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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 44 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 CNX CNX RES CORP Energy 83.0 $3K NEW $33.94 +7.0%
862 U UNITY SOFTWARE INC Technology 98.0 $3K NEW $28.58 +63.1%
863 IBIT Ishares Bitcoin Trust ETF Financial Services 84.0 $3K NEW $33.29 +31.8%
864 VTWO VANGUARD SCOTTSDALE FDS 23.0 $3K NEW $121.43 -0.6%
865 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 38.0 $3K NEW $72.53 +10.8%
866 DHC Diversified Healthcare Trust Real Estate 294.0 $3K NEW $9.30 -14.0%
867 WMS ADVANCED DRAIN SYS INC DEL Industrials 17.0 $3K NEW $157.00 -8.5%
868 SBAC SBA COMMUNICATIONS CORP Real Estate 15.0 $3K NEW $176.47 +4.0%
869 BLSH BULLISH Technology 112.0 $3K NEW $23.44 +28.4%
870 LITE LUMENTUM HLDGS INC Technology 3.0 $3K NEW $858.33 +0.1%
871 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 239.0 $3K NEW $10.57 +14.1%
872 W WAYFAIR INC Consumer Cyclical 27.0 $2K NEW $92.44 +10.5%
873 NTAP NetApp Inc. Technology 16.0 $2K NEW $154.75 +25.1%
874 Six Flags Entertainment Corp. 115.0 $2K NEW $21.30
875 AAL AMERICAN AIRLINES GROUP INC Industrials 129.0 $2K NEW $18.08 -23.4%
876 IP International Paper Co Consumer Cyclical 59.0 $2K NEW $38.10 +9.0%
877 LBRDA LIBERTY BROADBAND CORP Communication Services 66.0 $2K NEW $33.29 +8.1%
878 VEU Vanguard FTSE All-World ex US ETF 26.0 $2K NEW $83.77 +2.2%
879 LSCC LATTICE SEMICONDUCTOR CORP Technology 14.0 $2K NEW $153.00 -24.2%
880 BPOP POPULAR INC Financial Services 13.0 $2K NEW $164.23 +2.4%
Page 44 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 32.6%
Technology 31.4%
Healthcare 7.4%
Communication Services 7.0%
Consumer Cyclical 6.2%
Industrials 5.5%
Consumer Defensive 2.6%
Utilities 2.2%
Energy 2.1%
Real Estate 1.6%