Long-term investor
Clear Trail Advisors, LLC @cleartrailadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002097856).
Record
- Tracked since 2025-12-31 (261 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days +3.1% · 6 months n/a · 1 year n/a · all +7.3%
- Max drawdown n/a · win rate 38% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DRI · 5.1% · long · since 2025-12-31
- XOM · 4.9% · long · since 2026-06-30
- AAPL · 3.4% · long · since 2025-12-31
- DIVO · 2.9% · long · since 2025-12-31
- JMUB · 2.9% · long · since 2026-03-31
- CGMU · 2.8% · long · since 2026-03-31
- AVGO · 2.8% · long · since 2025-12-31
- JPM · 2.7% · long · since 2025-12-31
- GIS · 2.7% · long · since 2025-12-31
- CGCB · 2.5% · long · since 2026-03-31
- WCPB · 2.5% · long · since 2026-03-31
- JBND · 2.5% · long · since 2026-03-31