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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 40 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 ORA ORMAT TECHNOLOGIES INC Utilities 15.0 $2K -169.0 -91.8% $111.93 +15.5%
782 AMG AFFILIATED MANAGERS GROUP Financial Services 6.0 $2K -78.0 -92.9% $276.83 +6.5%
783 STAG STAG INDUSTRIAL INC Real Estate 45.0 $2K -686.0 -93.8% $36.07 +5.9%
784 THO THOR INDS INC Consumer Cyclical 20.0 $2K -154.0 -88.5% $79.90 -7.6%
785 ONB OLD NATL BANCORP IND Financial Services 72.0 $2K -1K -94.4% $22.11 +6.1%
786 SLGN SILGAN HLDGS INC Consumer Cyclical 41.0 $2K -259.0 -86.3% $38.80 -3.4%
787 HWC HANCOCK WHITNEY CORPORATION Financial Services 25.0 $2K -1K -97.7% $63.60 +4.0%
788 GTX GARRETT MOTION INC Consumer Cyclical 87.0 $2K -26.0 -23.0% $18.18 +67.1%
789 BCO BRINKS CO Industrials 15.0 $2K -1K -98.6% $103.67 -1.3%
790 CNX CNX RES CORP Energy 40.0 $2K -503.0 -92.6% $38.55 -5.2%
791 AVT AVNET INC Technology 25.0 $2K -1K -98.2% $61.64 +33.5%
792 POST POST HLDGS INC Consumer Defensive 15.0 $1K -142.0 -90.5% $98.87 +0.8%
793 TEX TEREX CORP NEW Industrials 25.0 $1K -265.0 -91.4% $59.12 -2.0%
794 CBSH COMMERCE BANCSHARES INC Financial Services 30.0 $1K -338.0 -91.8% $49.20 +5.5%
795 KRG KITE REALTY GROUP TRUST Real Estate 60.0 $1K -955.0 -94.1% $24.55 +6.0%
796 REXR REXFORD INDL RLTY INC Real Estate 45.0 $1K -937.0 -95.4% $32.73 +7.7%
797 TXNM ENERGY INC 25.0 $1K -253.0 -91.0% $58.48
798 CAR AVIS BUDGET GROUP INC Industrials 10.0 $1K -53.0 -84.1% $145.90 +3.6%
799 CC CHEMOURS CO Basic Materials 66.0 $1K -1.0 -1.5% $22.03 -1.3%
800 UBSI UNITED BANKSHARES INC WEST V Financial Services 35.0 $1K -423.0 -92.4% $41.43 +2.7%
Page 40 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%