Position in IT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$81,271
-$178,248 QoQ
Shares Held
627
-61.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#477
of 647 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $20,474,433 across 42 Information Technology Services names. IT ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
45,993 | $12,933,691 | |
| 2 | ACN |
Accenture plc
|
45,340 | $5,642,109 | |
| 3 | CACI |
Caci International Inc /De/
|
1,021 | $472,988 | |
| 4 | CDW |
CDW Corp
|
1,603 | $225,445 | |
| 5 | CTSH |
Cognizant Technology Solutions Corp
|
4,498 | $174,207 | |
| 6 | VYX |
NCR Voyix Corp
|
21,149 | $172,787 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
1,003 | $137,360 | |
| 8 | WSE |
Wise Group plc
|
7,294 | $86,871 |
All Filings in IT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,271 | 627 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $259,519 | 1,639 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $408,945 | 1,621 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $83,066 | 316 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $371,882 | 920 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $44,492 | 106 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $125,962 | 260 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $167,737 | 331 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $150,435 | 335 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,190 | 99 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,757 | 97 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $31,612 | 92 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $32,228 | 92 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $29,970 | 92 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $30,924 | 92 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $25,455 | 92 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,248 | 92 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $27,366 | 92 | Shares | Sole | 2022-05-04 | |
| 2021-06-30 | $3,390 | 14 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||