Position in LAD
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,019,329
+$1,018,081 QoQ
Shares Held
3,509
+70080.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#183
of 440 holders
Holding Since
Sep 2021
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LAD 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. LAD ranks #1 (68.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LAD |
Lithia Motors Inc
This page
|
3,509 | $1,019,329 | |
| 2 | KMX |
Carmax Inc
|
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 LAD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,019,329 | 3,509 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,248 | 5 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $30,906 | 93 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $13,904 | 44 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $16,215 | 48 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,054 | 7 | Shares | Sole | 2025-05-13 | |
| 2024-06-30 | $18,933 | 75 | Shares | Sole | 2024-08-12 | |
| 2021-09-30 | $19,656 | 62 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||