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Portfolio (Quarterly) Guide ↗

Clear Trail Advisors, LLC

· CIK 0002097856
13F Portfolio $600.6B AUM 149 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 25 New 44 Added 49 Reduced 2 Exited
Page 2 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CGMS CAPITAL GRP FIXED INCM ETF T 357,224.0 $9.7M 1.62% NEW $27.23 +0.4%
22 HD HOME DEPOT INC Consumer Cyclical 28,763.0 $9.5M 1.57% +843.0 +3.0% $328.89 -7.5%
23 CME CME GROUP INC Financial Services 31,864.0 $9.4M 1.57% -5K -13.1% $295.35 +1.2%
24 MRK MERCK & CO INC Healthcare 70,700.0 $8.5M 1.42% -5K -6.6% $120.29 -5.7%
25 JNJ JOHNSON & JOHNSON Healthcare 31,928.0 $7.8M 1.30% +885.0 +2.9% $244.44 -5.6%
26 VNLA JANUS DETROIT STR TR 153,833.0 $7.5M 1.25% +43K +38.6% $48.86 +0.2%
27 EVSD MORGAN STANLEY ETF TRUST 133,525.0 $6.8M 1.13% NEW $50.94 -0.1%
28 CB CHUBB LIMITED Financial Services 19,935.0 $6.5M 1.08% -649.0 -3.1% $325.93 -0.5%
29 VZ VERIZON COMMUNICATIONS INC Communication Services 123,347.0 $6.2M 1.03% +2K +1.6% $50.20 -6.3%
30 ADI ANALOG DEVICES INC Technology 18,079.0 $5.8M 0.96% +942.0 +5.5% $318.14 +31.2%
31 JCI JOHNSON CTLS INTL PLC Industrials 43,400.0 $5.7M 0.95% +775.0 +1.8% $130.95 +9.8%
32 MDT MEDTRONIC PLC Healthcare 64,706.0 $5.6M 0.93% +20K +45.0% $86.65 -11.2%
33 CAT CATERPILLAR INC Industrials 7,110.0 $5.0M 0.84% -1K -15.8% $708.46 +25.4%
34 MLPA GLOBAL X FDS 92,373.0 $5.0M 0.83% NEW $53.87 +2.8%
35 APD AIR PRODS & CHEMS INC Basic Materials 17,025.0 $4.9M 0.82% +870.0 +5.4% $290.48 +1.7%
36 GS GOLDMAN SACHS GROUP INC Financial Services 5,803.0 $4.9M 0.82% +88.0 +1.5% $846.04 +14.5%
37 RTX RTX CORPORATION Industrials 25,232.0 $4.9M 0.81% +188.0 +0.8% $192.90 -8.9%
38 CGHM CAPITAL GRP FIXED INCM ETF T 191,686.0 $4.9M 0.81% NEW $25.32 +0.4%
39 EVIM MORGAN STANLEY ETF TRUST 91,499.0 $4.8M 0.80% NEW $52.54 +0.2%
40 MMIT NEW YORK LIFE INVTS ACTIVE E 198,526.0 $4.8M 0.80% NEW $24.11 +0.2%
Page 2 of 8  ·  149 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
Energy 20.6%
Technology 18.5%
Financial Services 13.9%
Consumer Cyclical 12.7%
Consumer Defensive 9.3%
Industrials 9.2%
Healthcare 7.1%
Communication Services 3.1%
Basic Materials 2.0%
Utilities 2.0%