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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 25 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 PBR PETROLEO BRASILEIRO S A Energy 1,307.0 $27K -1K -43.9% $20.74 -3.3%
482 POWL POWELL INDS INC Industrials 50.0 $27K -30.0 -37.5% $541.08 -50.2%
483 DOCU DOCUSIGN INC Technology 562.0 $27K -1K -68.5% $47.41 +3.9%
484 PFFA ETFIS SER TR I 1,275.0 $26K -115.0 -8.3% $20.36 +4.6%
485 OHI OMEGA HEALTHCARE INVS INC Real Estate 583.0 $26K -616.0 -51.4% $43.82 +11.7%
486 JKHY HENRY JACK & ASSOC INC Technology 161.0 $25K -164.0 -50.5% $157.86 -11.4%
487 CNH INDL N V 2,275.0 $25K -3K -55.8% $11.00
488 TQQQ PROSHARES TR 600.0 $25K -4K -86.1% $41.68 +81.4%
489 SCCO SOUTHERN COPPER CORP Basic Materials 145.0 $25K -57.0 -28.2% $172.21 +1.0%
490 CASY CASEYS GEN STORES INC Consumer Cyclical 34.0 $25K -143.0 -80.8% $727.88 +18.5%
491 ALC ALCON AG Healthcare 323.0 $24K -20.0 -5.8% $75.35 -10.5%
492 R RYDER SYS INC Industrials 117.0 $24K -143.0 -55.0% $204.72 +15.1%
493 CLEARWAY ENERGY INC 610.0 $24K -48.0 -7.3% $39.18
494 NFG NATIONAL FUEL GAS CO Energy 254.0 $24K -334.0 -56.8% $93.96 -11.1%
495 PODD INSULET CORP Healthcare 111.0 $23K -634.0 -85.1% $209.85 -25.7%
496 ZD ZIFF DAVIS INC Communication Services 550.0 $23K -4.0 -0.7% $41.96 -0.8%
497 FIS FIDELITY NATL INFORMATION SV Technology 487.0 $23K -4K -89.1% $46.91 -8.5%
498 VOYA VOYA FINANCIAL INC Financial Services 331.0 $23K -1K -81.5% $68.32 +19.2%
499 URTH ISHARES INC 125.0 $23K -137.0 -52.3% $180.02 +11.7%
500 BR BROADRIDGE FINL SOLUTIONS IN Technology 138.0 $22K -343.0 -71.3% $162.49 -8.0%
Page 25 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%