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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 5 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,212.0 $3.1M 0.03% -926.0 -13.0% $491.52 -10.8%
82 IAU ISHARES GOLD TR Financial Services 34,304.0 $3.0M 0.03% -389.0 -1.1% $88.16 -2.7%
83 IWO ISHARES TR 9,599.0 $3.0M 0.03% -400.0 -4.0% $313.80 +14.0%
84 ALL ALLSTATE CORP Financial Services 14,255.0 $3.0M 0.03% -1K -6.6% $207.34 +4.8%
85 UPS UNITED PARCEL SVCS INC Industrials 29,693.0 $2.9M 0.03% -3K -8.6% $98.38 +0.6%
86 IWN ISHARES TR 14,849.0 $2.8M 0.03% -2K -11.6% $189.58 +8.7%
87 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,170.0 $2.8M 0.03% -38K -84.1% $391.73 +103.1%
88 NDSN NORDSON CORP Industrials 10,313.0 $2.7M 0.03% -2K -15.0% $266.07 +3.3%
89 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 75,067.0 $2.7M 0.03% -611.0 -0.8% $36.12 +6.9%
90 MDT MEDTRONIC PLC Healthcare 31,268.0 $2.7M 0.03% -21K -39.9% $86.65 -12.1%
91 GD GENERAL DYNAMICS CORP Industrials 7,297.0 $2.5M 0.02% -2K -19.3% $343.21 -2.5%
92 VLO VALERO ENERGY CORP Energy 10,084.0 $2.5M 0.02% -100.0 -1.0% $247.07 +1.5%
93 VONE VANGUARD SCOTTSDALE FDS 8,234.0 $2.4M 0.02% -37K -81.6% $295.14 +12.8%
94 INTU INTUIT Technology 5,574.0 $2.4M 0.02% -867.0 -13.5% $432.45 -9.1%
95 SIVR ABRDN SILVER ETF TRUST Financial Services 33,525.0 $2.4M 0.02% -613.0 -1.8% $71.61 +2.7%
96 RY ROYAL BK CDA Financial Services 14,474.0 $2.3M 0.02% -389.0 -2.6% $161.78 +13.4%
97 BKNG BOOKING HOLDINGS INC Consumer Cyclical 550.0 $2.3M 0.02% -4K -87.5% $4210.09 -96.3%
98 RMT ROYCE MICRO-CAP TR INC Financial Services 203,173.0 $2.3M 0.02% -5K -2.6% $11.31 +16.2%
99 ZTS ZOETIS INC Healthcare 19,293.0 $2.3M 0.02% -3K -15.3% $118.21 -37.2%
100 APH AMPHENOL CORP Technology 17,698.0 $2.2M 0.02% -1K -6.1% $126.35 -3.7%
Page 5 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%