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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 40 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MKTX MARKETAXESS HLDGS INC Financial Services 2,332.0 $385K 0.00% -50.0 -2.1% $165.01 -14.5%
782 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,394.0 $384K 0.00% -1K -18.2% $71.18 -13.5%
783 MP MP MATERIALS CORP Basic Materials 7,921.0 $382K 0.00% -430.0 -5.2% $48.26 +13.8%
784 NYT NEW YORK TIMES CO MTN BE Communication Services 4,535.0 $380K 0.00% +193.0 +4.4% $83.73 -10.1%
785 SNPS SYNOPSYS INC Technology 957.0 $379K 0.00% -515.0 -35.0% $396.48 +24.6%
786 INDY ISHARES TR 8,982.0 $379K 0.00% $42.24 -0.0%
787 SIX FLAGS ENTERTAINMENT CORP 21,350.0 $379K 0.00% $17.75
788 GRC GORMAN RUPP CO Industrials 6,092.0 $378K 0.00% +5K +567.2% $62.13 +13.6%
789 SCHC SCHWAB STRATEGIC TR 8,065.0 $377K 0.00% $46.74 +6.9%
790 VBK VANGUARD INDEX FDS 1,246.0 $376K 0.00% -77.0 -5.8% $302.15 +12.6%
791 TSN TYSON FOODS INC Consumer Defensive 5,849.0 $375K 0.00% -521.0 -8.2% $64.07 +3.3%
792 GDX VANECK ETF TRUST 4,072.0 $374K 0.00% -2K -27.7% $91.78 -5.9%
793 VPU VANGUARD WORLD FD 1,886.0 $374K 0.00% $198.13 -2.6%
794 XEL XCEL ENERGY INC Utilities 4,703.0 $374K 0.00% -2K -25.2% $79.43 +0.4%
795 DLR DIGITAL RLTY TR INC Real Estate 2,071.0 $373K 0.00% -935.0 -31.1% $180.21 +3.4%
796 ORI OLD REP INTL CORP Financial Services 9,330.0 $372K 0.00% -800.0 -7.9% $39.90 -0.8%
797 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 18,848.0 $372K 0.00% NEW $19.75 +13.4%
798 WSBC WESBANCO INC Financial Services 10,742.0 $370K 0.00% +3K +33.4% $34.49 -3.1%
799 ARES ARES MANAGEMENT CORPORATION Financial Services 3,391.0 $370K 0.00% -27.0 -0.8% $109.08 +11.9%
800 IONQ IONQ INC Technology 12,776.0 $368K 0.00% +1K +11.2% $28.83 +68.0%
Page 40 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%