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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 30 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 DCI DONALDSON INC Industrials 132.0 $12K 0.00% NEW $89.77 +3.9%
582 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 246.0 $12K 0.00% NEW $47.81 -8.5%
583 BUNGE GLOBAL SA 110.0 $12K 0.00% NEW $106.74
584 KDP KEURIG DR PEPPER INC Consumer Defensive 358.0 $12K 0.00% NEW $32.73 -2.1%
585 SWK STANLEY BLACK & DECKER INC Industrials 124.0 $12K 0.00% NEW $94.12 +6.3%
586 MTZ MASTEC INC Industrials 28.0 $12K 0.00% NEW $416.07 -36.0%
587 CENCORA INC 41.0 $12K 0.00% NEW $283.00
588 SNPS SYNOPSYS INC Technology 26.0 $12K 0.00% NEW $446.08 -10.8%
589 APA APA CORPORATION Energy 356.0 $12K 0.00% NEW $32.57 +33.2%
590 DPZ DOMINOS PIZZA INC Consumer Cyclical 39.0 $12K 0.00% NEW $296.05 +15.5%
591 FEDERATED HERMES INC 209.0 $12K 0.00% NEW $55.22
592 COHR COHERENT CORP Technology 29.0 $11K 0.00% NEW $394.48 -26.6%
593 CW CURTISS WRIGHT CORP Industrials 15.0 $11K 0.00% NEW $757.80 -16.2%
594 RPM RPM International Inc Basic Materials 102.0 $11K 0.00% NEW $111.15 -2.3%
595 AEP AMERICAN ELEC PWR CO INC Utilities 82.0 $11K 0.00% NEW $136.82 -11.6%
596 MSCI MSCI INC Financial Services 20.0 $11K 0.00% NEW $560.05 +0.6%
597 MGRC MCGRATH RENTCORP Industrials 92.0 $11K 0.00% NEW $121.03 -3.6%
598 XEL XCEL ENERGY INC Utilities 138.0 $11K 0.00% NEW $80.30 -5.0%
599 NVT NVENT ELEC PLC Industrials 65.0 $11K 0.00% NEW $169.62 -10.4%
600 HXL HEXCEL CORP NEW Industrials 110.0 $11K 0.00% NEW $100.06 -6.2%
Page 30 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%