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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 36 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 SPXC SPX TECHNOLOGIES INC Industrials 15.0 $3K -498.0 -97.1% $200.00 -0.4%
702 BRX BRIXMOR PPTY GROUP INC Real Estate 104.0 $3K -902.0 -89.7% $28.81 +4.2%
703 OGN ORGANON & CO Healthcare 497.0 $3K -266.0 -34.9% $5.99 +124.1%
704 DCI DONALDSON INC Industrials 35.0 $3K -564.0 -94.2% $84.89 -3.4%
705 BEN FRANKLIN RESOURCES INC Financial Services 125.0 $3K -685.0 -84.6% $23.62 +31.2%
706 OSK OSHKOSH CORP Industrials 20.0 $3K -277.0 -93.3% $147.25 -18.9%
707 WTS WATTS WATER TECHNOLOGIES INC Industrials 10.0 $3K -95.0 -90.5% $290.30 +1.8%
708 AR ANTERO RESOURCES CORP Energy 67.0 $3K -1K -94.5% $42.45 -8.7%
709 HOG HARLEY DAVIDSON INC Consumer Cyclical 140.0 $3K -393.0 -73.7% $20.22 +15.1%
710 HL HECLA MINING COMPANY Basic Materials 148.0 $3K -2K -93.3% $18.64 -11.6%
711 WMS ADVANCED DRAIN SYS INC DEL Industrials 20.0 $3K -281.0 -93.4% $137.15 -2.6%
712 UGI UGI CORP NEW Utilities 75.0 $3K -818.0 -91.6% $36.43 -3.3%
713 CNM CORE & MAIN INC Industrials 55.0 $3K -734.0 -93.0% $49.40 -8.0%
714 HALO HALOZYME THERAPEUTICS INC Healthcare 42.0 $3K -800.0 -95.0% $64.64 +6.4%
715 ESAB ESAB CORPORATION Industrials 28.0 $3K -184.0 -86.8% $96.68 -12.7%
716 ONTO ONTO INNOVATION INC Technology 13.0 $3K -872.0 -98.5% $205.08 +23.9%
717 HAE HAEMONETICS CORP MASS Healthcare 47.0 $3K -914.0 -95.1% $56.36 +1.7%
718 SSD SIMPSON MFG INC Industrials 15.0 $3K -142.0 -90.5% $171.67 +2.5%
719 ADC AGREE RLTY CORP Real Estate 34.0 $3K -425.0 -92.6% $75.38 +0.3%
720 PXH INVESCO EXCH TRADED FD TR II 95.0 $3K -55.0 -36.7% $26.92 +5.5%
Page 36 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%