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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 26 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BAX BAXTER INTL INC Healthcare 1,333.0 $22K -5K -78.4% $16.80 +9.5%
502 ACAD ACADIA PHARMACEUTICALS INC Healthcare 1,000.0 $22K -17.0 -1.7% $22.26 -6.0%
503 PCOR PROCORE TECHNOLOGIES INC Technology 390.0 $22K -2K -84.3% $57.00 -17.8%
504 AOS SMITH A O CORP Industrials 333.0 $22K -501.0 -60.1% $65.94 -14.4%
505 PNR PENTAIR PLC Industrials 246.0 $21K -412.0 -62.6% $87.11 -15.0%
506 GNTX GENTEX CORP Consumer Cyclical 965.0 $21K -2K -61.1% $21.85 +4.4%
507 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 200.0 $21K -22.0 -9.9% $105.40 -3.4%
508 SPTS SPDR SERIES TRUST 719.0 $21K -118.0 -14.1% $29.18 -0.6%
509 SNA SNAP ON INC Industrials 57.0 $21K -150.0 -72.5% $363.23 -0.5%
510 CPNG COUPANG INC Consumer Cyclical 1,094.0 $21K -27.0 -2.4% $18.88 -17.1%
511 RGLD ROYAL GOLD INC Basic Materials 80.0 $20K -320.0 -80.0% $254.50 -12.4%
512 AGI ALAMOS GOLD INC Basic Materials 456.0 $20K -195.0 -29.9% $44.41 -10.5%
513 BIDU BAIDU INC Communication Services 181.0 $20K -2.0 -1.1% $111.43 +21.1%
514 FCF FIRST COMWLTH FINL CORP PA Financial Services 1,133.0 $20K -197.0 -14.8% $17.58 +5.5%
515 TSEM TOWER SEMICONDUCTOR LTD Technology 105.0 $18K -3.0 -2.8% $175.49 +48.4%
516 NVT NVENT ELEC PLC Industrials 155.0 $18K -623.0 -80.1% $118.28 +37.2%
517 ENTERGY CORP NEW 162.0 $18K -1K -88.2% $112.36
518 DDOG DATADOG INC Technology 153.0 $18K -1K -89.4% $118.05 +79.3%
519 KD KYNDRYL HLDGS INC Technology 1,349.0 $18K -799.0 -37.2% $13.12 -9.6%
520 SOMNIGROUP INTERNATIONAL INC 238.0 $18K -914.0 -79.3% $73.92
Page 26 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%