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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 25 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LEN LENNAR CORP Consumer Cyclical 1,388.0 $121K 0.00% +496.0 +55.6% $86.84 -3.5%
482 GENI GENIUS SPORTS LIMITED Communication Services 26,495.0 $117K 0.00% +14K +109.4% $4.43 +16.9%
483 BIO BIO RAD LABS INC Healthcare 411.0 $115K 0.00% +408.0 +10000.0% $278.75 +0.8%
484 LXFR LUXFER HLDGS PLC Industrials 9,087.0 $111K 0.00% +9K +10000.0% $12.18 +27.1%
485 LPLA LPL FINL HLDGS INC Financial Services 360.0 $108K 0.00% +285.0 +380.0% $300.83 -1.7%
486 ALAB ASTERA LABS INC Technology 983.0 $108K 0.00% +313.0 +46.7% $109.60 +122.9%
487 BLUE OWL TECHNOLOGY FIN CORP 8,638.0 $107K 0.00% +138.0 +1.6% $12.39
488 VVX V2X INC Industrials 1,550.0 $106K 0.00% +2K +10000.0% $68.50 +4.8%
489 CNOB CONNECTONE BANCORP INC Financial Services 3,675.0 $98K 0.00% +2K +176.3% $26.77 +9.3%
490 RBRK RUBRIK INC. Technology 2,000.0 $98K 0.00% +2K +10000.0% $48.97 +32.7%
491 COOPER COS INC 1,325.0 $95K 0.00% +1K +438.6% $71.50
492 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 6,585.0 $95K 0.00% +78.0 +1.2% $14.36 -3.6%
493 UFCS UNITED FIRE GROUP INC Financial Services 2,548.0 $94K 0.00% +3K +10000.0% $37.06 +32.8%
494 CBT CABOT CORP Basic Materials 1,251.0 $94K 0.00% +1K +691.8% $75.31 +8.8%
495 RFI COHEN & STEERS TOTAL RETURN Financial Services 8,422.0 $94K 0.00% +176.0 +2.1% $11.14 +0.3%
496 H HYATT HOTELS CORP Consumer Cyclical 643.0 $92K 0.00% +384.0 +148.3% $143.79 +17.8%
497 RJF RAYMOND JAMES FINL INC Financial Services 633.0 $92K 0.00% +72.0 +12.8% $144.79 +6.7%
498 ASTS AST SPACEMOBILE INC Technology 1,082.0 $90K 0.00% +1K +3907.4% $82.88 +6.3%
499 NU NU HLDGS LTD Financial Services 6,227.0 $89K 0.00% +3K +73.6% $14.37 -14.5%
500 FELE FRANKLIN ELEC INC Industrials 968.0 $89K 0.00% +967.0 +10000.0% $92.17 +5.7%
Page 25 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%