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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 24 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 487.0 $35K -2K -82.5% $72.55 +2.8%
462 NRG NRG ENERGY INC Utilities 237.0 $35K -419.0 -63.9% $146.14 -9.5%
463 PTC PTC INC Technology 240.0 $34K -168.0 -41.2% $142.49 +2.7%
464 MGK VANGUARD WORLD FD 92.0 $34K -5.0 -5.2% $367.45 -76.0%
465 RB GLOBAL INC 348.0 $33K -724.0 -67.5% $95.88
466 EVEREST GROUP LTD 101.0 $33K -1K -91.0% $326.85
467 REGCO REGENCY CTRS CORP Real Estate 434.0 $33K -343.0 -44.1% $75.66 -70.3%
468 DPZ DOMINOS PIZZA INC Consumer Cyclical 90.0 $32K -92.0 -50.5% $357.50 -11.7%
469 RUN SUNRUN INC Energy 2,349.0 $32K -90.0 -3.7% $13.56 +1.8%
470 SE SEA LTD Consumer Cyclical 377.0 $31K -34.0 -8.3% $82.81 +4.9%
471 HAYW HAYWARD HLDGS INC Industrials 2,264.0 $30K -825.0 -26.7% $13.38 +0.6%
472 USIG ISHARES TR 590.0 $30K -2K -78.3% $51.23 -0.8%
473 MYE MYERS INDS INC Consumer Cyclical 1,426.0 $30K -2K -58.5% $21.19 +4.1%
474 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 200.0 $29K -100.0 -33.3% $146.28 -7.0%
475 MIDE DBX ETF TR 850.0 $29K -167.0 -16.4% $33.57 +6.3%
476 AIQ GLOBAL X FDS 609.0 $28K -101.0 -14.2% $46.68 +31.4%
477 AAL AMERICAN AIRLINES GROUP INC Industrials 2,616.0 $28K -352.0 -11.9% $10.74 +20.6%
478 CHWY CHEWY INC Consumer Cyclical 1,040.0 $28K -971.0 -48.3% $27.00 -24.7%
479 HIMS HIMS & HERS HEALTH INC Healthcare 1,338.0 $28K -985.0 -42.4% $20.76 +8.7%
480 CCI CROWN CASTLE INC Real Estate 338.0 $27K -1K -78.3% $81.31 +13.4%
Page 24 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%