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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 28 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ACGL ARCH CAP GROUP LTD Financial Services 145.0 $14K 0.00% NEW $97.06 +2.4%
542 HUM HUMANA INC Healthcare 35.0 $14K 0.00% NEW $397.23 -4.6%
543 CHTR Charter Communications Inc New Communication Services 97.0 $14K 0.00% NEW $142.21 +5.6%
544 FERG FERGUSON ENTERPRISES INC Industrials 58.0 $14K 0.00% NEW $237.34 +2.1%
545 BAX BAXTER INTL INC Healthcare 645.0 $14K 0.00% NEW $21.32 +23.5%
546 HPQ HP INC Technology 625.0 $14K 0.00% NEW $21.94 +35.4%
547 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 176.0 $14K 0.00% NEW $77.88 -8.1%
548 LUV SOUTHWEST AIRLS CO Industrials 266.0 $14K 0.00% NEW $51.42 -21.5%
549 WCN WASTE CONNECTIONS INC Industrials 82.0 $14K 0.00% NEW $166.70 +1.6%
550 URI UNITED RENTALS INC Industrials 12.0 $14K 0.00% NEW $1132.92 -3.0%
551 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 121.0 $14K 0.00% NEW $111.79 -6.1%
552 SJM SMUCKER J M CO Consumer Defensive 120.0 $14K 0.00% NEW $112.50 +10.5%
553 DG DOLLAR GEN CORP Consumer Defensive 117.0 $13K 0.00% NEW $115.11 +7.2%
554 CHRD CHORD ENERGY CORPORATION Energy 117.0 $13K 0.00% NEW $114.31 +29.3%
555 BXP BXP INC Real Estate 201.0 $13K 0.00% NEW $66.31 +2.0%
556 CMS CMS ENERGY CORP Utilities 173.0 $13K 0.00% NEW $76.50 -10.8%
557 CEG CONSTELLATION ENERGY CORP Utilities 53.0 $13K 0.00% NEW $248.38 +9.9%
558 VSH VISHAY INTERTECHNOLOGY INC Technology 243.0 $13K 0.00% NEW $53.78 -41.2%
559 CSL CARLISLE COS INC Industrials 36.0 $13K 0.00% NEW $362.75 +1.4%
560 ABNB AIRBNB INC Consumer Cyclical 91.0 $13K 0.00% NEW $143.11 +30.9%
Page 28 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%