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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 3 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NEXTERA ENERGY INC Utilities 49,993.0 $4.4M 0.67% +7K +15.2% $87.77 -4.7%
42 TJX TJX COS INC NEW Consumer Cyclical 27,909.0 $4.2M 0.65% -656.0 -2.3% $151.50 -7.3%
43 V VISA INC Financial Services 11,736.0 $4.0M 0.61% -3K -18.4% $343.08 +8.1%
44 UNP UNION PAC CORP Industrials 14,742.0 $4.0M 0.61% +431.0 +3.0% $272.01 +13.3%
45 KO COCA COLA CO Consumer Defensive 48,924.0 $4.0M 0.61% +7K +15.3% $81.27 +12.1%
46 EPD ENTERPRISE PRODS PARTNERS L 108,019.0 $4.0M 0.61% $36.76
47 O REALTY INCOME CORP Real Estate 62,223.0 $3.9M 0.59% -421.0 -0.7% $61.96 +1.0%
48 MDT MEDTRONIC PLC Healthcare 49,121.0 $3.8M 0.59% -16K -24.1% $78.23 +19.3%
49 GOOGL ALPHABET INC Communication Services 10,521.0 $3.8M 0.57% +2K +18.1% $357.36 -3.5%
50 BIL SPDR SER TR 39,589.0 $3.6M 0.55% +8K +26.0% $91.64 -0.0%
51 ET ENERGY TRANSFER L P Energy 186,994.0 $3.6M 0.55% +3K +1.5% $19.12 +10.8%
52 CGBL CAPITAL GROUP CORE BALANCED 93,718.0 $3.6M 0.54% NEW $37.96 +0.7%
53 AMGN AMGEN INC Healthcare 9,755.0 $3.5M 0.54% +216.0 +2.3% $362.11 +21.3%
54 MLPX GLOBAL X FDS 47,413.0 $3.5M 0.53% +8K +19.2% $73.66 +1.0%
55 IBM INTERNATIONAL BUSINESS MACHS Technology 12,127.0 $3.4M 0.52% -1K -8.1% $281.21 -16.2%
56 MCD MCDONALDS CORP Consumer Cyclical 12,281.0 $3.3M 0.51% -992.0 -7.5% $270.31 +0.2%
57 RTX RTX CORPORATION Industrials 16,278.0 $3.1M 0.47% -9K -35.5% $189.73 +10.6%
58 ABBV ABBVIE INC Healthcare 11,904.0 $3.0M 0.46% +3K +27.4% $251.64 +5.3%
59 ENB ENBRIDGE INC Energy 53,865.0 $2.9M 0.45% $54.21 -6.9%
60 QQQ INVESCO QQQ TR Financial Services 3,622.0 $2.7M 0.41% -237.0 -6.1% $736.38 -3.1%
Page 3 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%