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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 10 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LMT LOCKHEED MARTIN CORP Industrials 13,547.0 $8.2M 0.07% +70.0 +0.5% $604.39 -14.6%
182 SPEM SPDR INDEX SHS FDS 173,574.0 $8.1M 0.07% +13K +8.2% $46.91 +8.6%
183 EMR EMERSON ELEC CO Industrials 60,730.0 $8.0M 0.07% +20K +49.5% $131.02 +1.5%
184 ADP AUTOMATIC DATA PROCESSING IN Industrials 38,251.0 $7.8M 0.07% -2K -5.4% $203.18 +9.7%
185 SCHF SCHWAB STRATEGIC TR 313,195.0 $7.8M 0.07% +53K +20.1% $24.75 +8.6%
186 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 22,217.0 $7.5M 0.07% +13K +148.2% $337.94 +19.7%
187 USMV ISHARES TR 80,348.0 $7.5M 0.07% -3K -4.0% $92.74 +3.5%
188 DIS DISNEY WALT CO Communication Services 77,142.0 $7.4M 0.07% +17K +28.2% $96.38 +6.6%
189 ACN ACCENTURE PLC IRELAND Technology 37,145.0 $7.4M 0.07% +11K +42.0% $198.29 -10.5%
190 SHW SHERWIN WILLIAMS CO Basic Materials 22,760.0 $7.3M 0.07% -1K -6.0% $320.55 -6.4%
191 UNP UNION PAC CORP Industrials 29,979.0 $7.3M 0.07% +12K +63.5% $242.62 +11.5%
192 VCSH VANGUARD SCOTTSDALE FDS 91,699.0 $7.3M 0.07% +22K +30.8% $79.27 -0.6%
193 PWR QUANTA SVCS INC Industrials 13,176.0 $7.2M 0.07% -489.0 -3.6% $549.01 +40.3%
194 DFIC DIMENSIONAL ETF TRUST 200,000.0 $7.1M 0.07% NEW $35.53 +6.0%
195 NOC NORTHROP GRUMMAN CORP Industrials 10,409.0 $7.1M 0.07% +194.0 +1.9% $682.26 -20.7%
196 PYLD PIMCO ETF TR 268,170.0 $7.0M 0.06% +15K +5.9% $26.20 +0.0%
197 EAGL 2023 ETF SERIES TRUST 221,294.0 $6.7M 0.06% +19K +9.4% $30.42 +7.6%
198 DAL DELTA AIR LINES INC Industrials 101,256.0 $6.7M 0.06% +13K +14.2% $66.48 +5.6%
199 PFE PFIZER INC Healthcare 238,278.0 $6.7M 0.06% +53K +28.8% $28.08 -9.8%
200 QCOM QUALCOMM INC Technology 51,893.0 $6.7M 0.06% +3K +6.0% $128.78 +56.5%
Page 10 of 113  ·  2,241 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%