Institutions / Clear Trail Advisors, LLC
Clear Trail Advisors, LLC
CIK 2097856 · Institution · as of Dec 31, 2025
Portfolio value
$431.04M
Positions
126
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 126 →
| Company | Value | % of portfolio |
|---|---|---|
| Darden Restaurants Inc | $29.33M | 6.8% |
| Exxon Mobil Corp | $28.73M | 6.7% |
| General Mills Inc | $24.98M | 5.8% |
| Apple Inc. | $21.95M | 5.1% |
| Microsoft Corp | $19.29M | 4.5% |
| JPMorgan Chase & Co | $17.62M | 4.1% |
| Broadcom Inc. | $17.24M | 4.0% |
| Amplify ETF Tr | $16.39M | 3.8% |
| Walmart Inc. | $13.37M | 3.1% |
| Eaton Corp plc | $10.96M | 2.5% |
| Chevron Corp | $10.17M | 2.4% |
| CME Group Inc | $10.01M | 2.3% |
| Home Depot, Inc. | $9.61M | 2.2% |
| Motorola Solutions, Inc. | $9.08M | 2.1% |
| Marathon Petroleum Corp | $8.14M | 1.9% |
| Merck & Co., Inc. | $7.97M | 1.8% |
| Chubb Ltd | $6.42M | 1.5% |
| Johnson & Johnson | $6.42M | 1.5% |
| Janus Detroit Str Tr | $5.45M | 1.3% |
| Visa Inc | $5.32M | 1.2% |
| Johnson Controls International plc | $5.10M | 1.2% |
| The Goldman Sachs Group, Inc. | $5.02M | 1.2% |
| American Express Co | $5.00M | 1.2% |
| Verizon Communications Inc | $4.95M | 1.1% |
| Caterpillar Inc | $4.84M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.