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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 98 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 LOPE GRAND CANYON ED INC Consumer Defensive 10.0 $2K -636.0 -98.5% $170.10 -5.3%
1942 RYN RAYONIER INC Real Estate 82.0 $2K -480.0 -85.4% $20.62 -3.7%
1943 ORA ORMAT TECHNOLOGIES INC Utilities 15.0 $2K -169.0 -91.8% $111.93 +15.5%
1944 AMG AFFILIATED MANAGERS GROUP Financial Services 6.0 $2K -78.0 -92.9% $276.83 +6.5%
1945 STAG STAG INDUSTRIAL INC Real Estate 45.0 $2K -686.0 -93.8% $36.07 +5.9%
1946 THO THOR INDS INC Consumer Cyclical 20.0 $2K -154.0 -88.5% $79.90 -7.6%
1947 ONB OLD NATL BANCORP IND Financial Services 72.0 $2K -1K -94.4% $22.11 +6.1%
1948 SLGN SILGAN HLDGS INC Consumer Cyclical 41.0 $2K -259.0 -86.3% $38.80 -3.4%
1949 HWC HANCOCK WHITNEY CORPORATION Financial Services 25.0 $2K -1K -97.7% $63.60 +4.0%
1950 VENTURE GLOBAL INC 100.0 $2K $15.84
1951 GTX GARRETT MOTION INC Consumer Cyclical 87.0 $2K -26.0 -23.0% $18.18 +67.1%
1952 FLY FIREFLY AEROSPACE INC Industrials 55.0 $2K $28.47 +54.4%
1953 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 820.0 $2K +14.0 +1.7% $1.90 +82.1%
1954 BCO BRINKS CO Industrials 15.0 $2K -1K -98.6% $103.67 -1.3%
1955 FTSM FIRST TR EXCHANGE-TRADED FD 26.0 $2K $59.65 +0.4%
1956 INOD INNODATA INC Technology 40.0 $2K +10.0 +33.3% $38.62 +145.2%
1957 CNX CNX RES CORP Energy 40.0 $2K -503.0 -92.6% $38.55 -5.2%
1958 AVT AVNET INC Technology 25.0 $2K -1K -98.2% $61.64 +33.5%
1959 ELDN ELEDON PHARMACEUTICALS INC Healthcare 500.0 $2K $3.08 +16.2%
1960 CLSK CLEANSPARK INC Technology 180.0 $2K +50.0 +38.5% $8.51 +72.6%
Page 98 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%