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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 45 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 PLAB PHOTRONICS INC Technology 20.0 $809.0 -2K -98.8% $40.45 +17.5%
882 WHR WHIRLPOOL CORP Consumer Cyclical 15.0 $809.0 -168.0 -91.8% $53.93 -26.8%
883 CVLT COMMVAULT SYS INC Technology 10.0 $779.0 -1K -99.2% $77.90 +36.0%
884 NTB BANK OF N T BUTTERFIELD & SO Financial Services 14.0 $753.0 -1.0 -6.7% $53.79 +4.1%
885 CRVS CORVUS PHARMACEUTICALS INC Healthcare 50.0 $732.0 -153.0 -75.4% $14.64 -16.6%
886 DOCN DIGITALOCEAN HLDGS INC Technology 8.0 $729.0 -42.0 -84.0% $91.12 +61.8%
887 UHS UNIVERSAL HLTH SVCS INC Healthcare 4.0 $716.0 -24.0 -85.7% $179.00 -5.4%
888 SYNA SYNAPTICS INC Technology 10.0 $701.0 -103.0 -91.2% $70.10 +70.0%
889 RH RH Consumer Cyclical 5.0 $700.0 -46.0 -90.2% $140.00 -12.0%
890 QRVO QORVO INC Technology 9.0 $697.0 -527.0 -98.3% $77.44 +21.6%
891 MZTI MARZETTI COMPANY Consumer Defensive 5.0 $692.0 -53.0 -91.4% $138.40 -18.4%
892 FLO FLOWERS FOODS INC Consumer Defensive 80.0 $652.0 -614.0 -88.5% $8.15 -10.1%
893 BRBR BELLRING BRANDS INC Consumer Defensive 40.0 $644.0 -493.0 -92.5% $16.10 -44.8%
894 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2.0 $643.0 -24.0 -92.3% $321.50 +9.4%
895 GTES GATES INDL CORP PLC Industrials 27.0 $611.0 -190.0 -87.6% $22.63 +6.5%
896 HROW HARROW INC Healthcare 17.0 $601.0 -3.0 -15.0% $35.35 -12.6%
897 ASIX ADVANSIX INC Basic Materials 24.0 $586.0 -4.0 -14.3% $24.42 -12.8%
898 BLKB BLACKBAUD INC Technology 15.0 $580.0 -112.0 -88.2% $38.67 -18.7%
899 PK PARK HOTELS & RESORTS INC Real Estate 55.0 $580.0 -706.0 -92.8% $10.55 +5.2%
900 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 3.0 $568.0 -21.0 -87.5% $189.33 +21.2%
Page 45 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%