Clear Trail Advisors, LLC: 13F holdings
CIK 20978562026Q2
| Positions | 161 |
|---|
| Reported value | $655.2m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 161 (+12 vs prior quarter) |
|---|
| Reported value | $655.2m (+9.1%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DRI DARDEN RESTAURANTS INC | 161,294 | $33.2m | 5.1% |
| XOM EXXON MOBIL CORP | 235,825 | $32.2m | 4.9% |
| AAPL APPLE INC | 76,232 | $22.1m | 3.4% |
| DIVO AMPLIFY ETF TR | 412,141 | $18.8m | 2.9% |
| JMUB J P MORGAN EXCHANGE TRADED F | 369,734 | $18.7m | 2.9% |
| CGMU CAPITAL GRP FIXED INCM ETF T | 663,356 | $18.2m | 2.8% |
| AVGO BROADCOM INC | 47,851 | $18.1m | 2.8% |
| JPM JPMORGAN CHASE & CO | 54,669 | $17.9m | 2.7% |
| GIS GENERAL MLS INC | 506,727 | $17.6m | 2.7% |
| CGCB CAPITAL GRP FIXED INCM ETF T | 623,439 | $16.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2097856")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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