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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 38 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NXST NEXSTAR MEDIA GROUP INC Communication Services 33.0 $6K 0.00% NEW $178.61 +4.2%
742 HII HUNTINGTON INGALLS INDS INC Industrials 21.0 $6K 0.00% NEW $279.90 +6.5%
743 WCC WESCO INTL INC Industrials 17.0 $6K 0.00% NEW $345.47 +1.1%
744 Xplr Infrastructure Lp 495.0 $6K 0.00% NEW $11.81
745 CROX CROCS INC Consumer Cyclical 48.0 $6K 0.00% NEW $120.65 +1.2%
746 VMI VALMONT INDS INC Industrials 10.0 $6K 0.00% NEW $577.60 -15.9%
747 DRI DARDEN RESTAURANTS INC Consumer Cyclical 28.0 $6K 0.00% NEW $206.04 +7.6%
748 PR PERMIAN RESOURCES CORP Energy 312.0 $6K 0.00% NEW $18.41 +29.0%
749 ENR ENERGIZER HLDGS INC Industrials 267.0 $6K 0.00% NEW $21.44 +0.1%
750 WMG WARNER MUSIC GROUP CORP Communication Services 211.0 $6K 0.00% NEW $27.07 +0.2%
751 GM GENERAL MTRS CO Consumer Cyclical 74.0 $6K 0.00% NEW $77.08 +14.1%
752 NYT NEW YORK TIMES CO MTN BE Communication Services 81.0 $6K 0.00% NEW $69.99 -6.1%
753 AGCO AGCO CORP Industrials 47.0 $6K 0.00% NEW $119.70 -10.8%
754 SFM SPROUTS FMRS MKT INC Consumer Defensive 66.0 $6K 0.00% NEW $84.59 -4.2%
755 PENN PENN ENTERTAINMENT INC Consumer Cyclical 261.0 $6K 0.00% NEW $21.36 -12.7%
756 CRSP CRISPR THERAPEUTICS AG Healthcare 102.0 $6K 0.00% NEW $54.55 +9.1%
757 POST POST HLDGS INC Consumer Defensive 63.0 $6K 0.00% NEW $88.27 -8.8%
758 NDAQ NASDAQ INC Financial Services 70.0 $6K 0.00% NEW $78.83 +24.6%
759 DAR DARLING INGREDIENTS INC Consumer Defensive 101.0 $6K 0.00% NEW $54.62 +20.4%
760 CMC COMMERCIAL METALS CO Basic Materials 87.0 $5K 0.00% NEW $62.76 +5.7%
Page 38 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%