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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 39 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 RNR RENAISSANCERE HLDGS LTD Financial Services 17.0 $5K 0.00% NEW $316.94 +2.1%
762 EQT EQT CORP Energy 101.0 $5K 0.00% NEW $53.18 +1.0%
763 ALLY ALLY FINL INC Financial Services 116.0 $5K 0.00% NEW $45.96 -6.6%
764 KVUE KENVUE INC Consumer Defensive 276.0 $5K 0.00% NEW $19.11 -0.3%
765 CVNA CARVANA CO Consumer Cyclical 80.0 $5K 0.00% NEW $65.83 +6.2%
766 EXEL EXELIXIS INC Healthcare 96.0 $5K 0.00% NEW $54.42 -0.6%
767 OSK OSHKOSH CORP Industrials 34.0 $5K 0.00% NEW $153.50 +2.3%
768 Atlanta Braves Hldgs Inc 100.0 $5K 0.00% NEW $51.90
769 LW LAMB WESTON HLDGS INC Consumer Defensive 120.0 $5K 0.00% NEW $43.18 +24.3%
770 NSA NATIONAL STORAGE AFFILIATES Real Estate 116.0 $5K 0.00% NEW $44.47 -2.4%
771 NTRA NATERA INC Healthcare 19.0 $5K 0.00% NEW $271.47 +22.3%
772 SAM BOSTON BEER INC Consumer Defensive 29.0 $5K 0.00% NEW $177.03 +5.0%
773 HALO HALOZYME THERAPEUTICS INC Healthcare 65.0 $5K 0.00% NEW $78.28 +38.2%
774 AXON AXON ENTERPRISE INC Industrials 9.0 $5K 0.00% NEW $560.67 +12.0%
775 WHR WHIRLPOOL CORP Consumer Cyclical 128.0 $5K 0.00% NEW $39.42 +2.4%
776 HRL HORMEL FOODS CORP Consumer Defensive 200.0 $5K 0.00% NEW $24.82 -3.8%
777 SAIL SAILPOINT INC Technology 338.0 $5K 0.00% NEW $14.64 +27.3%
778 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 233.0 $5K 0.00% NEW $21.11 -18.3%
779 VERSIGENT PLC 117.0 $5K 0.00% NEW $42.02
780 ZM ZOOM COMMUNICATIONS INC Technology 56.0 $5K 0.00% NEW $86.32 +24.5%
Page 39 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%