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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 21 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SLB SLB LIMITED Energy 618.0 $29K 0.00% NEW $46.49 +15.9%
402 HEDJ WISDOMTREE TR 500.0 $28K 0.00% NEW $57.00 +0.5%
403 INVH INVITATION HOMES INC Real Estate 924.0 $28K 0.00% NEW $30.21 -0.3%
404 PLD PROLOGIS INC. Real Estate 206.0 $28K 0.00% NEW $135.48 +4.7%
405 BWA BORGWARNER INC Consumer Cyclical 417.0 $28K 0.00% NEW $66.40 +2.1%
406 TRNO Terreno Realty Corp REIT Real Estate 426.0 $28K 0.00% NEW $64.77 +5.2%
407 EFX EQUIFAX INC Industrials 174.0 $28K 0.00% NEW $158.54 +21.5%
408 CIEN CIENA CORP Technology 56.0 $27K 0.00% NEW $490.57 -19.3%
409 CBOE CBOE GLOBAL MKTS INC Financial Services 113.0 $27K 0.00% NEW $242.67 +23.9%
410 NVR NVR INC Consumer Cyclical 4.0 $27K 0.00% NEW $6813.50 -6.7%
411 NNN NNN REIT INC Real Estate 585.0 $27K 0.00% NEW $46.53 -1.5%
412 LNT ALLIANT ENERGY CORP Utilities 354.0 $27K 0.00% NEW $76.29 -11.1%
413 CHRW C H ROBINSON WORLDWIDE IN Industrials 143.0 $27K 0.00% NEW $188.34 -24.8%
414 SCHM SCHWAB STRATEGIC TR 723.0 $27K 0.00% NEW $36.87 -1.9%
415 ULTA ULTA BEAUTY INC Consumer Cyclical 59.0 $27K 0.00% NEW $450.98 +15.6%
416 MSM MSC INDL DIRECT INC Industrials 218.0 $26K 0.00% NEW $118.95 +0.7%
417 WBD WARNER BROS DISCOVERY INC Communication Services 965.0 $26K 0.00% NEW $26.66 +7.1%
418 WRB BERKLEY W R CORP Financial Services 361.0 $25K 0.00% NEW $70.53 -2.7%
419 NDSN NORDSON CORP Industrials 84.0 $25K 0.00% NEW $301.69 +10.1%
420 RRX REGAL REXNORD CORPORATION Industrials 106.0 $25K 0.00% NEW $238.20 -30.2%
Page 21 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%