Clear Trail Advisors, LLC Portfolio Holdings
Clear Trail Advisors, LLC
- $431 Billion
- Q4 2025
Clear Trail Advisors, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $431 Billion distributed in 126 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Darden Restaurants Inc with a value of $29.3B, Exxon Mobil Corp with a value of $28.7B, General Mills Inc with a value of $25B, Apple Inc. with a value of $21.9B, and Microsoft Corp with a value of $19.3B.
Examining the 13F form we can see an increase of $431B in the current position value.
Clear Trail Advisors, LLC is based out at Houston, TX
Below you can find more details about Clear Trail Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$431 Billion
Technology: $84.9 Billion
Energy: $61.8 Billion
Financial Services: $55.7 Billion
Consumer Cyclical: $51.7 Billion
Consumer Defensive: $43.3 Billion
ETFs: $37.5 Billion
Industrials: $32.4 Billion
Healthcare: $26.8 Billion
Other: $33.7 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 126
- Current Value $431 Billion
- Filing
- Period Q4 2025
- Filing Date January 09, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 126 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks