Position in CSAI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$91
-$29 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSAI Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $424,648,048 across 56 Software - Infrastructure names. CSAI ranks #54 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
909,557 | $336,690,714 | |
| 2 | PANW |
Palo Alto Networks Inc
|
134,464 | $21,557,268 | |
| 3 | ORCL |
Oracle Corp
|
136,294 | $20,050,210 | |
| 4 | AKAM |
Akamai Technologies Inc
|
133,903 | $15,378,759 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
64,309 | $9,407,120 | |
| 6 | OKTA |
Okta, Inc.
|
74,828 | $5,889,711 | |
| 7 | RAMP |
LiveRamp Holdings, Inc.
|
207,974 | $5,515,470 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
163,989 | $2,453,275 |
All Filings in CSAI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91 | 150 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $120 | 150 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||