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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 22 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 TTEK TETRA TECH INC NEW Industrials 2,075.0 $62K 0.00% -1K -37.0% $30.12 -11.1%
422 MOAT VANECK ETF TRUST 600.0 $58K 0.00% -50.0 -7.7% $96.70 +2.7%
423 EXPO EXPONENT INC Industrials 889.0 $58K 0.00% -210.0 -19.1% $65.25 -13.7%
424 APOS APOLLO GLOBAL MGMT INC Financial Services 520.0 $58K 0.00% -1K -70.8% $111.42 -76.8%
425 HUBS HUBSPOT INC Technology 235.0 $57K 0.00% -35.0 -13.0% $244.10 -18.6%
426 DASH DOORDASH INC Communication Services 371.0 $56K 0.00% -988.0 -72.7% $150.15 -2.0%
427 DXCM DEXCOM INC Healthcare 834.0 $52K -4K -81.5% $62.80 +6.7%
428 CCL CARNIVAL CORP Consumer Cyclical 2,015.0 $52K -2K -44.6% $25.88 -8.7%
429 HSIC SCHEIN HENRY INC Healthcare 706.0 $52K -975.0 -58.0% $73.67 -0.9%
430 INGERSOLL RAND INC 639.0 $51K -1K -61.8% $80.12
431 HIPS GRANITESHARES ETF TR 4,375.0 $51K -3K -44.2% $11.55 +1.2%
432 ATR APTARGROUP INC Healthcare 396.0 $50K -239.0 -37.6% $125.97 -10.7%
433 VTRS VIATRIS INC Healthcare 3,688.0 $50K -42.0 -1.1% $13.51 +20.7%
434 MAS MASCO CORP Industrials 814.0 $49K -531.0 -39.5% $60.34 +7.2%
435 RSPF INVESCO EXCHANGE TRADED FD T 678.0 $48K -4K -83.8% $71.40 +5.0%
436 CF CF INDUSTRIES HOLD Basic Materials 368.0 $48K -373.0 -50.3% $129.84 -2.0%
437 SMCI SUPER MICRO COMPUTER INC Technology 2,097.0 $48K -247K -99.2% $22.77 +38.5%
438 NXT NEXTPOWER INC Technology 395.0 $48K -3K -88.0% $120.55 +4.3%
439 AVNT AVIENT CORPORATION Basic Materials 1,295.0 $47K -3K -72.5% $36.30 -9.8%
440 CGDV CAPITAL GROUP DIVIDEND VALUE 1,104.0 $47K -422.0 -27.6% $42.54 +11.4%
Page 22 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%