Position in MATX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,685
+$7,357 QoQ
Shares Held
92
+46.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#359
of 425 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MATX 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. MATX ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEX |
Kirby Corp
|
10,216 | $1,389,069 | |
| 2 | MATX |
Matson, Inc.
This page
|
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 MATX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,685 | 92 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,328 | 63 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $69,558 | 563 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $34,605 | 351 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,619 | 266 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,074 | 63 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,494 | 63 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,985 | 63 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,251 | 63 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||