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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 33 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 WWD WOODWARD INC Industrials 15.0 $5K -238.0 -94.1% $357.93 -3.7%
642 XHR XENIA HOTELS & RESORTS INC Real Estate 361.0 $5K -2.0 -0.6% $14.85 +10.4%
643 FRO FRONTLINE PLC Energy 153.0 $5K -107.0 -41.1% $34.86 +7.4%
644 LCID LUCID GROUP INC Consumer Cyclical 548.0 $5K -756.0 -58.0% $9.53 -41.1%
645 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 121.0 $5K -538.0 -81.6% $43.07 -2.6%
646 INGR INGREDION INC Consumer Defensive 46.0 $5K -898.0 -95.1% $112.67 -10.9%
647 ALLE ALLEGION PLC Industrials 35.0 $5K -309.0 -89.8% $145.31 -11.1%
648 TWLO TWILIO INC Communication Services 40.0 $5K -478.0 -92.3% $125.83 +55.7%
649 EQR EQUITY RESIDENTIAL Real Estate 85.0 $5K -820.0 -90.6% $59.15 +11.1%
650 ATI ATI INC Industrials 34.0 $5K -564.0 -94.3% $145.47 +5.7%
651 DOC HEALTHPEAK PROPERTIES INC Real Estate 301.0 $5K -2K -84.5% $16.43 +17.5%
652 TREX TREX INC Industrials 134.0 $5K -572.0 -81.0% $36.43 -0.5%
653 LNTH LANTHEUS HLDGS INC Healthcare 64.0 $5K -342.0 -84.2% $75.86 +22.5%
654 REZI RESIDEO TECHNOLOGIES INC Industrials 144.0 $5K -70.0 -32.7% $33.72 -20.5%
655 RITM RITHM CAPITAL CORP Real Estate 510.0 $5K -87.0 -14.6% $9.48 -5.1%
656 IVZ INVESCO LTD Financial Services 198.0 $5K -2K -89.3% $24.29 +9.0%
657 WPC WP CAREY INC Real Estate 69.0 $5K -870.0 -92.7% $67.97 +9.7%
658 DT DYNATRACE INC Technology 125.0 $5K -5K -97.8% $36.98 +8.0%
659 FOXA FOX CORP Communication Services 79.0 $5K -546.0 -87.4% $58.41 +10.5%
660 CHE CHEMED CORP NEW Healthcare 12.0 $5K -75.0 -86.2% $377.75 +16.9%
Page 33 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%