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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 39 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 VNO VORNADO RLTY TR Real Estate 72.0 $2K -525.0 -87.9% $26.00 +21.7%
762 FOX FOX CORP Communication Services 35.0 $2K -314.0 -90.0% $53.11 +11.1%
763 SOUTHSTATE BK CORP 20.0 $2K -347.0 -94.5% $92.55
764 SLI STANDARD LITHIUM LTD Basic Materials 543.0 $2K -100.0 -15.6% $3.41 +6.8%
765 UFPI UFP INDUSTRIES INC Basic Materials 20.0 $2K -190.0 -90.5% $92.15 -11.9%
766 MTG MGIC INVT CORP WIS Financial Services 70.0 $2K -944.0 -93.1% $26.26 +0.5%
767 LEA LEAR CORP Consumer Cyclical 15.0 $2K -595.0 -97.5% $121.13 +7.6%
768 IDCC INTERDIGITAL INC Technology 6.0 $2K -192.0 -97.0% $302.00 -12.6%
769 ASPS ALTISOURCE PORTFOLIO SOLUTIO Real Estate 283.0 $2K -186.0 -39.7% $6.37 -2.8%
770 JHG JANUS HENDERSON GROUP PLC Financial Services 35.0 $2K -620.0 -94.7% $51.37 +0.8%
771 GTLB GITLAB INC Technology 83.0 $2K -1K -93.0% $21.65 +15.9%
772 SHAK SHAKE SHACK INC Consumer Cyclical 20.0 $2K -1.0 -4.8% $88.50 -32.6%
773 FCN FTI CONSULTING INC Industrials 10.0 $2K -107.0 -91.5% $176.80 -13.1%
774 ST SENSATA TECHNOLOGIES HLDG PL Technology 50.0 $2K -2K -98.0% $35.22 +35.8%
775 HTH HILLTOP HLDGS INC Financial Services 49.0 $2K -8.0 -14.0% $35.84 +2.6%
776 ESNT ESSENT GROUP LTD Financial Services 30.0 $2K -1K -97.4% $58.47 +6.2%
777 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 30.0 $2K -1K -97.5% $58.27 -4.0%
778 SITM SITIME CORP Technology 5.0 $2K -15.0 -75.0% $345.40 +110.1%
779 LOPE GRAND CANYON ED INC Consumer Defensive 10.0 $2K -636.0 -98.5% $170.10 -5.3%
780 RYN RAYONIER INC Real Estate 82.0 $2K -480.0 -85.4% $20.62 -3.7%
Page 39 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%