Clear Trail Advisors, LLC
Top Portfolio Positions
114 positions ·
$423,079,846 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| XOM |
Exxon Mobil Corp
Energy
|
236,612 | $40,143,591 | 9.49% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
160,688 | $31,501,275 | 7.45% | |
| AAPL |
Apple Inc.
Technology
|
79,002 | $20,049,917 | 4.74% | |
| GIS |
General Mills Inc
Consumer Defensive
|
504,172 | $18,765,281 | 4.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
55,630 | $16,364,120 | 3.87% | |
| MSFT |
Microsoft Corp
Technology
|
43,236 | $16,004,670 | 3.78% | |
| CVX |
Chevron Corp
Energy
|
76,192 | $15,764,124 | 3.73% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
123,849 | $15,391,953 | 3.64% | |
| AVGO |
Broadcom Inc.
Technology
|
49,038 | $15,177,751 | 3.59% | |
| ETN |
Eaton Corp plc
Industrials
|
32,820 | $11,738,729 | 2.77% |
Portfolio Trend
2 quarters · across all stocks
Holdings in DRI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,501,275 | 160,688 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $29,331,315 | 159,392 | Shares | Sole | 2026-01-09 | |
| No 13F history on record for this holder in this stock. | ||||||