Clear Trail Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
Houston, TX
CIK
0002097856
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 149 600,604 XOM, DRI, AAPL, GIS 13F-HR 4/17/2026 000209785626000005
Q4 2025 126 431,044 DRI, XOM, GIS, AAPL 13F-HR 1/9/2026 000209785626000001