Clear Trail Advisors, LLC — 13F holdings

Clear Trail Advisors, LLC reported 159 holdings worth $657M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

1. XOM EXXONMOBIL HOLDINGS CORP — $34.8M (5.3%)
2. DRI DARDEN RESTAURANTS INC — $30.9M (4.7%)
3. AAPL APPLE INC — $24.0M (3.6%)
4. MSFT MICROSOFT CORP — $20.1M (3.1%)
5. DIVO AMPLIFY ETF TR — $19.1M (2.9%)
6. JMUB J P MORGAN EXCHANGE TRADED F — $17.5M (2.7%)
7. CGMU CAPITAL GRP FIXED INCM ETF T — $17.2M (2.6%)
8. JPM JPMORGAN CHASE & CO. — $17.2M (2.6%)
9. CVX CHEVRON CORP NEW — $16.9M (2.6%)
10. AVGO BROADCOM INC — $16.5M (2.5%)