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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 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MSI MOTOROLA SOLUTIONS INC Technology 22,749.0 $9.4M 1.44% -588.0 -2.5% $415.30 +15.7%
22 HD HOME DEPOT INC Consumer Cyclical 26,751.0 $9.4M 1.44% -2K -7.0% $352.69 -4.8%
23 MRK MERCK & CO INC Healthcare 71,003.0 $9.1M 1.39% $128.50 +18.7%
24 CME CME GROUP INC Financial Services 35,622.0 $7.9M 1.20% +4K +11.8% $220.83 +24.5%
25 VNLA JANUS DETROIT STR TR 160,783.0 $7.9M 1.20% +7K +4.5% $48.87 +0.2%
26 JNJ JOHNSON & JOHNSON Healthcare 30,766.0 $7.8M 1.19% -1K -3.6% $253.97 +6.4%
27 CAT CATERPILLAR INC Industrials 7,064.0 $7.5M 1.15% -46.0 -0.7% $1064.90 -22.3%
28 EVSD MORGAN STANLEY ETF TRUST 147,544.0 $7.5M 1.15% +14K +10.5% $50.86 -0.0%
29 ADI ANALOG DEVICES INC Technology 18,658.0 $7.4M 1.13% +579.0 +3.2% $397.16 -6.1%
30 CB CHUBB LIMITED Financial Services 19,164.0 $6.5M 1.00% -771.0 -3.9% $340.74 +0.1%
31 JCI JOHNSON CTLS INTL PLC Industrials 44,047.0 $6.4M 0.98% +647.0 +1.5% $146.11 -2.1%
32 EVIM MORGAN STANLEY ETF TRUST 118,166.0 $6.3M 0.96% +27K +29.1% $53.26 -1.6%
33 MMIT NEW YORK LIFE INVTS ACTIVE E 256,024.0 $6.2M 0.95% +57K +29.0% $24.35 -1.5%
34 MLPA GLOBAL X FDS 106,513.0 $5.7M 0.86% +14K +15.3% $53.08 +6.2%
35 GS GOLDMAN SACHS GROUP INC Financial Services 5,585.0 $5.6M 0.86% -218.0 -3.8% $1011.30 +2.8%
36 VZ VERIZON COMMUNICATIONS INC Communication Services 128,195.0 $5.4M 0.83% +5K +3.9% $42.34 +16.8%
37 CGHM CAPITAL GRP FIXED INCM ETF T 207,624.0 $5.4M 0.82% +16K +8.3% $25.85 -1.8%
38 APD AIR PRODS & CHEMS INC Basic Materials 17,610.0 $5.2M 0.79% +585.0 +3.4% $293.18 +4.1%
39 VTI VANGUARD INDEX FDS 13,864.0 $5.1M 0.78% +10K +234.7% $370.03 +2.2%
40 AXP AMERICAN EXPRESS CO Financial Services 13,037.0 $4.4M 0.67% -803.0 -5.8% $338.24 -0.7%
Page 2 of 9  ·  161 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%