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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $10.9B AUM 2,241 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New 613 Added 934 Reduced 675 Exited
Page 20 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DBX DROPBOX INC Technology 15,797.0 $359K 0.00% +15K +2550.5% $22.72 +19.5%
382 TOST TOAST INC Technology 13,182.0 $349K 0.00% +451.0 +3.5% $26.51 -11.8%
383 AVDV AMERICAN CENTY ETF TR 3,499.0 $349K 0.00% +3K +4167.1% $99.86 +8.1%
384 CRH PLC 3,297.0 $347K 0.00% +37.0 +1.1% $105.13
385 HEICO CORP NEW 1,614.0 $341K 0.00% +1K +243.4% $211.10
386 AVLV AMERICAN CENTY ETF TR 4,104.0 $331K 0.00% +4K +8821.7% $80.61 +9.7%
387 ACM AECOM Industrials 3,893.0 $330K 0.00% +178.0 +4.8% $84.82 -14.9%
388 UDEC INNOVATOR ETFS TRUST 8,291.0 $322K 0.00% +250.0 +3.1% $38.84 +6.2%
389 VRSK VERISK ANALYTICS INC Industrials 1,664.0 $316K 0.00% +316.0 +23.4% $189.79 -10.4%
390 ETHA ISHARES ETHEREUM TR Financial Services 19,495.0 $309K 0.00% +9K +87.8% $15.83 +1.6%
391 CPRT COPART INC Industrials 9,222.0 $306K 0.00% +668.0 +7.8% $33.20 -0.2%
392 AEIS ADVANCED ENERGY INDS Industrials 945.0 $305K 0.00% +908.0 +2454.1% $322.71 -3.9%
393 IYF ISHARES TR 2,580.0 $304K 0.00% +580.0 +29.0% $117.66 +4.4%
394 SCHZ SCHWAB STRATEGIC TR 12,967.0 $301K 0.00% +105.0 +0.8% $23.22 -1.2%
395 DKNG DRAFTKINGS INC NEW Consumer Cyclical 13,775.0 $298K 0.00% +423.0 +3.2% $21.62 +16.1%
396 ENS ENERSYS Industrials 1,712.0 $297K 0.00% +898.0 +110.3% $173.75 +27.2%
397 MDB MONGODB INC Technology 1,192.0 $292K 0.00% +366.0 +44.3% $244.72 +33.0%
398 OAKTREE SPECIALTY LENDING 25,797.0 $292K 0.00% +9K +56.3% $11.30
399 VOOG VANGUARD ADMIRAL FDS INC 712.0 $290K 0.00% +5.0 +0.7% $407.98 -80.0%
400 DINO HF SINCLAIR CORP Energy 4,612.0 $288K 0.00% +4K +591.5% $62.39 +13.1%
Page 20 of 31  ·  613 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Industrials 21.7%
Financial Services 16.5%
Consumer Cyclical 9.9%
Healthcare 7.6%
Communication Services 7.0%
Consumer Defensive 5.8%
Energy 2.8%
Utilities 1.5%
Basic Materials 0.9%