Managed by Clear Trail Advisors, Llc • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | X XOM — | $40.1M | 236.6K | 0.00% | — |
| 2 | D DRI — | $31.5M | 160.7K | 0.00% | — |
| 3 | D DRI — | $29.3M | 159.4K | 0.00% | — |
| 4 | X XOM — | $28.7M | 238.7K | 0.00% | — |
| 5 | G GIS — | $25M | 537.2K | 0.00% | — |
| 6 | A AAPL — | $21.9M | 80.7K | 0.00% | — |
| 7 | A AAPL — | $20M | 79.0K | 0.00% | — |
| 8 | M MSFT — | $19.3M | 39.9K | 0.00% | — |
| 9 | G GIS — | $18.8M | 504.2K | 0.00% | — |
| 10 | A AMPY — | $17.9M | 399.1K | 0.00% | — |
| 11 | V VYLD — | $17.6M | 54.7K | 0.00% | — |
| 12 | A AVGO — | $17.2M | 49.8K | 0.00% | — |
| 13 | A AMPY — | $16.4M | 368.4K | 0.00% | — |
| 14 | V VYLD — | $16.4M | 55.6K | 0.00% | — |
| 15 | M MSFT — | $16M | 43.2K | 0.00% | — |
| 16 | C CVX — | $15.8M | 76.2K | 0.00% | — |
| 17 | W WMT — | $15.4M | 123.8K | 0.00% | — |
| 18 | A AVGO — | $15.2M | 49.0K | 0.00% | — |
| 19 | C | $14.8M | 562.3K | 0.00% | — |
| 20 | ? N/A — | $14.7M | 582.9K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.