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Clear Trail Advisors, LLC

All holdings · as of Dec 31, 2025

126 positions

CompanyClassValueShares% of portfolio
CALAMOS CONV OPPORTUNITIES &—$143.0K13,6490.0%
Rithm Capital Corp.—$145.8K13,3760.0%
BLUE OWL CAPITAL INC.—$210.0K14,0590.0%
ISHARES TR—$210.5K2,1870.0%
PEPSICO INC—$210.8K1,4690.0%
AMPLIFY ETF TR—$212.5K5,5410.0%
GLOBAL X FDS—$214.7K3,5470.0%
iShares MSCI UAE ETF—$216.0K1,4530.1%
ISHARES TR—$224.7K9130.1%
LOCKHEED MARTIN CORP—$226.4K4680.1%
ISHARES TR—$235.2K2,4280.1%
Brookfield Infrastructure Partners LP—$243.0K6,9940.1%
Dexcom Inc—$249.3K3,7560.1%
Warren E. Buffett—$262.9K5230.1%
Newmont Corp—$274.7K2,7510.1%
ISHARES TR—$282.3K2,0000.1%
SHELL PLC—$300.3K4,0870.1%
SPDR DOW JONES INDL AVERAGE—$302.3K6290.1%
Welltower, Inc.—$304.2K1,6390.1%
WISDOMTREE TR—$305.5K3,0000.1%
AMPLIFY ETF TR—$315.2K10,8600.1%
REPUBLIC SERVICES, INC.—$317.9K1,5000.1%
WASTE MANAGEMENT INC—$329.6K1,5000.1%
AMERICAN ELECTRIC POWER CO INC—$342.7K2,9720.1%
CINCINNATI FINANCIAL CORP—$350.6K2,1470.1%
Diamondback Energy, Inc.—$367.8K2,4470.1%
ISHARES TR—$374.4K1,7800.1%
ISHARES TR—$397.3K5800.1%
SPDR SER TR—$401.5K2,8850.1%
ConocoPhillips—$403.7K4,3130.1%
AT&T INC.—$425.6K17,1320.1%
NVIDIA Corp—$445.0K2,3860.1%
CUMMINS INC—$445.1K8720.1%
HALLIBURTON CO—$448.8K15,8790.1%
J P MORGAN EXCHANGE TRADED F—$479.0K9,4680.1%
Alphabet Inc.—$481.4K1,5340.1%
S&P Global Inc.—$493.9K9450.1%
STERIS plc—$496.9K1,9600.1%
ISHARES TR—$506.4K1,0700.1%
FIRST HORIZON CORP—$507.4K21,2320.1%
Edwards Lifesciences Corp—$512.1K6,0070.1%
ALLSTATE CORP—$535.2K2,5710.1%
NXP Semiconductors N.V.—$538.7K2,4820.1%
MICROCHIP TECHNOLOGY INC—$560.9K8,8020.1%
L3HARRIS TECHNOLOGIES, INC. /DE—$561.1K1,9110.1%
NUCOR CORP—$571.7K3,5050.1%
SPDR S&P MIDCAP 400 ETF TR—$574.9K9530.1%
DBX ETF TR—$581.3K12,0820.1%
Intercontinental Exchange, Inc.—$582.0K3,5940.1%
IQVIA HOLDINGS INC.—$588.3K2,6100.1%
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