AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
DRIDARDEN RESTAURANTS INCCOMAddedUS$33.23M5.07%
EXXON MOBIL CORPCOMNewUS$32.24M4.92%
AAPLAppleCOMCutUS$22.06M3.37%
AMPLIFY ETF TRCWP ENHANCED DIVAddedUS$18.83M2.87%
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETFAddedUS$18.73M2.86%
CAPITAL GRP FIXED INCM ETF TMUNICIPAL INCOMEAddedUS$18.22M2.78%
AVGOBroadcomCOMCutUS$18.08M2.76%
JPMJPMORGAN CHASE & COCOMCutUS$17.89M2.73%
GISGENERAL MLS INCCOMAddedUS$17.63M2.69%
CAPITAL GRP FIXED INCM ETF TCORE BOND ETFAddedUS$16.32M2.49%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.