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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 104 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 BILL BILL HOLDINGS INC Technology 24.0 $920.0 -253.0 -91.3% $38.33 +0.5%
2062 CDP COPT DEFENSE PROPERTIES Real Estate 30.0 $918.0 -702.0 -95.9% $30.60 +3.9%
2063 OLED UNIVERSAL DISPLAY CORP Technology 10.0 $917.0 -131.0 -92.9% $91.70 +1.0%
2064 KTB KONTOOR BRANDS INC Consumer Cyclical 13.0 $914.0 -891.0 -98.6% $70.31 -12.2%
2065 VC VISTEON CORP Consumer Cyclical 10.0 $912.0 -566.0 -98.3% $91.20 +21.2%
2066 STANDARDAERO INC 35.0 $905.0 -6.0 -14.6% $25.86
2067 CUZ COUSINS PPTYS INC Real Estate 40.0 $903.0 -2K -97.8% $22.57 +14.3%
2068 IONS IONIS PHARMACEUTICALS INC Healthcare 12.0 $902.0 -3.0 -20.0% $75.17 -1.2%
2069 DLB DOLBY LABORATORIES INC Technology 15.0 $901.0 -172.0 -92.0% $60.07 -9.8%
2070 IRT INDEPENDENCE RLTY TR INC Real Estate 60.0 $894.0 -716.0 -92.3% $14.90 +7.4%
2071 QLYS QUALYS INC Technology 10.0 $879.0 -102.0 -91.1% $87.90 +2.4%
2072 BSY BENTLEY SYS INC Technology 25.0 $878.0 -593.0 -96.0% $35.12 -5.2%
2073 FOUR SHIFT4 PMTS INC Technology 20.0 $875.0 -290.0 -93.5% $43.75 -4.0%
2074 INOVIO PHARMACEUTICALS INC 500.0 $870.0 $1.74
2075 FLAGSTAR BANK NATIONAL ASSOC 66.0 $870.0 -777.0 -92.2% $13.18
2076 KRC KILROY REALTY CORP Real Estate 30.0 $847.0 -337.0 -91.8% $28.23 +21.7%
2077 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 18.0 $835.0 -29.0 -61.7% $46.39 -0.9%
2078 PII POLARIS INC Consumer Cyclical 15.0 $818.0 -168.0 -91.8% $54.53 +18.6%
2079 PLAB PHOTRONICS INC Technology 20.0 $809.0 -2K -98.8% $40.45 +23.7%
2080 WHR WHIRLPOOL CORP Consumer Cyclical 15.0 $809.0 -168.0 -91.8% $53.93 -25.9%
Page 104 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%