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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 41 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 BSJU INVESCO EXCH TRD SLF IDX FD 14,374.0 $368K 0.00% NEW $25.59 +0.9%
802 CDE COEUR MNG INC Basic Materials 19,488.0 $366K 0.00% NEW $18.77 +11.7%
803 HEI HEICO CORP NEW Industrials 1,331.0 $365K 0.00% $274.20 +29.5%
804 MLI MUELLER INDS INC Industrials 3,267.0 $362K 0.00% -215.0 -6.2% $110.80 -42.9%
805 NTRA NATERA INC Healthcare 1,805.0 $361K 0.00% -250.0 -12.2% $199.99 +66.0%
806 SPYV SPDR SERIES TRUST 6,358.0 $360K 0.00% $56.58 +12.2%
807 DBX DROPBOX INC Technology 15,797.0 $359K 0.00% +15K +2550.5% $22.72 +51.7%
808 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,962.0 $358K 0.00% -2K -31.2% $90.42 +11.7%
809 CSM PROSHARES TR 4,745.0 $355K 0.00% $74.82 +18.4%
810 WTFC WINTRUST FINL CORP Financial Services 2,551.0 $354K 0.00% -1K -33.9% $138.94 +9.9%
811 BROWN FORMAN CORP 13,391.0 $354K 0.00% -858.0 -6.0% $26.44
812 OC OWENS CORNING NEW Industrials 3,261.0 $353K 0.00% -411.0 -11.2% $108.22 +36.8%
813 TOST TOAST INC Technology 13,182.0 $349K 0.00% +451.0 +3.5% $26.51 +38.2%
814 AVDV AMERICAN CENTY ETF TR 3,499.0 $349K 0.00% +3K +4167.1% $99.86 +12.1%
815 ARLP ALLIANCE RESOURCE PARTNERS L Energy 12,612.0 $349K 0.00% $27.65 -4.9%
816 NOK NOKIA CORP Technology 43,286.0 $348K 0.00% NEW $8.04 +26.9%
817 FXF INVESCO CURRENCYSHARES SWISS Financial Services 3,144.0 $347K 0.00% -1K -24.8% $110.41 -0.4%
818 CRH PLC 3,297.0 $347K 0.00% +37.0 +1.1% $105.13
819 QXO QXO INC Industrials 17,814.0 $346K 0.00% $19.42 -29.1%
820 TPR TAPESTRY INC Consumer Cyclical 2,448.0 $345K 0.00% -498.0 -16.9% $141.11 -7.8%
Page 41 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 26.3%
Industrials 22.1%
Financial Services 16.7%
Consumer Cyclical 10.1%
Healthcare 7.8%
Consumer Defensive 5.9%
Communication Services 5.5%
Energy 2.7%
Utilities 1.5%
Basic Materials 1.0%