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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 29 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 LZ LEGALZOOM COM INC Industrials 2,000.0 $11K -6K -75.7% $5.67 +12.9%
562 FNF FIDELITY NATL FINL INC Financial Services 244.0 $11K -976.0 -80.0% $46.38 +5.3%
563 CHRW C H ROBINSON WORLDWIDE IN Industrials 67.0 $11K -458.0 -87.2% $166.07 +9.8%
564 GAMESTOP CORP 470.0 $11K -1K -69.6% $23.04
565 ROIV ROIVANT SCIENCES LTD Healthcare 390.0 $11K -3K -86.6% $27.70 +18.3%
566 COLB COLUMBIA BKG SYS INC Financial Services 385.0 $11K -2K -85.1% $27.43 +7.8%
567 ELAN ELANCO ANIMAL HEALTH INC Healthcare 437.0 $10K -3K -86.5% $23.93 -12.7%
568 EHC ENCOMPASS HEALTH CORP Healthcare 108.0 $10K -815.0 -88.3% $96.73 +8.1%
569 VSTS VESTIS CORPORATION Industrials 1,320.0 $10K -278.0 -17.4% $7.86 +49.2%
570 MATX MATSON INC Industrials 63.0 $10K -500.0 -88.8% $163.95 +13.3%
571 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 164.0 $10K -728.0 -81.6% $62.30 +0.9%
572 TKR TIMKEN CO Industrials 101.0 $10K -203.0 -66.8% $100.57 +16.2%
573 JLL JONES LANG LASALLE INC Real Estate 33.0 $10K -868.0 -96.3% $304.33 -4.3%
574 COHR COHERENT CORP Technology 42.0 $10K -3K -98.6% $238.21 +46.6%
575 ON ON SEMICONDUCTOR CORP Technology 161.0 $10K -952.0 -85.5% $61.93 +78.3%
576 MARA MARA HOLDINGS INC Financial Services 1,214.0 $10K -249.0 -17.0% $8.16 +63.2%
577 FR FIRST INDL RLTY TR INC Real Estate 170.0 $10K -1K -88.0% $57.85 +7.1%
578 POOL POOL CORP Industrials 48.0 $10K -74.0 -60.7% $202.33 -10.7%
579 GAP GAP INC Consumer Cyclical 399.0 $10K -1K -71.8% $24.20 -9.6%
580 LSTR LANDSTAR SYS INC Industrials 59.0 $9K -457.0 -88.6% $160.32 +18.2%
Page 29 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%