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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 18 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 NET CLOUDFLARE INC Technology 988.0 $204K 0.00% -89.0 -8.3% $206.34 -2.2%
342 DTE DTE ENERGY CO Utilities 1,357.0 $198K 0.00% -501.0 -27.0% $146.22 -3.3%
343 COLD AMERICOLD REALTY TRUST INC Real Estate 16,900.0 $194K 0.00% -5K -23.6% $11.46 +26.4%
344 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 2,877.0 $193K 0.00% -1K -26.7% $67.07 +29.7%
345 XHB SPDR SERIES TRUST 1,865.0 $184K 0.00% -25.0 -1.3% $98.72 -3.9%
346 GPC GENUINE PARTS CO Consumer Cyclical 1,739.0 $184K 0.00% -312.0 -15.2% $105.75 -11.9%
347 CMS CMS ENERGY CORP Utilities 2,257.0 $175K 0.00% -859.0 -27.6% $77.58 -7.0%
348 BC BRUNSWICK CORP Consumer Cyclical 2,404.0 $175K 0.00% -240.0 -9.1% $72.76 +1.0%
349 RSMC TIDAL TRUST III 6,835.0 $170K 0.00% -4K -37.1% $24.84 +11.0%
350 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,084.0 $169K 0.00% -1K -40.1% $80.94 -5.1%
351 CTRA COTERRA ENERGY INC Energy 4,771.0 $168K 0.00% -19K -79.6% $35.14 -7.3%
352 DGX QUEST DIAGNOSTICS INC Healthcare 835.0 $164K 0.00% -1K -54.5% $195.99 -3.1%
353 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,147.0 $164K 0.00% -655.0 -23.4% $76.17 +7.7%
354 APP APPLOVIN CORP Technology 400.0 $159K 0.00% -749.0 -65.2% $398.00 +19.8%
355 CART MAPLEBEAR INC Consumer Cyclical 4,160.0 $156K 0.00% -654.0 -13.6% $37.46 +9.4%
356 VCIT VANGUARD SCOTTSDALE FDS 1,869.0 $155K 0.00% -559.0 -23.0% $82.76 -1.5%
357 EMB ISHARES TR 1,596.0 $150K 0.00% -371.0 -18.9% $93.93 +0.3%
358 MCHP MICROCHIP TECHNOLOGY INC. Technology 2,278.0 $147K 0.00% -1K -39.3% $64.60 +43.6%
359 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 14,778.0 $147K 0.00% -2K -12.2% $9.94 -3.0%
360 Q QNITY ELECTRONICS INC Technology 1,251.0 $144K 0.00% -252.0 -16.8% $115.40 +29.1%
Page 18 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%