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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 47 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 132.0 $1K NEW $9.39 +14.3%
922 MTN VAIL RESORTS INC Consumer Cyclical 9.0 $1K NEW $136.22 +10.3%
923 MSOS Advisorshares Pure US Cannabis ETF 239.0 $1K NEW $5.08 -6.7%
924 CNM CORE & MAIN INC Industrials 25.0 $1K NEW $48.28 -7.9%
925 KNF KNIFE RIVER CORP Basic Materials 14.0 $1K NEW $83.71 -21.2%
926 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K NEW $1142.00 +0.9%
927 QRVO QORVO INC Technology 12.0 $1K NEW $93.33 +3.2%
928 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2.0 $1K NEW $542.00 -3.9%
929 SCZ ISHARES TR 13.0 $1K NEW $82.31 +4.5%
930 UI UBIQUITI INC Technology 2.0 $1K NEW $534.50 +7.4%
931 COLD AMERICOLD REALTY TRUST INC Real Estate 67.0 $1K NEW $15.73 -4.5%
932 RBRK RUBRIK INC. Technology 13.0 $1K NEW $80.31 +21.4%
933 WING WINGSTOP INC Consumer Cyclical 6.0 $1K NEW $173.50 -34.5%
934 OGN ORGANON & CO Healthcare 76.0 $1K NEW $13.54 +1.5%
935 VKTX VIKING THERAPEUTICS INC Healthcare 26.0 $1K NEW $39.04 -12.0%
936 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 6.0 $1K NEW $168.67 -9.3%
937 BSX BOSTON SCIENTIFIC CORP Healthcare 23.0 $982.0 NEW $42.70 +15.6%
938 HELE HELEN OF TROY LTD Consumer Defensive 33.0 $960.0 NEW $29.09 -5.4%
939 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 9.0 $912.0 NEW $101.33 +0.6%
940 DES Wisdom Tree SmallCap Dividend ETF 21.0 $854.0 NEW $40.67 +0.0%
Page 47 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%