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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 28 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 VICI VICI PPTYS INC Real Estate 1,278.0 $35K +531.0 +71.1% $27.32 +2.1%
542 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,727.0 $34K +780.0 +82.4% $19.86 +6.2%
543 NWBI NORTHWEST BANCSHARES INC Financial Services 2,543.0 $32K +39.0 +1.6% $12.69 +5.6%
544 BTI BRITISH AMERN TOB PLC Consumer Defensive 521.0 $30K +7.0 +1.4% $58.50 +13.4%
545 ONON ON HLDG AG Consumer Cyclical 852.0 $29K +147.0 +20.9% $34.02 +9.5%
546 HESM HESS MIDSTREAM LP Energy 665.0 $26K +505.0 +315.6% $38.87 +2.6%
547 CCC CCC INTELLIGENT SOLUTIONS HL Technology 4,208.0 $25K +3K +175.9% $6.00 -24.7%
548 PECO PHILLIPS EDISON & CO INC Real Estate 636.0 $24K +472.0 +287.8% $37.43 +5.0%
549 APPF APPFOLIO INC Technology 148.0 $23K +34.0 +29.8% $157.82 +0.1%
550 CTRE CARETRUST REIT INC Real Estate 634.0 $23K +438.0 +223.5% $36.62 +12.3%
551 FLUTTER ENTMT PLC 227.0 $23K +95.0 +72.0% $101.95
552 NTR NUTRIEN LTD Basic Materials 301.0 $23K +201.0 +201.0% $75.56 -5.3%
553 SVOL SIMPLIFY EXCHANGE TRADED FUN 1,470.0 $23K +205.0 +16.2% $15.34 +4.4%
554 KGS KODIAK GAS SVCS INC Energy 367.0 $21K +231.0 +169.8% $58.32 +26.0%
555 TTGT TECHTARGET INC Communication Services 5,005.0 $19K +5K +10000.0% $3.88 +33.8%
556 AEM AGNICO EAGLE MINES LTD Basic Materials 95.0 $19K +1.0 +1.1% $203.18 -11.8%
557 AGNC AGNC INVT CORP Real Estate 1,841.0 $18K +1K +132.4% $10.03 +2.7%
558 QTUM ETF SER SOLUTIONS 166.0 $18K +20.0 +13.7% $107.30 +32.3%
559 BITWISE FUNDS TRUST 915.0 $17K +430.0 +88.7% $18.86
560 MILLROSE PPTYS INC 552.0 $15K +426.0 +338.1% $28.00
Page 28 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%