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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 4 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BBY BEST BUY INC Consumer Cyclical 34,132.0 $2.2M 0.36% -201.0 -0.6% $64.20 -12.3%
62 ABBV ABBVIE INC Healthcare 9,344.0 $2.0M 0.34% +3K +59.6% $217.49 -3.3%
63 FDX FEDEX CORP Industrials 5,572.0 $2.0M 0.33% NEW $356.18 +6.7%
64 OKE ONEOK INC NEW Energy 19,797.0 $1.8M 0.30% +978.0 +5.2% $90.39 +0.7%
65 UNH UNITEDHEALTH GROUP INC Healthcare 6,478.0 $1.8M 0.29% -424.0 -6.1% $270.57 +47.5%
66 MDST ULTIMUS MANAGERS TR 59,656.0 $1.7M 0.28% +34K +129.4% $28.60 +4.3%
67 MPLX MPLX LP Energy 29,844.0 $1.7M 0.28% -186.0 -0.6% $57.07 -2.6%
68 STEL STELLAR BANCORP INC Financial Services 46,368.0 $1.7M 0.28% $36.61 -0.1%
69 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 20,032.0 $1.6M 0.27% -5K -19.9% $80.95 -4.0%
70 FIS FIDELITY NATL INFORMATION SV Technology 32,625.0 $1.5M 0.26% -6K -16.3% $46.91 -10.9%
71 NSC NORFOLK SOUTHN CORP Industrials 5,156.0 $1.5M 0.25% NEW $287.00 +10.7%
72 APOS APOLLO GLOBAL MGMT INC Financial Services 13,213.0 $1.5M 0.24% $111.42 -76.8%
73 RJDI CARILLON SER TR 52,129.0 $1.4M 0.23% NEW $26.73 +8.0%
74 FCPT FOUR CORNERS PPTY TR INC Real Estate 57,575.0 $1.4M 0.23% $23.65 +3.7%
75 VTI VANGUARD INDEX FDS 4,142.0 $1.3M 0.22% -127.0 -3.0% $320.83 +13.1%
76 TT TRANE TECHNOLOGIES PLC Industrials 3,156.0 $1.3M 0.22% -44.0 -1.4% $416.74 +15.6%
77 AMZN AMAZON COM INC Consumer Cyclical 6,157.0 $1.3M 0.21% -31.0 -0.5% $208.27 +26.8%
78 PAA PLAINS ALL AMERN PIPELINE L Energy 57,047.0 $1.3M 0.21% +858.0 +1.5% $22.33 +0.7%
79 RY ROYAL BK CDA Financial Services 7,545.0 $1.2M 0.20% $161.78 +11.2%
80 SPY SPDR S&P 500 ETF TR Financial Services 1,848.0 $1.2M 0.20% -601.0 -24.5% $650.34 +13.7%
Page 4 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%