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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 26 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 BKR BAKER HUGHES COMPANY Energy 17,855.0 $1.1M 0.01% +10K +123.2% $61.05 +7.2%
502 BSCV INVESCO EXCH TRD SLF IDX FD 66,081.0 $1.1M 0.01% -5K -7.5% $16.46 -1.2%
503 IYW ISHARES TR 5,956.0 $1.1M 0.01% -192.0 -3.1% $181.43 +29.3%
504 PCG PG&E CORP Utilities 61,486.0 $1.1M 0.01% -4K -6.6% $17.57 -9.8%
505 HLN HALEON PLC Healthcare 106,905.0 $1.1M 0.01% +81K +313.6% $10.01 -8.4%
506 IYJ ISHARES TR 7,242.0 $1.1M 0.01% +400.0 +5.8% $147.54 +3.8%
507 RL RALPH LAUREN CORP Consumer Cyclical 3,078.0 $1.1M 0.01% -82.0 -2.6% $343.99 -5.3%
508 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 18,940.0 $1.1M 0.01% $55.65 +1.3%
509 HST HOST HOTELS & RESORTS INC Real Estate 54,586.0 $1.0M 0.01% +53K +2630.7% $19.16 +14.1%
510 MPWR MONOLITHIC PWR SYS INC Technology 955.0 $1.0M 0.01% -33.0 -3.3% $1093.35 +35.9%
511 RPC RIDGEPOST CAP INC Financial Services 140,768.0 $1.0M 0.01% -27K -16.1% $7.26 +14.7%
512 EXC EXELON CORP Utilities 20,757.0 $1.0M 0.01% +11K +105.8% $49.02 -10.3%
513 ACGL ARCH CAP GROUP LTD Financial Services 10,594.0 $1.0M 0.01% -646.0 -5.8% $95.99 +0.4%
514 IJT ISHARES TR 7,022.0 $1.0M 0.01% $144.71 +8.8%
515 TOTALENERGIES SE 11,136.0 $1.0M 0.01% +11K +3877.1% $90.98
516 FISV FISERV INC Technology 18,156.0 $1.0M 0.01% -1K -6.1% $55.80 +1.5%
517 EMXC ISHARES INC 12,875.0 $1.0M 0.01% +3K +29.0% $78.66 +17.1%
518 VSGX VANGUARD WORLD FD 14,106.0 $1.0M 0.01% +3K +24.6% $71.73 +9.2%
519 MKC MCCORMICK & CO INC Consumer Defensive 20,037.0 $1.0M 0.01% $50.44 -7.4%
520 OPK OPKO HEALTH INC Healthcare 884,119.0 $1.0M 0.01% $1.14 -0.9%
Page 26 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%