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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 23 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 EMN EASTMAN CHEM CO Basic Materials 613.0 $47K -93.0 -13.2% $76.32 -9.1%
442 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 6,869.0 $46K -778.0 -10.2% $6.63 -15.7%
443 GNRC GENERAC HLDGS INC Industrials 228.0 $45K -181.0 -44.2% $195.33 +24.3%
444 TTD THE TRADE DESK INC Technology 1,898.0 $43K -8K -80.4% $22.69 -8.6%
445 LNT ALLIANT ENERGY CORP Utilities 592.0 $42K -631.0 -51.6% $71.76 +1.5%
446 NI NISOURCE INC Utilities 902.0 $42K -1K -54.4% $46.66 +1.3%
447 MTN VAIL RESORTS INC Consumer Cyclical 323.0 $42K -101.0 -23.8% $128.51 -2.3%
448 LULU LULULEMON ATHLETICA INC Consumer Cyclical 271.0 $41K -456.0 -62.7% $153.10 -19.7%
449 GBDC GOLUB CAP BDC INC Financial Services 3,243.0 $41K -3K -45.3% $12.66 +2.5%
450 AX AXOS FINANCIAL INC Financial Services 476.0 $41K -623.0 -56.7% $85.09 +0.5%
451 WTRG ESSENTIAL UTILS INC Utilities 975.0 $39K -1K -51.1% $40.27 -8.4%
452 FCFS FIRSTCASH HOLDINGS INC Financial Services 205.0 $39K -2K -91.1% $188.00 +20.7%
453 RMD RESMED INC Healthcare 171.0 $38K -2K -90.6% $224.49 -6.4%
454 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 116.0 $38K -31.0 -21.1% $330.87 -11.3%
455 JBL JABIL INC Technology 142.0 $38K -245.0 -63.3% $265.86 +29.0%
456 GGG GRACO INC Industrials 441.0 $37K -989.0 -69.2% $84.65 -10.9%
457 BLV VANGUARD BD INDEX FDS 530.0 $36K -48.0 -8.3% $68.75 -2.1%
458 FXN FIRST TR EXCHANGE-TRADED FD 1,598.0 $36K -165.0 -9.4% $22.46 +1.8%
459 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 395.0 $36K -864.0 -68.6% $90.11 +14.1%
460 HUM HUMANA INC Healthcare 204.0 $35K -1K -86.6% $173.39 +77.3%
Page 23 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%