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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 103 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2041 ALGM ALLEGRO MICROSYSTEMS INC Technology 33.0 $1K -355.0 -91.5% $31.55 +32.0%
2042 ASB ASSOCIATED BANC-CORP Financial Services 40.0 $1K -625.0 -94.0% $25.88 +5.0%
2043 KBH KB HOME Consumer Cyclical 20.0 $1K -202.0 -91.0% $51.75 -11.8%
2044 FFIN FIRST FINL BANKSHARES INC Financial Services 35.0 $1K -387.0 -91.7% $29.46 +7.8%
2045 CNO CNO FINL GROUP INC Financial Services 25.0 $1K -314.0 -92.6% $41.08 +16.5%
2046 QQQM INVESCO EXCH TRADED FD TR II 4.0 $1K NEW $253.00 +14.2%
2047 INTERNATIONAL BANCSHARES COR 15.0 $1K -208.0 -93.3% $67.33
2048 EPR EPR PPTYS Real Estate 20.0 $1K -285.0 -93.4% $50.00 +16.7%
2049 EEFT EURONET WORLDWIDE INC Technology 15.0 $996.0 -662.0 -97.8% $66.40 +3.9%
2050 DUOL DUOLINGO INC Technology 10.0 $986.0 -146.0 -93.6% $98.60 +14.8%
2051 KNF KNIFE RIVER CORP Basic Materials 12.0 $980.0 -159.0 -93.0% $81.67 -8.8%
2052 XPAY ROUNDHILL ETF TRUST 20.0 $976.0 NEW $48.80 +9.3%
2053 KALV KALVISTA PHARMACEUTICALS INC Healthcare 48.0 $972.0 +10.0 +26.3% $20.25 +32.1%
2054 BBWI BATH & BODY WORKS INC Consumer Cyclical 52.0 $971.0 -1K -95.2% $18.67 -13.7%
2055 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 55.0 $970.0 -365.0 -86.9% $17.64 -0.5%
2056 TCBI TEXAS CAP BANCSHARES INC Financial Services 10.0 $949.0 -165.0 -94.3% $94.90 +2.7%
2057 WMG WARNER MUSIC GROUP CORP Communication Services 37.0 $945.0 -472.0 -92.7% $25.54 +35.3%
2058 NSA NATIONAL STORAGE AFFILIATES Real Estate 25.0 $944.0 -265.0 -91.4% $37.76 +9.9%
2059 TNGX TANGO THERAPEUTICS INC Healthcare 45.0 $942.0 $20.93 -1.4%
2060 NUKZ EXCHANGE TRADED CONCEPTS TRU 14.0 $930.0 $66.43 +1.1%
Page 103 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%