Clear Trail Advisors
$657M 13F equity value
166 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Clear Trail Advisors covers the quarter ended September 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 |
|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 214,022 | $35M | 5.3% |
| DRI | DARDEN RESTAURANTS INC | 159,812 | $31M | 4.7% |
| AAPL | APPLE INC | 71,971 | $24M | 3.6% |
| MSFT | MICROSOFT CORP | 39,276 | $20M | 3.1% |
| DIVO | AMPLIFY ETF TR | 410,833 | $19M | 2.9% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 368,505 | $18M | 2.7% |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 664,587 | $17M | 2.6% |
| JPM | JPMORGAN CHASE & CO | 52,108 | $17M | 2.6% |
| CVX | CHEVRON CORP NEW | 82,870 | $17M | 2.6% |
| AVGO | BROADCOM INC | 46,897 | $16M | 2.5% |
Track Clear Trail Advisors's 13F portfolio: $657M in reported holdings, 166 positions. Top holdings and quarterly changes on SentiSense.
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