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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 53 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 LNC LINCOLN NATL CORP IND Financial Services 2,949.0 $131K 0.00% NEW $44.53 -19.2%
1042 FNDE SCHWAB STRATEGIC TR 3,607.0 $130K 0.00% NEW $36.06 +12.1%
1043 LW LAMB WESTON HLDGS INC Consumer Defensive 3,101.0 $130K 0.00% NEW $41.89 +2.2%
1044 LKQ LKQ CORP Consumer Cyclical 4,280.0 $129K 0.00% NEW $30.20 -11.0%
1045 IBB ISHARES TR 764.0 $129K 0.00% NEW $168.81 +0.1%
1046 BMI BADGER METER INC Technology 736.0 $128K 0.00% NEW $174.41 -31.1%
1047 CALX CALIX INC Technology 2,419.0 $128K 0.00% NEW $52.93 -27.4%
1048 NNBR NN INC Industrials 100,000.0 $128K 0.00% NEW $1.28 +89.1%
1049 HIO WESTERN ASSET HIGH INCOME OP Financial Services 34,375.0 $128K 0.00% NEW $3.71 -2.4%
1050 SMH VANECK ETF TRUST 354.0 $127K 0.00% NEW $359.65 +57.8%
1051 HSIC HENRY SCHEIN INC Healthcare 1,681.0 $127K 0.00% NEW $75.57 -2.7%
1052 DFIV DIMENSIONAL ETF TRUST 2,543.0 $127K 0.00% NEW $49.90 +11.8%
1053 ENTERGY CORP NEW 1,370.0 $127K 0.00% NEW $92.43
1054 WY WEYERHAEUSER CO MTN BE Real Estate 5,308.0 $126K 0.00% NEW $23.69 -1.9%
1055 LAUR LAUREATE EDUCATION INC Consumer Defensive 3,714.0 $125K 0.00% NEW $33.67 -2.1%
1056 DD DUPONT DE NEMOURS INC Basic Materials 3,107.0 $125K 0.00% NEW $40.20 +17.3%
1057 BLUE OWL TECHNOLOGY FIN CORP 8,500.0 $124K 0.00% NEW $14.54
1058 DFSI DIMENSIONAL ETF TRUST 2,878.0 $123K 0.00% NEW $42.85 +5.7%
1059 Q QNITY ELECTRONICS INC Technology 1,503.0 $123K 0.00% NEW $81.66 +87.4%
1060 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 505.0 $123K 0.00% NEW $242.82 +0.3%
Page 53 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%