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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 37 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 RB GLOBAL INC 56.0 $7K 0.00% NEW $116.46
722 EL LAUDER ESTEE COS INC Consumer Defensive 82.0 $6K 0.00% NEW $78.95 +29.1%
723 SMG SCOTTS MIRACLE-GRO CO Basic Materials 95.0 $6K 0.00% NEW $68.12 -10.4%
724 MHK MOHAWK INDS INC Consumer Cyclical 53.0 $6K 0.00% NEW $121.34 +12.3%
725 TOL TOLL BROTHERS INC Consumer Cyclical 39.0 $6K 0.00% NEW $164.77 -10.7%
726 HAYW HAYWARD HLDGS INC Industrials 369.0 $6K 0.00% NEW $17.31 -15.8%
727 SOMNIGROUP INTERNATIONAL INC 81.0 $6K 0.00% NEW $78.41
728 FIDU FIDELITY COVINGTON TRUST 63.0 $6K 0.00% NEW $99.62 -4.0%
729 VALE VALE S A Basic Materials 415.0 $6K 0.00% NEW $15.04 -3.0%
730 PRU PRUDENTIAL FINL INC Financial Services 57.0 $6K 0.00% NEW $107.95 +12.2%
731 SYNA SYNAPTICS INC Technology 49.0 $6K 0.00% NEW $124.24 -21.4%
732 NWSA NEWS CORP NEW Communication Services 244.0 $6K 0.00% NEW $24.83 +22.3%
733 MP MP Materials Corp Basic Materials 108.0 $6K 0.00% NEW $56.01 +7.2%
734 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 74.0 $6K 0.00% NEW $81.51 +6.9%
735 AYI ACUITY INC Industrials 16.0 $6K 0.00% NEW $376.69 -8.9%
736 CACI CACI INTL INC Technology 13.0 $6K 0.00% NEW $463.31 +39.7%
737 FLAGSTAR BANK NATIONAL ASSOC 403.0 $6K 0.00% NEW $14.94
738 DDOG DATADOG INC Technology 23.0 $6K 0.00% NEW $260.39 -9.5%
739 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 198.0 $6K 0.00% NEW $30.18 -1.4%
740 WYNN WYNN RESORTS LTD Consumer Cyclical 61.0 $6K 0.00% NEW $97.10 +3.3%
Page 37 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%