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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 7 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EFV ISHARES TR 24,408.0 $1.8M 0.02% -346.0 -1.4% $74.35 +4.6%
122 MCK MCKESSON CORP Healthcare 2,095.0 $1.8M 0.02% -2K -43.9% $865.43 -10.4%
123 IBDS ISHARES TR 72,217.0 $1.8M 0.02% -4K -4.8% $24.24 -0.3%
124 AYI ACUITY INC Industrials 6,190.0 $1.7M 0.02% -221.0 -3.5% $280.22 -1.1%
125 VDC VANGUARD WORLD FD 7,696.0 $1.7M 0.02% -119.0 -1.5% $224.59 +3.7%
126 GLDM WORLD GOLD TR Financial Services 18,641.0 $1.7M 0.02% -2K -8.1% $92.69 -4.4%
127 KNSL KINSALE CAP GROUP INC Financial Services 4,901.0 $1.7M 0.01% -29.0 -0.6% $341.68 -6.6%
128 ULTA ULTA BEAUTY INC Consumer Cyclical 3,156.0 $1.6M 0.01% -30K -90.6% $522.63 -9.7%
129 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 22,676.0 $1.6M 0.01% -4K -13.4% $72.46 +20.5%
130 SUSA ISHARES TR 12,434.0 $1.6M 0.01% -180.0 -1.4% $132.10 +12.9%
131 BE BLOOM ENERGY CORP Industrials 12,017.0 $1.6M 0.01% -1K -9.8% $135.49 +89.6%
132 IUSB ISHARES TR 33,781.0 $1.6M 0.01% -3K -8.3% $46.19 -1.4%
133 LQD ISHARES TR 14,288.0 $1.6M 0.01% -5K -24.6% $108.99 -1.7%
134 LVS LAS VEGAS SANDS CORP Consumer Cyclical 28,533.0 $1.5M 0.01% -2K -5.7% $53.88 -6.9%
135 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,427.0 $1.5M 0.01% -100.0 -2.8% $446.63 -2.7%
136 ROST ROSS STORES INC Consumer Cyclical 7,000.0 $1.5M 0.01% -930.0 -11.7% $216.62 -3.4%
137 MRSH MARSH & MCLENNAN COS INC Financial Services 8,647.0 $1.5M 0.01% -1K -13.6% $173.44 -4.4%
138 GSLC GOLDMAN SACHS ETF TR 11,902.0 $1.5M 0.01% -1K -9.7% $125.13 +11.4%
139 ROP ROPER TECHNOLOGIES INC Industrials 4,039.0 $1.4M 0.01% -159.0 -3.8% $353.87 -6.1%
140 CARR CARRIER GLOBAL CORPORATION Industrials 25,201.0 $1.4M 0.01% -1K -5.3% $56.31 +11.5%
Page 7 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%