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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 60 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 SPMO INVESCO EXCH TRADED FD TR II 759.0 $85K 0.00% $112.12 +32.7%
1182 FIW FIRST TR EXCHANGE-TRADED FD 823.0 $85K 0.00% -9K -91.7% $103.13 +7.8%
1183 ANNALY CAPITAL MANAGEMENT IN 3,974.0 $84K 0.00% -2K -35.9% $21.15
1184 BMVP INVESCO EXCHANGE TRADED FD T 1,680.0 $84K 0.00% $49.89 +9.5%
1185 ZS ZSCALER INC Technology 596.0 $84K 0.00% -375.0 -38.6% $140.29 +29.5%
1186 CHTR CHARTER COMMUNICATIONS INC Communication Services 379.0 $82K 0.00% -199.0 -34.4% $215.88 -30.4%
1187 TYL TYLER TECHNOLOGIES INC Technology 236.0 $81K 0.00% +51.0 +27.6% $342.38 +2.4%
1188 PATH UIPATH INC Technology 7,249.0 $80K 0.00% -3K -31.9% $11.10 +47.7%
1189 RRX REGAL REXNORD CORPORATION Industrials 429.0 $80K 0.00% -710.0 -62.3% $187.26 -11.3%
1190 COIN COINBASE GLOBAL INC Financial Services 459.0 $80K 0.00% -607.0 -56.9% $174.61 +6.8%
1191 BLACKSTONE MORTGAGE TRUST IN 80,000.0 $79K 0.00% $0.99
1192 CSGP COSTAR GROUP INC Real Estate 1,963.0 $79K 0.00% -159K -98.8% $40.34 -20.0%
1193 GPN GLOBAL PMTS INC Industrials 1,176.0 $79K 0.00% -699.0 -37.3% $67.32 +38.9%
1194 NVR NVR INC Consumer Cyclical 12.0 $79K 0.00% +5.0 +71.4% $6589.83 -3.5%
1195 TY TRI CONTL CORP Financial Services 2,500.0 $79K 0.00% $31.59 +12.7%
1196 FSMD FIDELITY COVINGTON TRUST 1,762.0 $79K 0.00% NEW $44.71 +16.4%
1197 TYG TORTOISE ENERGY INFRSTRCTR C Financial Services 1,580.0 $79K 0.00% +47.0 +3.1% $49.84 -10.1%
1198 OXM OXFORD INDS INC Consumer Cyclical 2,039.0 $79K 0.00% NEW $38.51 -6.0%
1199 WRB BERKLEY W R CORP Financial Services 1,184.0 $78K 0.00% -307.0 -20.6% $66.28 +3.5%
1200 NSP INSPERITY INC Industrials 2,900.0 $78K 0.00% +2K +131.6% $27.04 +95.2%
Page 60 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%