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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 49 of 49  ·  970 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 SMURFIT WESTROCK PLC 7.0 $324.0 NEW $46.29
962 OPCH OPTION CARE HEALTH INC Healthcare 15.0 $315.0 NEW $21.00 +11.9%
963 FMC FMC CORP Basic Materials 24.0 $276.0 NEW $11.50 -5.4%
964 IEI Ishares Tr 3-7 Year Treasury Bd 2.0 $235.0 NEW $117.50 -0.8%
965 CLVT CLARIVATE PLC Technology 106.0 $229.0 NEW $2.16 -4.2%
966 Liberty Cap Corp Series A GCI Group 8.0 $175.0 NEW $21.88
967 QS QUANTUMSCAPE CORP Consumer Cyclical 17.0 $129.0 NEW $7.59 -24.9%
968 CERT CERTARA INC Healthcare 16.0 $105.0 NEW $6.56 +33.0%
969 ASH ASHLAND INC Basic Materials 1.0 $66.0 NEW $66.00 +10.3%
970 PLTK PLAYTIKA HLDG CORP Technology 1.0 $4.0 NEW $4.00 -41.2%
Page 49 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%