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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 90 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1781 ESTA ESTABLISHMENT LABS HLDGS INC Healthcare 70.0 $4K $56.79 +19.1%
1782 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 40.0 $4K -470.0 -92.2% $98.42 -2.4%
1783 REPL REPLIMUNE GROUP INC Healthcare 500.0 $4K $7.65 -36.9%
1784 CRL CHARLES RIV LABS INTL INC Healthcare 22.0 $4K +12.0 +120.0% $172.50 -13.1%
1785 SMR NUSCALE PWR CORP Utilities 350.0 $4K $10.84 -6.6%
1786 HLMN HILLMAN SOLUTIONS CORP Industrials 449.0 $4K $8.32 -14.8%
1787 ALTISOURCE PORTFOLIO SOLUTIO 9,766.0 $4K $0.38
1788 FTAI AVIATION LTD 15.0 $4K -2K -99.2% $245.00
1789 FN FABRINET Technology 7.0 $4K -524.0 -98.7% $521.57 +30.5%
1790 WYNN WYNN RESORTS LTD Consumer Cyclical 36.0 $4K +21.0 +140.0% $100.78 -6.1%
1791 CRSP CRISPR THERAPEUTICS AG Healthcare 75.0 $4K -802.0 -91.5% $47.57 -0.5%
1792 OVV OVINTIV INC Energy 60.0 $4K -1K -94.5% $59.37 +4.6%
1793 FHN FIRST HORIZON CORPORATION Financial Services 155.0 $4K -2K -91.6% $22.76 +4.0%
1794 PR PERMIAN RESOURCES CORP Energy 163.0 $3K -7K -97.8% $21.33 +0.7%
1795 CMCO COLUMBUS MCKINNON CORP N Y Industrials 239.0 $3K -23.0 -8.8% $14.53 -4.9%
1796 KODIAK AI INC. 500.0 $3K NEW $6.94
1797 MOS MOSAIC CO Basic Materials 136.0 $3K -771.0 -85.0% $25.50 -16.4%
1798 UVE UNIVERSAL INS HLDGS INC Financial Services 100.0 $3K $34.16 +15.6%
1799 NWSA NEWS CORP NEW Communication Services 136.0 $3K -947.0 -87.4% $24.93 +3.6%
1800 BXP BXP INC Real Estate 65.0 $3K -448.0 -87.3% $51.91 +12.8%
Page 90 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%