Clear Trail Advisors, LLC - Portfolio overview

Clear Trail Advisors, LLC has 149 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. XOM - EXXON MOBIL CORP, 6.68%
2. DRI - DARDEN RESTAURANTS INC, 5.24%
3. AAPL - APPLE INC, 3.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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