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Portfolio (Quarterly) Guide ↗

Clearstead Trust, LLC

· CIK 0001708001
13F Portfolio $765M AUM 970 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 970 New
Page 14 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PNC PNC Financial Services Group Financial Services 356.0 $88K 0.01% NEW $246.22 -1.3%
262 TMUS T-Mobile US, Inc Communication Services 522.0 $88K 0.01% NEW $167.73 +9.1%
263 DVY ISHARES TR 560.0 $88K 0.01% NEW $156.30 +5.0%
264 OLED Universal Display Corp Technology 1,000.0 $87K 0.01% NEW $86.59 -0.9%
265 NVS Novartis AG Spons ADR Healthcare 550.0 $86K 0.01% NEW $156.72 +1.4%
266 AZO AUTOZONE INC Consumer Cyclical 26.0 $83K 0.01% NEW $3195.96 -7.4%
267 SPEM STATE ST SPDR PORTFOLIO EMERGING MARKETS ETF 1,600.0 $83K 0.01% NEW $51.78 +1.2%
268 FORTINET INC 535.0 $82K 0.01% NEW $153.62
269 VNQ VANGUARD INDEX FDS 844.0 $81K 0.01% NEW $96.43 +2.1%
270 YUM YUM BRANDS INC Consumer Cyclical 500.0 $80K 0.01% NEW $159.86 -4.3%
271 ESS ESSEX PPTY TR INC Real Estate 269.0 $78K 0.01% NEW $291.59 -0.9%
272 MDT MEDTRONIC PLC Healthcare 996.0 $78K 0.01% NEW $78.21 +19.4%
273 VIG VANGUARD SPECIALIZED FUNDS 325.0 $77K 0.01% NEW $236.62 +3.1%
274 SPTL SPDR SERIES TRUST 2,904.0 $76K 0.01% NEW $26.23 -4.3%
275 CVS CVS HEALTH CORP Healthcare 734.0 $76K 0.01% NEW $103.45 -10.1%
276 IFRA ISHARES TR 1,200.0 $76K 0.01% NEW $63.04 -5.3%
277 EXC EXELON CORP Utilities 1,591.0 $74K 0.01% NEW $46.62 -6.1%
278 ENTA ENANTA PHARMACEUTICALS INC Healthcare 5,064.0 $74K 0.01% NEW $14.58 -7.6%
279 IRT Independence Rlty Tr Inc Com Real Estate 4,359.0 $73K 0.01% NEW $16.69 -0.6%
280 JAAA JANUS DETROIT STR TR 1,438.0 $73K 0.01% NEW $50.49 +0.4%
Page 14 of 49  ·  970 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 33.3%
Technology 32.0%
Healthcare 7.5%
Consumer Cyclical 6.4%
Industrials 5.6%
Communication Services 5.4%
Consumer Defensive 2.7%
Utilities 2.3%
Energy 2.0%
Real Estate 1.6%