Clear Trail Advisors, LLC
CIK 2097856
13F filing for Q2 2026・No. 3,332
- Holdings
- US$655.17M
- Quarter change
- +US$54.56M
- Entries
- 161
- Net bought (estimate)
- +US$34.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 6
- Cut 62
- Added 64
- Corporate actions 0
- Unchanged 17
Largest holdings
161 stocks worth US$655.17M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DRIDARDEN RESTAURANTS INCCOM | Added | 161,294 | US$33.23M | 5.07% |
| EXXON MOBIL CORPCOM | New | 235,825 | US$32.24M | 4.92% |
| AAPLAppleCOM | Cut | 76,232 | US$22.06M | 3.37% |
| AMPLIFY ETF TRCWP ENHANCED DIV | Added | 412,141 | US$18.83M | 2.87% |
| J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | Added | 369,734 | US$18.73M | 2.86% |
| CAPITAL GRP FIXED INCM ETF TMUNICIPAL INCOME | Added | 663,356 | US$18.22M | 2.78% |
| AVGOBroadcomCOM | Cut | 47,851 | US$18.08M | 2.76% |
| JPMJPMORGAN CHASE & COCOM | Cut | 54,669 | US$17.89M | 2.73% |
| GISGENERAL MLS INCCOM | Added | 506,727 | US$17.63M | 2.69% |
| CAPITAL GRP FIXED INCM ETF TCORE BOND ETF | Added | 623,439 | US$16.32M | 2.49% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 21, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.