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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 29 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 VLYPN VALLEY NATL BANCORP 888.0 $13K 0.00% NEW $14.65
562 CNP CENTERPOINT ENERGY INC Utilities 294.0 $13K 0.00% NEW $44.04 -12.0%
563 HOOD ROBINHOOD MKTS INC Financial Services 129.0 $13K 0.00% NEW $100.29 +7.8%
564 ES EVERSOURCE ENERGY Utilities 177.0 $13K 0.00% NEW $72.27 -2.9%
565 NOV NOV INC Energy 689.0 $13K 0.00% NEW $18.55 +10.1%
566 PHM PULTE GROUP INC Consumer Cyclical 93.0 $13K 0.00% NEW $137.22 -6.0%
567 STE STERIS PLC Healthcare 60.0 $13K 0.00% NEW $210.58 +13.0%
568 HUBB HUBBELL INC Industrials 24.0 $13K 0.00% NEW $523.21 -10.2%
569 BKR Baker Hughes Company Energy 226.0 $13K 0.00% NEW $55.50 +12.3%
570 MPWR MONOLITHIC PWR SYS INC Technology 9.0 $12K 0.00% NEW $1382.44 -4.8%
571 AFL AFLAC INC Financial Services 106.0 $12K 0.00% NEW $117.25 -1.0%
572 FAF FIRST AMERN FINL CORP Financial Services 181.0 $12K 0.00% NEW $68.59 +4.6%
573 ARM ARM HOLDINGS PLC Technology 35.0 $12K 0.00% NEW $354.57 -31.4%
574 TTC TORO CO Industrials 126.0 $12K 0.00% NEW $97.42 +2.1%
575 MCO MOODYS CORP Financial Services 27.0 $12K 0.00% NEW $452.93 +11.1%
576 KBH KB HOME Consumer Cyclical 194.0 $12K 0.00% NEW $62.59 -11.5%
577 DKS Dicks Sporting Goods Inc. Consumer Cyclical 53.0 $12K 0.00% NEW $226.81 -19.2%
578 CGNX COGNEX CORP Technology 165.0 $12K 0.00% NEW $72.42 -16.4%
579 FHN FIRST HORIZON CORPORATION Financial Services 465.0 $12K 0.00% NEW $25.64 -3.9%
580 BALL BALL CORP Consumer Cyclical 191.0 $12K 0.00% NEW $62.40 +1.9%
Page 29 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%