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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 27 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 AI C3 AI INC Technology 2,015.0 $17K -140.0 -6.5% $8.42 +9.1%
522 AVY AVERY DENNISON CORP Industrials 97.0 $17K -253.0 -72.3% $172.68 -9.7%
523 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 213.0 $17K -2K -91.8% $78.03 -1.3%
524 CRCL CIRCLE INTERNET GROUP INC Financial Services 174.0 $17K -4.0 -2.2% $95.41 +17.7%
525 GWRE GUIDEWIRE SOFTWARE INC Technology 109.0 $16K -216.0 -66.5% $149.57 -6.8%
526 PAPR INNOVATOR ETFS TRUST 409.0 $16K -2K -84.6% $39.80 +5.2%
527 CWST CASELLA WASTE SYS INC Industrials 200.0 $16K -2K -90.5% $79.34 +10.1%
528 AIR LEASE CORP 242.0 $16K -153.0 -38.7% $64.94
529 RACE FERRARI N V Consumer Cyclical 45.0 $15K -95.0 -67.9% $338.47 +0.1%
530 SONO SONOS INC Technology 1,120.0 $15K -13.0 -1.1% $13.40 +11.0%
531 HOLOGIC INC 198.0 $15K -2K -91.1% $75.59
532 HRL HORMEL FOODS CORP Consumer Defensive 659.0 $15K -966.0 -59.5% $22.66 -8.8%
533 TMDX TRANSMEDICS GROUP INC Healthcare 150.0 $15K -32.0 -17.6% $99.41 -30.5%
534 CLH CLEAN HARBORS INC Industrials 52.0 $15K -202.0 -79.5% $286.73 +1.8%
535 GTLS CHART INDS INC Industrials 72.0 $15K -240.0 -76.9% $206.75 +0.2%
536 PRIM PRIMORIS SVCS CORP Industrials 104.0 $15K -2K -95.7% $142.53 -24.3%
537 TRU TRANSUNION Industrials 212.0 $15K -803.0 -79.1% $69.19 -2.4%
538 FLR FLUOR CORP Industrials 312.0 $15K -64.0 -17.0% $46.63 -7.0%
539 WSO WATSCO INC Industrials 39.0 $14K -135.0 -77.6% $363.79 +7.3%
540 RALLIANT CORP 335.0 $14K -185.0 -35.6% $41.60
Page 27 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%