§ 13F · FUND PROFILE
Clear Trail Advisors, LLC.
AUM · $655M (13F)Positions · 161Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DRI | DARDEN RESTAURANTS INC | 161K | $33M | — | — |
| 2 | XOM | EXXON MOBIL CORP | 236K | $32M | — | — |
| 3 | AAPL | APPLE INC | 76K | $22M | — | — |
| 4 | DIVO | AMPLIFY ETF TR | 412K | $19M | — | — |
| 5 | JMUB | J P MORGAN EXCHANGE TRADED F | 370K | $19M | — | — |
| 6 | CGMU | CAPITAL GRP FIXED INCM ETF T | 663K | $18M | — | — |
| 7 | AVGO | BROADCOM INC | 48K | $18M | — | — |
| 8 | JPM | JPMORGAN CHASE & CO | 55K | $18M | — | — |
| 9 | GIS | GENERAL MLS INC | 507K | $18M | — | — |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF T | 623K | $16M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CLEAR SIGNAL
AC read
Clear Trail Advisors, LLC is a Other fund managing $655 million in assets. The fund runs a portfolio of 161 positions.
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