Position in HTLD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$669
-$1,040 QoQ
Shares Held
44
-78.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 197 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HTLD Over Time
Shares Held
Position Value (USD)
Position in Trucking
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $959,022 across 14 Trucking names. HTLD ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODFL |
Old Dominion Freight Line, Inc.
|
2,565 | $555,579 | |
| 2 | SAIA |
Saia Inc
|
383 | $161,304 | |
| 3 | XPO |
XPO, Inc.
|
577 | $118,452 | |
| 4 | TFII |
TFI International Inc.
|
343 | $49,244 | |
| 5 | KNX |
Knight-Swift Transportation Holdings Inc.
|
583 | $45,398 | |
| 6 | WERN |
Werner Enterprises Inc
|
409 | $17,836 | |
| 7 | SNDR |
Schneider National, Inc.
|
185 | $6,758 | |
| 8 | RXO |
RXO, Inc.
|
52 | $1,434 |
All Filings in HTLD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669 | 44 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $1,709 | 204 | Shares | Sole | 2025-11-10 | |
| 2021-09-30 | $10,108 | 631 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||