Position in BOBS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$632
New position
Shares Held
40
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#102
of 103 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $3,963,338 across 24 Specialty Retail names. BOBS ranks #17 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBY |
Best Buy Co Inc
|
20,279 | $1,538,770 | |
| 2 | ULTA |
Ulta Beauty, Inc.
|
2,600 | $1,172,548 | |
| 3 | TSCO |
Tractor Supply Co /De/
|
18,519 | $585,385 | |
| 4 | WSM |
Williams Sonoma Inc
|
2,341 | $545,687 | |
| 5 | DKS |
Dick's Sporting Goods, Inc.
|
177 | $40,145 | |
| 6 | CASY |
Caseys General Stores Inc
|
40 | $31,791 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
495 | $11,449 | |
| 8 | GME |
GameStop Corp.
|
487 | $10,752 |
All Filings in BOBS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $632 | 40 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||