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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 16 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PSMT PRICESMART INC Consumer Defensive 1,963.0 $295K 0.00% -519.0 -20.9% $150.53 +8.2%
302 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 7,505.0 $292K 0.00% -6K -43.9% $38.97 -13.5%
303 FMDE FIDELITY COVINGTON TRUST 8,035.0 $289K 0.00% -58.0 -0.7% $35.96 +6.1%
304 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 5,003.0 $283K 0.00% -1K -19.1% $56.49 -12.1%
305 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,014.0 $279K 0.00% -657.0 -39.3% $275.24 -8.2%
306 AZO AUTOZONE INC Consumer Cyclical 82.0 $277K 0.00% -47.0 -36.4% $3377.78 -0.9%
307 EXEL EXELIXIS INC Healthcare 6,383.0 $274K 0.00% -3K -33.6% $42.89 +16.2%
308 PVH PVH CORPORATION Consumer Cyclical 3,819.0 $266K 0.00% -188.0 -4.7% $69.76 +15.2%
309 STE STERIS PLC Healthcare 1,190.0 $263K 0.00% -2K -66.0% $221.04 -3.7%
310 LIBERTY GLOBAL LTD 21,711.0 $262K 0.00% -1K -4.8% $12.09
311 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,055.0 $258K 0.00% -21.0 -1.0% $125.46 +8.1%
312 LEIDOS HOLDINGS INC 1,643.0 $256K 0.00% -90.0 -5.2% $155.52
313 XYL XYLEM INC Industrials 2,103.0 $251K 0.00% -1K -34.5% $119.52 -9.4%
314 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 4,021.0 $247K 0.00% -6K -61.2% $61.35 -16.2%
315 USHY ISHARES TR 6,662.0 $245K 0.00% -578K -98.9% $36.84 -0.4%
316 TLN TALEN ENERGY CORP Utilities 764.0 $244K 0.00% -172.0 -18.4% $319.23 +1.6%
317 DVA DAVITA INC Healthcare 1,584.0 $243K 0.00% -302.0 -16.0% $153.69 +29.8%
318 PFF ISHARES TR 8,010.0 $243K 0.00% -8K -49.7% $30.32 +2.1%
319 TOL TOLL BROTHERS INC Consumer Cyclical 1,760.0 $240K 0.00% -767.0 -30.4% $136.45 -6.9%
320 EW EDWARDS LIFESCIENCES CORP Healthcare 2,974.0 $238K 0.00% -6K -67.5% $80.08 +2.9%
Page 16 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%