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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 24 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 LKQ LKQ CORP Consumer Cyclical 5,000.0 $147K 0.00% +720.0 +16.8% $29.37 -15.6%
462 KE KIMBALL ELECTRONICS INC Industrials 6,081.0 $144K 0.00% +6K +10000.0% $23.69 +5.3%
463 XLC SELECT SECTOR SPDR TR 1,291.0 $143K 0.00% +145.0 +12.7% $110.86 +4.5%
464 IXC ISHARES TR 2,479.0 $143K 0.00% +2K +240.5% $57.61 +0.0%
465 ATO ATMOS ENERGY CORP Utilities 770.0 $142K 0.00% +275.0 +55.6% $184.72 -3.8%
466 UAA UNDER ARMOUR INC Consumer Cyclical 24,064.0 $142K 0.00% +24K +4181.9% $5.91 -15.1%
467 TDY TELEDYNE TECHNOLOGIES INC Technology 235.0 $142K 0.00% +56.0 +31.3% $605.01 +2.1%
468 NOV NOV INC Energy 7,553.0 $142K 0.00% +6K +534.7% $18.81 +12.6%
469 SPSB SPDR SERIES TRUST 4,710.0 $142K 0.00% +2K +90.3% $30.07 -0.4%
470 IYK ISHARES TR 2,010.0 $141K 0.00% +10.0 +0.5% $70.01 +3.8%
471 BTZ BLACKROCK CR ALLOCATION Financial Services 13,919.0 $141K 0.00% +196.0 +1.4% $10.10 -2.4%
472 SPIB SPDR SERIES TRUST 4,098.0 $137K 0.00% +2K +116.8% $33.54 -1.1%
473 BBCA J P MORGAN EXCHANGE TRADED F 1,437.0 $135K 0.00% +132.0 +10.1% $94.06 +5.0%
474 VYX NCR VOYIX CORPORATION Technology 21,130.0 $134K 0.00% +3K +18.8% $6.33 +2.7%
475 QUBT QUANTUM COMPUTING INC Technology 19,179.0 $131K 0.00% +18K +1526.7% $6.85 +41.9%
476 WEX WEX INC Technology 849.0 $130K 0.00% +399.0 +88.7% $153.04 -6.8%
477 SCMB SCHWAB STRATEGIC TR 5,019.0 $128K 0.00% +2K +53.9% $25.48 -0.4%
478 TRN TRINITY INDS INC Industrials 3,929.0 $126K 0.00% +4K +10000.0% $32.18 +6.5%
479 EGP EASTGROUP PPTYS INC Real Estate 680.0 $126K 0.00% +420.0 +161.5% $185.09 +9.2%
480 WSFS WSFS FINL CORP Financial Services 1,894.0 $124K 0.00% +1K +142.5% $65.46 +7.4%
Page 24 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%