Position in CURV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$37
-$83 QoQ
Shares Held
20
-51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#86
of 90 holders
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CURV Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $11,421,785 across 16 Apparel Retail names. CURV ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TJX |
Tjx Companies Inc /De/
|
60,918 | $9,229,077 | |
| 2 | ROST |
Ross Stores, Inc.
|
9,336 | $1,987,167 | |
| 3 | GAP |
Gap Inc
|
3,406 | $63,624 | |
| 4 | LULU |
lululemon athletica inc.
|
541 | $61,771 | |
| 5 | BURL |
Burlington Stores, Inc.
|
188 | $59,558 | |
| 6 | AEO |
American Eagle Outfitters Inc
|
404 | $6,948 | |
| 7 | CRI |
Carters Inc
|
69 | $2,840 | |
| 8 | URBN |
Urban Outfitters Inc
|
40 | $2,834 |
All Filings in CURV
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37 | 20 | Shares | Sole | 2026-08-06 | |
| 2025-06-30 | $120 | 41 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||