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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 41 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 GBCI GLACIER BANCORP INC NEW Financial Services 32.0 $1K -362.0 -91.9% $44.69 +4.7%
802 IDA IDACORP INC Utilities 10.0 $1K -167.0 -94.3% $143.00 -1.6%
803 PBF PBF ENERGY INC Energy 30.0 $1K -252.0 -89.4% $47.63 -11.5%
804 CHRD CHORD ENERGY CORPORATION Energy 10.0 $1K -124.0 -92.5% $142.20 +5.2%
805 ELF E L F BEAUTY INC Consumer Defensive 23.0 $1K -166.0 -87.8% $60.65 -9.5%
806 BKH BLACK HILLS CORP Utilities 20.0 $1K -254.0 -92.7% $69.45 +5.5%
807 MSM MSC INDL DIRECT INC Industrials 15.0 $1K -221.0 -93.6% $92.33 +13.4%
808 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 20.0 $1K -263.0 -92.9% $69.20 -9.6%
809 MAT MATTEL INC Consumer Cyclical 95.0 $1K -838.0 -89.8% $14.54 +2.8%
810 NJR NEW JERSEY RES CORP Utilities 25.0 $1K -285.0 -91.9% $54.92 +4.9%
811 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 15.0 $1K -139.0 -90.3% $91.40 -21.1%
812 EXLS EXLSERVICE HLDGS INC Technology 45.0 $1K -572.0 -92.7% $30.47 -4.8%
813 SR SPIRE INC Utilities 15.0 $1K -216.0 -93.5% $90.60 -4.8%
814 MORN MORNINGSTAR INC Financial Services 8.0 $1K -67.0 -89.3% $169.12 +4.7%
815 AMKR AMKOR TECHNOLOGY INC Technology 30.0 $1K -434.0 -93.5% $45.03 +45.5%
816 HOMB HOME BANCSHARES INC Financial Services 50.0 $1K -2K -97.7% $26.94 -3.2%
817 POR PORTLAND GEN ELEC CO Utilities 25.0 $1K -565.0 -95.8% $52.80 -8.5%
818 NWE NORTHWESTERN ENERGY GROUP IN Utilities 20.0 $1K -197.0 -90.8% $65.95 +8.4%
819 BROS DUTCH BROS INC Consumer Cyclical 26.0 $1K -1K -98.2% $50.69 +4.1%
820 SWX SOUTHWEST GAS HLDGS INC Utilities 15.0 $1K -191.0 -92.7% $86.93 +2.3%
Page 41 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%