Clear Trail Advisors, LLC holds a diversified book of 161 stocks worth $655.2M as of Q2 2026 (disclosed Jul 21, 2026, a ~45-day 13F lag). This quarter they opened Exxon Mobil Corp and trimmed Apple Inc. Their largest long position is Darden Restaurants Inc at 5% of the equity book. Cloning the disclosed picks since 2026 would be +7% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2097856/holdings"
Use Arkolith to show Clear Trail Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Clear Trail Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Clear Trail Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 78 / 80 | $14.5B |
| MORGAN STANLEY | 77 / 80 | $457.0B |
| LPL Financial LLC | 77 / 80 | $60.7B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $13.6B |
| ROYAL BANK OF CANADA | 76 / 80 | $145.5B |
| RAYMOND JAMES FINANCIAL INC | 76 / 80 | $84.4B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $64.5B |
| HighTower Advisors, LLC | 76 / 80 | $23.2B |
Ranked by how many of Clear Trail Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Darden Restaurants Inc COM | $33.2M | 161.3K | 5.1% | ▲+0.4% Added · +606 sh | |
| 2 | Exxon Mobil Corp COM | $32.2M | 235.8K | 4.9% | ▲New New position | |
| 3 | Apple Inc COM | $22.1M | 76.2K | 3.4% | ▼−3.5% Reduced · −3K sh | |
| 4 | Amplify ETF TR CWP ENHANCED DIV | $18.8M | 412.1K | 2.9% | ▲+3.3% Added · +13K sh | |
| 5 | J P Morgan Exchange Traded F MUNICIPAL ETF | $18.7M | 369.7K | 2.9% | ▲+30% Added · +85K sh | |
| 6 | Capital Grp Fixed Incm ETF T MUNICIPAL INCOME | $18.2M | 663.4K | 2.8% | ▲+30% Added · +151K sh | |
| 7 | Broadcom Inc COM | $18.1M | 47.9K | 2.8% | ▼−2.4% Reduced · −1K sh | |
| 8 | JPMorgan Chase & Co COM | $17.9M | 54.7K | 2.7% | ▼−1.7% Reduced · −961 sh | |
| 9 | General MLS Inc COM | $17.6M | 506.7K | 2.7% | ▲+0.5% Added · +3K sh | |
| 10 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $16.3M | 623.4K | 2.5% | ▲+11% Added · +61K sh | |
| 11 | Northern LTS FD TR II WEITZ CORE PLUS | $16.3M | 643.4K | 2.5% | ▲+10% Added · +60K sh | |
| 12 | J P Morgan Exchange Traded F ACTIVE BOND ETF | $16.2M | 302.7K | 2.5% | ▲+10% Added · +29K sh | |
| 13 | Morgan Stanley ETF Trust EATON VANCE TOTA | $16.2M | 318.6K | 2.5% | ▲+10% Added · +30K sh | |
| 14 | Microsoft Corp COM | $16.0M | 43.0K | 2.4% | ▼−0.6% Reduced · −253 sh | |
| 15 | J P Morgan Exchange Traded F INCOME ETF | $15.2M | 329.0K | 2.3% | ▲+10% Added · +31K sh | |
| 16 | Walmart Inc COM | $14.0M | 123.6K | 2.1% | ▼−0.2% Reduced · −294 sh | |
| 17 | Chevron Corp New COM | $13.5M | 81.6K | 2.1% | ▲+7.1% Added · +5K sh | |
| 18 | Eaton Corp PLC SHS | $13.3M | 31.2K | 2.0% | ▼−4.9% Reduced · −2K sh | |
| 19 | Marathon Pete Corp COM | $11.8M | 46.2K | 1.8% | ▼−2.3% Reduced · −1K sh | |
| 20 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $10.8M | 393.7K | 1.6% | ▲+10% Added · +36K sh | |
| 21 | Motorola Solutions Inc COM NEW | $9.4M | 22.7K | 1.4% | ▼−2.5% Reduced · −588 sh | |
| 22 | Home Depot Inc COM | $9.4M | 26.8K | 1.4% | ▼−7.0% Reduced · −2K sh | |
| 23 | Merck & Co Inc COM | $9.1M | 71.0K | 1.4% | ▲+0.4% Added · +303 sh | |
| 24 | Cme Group Inc COM | $7.9M | 35.6K | 1.2% | ▲+12% Added · +4K sh | |
| 25 | Janus Detroit STR TR HENDRSN SHRT ETF | $7.9M | 160.8K | 1.2% | ▲+4.5% Added · +7K sh | |
| 26 | Johnson & Johnson COM | $7.8M | 30.8K | 1.2% | ▼−3.6% Reduced · −1K sh | |
| 27 | Caterpillar Inc COM | $7.5M | 7.1K | 1.1% | ▼−0.6% Reduced · −46 sh | |
| 28 | Morgan Stanley ETF Trust EATON VANCE SHOR | $7.5M | 147.5K | 1.1% | ▲+10% Added · +14K sh | |
| 29 | Analog Devices Inc COM | $7.4M | 18.7K | 1.1% | ▲+3.2% Added · +579 sh | |
| 30 | Chubb Limited COM | $6.5M | 19.2K | 1.0% | ▼−3.9% Reduced · −771 sh | |
| 31 | Johnson CTLS Intl PLC SHS | $6.4M | 44.0K | 1.0% | ▲+1.5% Added · +647 sh | |
| 32 | Morgan Stanley ETF Trust EATON VANCE INTE | $6.3M | 118.2K | 1.0% | ▲+29% Added · +27K sh | |
| 33 | New York Life Invts Active E NYLI MACKAY MUN | $6.2M | 256.0K | 1.0% | ▲+29% Added · +57K sh | |
| 34 | Global X FDS GLBL X MLP ETF | $5.7M | 106.5K | 0.9% | ▲+15% Added · +14K sh | |
| 35 | Goldman Sachs Group Inc COM | $5.6M | 5.6K | 0.9% | ▼−3.8% Reduced · −218 sh | |
| 36 | Verizon Communications Inc COM | $5.4M | 128.2K | 0.8% | ▲+3.9% Added · +5K sh | |
| 37 | Capital Grp Fixed Incm ETF T MUNICIPAL HIGH I | $5.4M | 207.6K | 0.8% | ▲+8.3% Added · +16K sh | |
| 38 | Air Prods & Chems Inc COM | $5.2M | 17.6K | 0.8% | ▲+3.4% Added · +585 sh | |
| 39 | Vanguard Index FDS TOTAL STK MKT | $5.1M | 13.9K | 0.8% | ▲+235% Added · +10K sh | |
| 40 | American Express Co COM | $4.4M | 13.0K | 0.7% | ▼−5.8% Reduced · −803 sh | |
| 41 | NextEra Energy Inc COM | $4.4M | 50.0K | 0.7% | ▲+15% Added · +7K sh | |
| 42 | TJX Cos Inc New COM | $4.2M | 27.9K | 0.6% | ▼−2.3% Reduced · −656 sh | |
| 43 | Visa Inc COM CL A | $4.0M | 11.7K | 0.6% | ▼−18% Reduced · −3K sh | |
| 44 | Union Pac Corp COM | $4.0M | 14.7K | 0.6% | ▲+3.0% Added · +431 sh | |
| 45 | Coca Cola Co COM | $4.0M | 48.9K | 0.6% | ▲+15% Added · +7K sh | |
| 46 | Enterprise Prods Partners L COM | $4.0M | 108.0K | 0.6% | ▲+0.4% Added · +414 sh | |
| 47 | Realty Income Corp COM | $3.9M | 62.2K | 0.6% | ▼−0.7% Reduced · −421 sh | |
| 48 | Medtronic PLC SHS | $3.8M | 49.1K | 0.6% | ▼−24% Reduced · −16K sh | |
| 49 | Alphabet Inc CAP STK CL A | $3.8M | 10.5K | 0.6% | ▲+18% Added · +2K sh | |
| 50 | SPDR Ser TR BLOOMBERG 1-3 MO | $3.6M | 39.6K | 0.6% | ▲+26% Added · +8K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.