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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 26 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 2,375.0 $87K 0.00% +1K +77.8% $36.74 +11.0%
502 MLPX GLOBAL X FDS 1,168.0 $86K 0.00% +361.0 +44.7% $73.94 +5.0%
503 FCPT FOUR CORNERS PPTY TR INC Real Estate 3,646.0 $86K 0.00% +4K +5184.1% $23.65 +5.2%
504 FERG FERGUSON ENTERPRISES INC Industrials 369.0 $86K 0.00% +324.0 +720.0% $233.26 -5.7%
505 TYL TYLER TECHNOLOGIES INC Technology 236.0 $81K 0.00% +51.0 +27.6% $342.38 -6.3%
506 NVR NVR INC Consumer Cyclical 12.0 $79K 0.00% +5.0 +71.4% $6589.83 -13.2%
507 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 1,580.0 $79K 0.00% +47.0 +3.1% $49.84 -5.7%
508 NSP INSPERITY INC Industrials 2,900.0 $78K 0.00% +2K +131.6% $27.04 +16.3%
509 IHAK ISHARES TR 1,784.0 $78K 0.00% +647.0 +56.9% $43.66 +22.5%
510 VALE VALE S A Basic Materials 4,837.0 $77K 0.00% +4K +591.0% $15.91 +2.5%
511 RKLB ROCKET LAB CORP Industrials 1,188.0 $76K 0.00% +1K +9800.0% $64.22 +104.2%
512 BOTZ GLOBAL X FDS 2,263.0 $75K 0.00% +971.0 +75.2% $33.21 +17.1%
513 RGTI RIGETTI COMPUTING INC Technology 5,348.0 $75K 0.00% +2K +63.7% $14.04 +18.4%
514 MTH MERITAGE HOMES CORP Consumer Cyclical 1,139.0 $70K 0.00% +1K +1625.8% $61.84 -1.0%
515 BTCO INVESCO GALAXY BITCOIN ETF Financial Services 1,000.0 $67K 0.00% +500.0 +100.0% $67.47 +13.2%
516 FMAO FARMERS & MERCHANTS BANCORP Financial Services 2,623.0 $67K 0.00% +23.0 +0.9% $25.67 +6.1%
517 IP INTERNATIONAL PAPER CO Consumer Cyclical 1,875.0 $67K 0.00% +482.0 +34.6% $35.71 -14.9%
518 IREN IREN LIMITED Financial Services 1,884.0 $65K 0.00% +81.0 +4.5% $34.28 +47.2%
519 SPHD INVESCO EXCH TRADED FD TR II 1,221.0 $61K 0.00% +419.0 +52.2% $49.60 +0.4%
520 NWL NEWELL BRANDS INC Consumer Defensive 17,603.0 $60K 0.00% +4K +31.4% $3.43 +6.4%
Page 26 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%