DOSSIER · 13F-HR · Q2 2026

Clear Trail Advisors, LLC

$655M in tracked AUM across 161 positions as of Q2 2026.

CT
CIK 0002097856 · last filed Jun 30, 2026
Total AUM
$655M
as of Q2 2026
Holdings
161
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Clear Trail Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DRI
DARDEN RESTAURANTS INC
$33M161K5.1%
02
XOM
EXXON MOBIL CORP
$32M236K4.9%
03
AAPL
APPLE INC
$22M76K3.4%
04
DIVO
AMPLIFY ETF TR
$19M412K2.9%
05
JMUB
J P MORGAN EXCHANGE TRADED F
$19M370K2.9%
06
CGMU
CAPITAL GRP FIXED INCM ETF T
$18M663K2.8%
07
AVGO
BROADCOM INC
$18M48K2.8%
08
JPM
JPMORGAN CHASE & CO
$18M55K2.7%
09
GIS
GENERAL MLS INC
$18M507K2.7%
10
CGCB
CAPITAL GRP FIXED INCM ETF T
$16M623K2.5%

Filing history

2026Q2Jun 30
$655M 9.1%
161 positionsView →
2026Q1Mar 31
$601M 39.3%
149 positionsView →
2025Q4Dec 31
$431M
126 positionsView →