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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 43 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 PSKY PARAMOUNT SKYDANCE CORP Communication Services 127.0 $1K -792.0 -86.2% $9.02 +8.8%
842 RLI RLI CORP Financial Services 20.0 $1K -247.0 -92.5% $57.05 -7.1%
843 BKSY BLACKSKY TECHNOLOGY INC Technology 45.0 $1K -10.0 -18.2% $25.18 +79.4%
844 SIGI SELECTIVE INS GROUP INC Financial Services 15.0 $1K -204.0 -93.2% $75.40 +17.0%
845 UMBF UMB FINL CORP Financial Services 10.0 $1K -255.0 -96.2% $112.80 +12.4%
846 LPX LOUISIANA PAC CORP Basic Materials 15.0 $1K -198.0 -93.0% $72.80 -3.2%
847 PCTY PAYLOCITY HLDG CORP Technology 10.0 $1K -193.0 -95.1% $108.10 +4.5%
848 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K -10.0 -90.9% $1058.00 +5.8%
849 ALGM ALLEGRO MICROSYSTEMS INC Technology 33.0 $1K -355.0 -91.5% $31.55 +32.0%
850 ASB ASSOCIATED BANC-CORP Financial Services 40.0 $1K -625.0 -94.0% $25.88 +5.0%
851 KBH KB HOME Consumer Cyclical 20.0 $1K -202.0 -91.0% $51.75 -11.8%
852 FFIN FIRST FINL BANKSHARES INC Financial Services 35.0 $1K -387.0 -91.7% $29.46 +7.8%
853 CNO CNO FINL GROUP INC Financial Services 25.0 $1K -314.0 -92.6% $41.08 +16.5%
854 INTERNATIONAL BANCSHARES COR 15.0 $1K -208.0 -93.3% $67.33
855 EPR EPR PPTYS Real Estate 20.0 $1K -285.0 -93.4% $50.00 +16.7%
856 EEFT EURONET WORLDWIDE INC Technology 15.0 $996.0 -662.0 -97.8% $66.40 +3.9%
857 DUOL DUOLINGO INC Technology 10.0 $986.0 -146.0 -93.6% $98.60 +14.8%
858 KNF KNIFE RIVER CORP Basic Materials 12.0 $980.0 -159.0 -93.0% $81.67 -8.8%
859 BBWI BATH & BODY WORKS INC Consumer Cyclical 52.0 $971.0 -1K -95.2% $18.67 -13.7%
860 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 55.0 $970.0 -365.0 -86.9% $17.64 -0.5%
Page 43 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%