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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 34 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 TRMD TORM PLC Energy 160.0 $4K -170.0 -51.5% $27.90 +17.3%
662 CELH CELSIUS HLDGS INC Consumer Defensive 124.0 $4K -598.0 -82.8% $35.48 -19.3%
663 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 51.0 $4K -536.0 -91.3% $85.67 +10.8%
664 RNR RENAISSANCERE HLDGS LTD Financial Services 14.0 $4K -162.0 -92.0% $297.29 +2.4%
665 MANH MANHATTAN ASSOCIATES INC Technology 31.0 $4K -282.0 -90.1% $133.13 +1.3%
666 INVH INVITATION HOMES INC Real Estate 165.0 $4K -2K -93.3% $24.85 +16.4%
667 LSCC LATTICE SEMICONDUCTOR CORP Technology 44.0 $4K -2K -97.7% $92.77 +44.2%
668 STRL STERLING INFRASTRUCTURE INC Industrials 10.0 $4K -241.0 -96.0% $407.30 +83.5%
669 NAT NORDIC AMERICAN TANKERS LIMI Industrials 687.0 $4K -1K -67.5% $5.86 -3.7%
670 WBS WEBSTER FINL CORP Financial Services 58.0 $4K -594.0 -91.1% $69.43 +5.0%
671 GEN GEN DIGITAL INC Technology 213.0 $4K -2K -90.6% $18.83 +31.0%
672 CSL CARLISLE COS INC Industrials 12.0 $4K -171.0 -93.4% $333.67 -1.6%
673 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 238.0 $4K -133.0 -35.9% $16.72 -4.1%
674 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 40.0 $4K -470.0 -92.2% $98.42 -1.9%
675 FTAI AVIATION LTD 15.0 $4K -2K -99.2% $245.00
676 FN FABRINET Technology 7.0 $4K -524.0 -98.7% $521.57 +27.3%
677 CRSP CRISPR THERAPEUTICS AG Healthcare 75.0 $4K -802.0 -91.5% $47.57 +2.8%
678 OVV OVINTIV INC Energy 60.0 $4K -1K -94.5% $59.37 +1.8%
679 FHN FIRST HORIZON CORPORATION Financial Services 155.0 $4K -2K -91.6% $22.76 +6.2%
680 PR PERMIAN RESOURCES CORP Energy 163.0 $3K -7K -97.8% $21.33 -1.7%
Page 34 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%