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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 109 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 11.0 $262.0 -2.0 -15.4% $23.82 +0.4%
2162 PSIX POWER SOLUTIONS INTL INC Industrials 4.0 $244.0 $61.00 -36.5%
2163 IMTX IMMATICS N.V Healthcare 25.0 $244.0 $9.76 +11.4%
2164 GRND GRINDR INC Technology 20.0 $242.0 NEW $12.10 +10.7%
2165 DJD INVESCO EXCHANGE TRADED FD T 4.0 $239.0 NEW $59.75 +2.2%
2166 MSGE SPHERE ENTERTAINMENT CO Communication Services 2.0 $235.0 $117.50 -41.8%
2167 FG F&G ANNUITIES & LIFE INC Financial Services 9.0 $228.0 -61.0 -87.1% $25.33 +10.7%
2168 EWU ISHARES TR 5.0 $228.0 NEW $45.60 +2.3%
2169 PLUG PLUG PWR INC Industrials 100.0 $226.0 $2.26 +67.3%
2170 RLAY RELAY THERAPEUTICS INC Healthcare 23.0 $225.0 -11.0 -32.4% $9.78 +24.7%
2171 TMC TMC THE METALS COMPANY INC Basic Materials 48.0 $225.0 +9.0 +23.1% $4.69 +15.6%
2172 COTY COTY INC Consumer Defensive 110.0 $222.0 -1K -90.8% $2.02 +2.1%
2173 GSY INVESCO ACTIVELY MANAGED EXC 4.0 $201.0 NEW $50.25 -0.4%
2174 CNDT CONDUENT INC Technology 156.0 $200.0 -16.0 -9.3% $1.28 +20.9%
2175 GGRP GLIMPSE GROUP INC Technology 385.0 $199.0 $0.52 +52.8%
2176 LITHIUM AMERS CORP NEW 50.0 $198.0 $3.96
2177 EZBC FRANKLIN TEMPLETON DIGITAL H Financial Services 5.0 $196.0 NEW $39.20 +13.2%
2178 XPERI INC 33.0 $182.0 $5.52
2179 BYLD ISHARES TR 8.0 $181.0 NEW $22.62 -0.9%
2180 EMBC EMBECTA CORP Healthcare 20.0 $177.0 -7.0 -25.9% $8.85 -65.8%
Page 109 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%