CLEARSTEAD TRUST, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 108K | $27.48M |
 | NVDA | 107K | $18.69M |
 | AMZN | 69K | $14.32M |
 | MSFT | 60K | $22.19M |
 | GOOGL | 55K | $15.79M |
 | O | 52K | $3.20M |
 | AVGO | 46K | $14.13M |
 | JPM | 40K | $11.67M |
 | PFE | 28K | $772.74K |
 | XOM | 27K | $4.54M |
 | ARCC | 27K | $482.09K |
 | JNJ | 27K | $6.48M |
 | UBER | 25K | $1.79M |
 | CSCO | 24K | $1.88M |
 | BN | 24K | $976.18K |
 | NEE | 24K | $2.24M |
 | GOOG | 24K | $6.84M |
 | V | 24K | $7.17M |
 | BIP | 24K | $856.26K |
 | TJX | 23K | $3.71M |
Apple Inc.
AAPL
Shares Held
108K
Value
$27.48M
NVIDIA Corporation
NVDA
Shares Held
107K
Value
$18.69M
Amazon.com, Inc.
AMZN
Shares Held
69K
Value
$14.32M
Microsoft Corporation
MSFT
Shares Held
60K
Value
$22.19M
Alphabet Inc.
GOOGL
Shares Held
55K
Value
$15.79M
Realty Income Corporation
O
Shares Held
52K
Value
$3.20M
Broadcom Inc.
AVGO
Shares Held
46K
Value
$14.13M
JPMorgan Chase & Co.
JPM
Shares Held
40K
Value
$11.67M
Pfizer Inc.
PFE
Shares Held
28K
Value
$772.74K
Exxon Mobil Corporation
XOM
Shares Held
27K
Value
$4.54M
Ares Capital Corporation
ARCC
Shares Held
27K
Value
$482.09K
Johnson & Johnson
JNJ
Shares Held
27K
Value
$6.48M
Uber Technologies, Inc.
UBER
Shares Held
25K
Value
$1.79M
Cisco Systems, Inc.
CSCO
Shares Held
24K
Value
$1.88M
Brookfield Corporation
BN
Shares Held
24K
Value
$976.18K
NextEra Energy, Inc.
NEE
Shares Held
24K
Value
$2.24M
Alphabet Inc.
GOOG
Shares Held
24K
Value
$6.84M
Visa Inc.
V
Shares Held
24K
Value
$7.17M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
24K
Value
$856.26K
The TJX Companies, Inc.
TJX
Shares Held
23K
Value
$3.71M