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Filers›Asset Manager›Clear Trail Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Clear Trail Advisors, LLC

Clear Trail's asset manager based in San Francisco, CA — $601M in tracked AUM across 149 positions as of Q1 2026.

CT
Clear Trail·San Francisco, CA·Asset Manager
CIK 0002097856 · last filed Mar 31, 2026
Total AUM
$601M
▲ 15.6%
vs prior
Holdings
149
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
24% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Clear Trail Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XOM
EXXON MOBIL CORP
$40M237K6.7%
02
DRI
DARDEN RESTAURANTS INC
$32M161K5.2%
03
AAPL
APPLE INC
$20M79K3.3%
04
GIS
GENERAL MLS INC
$19M504K3.1%
05
DIVO
AMPLIFY ETF TR
$18M399K3.0%
06
JPM
JPMORGAN CHASE & CO
$16M56K2.7%
07
MSFT
MICROSOFT CORP
$16M43K2.7%
08
CVX
CHEVRON CORP NEW
$16M76K2.6%
09
WMT
WALMART INC
$15M124K2.6%
10
AVGO
BROADCOM INC
$15M49K2.5%

Filing history

Filing history loading…
AI Agent · grounded in Clear
haiku-4-5 · 149 positions indexed
Sector mix
  • Tech24%
  • Financials9%
  • Cons. Disc.11%
  • Communications6%
  • Energy19%
  • Other31%
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