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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $7.9B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2736 New
Page 72 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DKS DICKS SPORTING GOODS INC Consumer Cyclical 243.0 $48K 0.00% NEW $198.00 -7.5%
1422 BLDR BUILDERS FIRSTSOURCE INC Industrials 466.0 $48K 0.00% NEW $102.89 -31.8%
1423 HAYW HAYWARD HLDGS INC Industrials 3,089.0 $48K 0.00% NEW $15.45 -5.6%
1424 IEX IDEX CORP Industrials 267.0 $48K 0.00% NEW $177.94 +31.7%
1425 CNH INDL N V 5,145.0 $47K 0.00% NEW $9.22
1426 OSBC OLD SECOND BANCORP INC ILL Financial Services 2,431.0 $47K 0.00% NEW $19.50 +29.9%
1427 ALLY ALLY FINL INC Financial Services 1,043.0 $47K 0.00% NEW $45.29 -5.2%
1428 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,590.0 $47K 0.00% NEW $29.66 +4.0%
1429 NFG NATIONAL FUEL GAS CO Energy 588.0 $47K 0.00% NEW $80.06 +3.0%
1430 FDVV FIDELITY COVINGTON TRUST 827.0 $47K 0.00% NEW $56.69 +11.4%
1431 BOTZ GLOBAL X FDS 1,292.0 $47K 0.00% NEW $36.24 -0.5%
1432 MBC MASTERBRAND INC Consumer Cyclical 4,228.0 $47K 0.00% NEW $11.04 -17.5%
1433 CUZ COUSINS PPTYS INC Real Estate 1,803.0 $46K 0.00% NEW $25.78 +15.1%
1434 VTRS VIATRIS INC Healthcare 3,730.0 $46K 0.00% NEW $12.45 +31.1%
1435 EGP EASTGROUP PPTYS INC Real Estate 260.0 $46K 0.00% NEW $178.14 +12.8%
1436 CNXC CONCENTRIX CORP Technology 1,113.0 $46K 0.00% NEW $41.58 -38.9%
1437 BY BYLINE BANCORP INC Financial Services 1,578.0 $46K 0.00% NEW $29.15 +31.2%
1438 CRSP CRISPR THERAPEUTICS AG Healthcare 877.0 $46K 0.00% NEW $52.44 +13.5%
1439 KALU KAISER ALUMINUM CORP Basic Materials 400.0 $46K 0.00% NEW $114.86 +34.2%
1440 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 510.0 $46K 0.00% NEW $90.03 +7.1%
Page 72 of 137  ·  2,736 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 29.6%
Financial Services 19.8%
Industrials 12.4%
Healthcare 8.9%
Consumer Cyclical 8.9%
Consumer Defensive 7.0%
Communication Services 6.8%
Energy 2.5%
Utilities 2.0%
Basic Materials 1.2%