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Portfolio (Quarterly) Guide ↗

Clear Trail Advisors, LLC

· CIK 0002097856
13F Portfolio $655M AUM 161 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 60 Added 55 Reduced 6 Exited
Page 2 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TR Financial Services 3,622.0 $2.7M 0.41% -237.0 -6.1% $736.38 -3.1%
22 UNH UNITEDHEALTH GROUP INC Healthcare 5,700.0 $2.4M 0.36% -778.0 -12.0% $415.66 -6.1%
23 AMD ADVANCED MICRO DEVICES INC Technology 4,002.0 $2.3M 0.35% -242.0 -5.7% $580.91 -18.5%
24 BBY BEST BUY INC Consumer Cyclical 28,180.0 $2.1M 0.33% -6K -17.4% $75.88 +13.2%
25 CMCSA COMCAST CORP NEW Communication Services 62,211.0 $1.5M 0.23% -15K -19.2% $24.55 +9.4%
26 TT TRANE TECHNOLOGIES PLC Industrials 2,988.0 $1.5M 0.22% -168.0 -5.3% $491.16 -7.7%
27 SPY SPDR S&P 500 ETF TR Financial Services 1,827.0 $1.4M 0.21% -21.0 -1.1% $746.77 +2.5%
28 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 16,411.0 $1.3M 0.20% -4K -18.1% $81.16 -10.5%
29 RY ROYAL BK CDA Financial Services 6,429.0 $1.3M 0.20% -1K -14.8% $206.97 -0.8%
30 TXN TEXAS INSTRS INC Technology 4,059.0 $1.2M 0.18% -120.0 -2.9% $298.07 -11.3%
31 FIS FIDELITY NATL INFORMATION SV Technology 25,915.0 $1.0M 0.15% -7K -20.6% $38.88 +6.3%
32 META META PLATFORMS INC Communication Services 1,677.0 $945K 0.14% -62.0 -3.6% $563.36 -2.4%
33 PG PROCTER AND GAMBLE CO Consumer Defensive 5,642.0 $827K 0.13% -423.0 -7.0% $146.64 -1.3%
34 QCOM QUALCOMM INC Technology 3,961.0 $732K 0.11% -186.0 -4.5% $184.79 -13.0%
35 NXPI NXP SEMICONDUCTORS N V Technology 2,373.0 $667K 0.10% -97.0 -3.9% $281.03 -19.7%
36 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 943.0 $663K 0.10% -10.0 -1.1% $703.34 -0.5%
37 MCHP MICROCHIP TECHNOLOGY INC. Technology 7,010.0 $639K 0.10% -1K -16.6% $91.20 -16.6%
38 DBEF DBX ETF TR 10,782.0 $589K 0.09% -1K -10.8% $54.63 +2.2%
39 ALL ALLSTATE CORP Financial Services 2,399.0 $571K 0.09% -160.0 -6.2% $237.96 +6.7%
40 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,789.0 $520K 0.08% -74.0 -4.0% $290.56 -8.2%
Page 2 of 3  ·  55 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%