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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 52 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 ONTO ONTO INNOVATION INC Technology 885.0 $140K 0.00% NEW $157.86 +65.6%
1022 BIRKENSTOCK HOLDING PLC 3,411.0 $140K 0.00% NEW $40.90
1023 GENI GENIUS SPORTS LIMITED Communication Services 12,655.0 $139K 0.00% NEW $11.02 -55.6%
1024 TRGP TARGA RES CORP Energy 754.0 $139K 0.00% NEW $184.50 +46.7%
1025 ANNALY CAPITAL MANAGEMENT IN 6,199.0 $139K 0.00% NEW $22.36
1026 ABVX ABIVAX SA Healthcare 1,026.0 $138K 0.00% NEW $134.86 -8.0%
1027 CCI CROWN CASTLE INC Real Estate 1,555.0 $138K 0.00% NEW $88.87 +3.6%
1028 ALV AUTOLIV INC Consumer Cyclical 1,150.0 $137K 0.00% NEW $118.70 +1.3%
1029 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,802.0 $136K 0.00% NEW $48.58 +73.9%
1030 IFRA ISHARES TR 2,579.0 $136K 0.00% NEW $52.63 +15.0%
1031 TECX TECTONIC THERAPEUTIC INC Healthcare 6,500.0 $136K 0.00% NEW $20.86 +38.3%
1032 SMTC SEMTECH CORP Technology 1,833.0 $135K 0.00% NEW $73.69 +92.5%
1033 XLC SELECT SECTOR SPDR TR 1,146.0 $135K 0.00% NEW $117.72 -1.4%
1034 FNDC SCHWAB STRATEGIC TR 3,015.0 $134K 0.00% NEW $44.55 +11.9%
1035 TRMB TRIMBLE INC Technology 1,714.0 $134K 0.00% NEW $78.35 -28.6%
1036 IYK ISHARES TR 2,000.0 $134K 0.00% NEW $66.92 +8.3%
1037 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 1,246.0 $133K 0.00% NEW $107.04 -15.3%
1038 VOYA VOYA FINANCIAL INC Financial Services 1,787.0 $133K 0.00% NEW $74.49 +10.6%
1039 SRPT SAREPTA THERAPEUTICS INC Healthcare 6,185.0 $133K 0.00% NEW $21.52 -20.4%
1040 INGERSOLL RAND INC 1,674.0 $133K 0.00% NEW $79.22
Page 52 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%