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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 7 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 CPRX CATALYST PHARMACEUTICALS INC Healthcare 1,772 $41K 0.00% SOLD
122 GLOBAL INDEMNITY GROUP LLC 1,454 $41K 0.00% SOLD
123 ROCK GIBRALTAR INDS INC Industrials 833 $41K 0.00% SOLD
124 BGSF BGSF INC Industrials 8,854 $41K 0.00% SOLD
125 DHIL DIAMOND HILL INVT GROUP INC Financial Services 238 $40K 0.00% SOLD
126 KFY KORN FERRY Industrials 609 $40K 0.00% SOLD
127 NRIM NORTHRIM BANCORP INC Financial Services 1,509 $40K 0.00% SOLD
128 MEC MAYVILLE ENGR CO INC Industrials 2,094 $39K SOLD
129 VTOL BRISTOW GROUP INC Energy 1,070 $39K SOLD
130 AZZ AZZ INC Industrials 361 $39K SOLD
131 RRBI RED RIVER BANCSHARES INC Financial Services 535 $38K SOLD
132 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 1,446 $38K SOLD
133 YEXT YEXT INC Technology 4,677 $38K SOLD
134 EVTC EVERTEC INC Technology 1,240 $36K SOLD
135 CIVEO CORP CDA 1,538 $35K SOLD
136 PMT PENNYMAC MTG INVT TR Real Estate 2,800 $35K SOLD
137 WGO WINNEBAGO INDS INC Consumer Cyclical 866 $35K SOLD
138 JBI JANUS INTERNATIONAL GROUP IN Industrials 5,338 $35K SOLD
139 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 556 $35K SOLD
140 STGW STAGWELL INC Communication Services 7,020 $34K SOLD
Page 7 of 34  ·  675 positions
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%