Clearstead Advisors, LLC
Top Portfolio Positions
1,574 positions ·
$4,607,731,641 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PCAR |
Paccar Inc
Industrials
|
4,877,226 | $563,319,603 | 12.23% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,727 | 3,736 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $195,803 | 3,736 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $186,837 | 3,736 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $200,212 | 3,736 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $166,458 | 2,867 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $75,462 | 1,467 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $78,748 | 1,467 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,944 | 1,467 | Shares | Sole | 2024-08-12 | |
| No 13F history on record for this holder in this stock. | ||||||