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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 5 of 10  ·  182 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BCPL BNY MELLON ETF TRUST II 4,068.0 $101K 0.00% NEW $24.80 -1.2%
82 PEB PEBBLEBROOK HOTEL TR Real Estate 7,709.0 $97K 0.00% NEW $12.63 +13.8%
83 TFIN TRIUMPH FINANCIAL INC Financial Services 1,533.0 $91K 0.00% NEW $59.66 +5.5%
84 EMLP FIRST TR EXCHANGE-TRADED FD 2,001.0 $87K 0.00% NEW $43.65 +1.6%
85 AIN ALBANY INTL CORP Consumer Cyclical 1,672.0 $87K 0.00% NEW $52.21 +16.3%
86 QBUF INNOVATOR ETFS TRUST 2,924.0 $85K 0.00% NEW $29.21 +4.6%
87 FSMD FIDELITY COVINGTON TRUST 1,762.0 $79K 0.00% NEW $44.71 +8.2%
88 OXM OXFORD INDS INC Consumer Cyclical 2,039.0 $79K 0.00% NEW $38.51 -1.1%
89 PZZA PAPA JOHNS INTL INC Consumer Cyclical 2,357.0 $76K 0.00% NEW $32.41 +2.2%
90 CDRE CADRE HLDGS INC Industrials 2,469.0 $76K 0.00% NEW $30.68 -5.3%
91 SNDA SONIDA SENIOR LIVING INC Healthcare 2,315.0 $75K 0.00% NEW $32.25 +12.7%
92 ISHARES TR 1,485.0 $69K 0.00% NEW $46.24
93 ASTRANA HEALTH INC 2,679.0 $66K 0.00% NEW $24.52
94 HCKT HACKETT GROUP INC Technology 4,094.0 $53K NEW $13.01 -27.6%
95 HELE HELEN OF TROY LTD Consumer Defensive 3,657.0 $53K NEW $14.42 +70.0%
96 INFQ INFLEQTION INC Technology 5,295.0 $52K NEW $9.81 +8.3%
97 FLOT ISHARES TR 1,002.0 $51K NEW $50.93 +0.1%
98 ALLW SSGA ACTIVE TR 1,693.0 $49K NEW $28.85 +2.3%
99 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 729.0 $47K NEW $65.09 +16.3%
100 BINC BLACKROCK ETF TRUST II 852.0 $44K NEW $51.93 -0.0%
Page 5 of 10  ·  182 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%