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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 95 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 RPRX ROYALTY PHARMA PLC Healthcare 47.0 $2K -40.0 -46.0% $47.98 +8.5%
1882 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 41.0 $2K -83.0 -66.9% $54.83 +7.9%
1883 AMH AMERICAN HOMES 4 RENT Real Estate 80.0 $2K -2K -95.1% $27.93 +13.6%
1884 PAA PLAINS ALL AMERN PIPELINE L Energy 100.0 $2K $22.33 +3.8%
1885 MTDR MATADOR RES CO Energy 35.0 $2K -347.0 -90.8% $63.20 -3.8%
1886 CGNX COGNEX CORP Technology 45.0 $2K -464.0 -91.2% $49.00 +23.8%
1887 VERASTEM INC 416.0 $2K $5.30
1888 APLD APPLIED DIGITAL CORP Technology 91.0 $2K -2K -95.4% $23.75 +54.2%
1889 ARW ARROW ELECTRS INC Technology 15.0 $2K -651.0 -97.8% $143.47 +43.8%
1890 AN AUTONATION INC Consumer Cyclical 11.0 $2K -96.0 -89.7% $195.27 -8.5%
1891 MIDD MIDDLEBY CORP Industrials 16.0 $2K -150.0 -90.4% $132.62 +8.9%
1892 XRAY DENTSPLY SIRONA INC Healthcare 182.0 $2K -1K -88.6% $11.60 -15.4%
1893 WLK WESTLAKE CORPORATION Basic Materials 18.0 $2K -91.0 -83.5% $116.83 -21.7%
1894 DAVE INC 12.0 $2K $174.17
1895 SLAB SILICON LABORATORIES INC Technology 10.0 $2K -93.0 -90.3% $208.20 +4.0%
1896 CFR CULLEN FROST BANKERS INC Financial Services 15.0 $2K -213.0 -93.4% $137.13 +0.8%
1897 NWS NEWS CORP NEW Communication Services 72.0 $2K -254.0 -77.9% $28.51 +6.0%
1898 BITFARMS LTD 1,045.0 $2K +330.0 +46.1% $1.95
1899 SPRING VY ACQUISITION CORP I 200.0 $2K NEW $10.16
1900 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 25.0 $2K -702.0 -96.6% $81.24 -3.8%
Page 95 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%