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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 37 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 ALLY ALLY FINL INC Financial Services 65.0 $3K -978.0 -93.8% $39.23 +4.1%
722 HYHG PROSHARES TR 40.0 $3K -480.0 -92.3% $63.73 +1.1%
723 LIVN LIVANOVA PLC Healthcare 40.0 $3K -291.0 -87.9% $63.58 +13.6%
724 YETI YETI HLDGS INC Consumer Cyclical 69.0 $3K -212.0 -75.4% $36.59 +16.0%
725 BBW BUILD-A-BEAR WORKSHOP INC Consumer Cyclical 67.0 $3K -1K -93.8% $37.46 +0.0%
726 PRI PRIMERICA INC Financial Services 10.0 $3K -560.0 -98.2% $250.50 +12.0%
727 MUSA MURPHY USA INC Consumer Cyclical 5.0 $2K -59.0 -92.2% $494.00 +14.4%
728 SAIA SAIA INC Industrials 7.0 $2K -564.0 -98.8% $351.29 +30.5%
729 NNN NNN REIT INC Real Estate 58.0 $2K -748.0 -92.8% $42.03 +5.5%
730 TTMI TTM TECHNOLOGIES INC Technology 25.0 $2K -7.0 -21.9% $97.44 +63.0%
731 AFG AMERICAN FINANCIAL GROUP INC Financial Services 19.0 $2K -240.0 -92.7% $127.74 +6.7%
732 THG HANOVER INS GROUP INC Financial Services 14.0 $2K -123.0 -89.8% $173.36 +13.9%
733 WAL WESTERN ALLIANCE BANCORP Financial Services 34.0 $2K -377.0 -91.7% $70.85 +8.1%
734 VMI VALMONT INDS INC Industrials 6.0 $2K -83.0 -93.3% $399.67 +25.3%
735 AGCO AGCO CORP Industrials 20.0 $2K -195.0 -90.7% $115.90 -3.8%
736 M MACYS INC Consumer Cyclical 125.0 $2K -818.0 -86.7% $18.10 +2.3%
737 RPRX ROYALTY PHARMA PLC Healthcare 47.0 $2K -40.0 -46.0% $47.98 +8.5%
738 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 41.0 $2K -83.0 -66.9% $54.83 +7.9%
739 AMH AMERICAN HOMES 4 RENT Real Estate 80.0 $2K -2K -95.1% $27.93 +13.6%
740 MTDR MATADOR RES CO Energy 35.0 $2K -347.0 -90.8% $63.20 -3.8%
Page 37 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%