Position in KEX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,389,069
+$57,612 QoQ
Shares Held
10,216
+2.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#207
of 464 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEX Over Time
Shares Held
Position Value (USD)
Position in Marine Shipping
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,416,665 across 11 Marine Shipping names. KEX ranks #1 (98.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
This page
|
10,216 | $1,389,069 | |
| 2 | MATX |
Matson, Inc.
|
92 | $17,685 | |
| 3 | SBLK |
Star Bulk Carriers Corp.
|
205 | $5,118 | |
| 4 | ECO |
Okeanis Eco Tankers Corp.
|
44 | $2,205 | |
| 5 | SHIP |
Seanergy Maritime Holdings Corp.
|
105 | $1,410 | |
| 6 | SFL |
SFL Corp Ltd.
|
72 | $734 | |
| 7 | ASC |
Ardmore Shipping Corp
|
15 | $210 | |
| 8 | PANL |
Pangaea Logistics Solutions Ltd.
|
19 | $123 |
All Filings in KEX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,389,069 | 10,216 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,331,457 | 10,020 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,124,386 | 10,205 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $882,316 | 10,573 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,289,244 | 11,368 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $94,242 | 933 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $146,850 | 1,388 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $277,793 | 2,269 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $295,613 | 2,469 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,772 | 134 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,691 | 98 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,547 | 67 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,155 | 67 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,669 | 67 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,088 | 48 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||