Position in RTO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$24,719
+$19,353 QoQ
Shares Held
864
+377.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#207
of 283 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTO Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Clearstead Advisors, LLC holds $2,304,565 across 26 Specialty Business Services names. RTO ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
8,366 | $1,422,889 | |
| 2 | CPRT |
Copart Inc
|
8,815 | $248,494 | |
| 3 | RELX |
Relx PLC
|
6,594 | $208,831 | |
| 4 | RBA |
Rb Global Inc.
|
957 | $111,442 | |
| 5 | GPN |
Global Payments Inc
|
1,443 | $104,704 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
|
879 | $71,787 | |
| 7 | TIC |
TIC Solutions, Inc.
|
3,262 | $26,389 | |
| 8 | AMTM |
Amentum Holdings, Inc.
|
1,262 | $26,085 |
All Filings in RTO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,719 | 864 | Shares | Sole | 2026-08-06 | |
| 2024-06-30 | $5,366 | 181 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,477 | 49 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,401 | 49 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $82,769 | 2,234 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $87,148 | 2,234 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||