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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 30 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ENSG ENSIGN GROUP INC Healthcare 46.0 $9K -336.0 -88.0% $201.50 -12.4%
582 GMAB GENMAB A/S Healthcare 343.0 $9K -334.0 -49.3% $26.83 +1.1%
583 EVRG EVERGY INC Utilities 112.0 $9K -749.0 -87.0% $81.93 +1.5%
584 SWKS SKYWORKS SOLUTIONS INC Technology 171.0 $9K -465.0 -73.1% $53.40 +35.7%
585 OWL BLUE OWL CAPITAL INC Financial Services 1,000.0 $9K -4K -78.3% $9.13 +5.6%
586 RRC RANGE RES CORP Energy 200.0 $9K -851.0 -81.0% $45.26 -6.4%
587 OZK BANK OZK LITTLE ROCK ARK Financial Services 196.0 $9K -344.0 -63.7% $45.89 +4.7%
588 CALX CALIX INC Technology 183.0 $9K -2K -92.4% $48.99 -20.8%
589 ESS ESSEX PPTY TR INC Real Estate 37.0 $9K -187.0 -83.5% $242.00 +13.3%
590 WTM WHITE MTNS INS GROUP LTD Financial Services 4.0 $9K -33.0 -89.2% $2197.00 -2.2%
591 HLI HOULIHAN LOKEY INC Financial Services 61.0 $9K -1K -95.5% $143.62 +4.0%
592 L LOEWS CORP Financial Services 82.0 $9K -450.0 -84.6% $106.74 +1.9%
593 SJNK SPDR SERIES TRUST 350.0 $9K -445K -99.9% $24.98 +0.1%
594 GLOBUS MED INC 101.0 $9K -637.0 -86.3% $86.17
595 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 366.0 $9K -3.0 -0.8% $23.74 +16.6%
596 PSTG EVERPURE INC Technology 147.0 $9K -1K -88.2% $59.04 +13.4%
597 CNP CENTERPOINT ENERGY INC Utilities 199.0 $9K -2K -89.0% $43.16 -1.6%
598 CPB THE CAMPBELLS COMPANY Consumer Defensive 382.0 $9K -673.0 -63.8% $22.27 -9.6%
599 ETSY INC 170.0 $8K -139.0 -45.0% $49.98
600 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 103.0 $8K -565.0 -84.6% $80.56 -11.2%
Page 30 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%