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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 31 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 144.0 $11K 0.00% NEW $76.40 +5.1%
602 SNX TD SYNNEX CORPORATION Technology 41.0 $11K 0.00% NEW $267.34 -6.4%
603 SNA SNAP ON INC Industrials 27.0 $11K 0.00% NEW $402.41 -2.2%
604 IWX ISHARES TR 103.0 $11K 0.00% NEW $105.17 +6.8%
605 EHC ENCOMPASS HEALTH CORP Healthcare 107.0 $11K 0.00% NEW $101.08 +19.0%
606 BIIB BIOGEN INC Healthcare 50.0 $11K 0.00% NEW $216.06 +0.3%
607 LIBERTY LIVE HOLDINGS INC 102.0 $11K 0.00% NEW $105.65
608 AOR ISHARES TR 155.0 $11K 0.00% NEW $69.50 +0.5%
609 FAST FASTENAL CO Industrials 224.0 $11K 0.00% NEW $48.03 +6.7%
610 DASH DOORDASH INC Communication Services 58.0 $11K 0.00% NEW $184.53 +21.1%
611 ACI ALBERTSONS COMPANIES INC Consumer Defensive 786.0 $11K 0.00% NEW $13.53 -8.5%
612 LYV LIVE NATION ENTERTAINMENT IN Communication Services 58.0 $11K 0.00% NEW $183.12 -0.7%
613 TRU TRANSUNION Industrials 146.0 $11K 0.00% NEW $72.14 +17.3%
614 CG CARLYLE GROUP INC Financial Services 250.0 $11K 0.00% NEW $42.11 +17.2%
615 VSNT VERSANT MEDIA GROUP INC Industrials 290.0 $10K 0.00% NEW $36.01 +7.6%
616 PBF PBF ENERGY INC Energy 229.0 $10K 0.00% NEW $45.52 +61.5%
617 VRSN VERISIGN INC Technology 41.0 $10K 0.00% NEW $251.56 +12.0%
618 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 41.0 $10K 0.00% NEW $250.00 -4.2%
619 IPGP IPG PHOTONICS CORP Technology 87.0 $10K 0.00% NEW $117.32 -37.6%
620 MIDD MIDDLEBY CORP Industrials 59.0 $10K 0.00% NEW $172.02 -32.9%
Page 31 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%