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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 23 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ALGN ALIGN TECHNOLOGY INC Healthcare 1,279.0 $219K 0.00% +558.0 +77.4% $171.43 -4.7%
442 QBTS D-WAVE QUANTUM INC Technology 15,047.0 $217K 0.00% +10K +178.8% $14.43 +26.1%
443 XBI SPDR SERIES TRUST 1,681.0 $215K 0.00% +1K +293.7% $127.73 +3.1%
444 TW TRADEWEB MKTS INC Financial Services 1,819.0 $214K 0.00% +2K +2614.9% $117.66 -5.8%
445 CRS CARPENTER TECHNOLOGY CORP Industrials 524.0 $207K 0.00% +302.0 +136.0% $394.15 +3.1%
446 SANM SANMINA CORP Technology 1,574.0 $204K 0.00% +2K +3112.2% $129.64 +73.3%
447 PGEN PRECIGEN INC Healthcare 52,435.0 $203K 0.00% +32K +154.5% $3.87 +7.5%
448 VRDN VIRIDIAN THERAPEUTICS INC Healthcare 10,000.0 $196K 0.00% +5K +100.0% $19.56 -18.4%
449 CRUS CIRRUS LOGIC INC Technology 1,343.0 $194K 0.00% +783.0 +139.8% $144.62 +11.4%
450 LFUS LITTELFUSE INC Technology 544.0 $185K 0.00% +284.0 +109.2% $339.35 +26.8%
451 SBAC SBA COMMUNICATIONS CORP Real Estate 1,054.0 $181K 0.00% +559.0 +112.9% $172.19 +20.5%
452 SRPT SAREPTA THERAPEUTICS INC Healthcare 8,000.0 $174K 0.00% +2K +29.4% $21.76 -23.5%
453 HXL HEXCEL CORP NEW Industrials 2,149.0 $174K 0.00% +1K +163.0% $80.93 +9.1%
454 MBB ISHARES TR 1,831.0 $174K 0.00% +688.0 +60.2% $94.95 -1.3%
455 CDW CDW CORP Technology 1,335.0 $162K 0.00% +797.0 +148.1% $121.04 -12.3%
456 BRO BROWN & BROWN INC Financial Services 2,435.0 $159K 0.00% +1K +86.0% $65.21 -11.9%
457 CATH GLOBAL X FDS 2,000.0 $156K 0.00% +48.0 +2.5% $78.15 +13.6%
458 JNK SPDR SERIES TRUST 1,614.0 $154K 0.00% +115.0 +7.7% $95.70 +0.4%
459 BEPC BROOKFIELD RENEWABLE CORP Utilities 3,830.0 $153K 0.00% +2K +66.2% $39.83 -7.3%
460 SOUN SOUNDHOUND AI INC Technology 22,122.0 $152K 0.00% +5K +25.7% $6.87 +23.0%
Page 23 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%