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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 6 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PSX PHILLIPS 66 Energy 3,226.0 $588K 0.10% NEW $182.18 -5.9%
102 COP CONOCOPHILLIPS Energy 4,313.0 $569K 0.10% $132.00 -9.9%
103 ICE INTERCONTINENTAL EXCHANGE INC Financial Services 3,522.0 $554K 0.09% -72.0 -2.0% $157.27 -1.0%
104 MCHP MICROCHIP TECHNOLOGY INC. Technology 8,408.0 $543K 0.09% -394.0 -4.5% $64.61 +50.2%
105 QCOM QUALCOMM INC Technology 4,147.0 $534K 0.09% $128.78 +55.4%
106 CRM SALESFORCE INC Technology 2,847.0 $531K 0.09% -20.0 -0.7% $186.65 -10.2%
107 ALL ALLSTATE CORP Financial Services 2,559.0 $531K 0.09% $207.32 +4.8%
108 T AT&T INC Communication Services 17,558.0 $509K 0.09% +426.0 +2.5% $28.99 -14.9%
109 ORCL ORACLE CORP Technology 3,327.0 $489K 0.08% $147.11 +33.0%
110 NXPI NXP SEMICONDUCTORS N V Technology 2,470.0 $486K 0.08% $196.86 +49.4%
111 FHN FIRST HORIZON CORPORATION Financial Services 21,232.0 $483K 0.08% $22.76 +4.2%
112 FANG DIAMONDBACK ENERGY INC Energy 2,396.0 $474K 0.08% -51.0 -2.1% $197.78 +1.3%
113 EW EDWARDS LIFESCIENCES CORP Healthcare 5,885.0 $471K 0.08% -122.0 -2.0% $80.08 +1.6%
114 GOOG ALPHABET INC Communication Services 1,534.0 $440K 0.07% $286.88 +38.4%
115 IQVIA HLDGS INC 2,572.0 $439K 0.07% -38.0 -1.5% $170.54
116 SDY SPDR SER TR 2,922.0 $427K 0.07% +37.0 +1.3% $145.96 +0.1%
117 STE STERIS PLC Healthcare 1,912.0 $423K 0.07% -48.0 -2.5% $221.13 -2.3%
118 NVDA NVIDIA CORPORATION Technology 2,409.0 $420K 0.07% +23.0 +1.0% $174.40 +35.2%
119 IWF ISHARES TR 950.0 $405K 0.07% -120.0 -11.2% $426.40 -70.8%
120 SPGI S&P GLOBAL INC Financial Services 926.0 $394K 0.07% -19.0 -2.0% $425.41 -5.1%
Page 6 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%