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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 15 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTRA NATERA INC Healthcare 1,805.0 $361K 0.00% -250.0 -12.2% $199.99 -3.7%
282 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,962.0 $358K 0.00% -2K -31.2% $90.42 -5.8%
283 WTFC WINTRUST FINL CORP Financial Services 2,551.0 $354K 0.00% -1K -33.9% $138.94 +5.7%
284 BROWN FORMAN CORP 13,391.0 $354K 0.00% -858.0 -6.0% $26.44
285 OC OWENS CORNING NEW Industrials 3,261.0 $353K 0.00% -411.0 -11.2% $108.22 +3.7%
286 FXF INVESCO CURRENCYSHARES SWISS Financial Services 3,144.0 $347K 0.00% -1K -24.8% $110.41 +1.3%
287 TPR TAPESTRY INC Consumer Cyclical 2,448.0 $345K 0.00% -498.0 -16.9% $141.11 -7.0%
288 MAGS LISTED FDS TR 5,956.0 $345K 0.00% -1K -14.4% $57.94 +18.3%
289 VRSN VERISIGN INC Technology 1,358.0 $337K 0.00% -1K -48.5% $248.36 +22.9%
290 NTRS NORTHERN TR CORP Financial Services 2,365.0 $330K 0.00% -486.0 -17.1% $139.56 +18.4%
291 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,787.0 $326K 0.00% -9K -83.8% $182.36 -7.2%
292 CCK CROWN HLDGS INC Consumer Cyclical 3,246.0 $325K 0.00% -444.0 -12.0% $100.25 -5.0%
293 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 548.0 $325K 0.00% -583.0 -51.5% $592.98 -4.4%
294 BWA BORGWARNER INC Consumer Cyclical 5,842.0 $317K 0.00% -977.0 -14.3% $54.26 +12.7%
295 ASH ASHLAND INC Basic Materials 5,574.0 $310K 0.00% -283.0 -4.8% $55.61 -1.7%
296 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,577.0 $309K 0.00% -270.0 -14.6% $196.06 -1.2%
297 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,319.0 $306K 0.00% -766.0 -24.8% $131.74 +19.3%
298 TTC TORO CO Industrials 3,255.0 $304K 0.00% -116.0 -3.4% $93.44 -4.2%
299 PKG PACKAGING CORP AMER Consumer Cyclical 1,433.0 $304K 0.00% -219.0 -13.3% $212.22 -0.7%
300 DFEM DIMENSIONAL ETF TRUST 8,626.0 $298K 0.00% -694.0 -7.5% $34.55 +12.0%
Page 15 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%