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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 26 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 VRT VERTIV HOLDINGS CO Industrials 51.0 $17K 0.00% NEW $334.82 -21.8%
502 EW EDWARDS LIFESCIENCES CORP Healthcare 187.0 $17K 0.00% NEW $90.47 -0.7%
503 TSN TYSON FOODS INC Consumer Defensive 295.0 $17K 0.00% NEW $57.25 +2.1%
504 MSTR STRATEGY INC Technology 192.0 $17K 0.00% NEW $86.93 +37.2%
505 SUI SUN CMNTYS INC Real Estate 138.0 $17K 0.00% NEW $119.91 +1.5%
506 EXP EAGLE MATLS INC Basic Materials 73.0 $16K 0.00% NEW $225.00 -8.0%
507 MAS MASCO CORP Industrials 201.0 $16K 0.00% NEW $81.37 -9.9%
508 AMSC AMERICAN SUPERCONDUCTOR CORP Industrials 393.0 $16K 0.00% NEW $41.51 -27.7%
509 ARMK ARAMARK Industrials 285.0 $16K 0.00% NEW $56.90 +5.0%
510 HWC HANCOCK WHITNEY CORPORATION Financial Services 217.0 $16K 0.00% NEW $74.72 +0.9%
511 FE FIRSTENERGY CORP Utilities 340.0 $16K 0.00% NEW $47.54 -3.3%
512 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 264.0 $16K 0.00% NEW $60.67 +27.0%
513 INCY INCYTE CORP Healthcare 141.0 $16K 0.00% NEW $113.36 +12.7%
514 DTM DT MIDSTREAM INC Energy 108.0 $16K 0.00% NEW $146.74 -13.6%
515 WWD WOODWARD INC Industrials 37.0 $16K 0.00% NEW $425.46 -19.3%
516 DGRO ISHARES TR 207.0 $16K 0.00% NEW $75.79 +5.0%
517 MKL MARKEL GROUP INC Financial Services 8.0 $16K 0.00% NEW $1953.12 -8.1%
518 SOLV SOLVENTUM CORP Healthcare 202.0 $16K 0.00% NEW $77.15 +16.1%
519 CDP COPT DEFENSE PROPERTIES Real Estate 428.0 $16K 0.00% NEW $36.39 +2.4%
520 MUR MURPHY OIL CORP Energy 478.0 $16K 0.00% NEW $32.56 +14.9%
Page 26 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%