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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 11 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ALB ALBEMARLE CORP Basic Materials 4,505.0 $809K 0.01% -214.0 -4.5% $179.53 -5.2%
202 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 19,421.0 $802K 0.01% -352.0 -1.8% $41.27 +23.7%
203 DELL DELL TECHNOLOGIES INC Technology 4,788.0 $786K 0.01% -996.0 -17.2% $164.14 +43.3%
204 SFLR INNOVATOR ETFS TRUST 22,130.0 $784K 0.01% -3K -12.9% $35.41 +7.6%
205 BK BANK NEW YORK MELLON CORP Financial Services 6,567.0 $779K 0.01% -2K -22.4% $118.63 +15.6%
206 J JACOBS SOLUTIONS INC Industrials 5,987.0 $762K 0.01% -382.0 -6.0% $127.27 -11.3%
207 EME EMCOR GROUP INC Industrials 1,014.0 $749K 0.01% -70.0 -6.5% $738.48 +15.7%
208 ABNB AIRBNB INC Consumer Cyclical 5,885.0 $743K 0.01% -503.0 -7.9% $126.28 +7.3%
209 NTAP NETAPP INC Technology 7,254.0 $743K 0.01% -918.0 -11.2% $102.39 +17.8%
210 CG CARLYLE GROUP INC Financial Services 15,301.0 $740K 0.01% -676.0 -4.2% $48.39 -6.3%
211 CCJ CAMECO CORP Energy 6,565.0 $713K 0.01% -4K -35.4% $108.61 -4.2%
212 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,833.0 $710K 0.01% -918.0 -24.5% $250.64 +21.3%
213 HAL HALLIBURTON CO Energy 18,067.0 $704K 0.01% -1K -7.6% $38.99 +10.2%
214 INDA ISHARES TR 14,904.0 $698K 0.01% -15K -50.9% $46.84 +2.5%
215 DES WISDOMTREE TR 19,362.0 $696K 0.01% -2K -8.8% $35.94 +6.3%
216 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 2,383.0 $693K 0.01% -679.0 -22.2% $290.64 -12.5%
217 FOF COHEN & STEERS CLOSED-END Financial Services 52,818.0 $678K 0.01% -303.0 -0.6% $12.83 +6.1%
218 F FORD MTR CO Consumer Cyclical 58,686.0 $677K 0.01% -12K -17.2% $11.54 +13.2%
219 SLB SLB LIMITED Energy 13,178.0 $677K 0.01% -4K -21.7% $51.39 +10.5%
220 CNC CENTENE CORP DEL Healthcare 20,229.0 $662K 0.01% -8K -27.5% $32.74 +80.7%
Page 11 of 47  ·  934 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%