Portfolio (Quarterly)
Guide ↗
Clear Trail Advisors, LLC
· CIK 0002097856| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 236,612 | $40.1M | 6.68% | SOLD |
| 2 | APOS | APOLLO GLOBAL MGMT INC | — | 13,213 | $1.5M | 0.24% | SOLD |
| 3 | IJK | ISHARES TR | — | 2,343 | $236K | 0.04% | SOLD |
| 4 | BP | BP PLC | Energy | 4,854 | $228K | 0.04% | SOLD |
| 5 | GLD | SPDR GOLD TR | Financial Services | 478 | $206K | 0.03% | SOLD |
| 6 | PEP | PEPSICO INC | Consumer Defensive | 1,319 | $205K | 0.03% | SOLD |
Sector Allocation
Technology
22.5%
Financial Services
15.4%
Consumer Cyclical
13.8%
Industrials
11.1%
Energy
10.1%
Consumer Defensive
9.9%
Healthcare
7.7%
Communication Services
3.0%
Basic Materials
2.4%
Utilities
2.2%