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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 36 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 TCBI TEXAS CAP BANCSHARES INC Financial Services 68.0 $7K 0.00% NEW $103.26 -4.8%
702 DXCM DEXCOM INC Healthcare 104.0 $7K 0.00% NEW $67.36 +37.1%
703 XP XP INC Financial Services 429.0 $7K 0.00% NEW $16.26 +3.4%
704 LVS LAS VEGAS SANDS CORP Consumer Cyclical 150.0 $7K 0.00% NEW $46.19 +1.8%
705 NXT NEXTPOWER INC Technology 58.0 $7K 0.00% NEW $119.16 -27.7%
706 LIBERTY GLOBAL LTD 607.0 $7K 0.00% NEW $11.37
707 STLD Steel Dynamics Inc Basic Materials 30.0 $7K 0.00% NEW $229.47 -0.3%
708 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 18.0 $7K 0.00% NEW $380.39 -29.9%
709 DKNG DRAFTKINGS INC NEW Consumer Cyclical 270.0 $7K 0.00% NEW $25.26 +3.6%
710 GTES GATES INDL CORP PLC Industrials 243.0 $7K 0.00% NEW $27.97 -7.4%
711 SAIA SAIA INC Industrials 16.0 $7K 0.00% NEW $421.19 -14.0%
712 MRNA MODERNA INC Healthcare 96.0 $7K 0.00% NEW $70.03 +107.2%
713 SATS ECHOSTAR CORP Technology 66.0 $7K 0.00% NEW $101.50 -14.3%
714 ANGLOGOLD ASHANTI PLC 82.0 $7K 0.00% NEW $80.89
715 RNG RINGCENTRAL INC Technology 170.0 $7K 0.00% NEW $38.98 +71.9%
716 SERV SERVE ROBOTICS INC Industrials 1,007.0 $7K 0.00% NEW $6.58 -24.3%
717 ELAN ELANCO ANIMAL HEALTH INC Healthcare 267.0 $7K 0.00% NEW $24.61 -2.6%
718 UMBF UMB FINL CORP Financial Services 46.0 $7K 0.00% NEW $142.76 +1.7%
719 VFC V F CORP Consumer Cyclical 393.0 $7K 0.00% NEW $16.68 -13.9%
720 BOKF BOK FINL CORP Financial Services 47.0 $7K 0.00% NEW $138.89 +1.1%
Page 36 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%