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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 45 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 LYFT LYFT INC Technology 146.0 $2K NEW $14.62 +19.5%
882 LENNAR CORP 23.0 $2K NEW $88.74
883 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 109.0 $2K NEW $18.58 -26.5%
884 NVST ENVISTA HOLDINGS CORPORATION Healthcare 76.0 $2K NEW $26.36 +3.2%
885 FRPT FRESHPET INC Consumer Defensive 33.0 $2K NEW $59.12 +25.1%
886 CWEN CLEARWAY ENERGY INC Utilities 57.0 $2K NEW $34.19 -4.8%
887 TER TERADYNE INC Technology 4.0 $2K NEW $484.00 -22.4%
888 CORT CORCEPT THERAPEUTICS INC Healthcare 22.0 $2K NEW $86.95 +40.6%
889 FIP FTAI Infrastructure Inc Industrials 412.0 $2K NEW $4.64 -17.7%
890 FOX FOX CORP 40.0 $2K NEW $46.85
891 EQH EQUITABLE HLDGS INC Financial Services 42.0 $2K NEW $43.88 +11.4%
892 ETHA Ishares Ethereum Tr Financial Services 155.0 $2K NEW $11.89 +53.4%
893 NU NU HLDGS LTD Financial Services 136.0 $2K NEW $13.36 +9.1%
894 TKO TKO GROUP HOLDINGS INC Communication Services 9.0 $2K NEW $201.33 -4.1%
895 CAI CARIS LIFE SCIENCES INC Healthcare 101.0 $2K NEW $17.82 +47.4%
896 TXG 10X GENOMICS INC Healthcare 46.0 $2K NEW $38.35 +69.8%
897 WBS WEBSTER FINL CORP Financial Services 23.0 $2K NEW $76.43 +1.5%
898 SMITHFIELD FOODS INC 71.0 $2K NEW $24.27
899 SSD SIMPSON MFG INC Industrials 8.0 $2K NEW $209.38 -9.8%
900 PSKY PARAMOUNT SKYDANCE CORP Communication Services 166.0 $2K NEW $9.86 +5.0%
Page 45 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%