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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 22 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,427.0 $1.5M 0.01% -100.0 -2.8% $446.63 -2.3%
422 ROST ROSS STORES INC Consumer Cyclical 7,000.0 $1.5M 0.01% -930.0 -11.7% $216.62 -2.6%
423 GTO INVESCO ACTIVELY MANAGED EXC 32,360.0 $1.5M 0.01% +751.0 +2.4% $46.83 -1.3%
424 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 38,238.0 $1.5M 0.01% +1K +3.5% $39.52 +3.5%
425 CNI CANADIAN NATL RY CO Industrials 14,698.0 $1.5M 0.01% $102.77 +8.8%
426 NUE NUCOR CORP Basic Materials 8,931.0 $1.5M 0.01% +453.0 +5.3% $169.10 +33.9%
427 MRSH MARSH & MCLENNAN COS INC Financial Services 8,647.0 $1.5M 0.01% -1K -13.6% $173.44 -4.3%
428 IBMO ISHARES TR 58,315.0 $1.5M 0.01% $25.63 -0.0%
429 RSPT INVESCO EXCHANGE TRADED FD T 32,983.0 $1.5M 0.01% +3K +9.5% $45.26 +26.6%
430 QQQJ INVESCO EXCH TRADED FD TR II 41,205.0 $1.5M 0.01% +41K +10000.0% $36.21 +12.9%
431 GSLC GOLDMAN SACHS ETF TR 11,902.0 $1.5M 0.01% -1K -9.7% $125.13 +11.2%
432 QYLD GLOBAL X FDS 85,968.0 $1.5M 0.01% +2K +2.1% $17.15 +2.9%
433 GDEC FIRST TR EXCHNG TRADED FD VI 39,283.0 $1.5M 0.01% $37.02 +6.2%
434 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 24,558.0 $1.4M 0.01% +124.0 +0.5% $59.03 +13.3%
435 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 96,040.0 $1.4M 0.01% +96K +10000.0% $15.05 -11.3%
436 BP BP PLC Energy 30,523.0 $1.4M 0.01% +19K +160.5% $47.00 -1.8%
437 KVUE KENVUE INC Consumer Defensive 83,165.0 $1.4M 0.01% +28K +51.0% $17.24 -0.3%
438 ROP ROPER TECHNOLOGIES INC Industrials 4,039.0 $1.4M 0.01% -159.0 -3.8% $353.87 -6.5%
439 ESGV VANGUARD WORLD FD 12,706.0 $1.4M 0.01% +12K +1250.3% $112.27 +14.7%
440 CARR CARRIER GLOBAL CORPORATION Industrials 25,201.0 $1.4M 0.01% -1K -5.3% $56.31 +9.1%
Page 22 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%