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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 13 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JBHT HUNT J B TRANS SVCS INC Industrials 2,534.0 $537K 0.01% -106.0 -4.0% $211.90 +23.4%
242 LNG CHENIERE ENERGY INC Energy 1,857.0 $527K 0.01% -48.0 -2.5% $283.76 -12.7%
243 PYPL PAYPAL HLDGS INC Financial Services 11,465.0 $519K 0.01% -3K -19.5% $45.23 -1.9%
244 RS RELIANCE INC Basic Materials 1,684.0 $512K 0.01% -485.0 -22.4% $303.92 +18.5%
245 CLX CLOROX CO DEL Consumer Defensive 4,884.0 $506K 0.01% -2K -26.0% $103.64 -10.7%
246 CHKP CHECK POINT SOFTWARE TECH LT Technology 3,529.0 $504K 0.01% -20.0 -0.6% $142.85 -11.8%
247 SPHY SPDR SERIES TRUST 21,302.0 $497K 0.01% -465K -95.6% $23.32 -0.3%
248 UDR UDR INC Real Estate 14,703.0 $497K 0.01% -1K -7.3% $33.78 +10.9%
249 RSPS INVESCO EXCHANGE TRADED FD T 16,650.0 $491K 0.00% -16K -48.9% $29.50 +1.6%
250 SEIC SEI INVTS CO Financial Services 6,254.0 $491K 0.00% -308.0 -4.7% $78.47 +17.3%
251 MSA MSA SAFETY INC Industrials 2,976.0 $488K 0.00% -57.0 -1.9% $163.95 +3.4%
252 ZION ZIONS BANCORPORATION NATL AS Financial Services 8,380.0 $483K 0.00% -608.0 -6.8% $57.62 +4.3%
253 LAMR LAMAR ADVERTISING CO Real Estate 3,791.0 $480K 0.00% -467.0 -11.0% $126.66 +14.9%
254 CFG CITIZENS FINL GROUP INC Financial Services 7,931.0 $476K 0.00% -1K -14.8% $59.97 +2.3%
255 MEDP MEDPACE HLDGS INC Healthcare 983.0 $472K 0.00% -370.0 -27.4% $480.01 -12.4%
256 KDP KEURIG DR PEPPER INC Consumer Defensive 17,344.0 $457K 0.00% -10K -37.5% $26.33 +11.8%
257 SJM SMUCKER J M CO Consumer Defensive 4,651.0 $449K 0.00% -466.0 -9.1% $96.44 +7.5%
258 AIZ ASSURANT INC Financial Services 2,017.0 $439K 0.00% -109.0 -5.1% $217.81 +17.7%
259 GL GLOBE LIFE INC Financial Services 3,139.0 $437K 0.00% -2K -35.3% $139.17 +13.1%
260 TIP ISHARES TR 3,950.0 $436K 0.00% -675.0 -14.6% $110.36 -0.2%
Page 13 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%