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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $7.9B AUM Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2736 New
Page 100 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 MC MOELIS & CO Financial Services 89.0 $6K NEW $68.74 -9.4%
1982 UHS UNIVERSAL HLTH SVCS INC Healthcare 28.0 $6K NEW $218.04 -23.7%
1983 CHH CHOICE HOTELS INTL INC Consumer Cyclical 64.0 $6K NEW $95.27 +11.4%
1984 CWAN CLEARWATER ANALYTICS HLDGS I Technology 252.0 $6K NEW $24.12 +1.0%
1985 RXRX RECURSION PHARMACEUTICALS IN Healthcare 1,479.0 $6K NEW $4.09 -30.3%
1986 TRNO TERRENO RLTY CORP Real Estate 101.0 $6K NEW $58.71 +10.5%
1987 W WAYFAIR INC Consumer Cyclical 59.0 $6K NEW $100.42 -42.8%
1988 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 283.0 $6K NEW $20.74 +0.2%
1989 CACI CACI INTL INC Technology 11.0 $6K NEW $532.82 -7.5%
1990 BCI ABRDN ETFS 300.0 $6K NEW $19.53 +29.5%
1991 PECO PHILLIPS EDISON & CO INC Real Estate 164.0 $6K NEW $35.57 +11.3%
1992 ACIW ACI WORLDWIDE INC Technology 122.0 $6K NEW $47.81 -9.5%
1993 SBLK STAR BULK CARRIERS CORP. Industrials 300.0 $6K NEW $19.22 +35.7%
1994 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 90.0 $6K NEW $64.04 +28.8%
1995 ACA ARCOSA INC Industrials 54.0 $6K NEW $106.33 +13.1%
1996 SMA SMARTSTOP SELF STORAG REIT I Real Estate 185.0 $6K NEW $30.94 -4.2%
1997 DSGN DESIGN THERAPEUTICS INC Healthcare 610.0 $6K NEW $9.38 +11.8%
1998 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,500.0 $6K NEW $3.81 -12.6%
1999 FRO FRONTLINE PLC Energy 260.0 $6K NEW $21.82 +71.6%
2000 VIKING HOLDINGS LTD 78.0 $6K NEW $71.41
Page 100 of 137  ·  2,736 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 29.0%
Financial Services 19.5%
Industrials 12.1%
Healthcare 8.7%
Consumer Cyclical 8.7%
Communication Services 8.6%
Consumer Defensive 6.9%
Energy 2.6%
Utilities 1.9%
Basic Materials 1.2%