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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 21 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 ANNALY CAPITAL MANAGEMENT IN 3,974.0 $84K 0.00% -2K -35.9% $21.15
402 ZS ZSCALER INC Technology 596.0 $84K 0.00% -375.0 -38.6% $140.29 +24.9%
403 CHTR CHARTER COMMUNICATIONS INC Communication Services 379.0 $82K 0.00% -199.0 -34.4% $215.88 -34.0%
404 PATH UIPATH INC Technology 7,249.0 $80K 0.00% -3K -31.9% $11.10 -5.0%
405 RRX REGAL REXNORD CORPORATION Industrials 429.0 $80K 0.00% -710.0 -62.3% $187.26 -0.4%
406 COIN COINBASE GLOBAL INC Financial Services 459.0 $80K 0.00% -607.0 -56.9% $174.61 +10.8%
407 CSGP COSTAR GROUP INC Real Estate 1,963.0 $79K 0.00% -159K -98.8% $40.34 -16.2%
408 GPN GLOBAL PMTS INC Industrials 1,176.0 $79K 0.00% -699.0 -37.3% $67.32 +0.9%
409 WRB BERKLEY W R CORP Financial Services 1,184.0 $78K 0.00% -307.0 -20.6% $66.28 +3.4%
410 EA ELECTRONIC ARTS INC Communication Services 380.0 $78K 0.00% -652.0 -63.2% $204.09 -1.2%
411 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 370.0 $77K 0.00% -135.0 -26.7% $209.08 +18.2%
412 GATX GATX CORP Industrials 449.0 $77K 0.00% -136.0 -23.2% $170.74 -0.5%
413 WCC WESCO INTL INC Industrials 278.0 $76K 0.00% -201.0 -42.0% $273.62 +23.2%
414 VST VISTRA CORP Utilities 505.0 $76K 0.00% -732.0 -59.2% $150.33 -10.4%
415 TRMB TRIMBLE INC Technology 1,162.0 $76K 0.00% -552.0 -32.2% $65.23 -16.4%
416 TRGP TARGA RES CORP Energy 285.0 $72K 0.00% -469.0 -62.2% $251.16 +10.0%
417 PSA PUBLIC STORAGE OPER CO Real Estate 262.0 $71K 0.00% -483.0 -64.8% $270.88 +9.8%
418 FFIV F5 INC Technology 244.0 $71K 0.00% -129.0 -34.6% $289.33 +32.5%
419 GLPI GAMING & LEISURE P Real Estate 1,505.0 $67K 0.00% -82.0 -5.2% $44.37 +7.1%
420 ITT ITT INC Industrials 339.0 $65K 0.00% -2K -82.3% $190.31 +0.4%
Page 21 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%