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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 6 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CSCO CISCO SYS INC Technology 273,454.0 $21.2M 0.19% +16K +6.2% $77.59 +53.2%
102 ORCL ORACLE CORP Technology 136,294.0 $20.1M 0.18% -74K -35.3% $147.11 +26.9%
103 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 125,183.0 $19.7M 0.18% -2K -1.7% $157.28 -0.8%
104 MU MICRON TECHNOLOGY INC Technology 58,179.0 $19.7M 0.18% +8K +16.6% $337.84 +101.7%
105 MIAMI INTL HLDGS INC 503,662.0 $19.6M 0.18% NEW $38.92
106 KEY KEYCORP Financial Services 958,835.0 $19.2M 0.18% -19K -2.0% $20.05 +5.1%
107 LYV LIVE NATION ENTERTAINMENT IN Communication Services 125,548.0 $19.1M 0.17% -963.0 -0.8% $152.51 +9.8%
108 DFLV DIMENSIONAL ETF TRUST 532,232.0 $19.0M 0.17% +532K +10000.0% $35.71 +6.6%
109 TXN TEXAS INSTRS INC Technology 96,530.0 $18.7M 0.17% +2K +1.6% $194.14 +54.8%
110 PGX INVESCO EXCH TRADED FD TR II 1,697,789.0 $18.5M 0.17% +15K +0.9% $10.88 +0.3%
111 UBER UBER TECHNOLOGIES INC Technology 256,508.0 $18.5M 0.17% +12K +4.8% $71.93 +4.4%
112 MRK MERCK & CO INC Healthcare 152,132.0 $18.3M 0.17% +42K +37.9% $120.29 -6.4%
113 GLD SPDR GOLD TR Financial Services 42,196.0 $18.2M 0.17% -913.0 -2.1% $430.29 -2.8%
114 DHR DANAHER CORP DEL Healthcare 95,458.0 $18.1M 0.17% -5K -4.8% $189.60 -13.6%
115 PH PARKER-HANNIFIN CORP Industrials 20,188.0 $18.1M 0.17% -579.0 -2.8% $895.21 -4.1%
116 AMGN AMGEN INC Healthcare 50,221.0 $17.7M 0.16% +15K +41.3% $351.85 -6.0%
117 CRM SALESFORCE INC Technology 93,532.0 $17.5M 0.16% +13K +15.8% $186.67 -3.9%
118 ABT ABBOTT LABORATORIES Healthcare 168,685.0 $17.3M 0.16% +16K +10.7% $102.67 -13.5%
119 NFLX NETFLIX INC. Communication Services 177,181.0 $17.0M 0.16% +101K +131.8% $96.15 -6.8%
120 KO COCA COLA CO Consumer Defensive 218,382.0 $16.6M 0.15% +19K +9.6% $76.05 +6.8%
Page 6 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%