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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 47 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 CNDT CONDUENT INC Technology 156.0 $200.0 -16.0 -9.3% $1.28 +20.9%
922 EMBC EMBECTA CORP Healthcare 20.0 $177.0 -7.0 -25.9% $8.85 -65.8%
923 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 3.0 $170.0 -1K -99.8% $56.67 -11.8%
924 MGNI MAGNITE INC Communication Services 14.0 $167.0 -7K -99.8% $11.93 +7.5%
925 PRGO PERRIGO CO PLC Healthcare 15.0 $162.0 -28.0 -65.1% $10.80 -1.8%
926 WEN WENDYS CO Consumer Cyclical 21.0 $145.0 -301.0 -93.5% $6.90 +16.2%
927 TEAM ATLASSIAN CORPORATION Technology 2.0 $137.0 -7K -100.0% $68.50 +27.7%
928 ADMA ADMA BIOLOGICS INC Healthcare 15.0 $136.0 -8K -99.8% $9.07 -7.6%
929 RILY BRC GROUP HOLDINGS INC Financial Services 10.0 $74.0 -18K -99.9% $7.40 +21.8%
930 GRAL GRAIL INC Healthcare 1.0 $52.0 -52.0 -98.1% $52.00 +14.7%
931 PRTA PROTHENA CORP PLC Healthcare 4.0 $39.0 -6.0 -60.0% $9.75 +0.1%
932 SFIX STITCH FIX INC Consumer Cyclical 10.0 $34.0 -50.0 -83.3% $3.40 -10.0%
933 TLRY TILRAY BRANDS INC Healthcare 2.0 $13.0 -2K -99.9% $6.50 -18.2%
934 BYND BEYOND MEAT INC Consumer Defensive 1.0 $1.0 -50.0 -98.0% $1.00 -23.8%
Page 47 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%