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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 68 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 FXN FIRST TR EXCHANGE-TRADED FD 1,598.0 $36K -165.0 -9.4% $22.46 +5.1%
1342 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 395.0 $36K -864.0 -68.6% $90.11 +22.9%
1343 HUM HUMANA INC Healthcare 204.0 $35K -1K -86.6% $173.39 +118.5%
1344 CZA INVESCO EXCHANGE TRADED FD T 321.0 $35K $110.15 +15.2%
1345 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 487.0 $35K -2K -82.5% $72.55 +16.2%
1346 BLUEROCK PVT REAL ESTATE FD 2,110.0 $35K +42.0 +2.0% $16.61
1347 VICI VICI PPTYS INC Real Estate 1,278.0 $35K +531.0 +71.1% $27.32 -3.0%
1348 FBND FIDELITY MERRIMACK STR TR 762.0 $35K NEW $45.62 -1.6%
1349 NRG NRG ENERGY INC Utilities 237.0 $35K -419.0 -63.9% $146.14 -22.6%
1350 ETH GRAYSCALE ETHEREUM STAKING Financial Services 1,727.0 $34K +780.0 +82.4% $19.86 +16.0%
1351 PTC PTC INC Technology 240.0 $34K -168.0 -41.2% $142.49 +8.6%
1352 MGK VANGUARD WORLD FD 92.0 $34K -5.0 -5.2% $367.45 -75.8%
1353 IHI ISHARES TR 633.0 $34K $53.35 +5.3%
1354 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 2,350.0 $34K $14.28 +2.3%
1355 RB GLOBAL INC 348.0 $33K -724.0 -67.5% $95.88
1356 EVEREST GROUP LTD 101.0 $33K -1K -91.0% $326.85
1357 REGCO REGENCY CTRS CORP 434.0 $33K -343.0 -44.1% $75.66
1358 NWBI NORTHWEST BANCSHARES INC Financial Services 2,543.0 $32K +39.0 +1.6% $12.69 +21.5%
1359 DPZ DOMINOS PIZZA INC Consumer Cyclical 90.0 $32K -92.0 -50.5% $357.50 -4.4%
1360 RUN SUNRUN INC Energy 2,349.0 $32K -90.0 -3.7% $13.56 -32.4%
Page 68 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%