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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DIA	SPDR DOW JONES INDL AVERAGE	Financial Services	629	$302K	0.07%	SOLD
2	IWM	ISHARES TR	—	913	$225K	0.05%	SOLD

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%