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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 3 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TJX TJX COS INC NEW Consumer Cyclical 28,565.0 $4.6M 0.76% +410.0 +1.5% $159.70 -7.7%
42 V VISA INC Financial Services 14,376.0 $4.3M 0.72% -801.0 -5.3% $302.25 +6.7%
43 AXP AMERICAN EXPRESS CO Financial Services 13,840.0 $4.2M 0.70% +323.0 +2.4% $302.47 +3.6%
44 MCD MCDONALDS CORP Consumer Cyclical 13,273.0 $4.1M 0.69% +272.0 +2.1% $310.80 -11.5%
45 EPD ENTERPRISE PRODS PARTNERS L Energy 107,605.0 $4.1M 0.68% -542.0 -0.5% $37.84 +3.7%
46 NEE NEXTERA ENERGY INC Utilities 43,411.0 $4.0M 0.67% +7K +19.4% $92.88 +3.0%
47 O REALTY INCOME CORP Real Estate 62,644.0 $3.8M 0.64% $61.18 +1.3%
48 ET ENERGY TRANSFER L P Energy 184,173.0 $3.6M 0.59% $19.30 +5.5%
49 UNP UNION PAC CORP Industrials 14,311.0 $3.5M 0.58% +765.0 +5.7% $242.62 +11.0%
50 AMGN AMGEN INC Healthcare 9,539.0 $3.4M 0.56% +1K +18.4% $351.85 -7.3%
51 KO COCA COLA CO Consumer Defensive 42,422.0 $3.2M 0.54% +268.0 +0.6% $76.05 +5.8%
52 IBM INTERNATIONAL BUSINESS MACHS Technology 13,201.0 $3.2M 0.53% -398.0 -2.9% $242.39 -9.9%
53 MLPX GLOBAL X FDS 39,791.0 $2.9M 0.49% +36K +1021.8% $73.94 +3.0%
54 ENB ENBRIDGE INC Energy 54,078.0 $2.9M 0.49% +18K +47.9% $54.14 +3.8%
55 BIL SPDR SER TR 31,422.0 $2.9M 0.48% -13K -28.5% $91.64 -0.1%
56 GOOGL ALPHABET INC Communication Services 8,908.0 $2.6M 0.43% +2K +34.2% $287.57 +39.5%
57 AEM AGNICO EAGLE MINES LTD Basic Materials 12,316.0 $2.5M 0.42% +2K +20.0% $202.98 -11.2%
58 DUK DUKE ENERGY CORP NEW Utilities 17,094.0 $2.2M 0.37% +319.0 +1.9% $130.94 -5.1%
59 QQQ INVESCO QQQ TR Financial Services 3,859.0 $2.2M 0.37% -161.0 -4.0% $577.17 +22.8%
60 CMCSA COMCAST CORP NEW Communication Services 77,035.0 $2.2M 0.37% -14K -15.6% $28.71 -13.8%
Page 3 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%