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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 80 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 NXST NEXSTAR MEDIA GROUP INC Communication Services 148.0 $30K NEW $203.05 -8.3%
1582 RWT REDWOOD TRUST INC Real Estate 5,428.0 $30K NEW $5.53 -13.2%
1583 CAG CONAGRA BRANDS INC Consumer Defensive 1,732.0 $30K NEW $17.31 -5.0%
1584 PFFA ETFIS SER TR I 1,390.0 $30K NEW $21.55 -3.1%
1585 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 271.0 $30K NEW $109.61 -30.6%
1586 MTG MGIC INVT CORP WIS Financial Services 1,014.0 $30K NEW $29.22 +5.7%
1587 OPRT OPORTUN FINL CORP Financial Services 5,574.0 $29K NEW $5.29 +41.8%
1588 CPB THE CAMPBELLS COMPANY Consumer Defensive 1,055.0 $29K NEW $27.87 -14.1%
1589 ENVX ENOVIX CORPORATION Industrials 4,000.0 $29K NEW $7.31 -53.8%
1590 BTI BRITISH AMERN TOB PLC Consumer Defensive 514.0 $29K NEW $56.66 -0.8%
1591 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 2,350.0 $29K NEW $12.38 +18.0%
1592 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 1,602.0 $29K NEW $18.15 +15.5%
1593 AI C3 AI INC Technology 2,155.0 $29K NEW $13.48 -23.6%
1594 FXN FIRST TR EXCHANGE TRADED FD 1,763.0 $29K NEW $16.47 +43.3%
1595 WTS WATTS WATER TECHNOLOGIES INC Industrials 105.0 $29K NEW $276.03 +36.1%
1596 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 668.0 $29K NEW $43.30 +56.0%
1597 SCCO SOUTHERN COPPER CORP Basic Materials 202.0 $29K NEW $143.17 +50.9%
1598 BKDV BNY MELLON ETF TRUST II 995.0 $29K NEW $29.02 +20.1%
1599 CFR CULLEN FROST BANKERS INC Financial Services 228.0 $29K NEW $126.63 +29.7%
1600 ENOR ISHARES TR 1,000.0 $29K NEW $28.78 +27.8%
Page 80 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%