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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 43 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 BROS DUTCH BROS INC Consumer Cyclical 47.0 $3K NEW $71.83 -30.6%
842 LIVN LIVANOVA PLC Healthcare 41.0 $3K NEW $82.24 -4.5%
843 FLUTTER ENTMT PLC 33.0 $3K NEW $102.18
844 OCCIDENTAL PETE CORP 125.0 $3K NEW $26.63
845 RMBS RAMBUS INC DEL Technology 25.0 $3K NEW $132.76 -31.2%
846 LBRDK LIBERTY BROADBAND CORP Communication Services 99.0 $3K NEW $33.26 +8.3%
847 PGNY PROGYNY INC Healthcare 114.0 $3K NEW $28.83 -11.4%
848 RRC RANGE RES CORP Energy 88.0 $3K NEW $37.19 +10.3%
849 GLOBUS MED INC 41.0 $3K NEW $79.02
850 LIBERTY GLOBAL LTD 290.0 $3K NEW $11.00
851 PSA Public Storage Inc REIT Real Estate 10.0 $3K NEW $318.30 +1.3%
852 CE CELANESE CORP DEL Basic Materials 69.0 $3K NEW $46.00 +1.9%
853 ISHARES TR 123.0 $3K NEW $25.11
854 AR ANTERO RESOURCES CORP Energy 87.0 $3K NEW $35.15 +7.7%
855 WEX WEX INC Technology 21.0 $3K NEW $141.10 +40.7%
856 COLB COLUMBIA BKG SYS INC Financial Services 92.0 $3K NEW $32.05 -3.7%
857 Q Qnity Electronics Inc Technology 18.0 $3K NEW $163.33 -20.6%
858 PVH PVH CORPORATION Consumer Cyclical 39.0 $3K NEW $74.28 +5.8%
859 INSM INSMED INC Healthcare 27.0 $3K NEW $106.63 +18.5%
860 GAP GAP INC Consumer Cyclical 151.0 $3K NEW $18.68 +6.5%
Page 43 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%