Clearstead Advisors, LLC

CIK

842775

City

CLEVELAND

State / Country

Stock

POOL — Pool Corp

Top Portfolio Positions

1,577 positions · $4,607,968,416 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
PCAR	Paccar Inc Industrials	4,877,226	$563,319,603	12.22%
MSFT	Microsoft Corp Technology	909,557	$336,690,714	7.31%
AAPL	Apple Inc. Technology	1,154,944	$293,113,237	6.36%
AMZN	Amazon Com Inc Consumer Cyclical	926,168	$192,893,009	4.19%
SPY	Spdr S&P 500 ETF Trust	252,353	$164,115,250	3.56%
NVDA	Nvidia Corp Technology	782,212	$136,417,772	2.96%
GOOGL	Alphabet Inc. Communication Services	401,869	$115,561,449	2.51%
JPM	Jpmorgan Chase & Co Financial Services	289,929	$85,285,514	1.85%
BRK-B	Berkshire Hathaway Inc Financial Services	156,064	$74,785,868	1.62%
NSC	Norfolk Southern Corp Industrials	250,090	$71,775,830	1.56%

25 quarters · across all stocks

19 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2021-09-30	$2,172	5	0.0%	Shares	Sole	2021-11-12
2021-12-31	$2,830	5	0.0%	Shares	Sole	2022-02-14
2022-03-31	$2,114	5	-77.3%	Shares	Sole	2022-05-04
2022-06-30	$7,727	22	+29.4%	Shares	Sole	2022-08-12
2022-09-30	$5,409	17	0.0%	Shares	Sole	2022-11-15
2022-12-31	$5,139	17	-91.7%	Shares	Sole	2023-02-14
2023-03-31	$70,542	206	-25.1%	Shares	Sole	2023-05-09
2023-06-30	$103,026	275	+121.8%	Shares	Sole	2023-08-07
2023-09-30	$44,156	124	+15.9%	Shares	Sole	2023-11-13
2023-12-31	$42,661	107	+1428.6%	Shares	Sole	2024-02-12
2024-03-31	$2,824	7	-99.5%	Shares	Sole	2024-05-14
2024-06-30	$409,056	1,331	+52.5%	Shares	Sole	2024-08-12
2024-09-30	$328,946	873	+0.9%	Shares	Sole	2024-11-13
2024-12-31	$294,913	865	+820.2%	Shares	Sole	2025-02-10
2025-03-31	$29,924	94	-25.4%	Shares	Sole	2025-05-13
2025-06-30	$36,726	126	+106.6%	Shares	Sole	2025-08-08
2025-09-30	$18,914	61	-50.0%	Shares	Sole	2025-11-10
2025-12-31	$27,907	122	+154.2%	Shares	Sole	2026-02-09
2026-03-31	$9,711	48	—	Shares	Sole	2026-05-06
No 13F history on record for this holder in this stock.