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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 22 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 FLRN State Street SPDR Bloomberg Investment Grade 811.0 $25K 0.00% NEW $30.85 -0.1%
422 VYM VANGUARD WHITEHALL FDS 157.0 $25K 0.00% NEW $158.03 +4.4%
423 NEM NEWMONT CORP Basic Materials 265.0 $25K 0.00% NEW $93.40 +40.9%
424 AOS SMITH A O CORP Industrials 392.0 $25K 0.00% NEW $62.72 +0.6%
425 ODFL OLD DOMINION FREIGHT LINE IN Industrials 112.0 $24K 0.00% NEW $216.61 -4.7%
426 LFUS LITTELFUSE INC Technology 53.0 $24K 0.00% NEW $455.34 -9.5%
427 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,076.0 $24K 0.00% NEW $22.27 +7.5%
428 WPC WP CAREY INC Real Estate 334.0 $24K 0.00% NEW $71.50 -0.4%
429 ADBE ADOBE INC Technology 116.0 $24K 0.00% NEW $205.03 +34.3%
430 AXS AXIS CAP HLDGS LTD Financial Services 221.0 $24K 0.00% NEW $107.44 -8.1%
431 CDW CDW CORP Technology 168.0 $24K 0.00% NEW $140.96 -2.6%
432 VTRS VIATRIS INC Healthcare 1,487.0 $24K 0.00% NEW $15.88 +2.8%
433 EA ELECTRONIC ARTS INC Communication Services 115.0 $24K 0.00% NEW $205.04 +2.3%
434 XMHQ INVESCO EXCHANGE TRADED FD T 208.0 $23K 0.00% NEW $112.88 +5.7%
435 BROOKFIELD ASSET MANAGMT LTD 523.0 $23K 0.00% NEW $44.85
436 REGCO REGENCY CTRS CORP 291.0 $23K 0.00% NEW $79.74
437 DLR DIGITAL RLTY TR INC Real Estate 127.0 $23K 0.00% NEW $179.58 +6.1%
438 LEN LENNAR CORP Consumer Cyclical 252.0 $23K 0.00% NEW $90.49 -3.8%
439 AWK AMERICAN WTR WKS CO INC NEW Utilities 172.0 $23K 0.00% NEW $131.58 +2.9%
440 ICVT ISHARES TR 185.0 $23K 0.00% NEW $121.74 -4.8%
Page 22 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%