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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 104 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2061 DBC INVESCO DB COMMDY INDX TRCK Financial Services 177.0 $4K NEW $22.36 +38.1%
2062 ITUB ITAU UNIBANCO HLDG S A Financial Services 552.0 $4K NEW $7.16 +7.2%
2063 HLMN HILLMAN SOLUTIONS CORP Industrials 449.0 $4K NEW $8.66 -18.7%
2064 PTCT PTC THERAPEUTICS INC Healthcare 51.0 $4K NEW $75.96 -7.6%
2065 PXH INVESCO EXCH TRADED FD TR II 150.0 $4K NEW $25.81 +10.8%
2066 PI IMPINJ INC Technology 22.0 $4K NEW $174.05 -23.7%
2067 SAIC SCIENCE APPLICATIONS INTL CO Technology 38.0 $4K NEW $100.68 -5.3%
2068 BNL BROADSTONE NET LEASE INC Real Estate 220.0 $4K NEW $17.37 +17.6%
2069 CSW INDUSTRIALS INC 13.0 $4K NEW $293.54
2070 WTMF WISDOMTREE TR 100.0 $4K NEW $38.02 +8.3%
2071 CUK CARNIVAL PLC Consumer Cyclical 125.0 $4K NEW $30.34 -9.4%
2072 MILLROSE PPTYS INC 126.0 $4K NEW $29.87
2073 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 100.0 $4K NEW $37.45 +56.4%
2074 MPT MEDICAL PPTYS TRUST INC Financial Services 747.0 $4K NEW $5.00 +0.0%
2075 OKLO OKLO INC Utilities 52.0 $4K NEW $71.77 -22.1%
2076 COTY COTY INC Consumer Defensive 1,200.0 $4K NEW $3.08 -37.3%
2077 NPO ENPRO INC Industrials 17.0 $4K NEW $214.18 +39.5%
2078 WIX WIX COM LTD Technology 35.0 $4K NEW $103.91 -48.6%
2079 TIGO MILLICOM INTL CELLULAR S A Communication Services 64.0 $4K NEW $55.45 +46.0%
2080 EMLC VANECK ETF TRUST 136.0 $4K NEW $25.82 -2.1%
Page 104 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%