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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 31 of 31  ·  613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 OCGN OCUGEN INC Healthcare 670.0 $1K +130.0 +24.1% $1.81 -23.2%
602 U UNITY SOFTWARE INC Technology 50.0 $1K +20.0 +66.7% $21.94 +23.8%
603 RVTY REVVITY INC Healthcare 12.0 $1K +5.0 +71.4% $87.67 +7.2%
604 KALV KALVISTA PHARMACEUTICALS INC Healthcare 48.0 $972.0 +10.0 +26.3% $20.25 +32.0%
605 AOK ISHARES TR 16.0 $621.0 +1.0 +6.7% $38.81 +5.3%
606 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 59.0 $566.0 +55.0 +1375.0% $9.59 -6.5%
607 PAYO PAYONEER GLOBAL INC Technology 68.0 $329.0 +3.0 +4.6% $4.84 -4.9%
608 LWAY LIFEWAY FOODS INC Consumer Defensive 14.0 $271.0 +2.0 +16.7% $19.36 +25.1%
609 TMC TMC THE METALS COMPANY INC Basic Materials 48.0 $225.0 +9.0 +23.1% $4.69 +15.6%
610 INFINITY NAT RES INC 10.0 $177.0 +8.0 +400.0% $17.70
611 GAMESTOP CORP NEW 40.0 $155.0 +39.0 +3900.0% $3.88
612 SYNERGY CHC CORP 109.0 $141.0 +60.0 +122.5% $1.29
613 AGPU AXE COMPUTE INC Technology 40.0 $65.0 +28.0 +233.3% $1.62 +188.0%
Page 31 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%