Institutional Manager · CIK 0002097856
Clear Trail Advisors, LLC
HOUSTON, TX · File #028-25908
Latest AUM
$431.0M
Positions
126
Top-10 Concentration
52.2%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DARDEN RESTAURANTS INC | DRI | 159,392 | $29.3M | 7.66% |
| 2 | EXXON MOBIL CORP | XOM | 238,726 | $28.7M | 7.50% |
| 3 | GENERAL MLS INC | 370334104 | 537,242 | $25.0M | 6.52% |
| 4 | APPLE INC | AAPL | 80,725 | $21.9M | 5.73% |
| 5 | MICROSOFT CORP | MSFT | 39,884 | $19.3M | 5.04% |
| 6 | JPMORGAN CHASE & CO | VYLD | 54,671 | $17.6M | 4.60% |
| 7 | BROADCOM INC | AVGO | 49,798 | $17.2M | 4.50% |
| 8 | AMPLIFY ETF TR | 032108409 | 368,367 | $16.4M | 4.28% |
| 9 | WALMART INC | WMT | 120,035 | $13.4M | 3.49% |
| 10 | EATON CORP PLC | ETN | 34,425 | $11.0M | 2.86% |
| 11 | CHEVRON CORP NEW | CVX | 66,711 | $10.2M | 2.66% |
| 12 | CME GROUP INC | CME | 36,672 | $10.0M | 2.62% |
| 13 | HOME DEPOT INC | HD | 27,920 | $9.6M | 2.51% |
| 14 | MOTOROLA SOLUTIONS INC | MSI | 23,677 | $9.1M | 2.37% |
| 15 | MARATHON PETE CORP | MARA | 50,077 | $8.1M | 2.13% |
| 16 | MERCK & CO INC | MRK | 75,671 | $8.0M | 2.08% |
| 17 | CHUBB LIMITED | CB | 20,584 | $6.4M | 1.68% |
| 18 | JOHNSON & JOHNSON | JNJ | 31,043 | $6.4M | 1.68% |
| 19 | JANUS DETROIT STR TR | 47103U886 | 110,996 | $5.5M | 1.42% |
| 20 | VISA INC | V | 15,177 | $5.3M | 1.39% |