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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 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHB SCHWAB STRATEGIC TR 10,741.0 $311K 0.05% NEW $28.96 +2.2%
142 GEV GE VERNOVA INC Utilities 242.0 $284K 0.04% NEW $1175.03 -18.6%
143 SHEL SHELL PLC Energy 3,641.0 $282K 0.04% -446.0 -10.9% $77.54 +20.4%
144 BERKSHIRE HATHAWAY INC DEL 561.0 $281K 0.04% +38.0 +7.3% $500.39
145 IGV ISHARES TR 3,050.0 $276K 0.04% NEW $90.60 +14.1%
146 BIP BROOKFIELD INFRAST PARTNERS Utilities 7,344.0 $268K 0.04% $36.49 +6.7%
147 NEM NEWMONT CORP Basic Materials 2,765.0 $258K 0.04% +14.0 +0.5% $93.39 +40.9%
148 RSPT INVESCO EXCHANGE TRADED FD T 4,000.0 $258K 0.04% NEW $64.50 -0.7%
149 GE GE AEROSPACE Industrials 667.0 $249K 0.04% NEW $373.57 -6.7%
150 LMT LOCKHEED MARTIN CORP Industrials 472.0 $240K 0.04% +4.0 +0.8% $509.46 +10.6%
151 ITOT ISHARES TR 1,453.0 $239K 0.04% $164.27 +2.3%
152 EOG EOG RES INC Energy 1,809.0 $235K 0.04% $129.73 +18.0%
153 DXCM DEXCOM INC Healthcare 3,458.0 $233K 0.04% -252.0 -6.8% $67.35 +37.1%
154 IJT ISHARES TR 1,261.0 $225K 0.03% NEW $178.60 -2.6%
155 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 16,199.0 $218K 0.03% $13.44 -3.6%
156 DLR DIGITAL RLTY TR INC Real Estate 1,184.0 $213K 0.03% $179.58 +6.1%
157 IDVO AMPLIFY ETF TR 4,839.0 $203K 0.03% -614.0 -11.3% $42.00 +3.0%
158 IWR ISHARES TR 1,826.0 $201K 0.03% -316.0 -14.8% $110.32 +2.8%
159 QDVO AMPLIFY ETF TR 6,749.0 $201K 0.03% -4K -38.0% $29.84 -0.6%
160 OWL BLUE OWL CAPITAL INC Financial Services 22,131.0 $194K 0.03% +2K +11.3% $8.75 +33.4%
Page 8 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%