Institutional Fund
Clear Trail Advisors, LLC
Houston, TXCIK 20978562 filings on record
Portfolio Value
$600.60M
Q1 2026
Holdings
149
Reported positions
New Buys
25
Opened this quarter
QoQ Change
+39.3%
from $431.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Exxon Mobil Corp6.7%
- Darden Restaurants Inc5.2%
- Apple Inc3.3%
- General Mls Inc3.1%
- Amplify ETF Tr3.0%
- Jpmorgan Chase & Co.2.7%
- Other75.9%
Portfolio Holdings
149 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Exxon Mobil Corp | 236.6K | $40.14M | 6.7% | −2.1K | Reduced |
| 2 | Darden Restaurants Inc | 160.7K | $31.50M | 5.2% | +1.3K | Added |
| 3 | Apple Inc | 79.0K | $20.05M | 3.3% | −1.7K | Reduced |
| 4 | General Mls Inc | 504.2K | $18.77M | 3.1% | −33.1K | Reduced |
| 5 | Amplify ETF Tr | 399.1K | $17.90M | 3.0% | +30.8K | Added |
| 6 | Jpmorgan Chase & Co. | 55.6K | $16.36M | 2.7% | +959 | Added |
| 7 | Microsoft Corp | 43.2K | $16.00M | 2.7% | +3.4K | Added |
| 8 | Chevron Corp New | 76.2K | $15.76M | 2.6% | +9.5K | Added |
| 9 | Walmart Inc | 123.8K | $15.39M | 2.6% | +3.8K | Added |
| 10 | Broadcom Inc | 49.0K | $15.18M | 2.5% | −760 | Reduced |
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