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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 42 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 70.0 $4K 0.00% NEW $54.90 -18.9%
822 AUR AURORA INNOVATION INC Technology 563.0 $4K 0.00% NEW $6.82 -8.5%
823 AROC Archrock Inc. Energy 94.0 $4K 0.00% NEW $40.71 -21.9%
824 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 72.0 $4K NEW $52.65 +28.3%
825 SHC SOTERA HEALTH CO Healthcare 209.0 $4K NEW $17.75 +10.2%
826 LKQ LKQ CORP Consumer Cyclical 139.0 $4K NEW $26.33 -2.1%
827 NKE NIKE INC Consumer Cyclical 89.0 $4K NEW $41.06 -0.7%
828 CRI CARTERS INC Consumer Cyclical 88.0 $4K NEW $41.17 -13.1%
829 GRAL GRAIL INC Healthcare 53.0 $4K NEW $68.28 +16.5%
830 HEICO CORP NEW 14.0 $4K NEW $257.93
831 LAZ LAZARD INC Financial Services 86.0 $4K NEW $41.94 +5.3%
832 XOP SPDR SERIES TRUST 23.0 $4K NEW $154.26 +22.9%
833 TPL TEXAS PACIFIC LAND CORPORATI Energy 8.0 $4K NEW $437.75 -12.4%
834 S SENTINELONE INC Technology 206.0 $3K NEW $16.97 +24.9%
835 PEN PENUMBRA INC Healthcare 11.0 $3K NEW $315.82 +3.0%
836 CRAK VANECK ETF TRUST 75.0 $3K NEW $46.08 +32.4%
837 HQY HEALTHEQUITY INC Healthcare 38.0 $3K NEW $90.34 +16.7%
838 PRI PRIMERICA INC Financial Services 12.0 $3K NEW $284.25 +4.1%
839 RALLIANT CORP 46.0 $3K NEW $73.63
840 LPLA LPL FINL HLDGS INC Financial Services 12.0 $3K NEW $281.75 +28.3%
Page 42 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%