Clear Trail Advisors Discloses 159 Equity Positions in 13F Filing

Clear Trail Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 159 distinct positions held by the firm.

The portfolio is diversified across various sectors, with notable holdings including Apple Inc., with 71,971 shares; Microsoft Corporation, holding 39,276 shares; and Johnson & Johnson, with 29,077 shares. The firm also holds significant positions in energy companies such as Exxon Mobil Corporation (214,022 shares) and Chevron Corporation (82,870 shares).

Clear Trail Advisors holds a mix of individual stocks and exchange-traded funds (ETFs). Major ETF holdings include the Vanguard Total Stock Market ETF (12,862 shares) and the Invesco QQQ Trust (3,744 shares). The filing identifies Matthew Kerns, Chief Compliance Officer, as the authorized signatory for the report.