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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 46 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 UFPI UFP INDUSTRIES INC Basic Materials 18.0 $2K NEW $90.78 -2.9%
902 Dupont De Nemours Inc (R/S) 12.0 $2K NEW $135.67
903 MUSA MURPHY USA INC Consumer Cyclical 3.0 $2K NEW $539.00 +5.8%
904 MOH MOLINA HEALTHCARE INC Healthcare 7.0 $2K NEW $228.71 -13.9%
905 LCID LUCID GROUP INC Consumer Cyclical 238.0 $2K NEW $6.69 -15.9%
906 GAMESTOP CORP 72.0 $2K NEW $22.08
907 CRL CHARLES RIV LABS INTL INC Healthcare 7.0 $2K NEW $226.86 +28.5%
908 AGNC AGNC INVT CORP Real Estate 145.0 $2K NEW $10.90 +0.2%
909 CRCL CIRCLE INTERNET GROUP INC Financial Services 25.0 $2K NEW $62.64 +33.6%
910 FOXA FOX CORP Communication Services 28.0 $1K NEW $52.18 +30.2%
911 STAG STAG INDUSTRIAL INC Real Estate 38.0 $1K NEW $38.08 -4.5%
912 DBX DROPBOX INC Technology 52.0 $1K NEW $27.48 +23.7%
913 UA UNDER ARMOUR INC Consumer Cyclical 225.0 $1K NEW $6.22 -17.2%
914 WAB WABTEC Industrials 5.0 $1K NEW $269.60 +8.4%
915 FCN FTI CONSULTING INC Industrials 9.0 $1K NEW $149.11 +2.9%
916 ENPH ENPHASE ENERGY INC Energy 27.0 $1K NEW $49.26 -22.1%
917 PATH UIPATH INC Technology 122.0 $1K NEW $10.88 +46.4%
918 CART MAPLEBEAR INC Consumer Cyclical 28.0 $1K NEW $47.36 +7.8%
919 STANDARDAERO INC 43.0 $1K NEW $29.93
920 HIMS HIMS & HERS HEALTH INC Healthcare 36.0 $1K NEW $34.69 -8.2%
Page 46 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%