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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 102 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2021 EQWL INVESCO EXCHANGE TRADED FD T 10.0 $1K -90.0 -90.0% $115.30 +8.1%
2022 SAM BOSTON BEER INC Consumer Defensive 5.0 $1K -23.0 -82.1% $230.40 -22.5%
2023 BDC BELDEN INC Technology 10.0 $1K -520.0 -98.1% $114.90 -10.9%
2024 PSKY PARAMOUNT SKYDANCE CORP Communication Services 127.0 $1K -792.0 -86.2% $9.02 +8.3%
2025 RLI RLI CORP Financial Services 20.0 $1K -247.0 -92.5% $57.05 -7.6%
2026 CRDF CARDIFF ONCOLOGY INC Healthcare 700.0 $1K $1.62 +11.1%
2027 BKSY BLACKSKY TECHNOLOGY INC Technology 45.0 $1K -10.0 -18.2% $25.18 +76.5%
2028 SIGI SELECTIVE INS GROUP INC Financial Services 15.0 $1K -204.0 -93.2% $75.40 +17.7%
2029 UMBF UMB FINL CORP Financial Services 10.0 $1K -255.0 -96.2% $112.80 +11.8%
2030 VICR VICOR CORP Technology 7.0 $1K NEW $161.00 +51.0%
2031 AVUS AMERICAN CENTY ETF TR 10.0 $1K $111.20 +11.4%
2032 TYRA TYRA BIOSCIENCES INC Healthcare 29.0 $1K $38.10 -8.5%
2033 U UNITY SOFTWARE INC Technology 50.0 $1K +20.0 +66.7% $21.94 +19.0%
2034 LPX LOUISIANA PAC CORP Basic Materials 15.0 $1K -198.0 -93.0% $72.80 -6.6%
2035 PCTY PAYLOCITY HLDG CORP Technology 10.0 $1K -193.0 -95.1% $108.10 +5.8%
2036 GHC GRAHAM HLDGS CO Consumer Defensive 1.0 $1K -10.0 -90.9% $1058.00 +5.0%
2037 GRRR GORILLA TECHNOLOGY GROUP INC Technology 100.0 $1K $10.53 +22.6%
2038 RVTY REVVITY INC Healthcare 12.0 $1K +5.0 +71.4% $87.67 +10.2%
2039 AIPO TIDAL TRUST II 42.0 $1K $24.98 +23.8%
2040 NEWSMAX INC 200.0 $1K $5.22
Page 102 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%