions. Top holdings and quarterly changes on SentiSense.
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