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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 92 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 CPT CAMDEN PPTY TR Real Estate 31.0 $3K -257.0 -89.2% $97.68 +7.1%
1822 TKO TKO GROUP HOLDINGS INC Communication Services 15.0 $3K -162.0 -91.5% $201.67 -5.8%
1823 PNW PINNACLE WEST CAP CORP Utilities 30.0 $3K -364.0 -92.4% $100.77 -1.0%
1824 GURU GLOBAL X FDS 51.0 $3K $58.92 +8.0%
1825 SPXC SPX TECHNOLOGIES INC Industrials 15.0 $3K -498.0 -97.1% $200.00 +0.2%
1826 BRX BRIXMOR PPTY GROUP INC Real Estate 104.0 $3K -902.0 -89.7% $28.81 +3.7%
1827 OGN ORGANON & CO Healthcare 497.0 $3K -266.0 -34.9% $5.99 +124.0%
1828 DCI DONALDSON INC Industrials 35.0 $3K -564.0 -94.2% $84.89 -2.9%
1829 BEN FRANKLIN RESOURCES INC Financial Services 125.0 $3K -685.0 -84.6% $23.62 +30.3%
1830 SPYD SPDR SERIES TRUST 65.0 $3K +32.0 +97.0% $45.37 +3.4%
1831 OSK OSHKOSH CORP Industrials 20.0 $3K -277.0 -93.3% $147.25 -17.2%
1832 XME SPDR SERIES TRUST 27.0 $3K NEW $108.04 +1.9%
1833 WTS WATTS WATER TECHNOLOGIES INC Industrials 10.0 $3K -95.0 -90.5% $290.30 +4.0%
1834 ROBT FIRST TR EXCHANGE TRADED FD 62.0 $3K $46.40 +14.9%
1835 AR ANTERO RESOURCES CORP Energy 67.0 $3K -1K -94.5% $42.45 -8.2%
1836 HOG HARLEY DAVIDSON INC Consumer Cyclical 140.0 $3K -393.0 -73.7% $20.22 +20.4%
1837 PALL ABRDN PALLADIUM ETF TRUST Financial Services 21.0 $3K $134.71 -81.0%
1838 ION PROSHARES TR 50.0 $3K NEW $56.58 +1.6%
1839 FNLC FIRST BANCORP INC ME Financial Services 100.0 $3K $28.03 -1.0%
1840 HL HECLA MINING COMPANY Basic Materials 148.0 $3K -2K -93.3% $18.64 -7.4%
Page 92 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%