Position in SCI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$111,129
-$1,249 QoQ
Shares Held
1,463
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 544 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Clearstead Advisors, LLC holds $265,931 across 7 Personal Services names. SCI ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
1,463 | $111,129 | |
| 2 | ROL |
Rollins Inc
|
1,850 | $77,219 | |
| 3 | HRB |
H&R Block Inc
|
1,027 | $39,108 | |
| 4 | BFAM |
Bright Horizons Family Solutions Inc.
|
415 | $29,415 | |
| 5 | FTDR |
Frontdoor, Inc.
|
75 | $5,819 | |
| 6 | CSV |
Carriage Services Inc
|
84 | $3,220 | |
| 7 | MED |
Medifast Inc
|
2 | $21 |
All Filings in SCI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,129 | 1,463 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $112,378 | 1,362 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $146,817 | 1,883 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $133,484 | 1,604 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $130,402 | 1,602 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $110,756 | 1,381 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $106,559 | 1,335 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $105,371 | 1,335 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $94,958 | 1,335 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,198 | 97 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,639 | 97 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,542 | 97 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,614 | 25 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||