Clear Trail Advisors, LLC
•CIK: 2097856•Filing: Q4 2025
**Clear Trail Advisors, LLC** manages $431M across a portfolio of 126 positions. The firm maintains significant exposure to energy and technology, highlighted by top holdings including DRI ($29.3M), XOM ($28.7M), and GIS ($25.0M). Further allocations include substantial positions in mega-cap technology names such as AAPL ($21.9M) and MSFT ($19.3M). This concentrated approach suggests a focus on established industrial and growth sectors.
Total AUM
$431.0M
QoQ Performance
N/A
Positions
115
Top 10 Concentration
46.4%
Latest Filing
Q4 2025
Top Holdings Allocation
DRI
XOM
GIS
AAPL
DRI6.8%
XOM6.7%
GIS5.8%
AAPL5.1%
MSFT4.5%
JPM4.1%
AVGO4.0%
DIVO3.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other41.7%
Technology17.2%
Financial10.3%
Energy8.6%
Consumer6.8%
Healthcare5.8%
Industrial4.2%
Utilities1.6%