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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 9 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRWD CROWDSTRIKE HLDGS INC Technology 2,871.0 $1.1M 0.01% -298.0 -9.4% $390.35 +58.6%
162 ECL ECOLAB INC Basic Materials 4,190.0 $1.1M 0.01% -872.0 -17.2% $266.03 -7.6%
163 TT TRANE TECHNOLOGIES PLC Industrials 2,674.0 $1.1M 0.01% -828.0 -23.6% $416.74 +8.7%
164 SPSM SPDR SERIES TRUST 22,963.0 $1.1M 0.01% -713.0 -3.0% $48.32 +7.2%
165 VANGUARD MUN BD FDS 11,084.0 $1.1M 0.01% -500.0 -4.3% $99.94
166 FSLR FIRST SOLAR INC Energy 5,608.0 $1.1M 0.01% -273.0 -4.6% $197.26 +13.8%
167 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 15,120.0 $1.1M 0.01% -2K -12.8% $72.69 +9.3%
168 EXPE EXPEDIA GROUP INC Consumer Cyclical 4,744.0 $1.1M 0.01% -2K -24.9% $230.91 -7.0%
169 BSCV INVESCO EXCH TRD SLF IDX FD 66,081.0 $1.1M 0.01% -5K -7.5% $16.46 -1.2%
170 IYW ISHARES TR 5,956.0 $1.1M 0.01% -192.0 -3.1% $181.43 +29.9%
171 PCG PG&E CORP Utilities 61,486.0 $1.1M 0.01% -4K -6.6% $17.57 -7.3%
172 RL RALPH LAUREN CORP Consumer Cyclical 3,078.0 $1.1M 0.01% -82.0 -2.6% $343.99 -6.0%
173 MPWR MONOLITHIC PWR SYS INC Technology 955.0 $1.0M 0.01% -33.0 -3.3% $1093.35 +33.4%
174 RPC RIDGEPOST CAP INC Financial Services 140,768.0 $1.0M 0.01% -27K -16.1% $7.26 +14.0%
175 ACGL ARCH CAP GROUP LTD Financial Services 10,594.0 $1.0M 0.01% -646.0 -5.8% $95.99 +0.6%
176 FISV FISERV INC Technology 18,156.0 $1.0M 0.01% -1K -6.1% $55.80 +0.3%
177 CTVA CORTEVA INC Basic Materials 12,032.0 $1.0M 0.01% -3K -17.6% $83.70 -4.9%
178 IQVIA HLDGS INC 5,888.0 $1.0M 0.01% -1K -19.7% $170.54
179 CENCORA INC 3,122.0 $981K 0.01% -2K -39.9% $314.14
180 ED CONSOLIDATED EDISON INC Utilities 8,486.0 $960K 0.01% -3K -27.2% $113.18 -3.9%
Page 9 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%