Position in KMX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$368,696
-$191,095 QoQ
Shares Held
6,971
-48.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
of 553 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KMX Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,500,066 across 15 Auto & Truck Dealerships names. KMX ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
|
3,509 | $1,019,329 | |
| 2 | KMX |
Carmax Inc
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|
6,971 | $368,696 | |
| 3 | CVNA |
Carvana Co.
|
592 | $38,965 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
106 | $18,968 | |
| 5 | AN |
Autonation, Inc.
|
97 | $18,021 | |
| 6 | ACVA |
ACV Auctions Inc.
|
1,636 | $11,762 | |
| 7 | GPI |
Group 1 Automotive Inc
|
34 | $9,899 | |
| 8 | VVV |
Valvoline Inc
|
147 | $5,812 |
All Filings in KMX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,696 | 6,971 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $559,791 | 13,463 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $373,957 | 9,678 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $456,597 | 10,176 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $770,495 | 11,464 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $649,229 | 8,332 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $766,336 | 9,373 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $923,530 | 11,935 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $888,074 | 12,109 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $416,385 | 4,780 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $420,918 | 5,485 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $455,218 | 6,436 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $519,944 | 6,212 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $85,235 | 1,326 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $130,243 | 2,139 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $101,472 | 1,537 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $128,300 | 1,418 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $158,420 | 1,642 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $109,393 | 840 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $143,315 | 1,120 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $109,777 | 850 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $111,434 | 840 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $79,346 | 840 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $77,204 | 840 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $75,222 | 840 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $45,217 | 840 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||