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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 32 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 LECO LINCOLN ELEC HLDGS INC Industrials 38.0 $10K 0.00% NEW $265.53 +6.1%
622 ENTG ENTEGRIS INC Technology 56.0 $10K 0.00% NEW $179.88 -20.1%
623 PII POLARIS INC Consumer Cyclical 147.0 $10K 0.00% NEW $68.44 -5.9%
624 ICSH ISHARES TR 198.0 $10K 0.00% NEW $50.58 -0.1%
625 AIG AMERICAN INTL GROUP INC Financial Services 132.0 $10K 0.00% NEW $74.53 +2.1%
626 WFRD WEATHERFORD INTL PLC Energy 120.0 $10K 0.00% NEW $81.50 +11.1%
627 CNA CNA FINL CORP Financial Services 201.0 $10K 0.00% NEW $48.61 +0.8%
628 RTO RENTOKIL INITIAL PLC Industrials 341.0 $10K 0.00% NEW $28.61 -17.3%
629 TECHNIPFMC PLC 147.0 $10K 0.00% NEW $66.31
630 INGRAM MICRO HLDG CORP 352.0 $10K 0.00% NEW $27.43
631 FIRST HAWAIIAN INC 328.0 $10K 0.00% NEW $29.30
632 SBRA SABRA HEALTH CARE REIT INC Real Estate 491.0 $10K 0.00% NEW $19.51 +4.5%
633 SIRI SIRIUSXM HOLDINGS INC Communication Services 323.0 $10K 0.00% NEW $29.54 -2.9%
634 IDA IDACORP INC Utilities 63.0 $10K 0.00% NEW $151.30 -9.3%
635 BC BRUNSWICK CORP Consumer Cyclical 113.0 $10K 0.00% NEW $84.25 -4.1%
636 SAIC SCIENCE APPLICATIONS INTL CO Technology 86.0 $9K 0.00% NEW $110.42 +16.0%
637 LINE LINEAGE INC Real Estate 219.0 $9K 0.00% NEW $43.25 -3.8%
638 TEAM ATLASSIAN CORPORATION Technology 121.0 $9K 0.00% NEW $77.79 +120.9%
639 IEF ISHARES TR 99.0 $9K 0.00% NEW $94.58 -1.9%
640 XBI SPDR SERIES TRUST 59.0 $9K 0.00% NEW $158.25 +4.7%
Page 32 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%