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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 55 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 IRTC IRHYTHM TECHNOLOGIES INC Healthcare 662.0 $117K 0.00% NEW $177.44 -33.6%
1082 MTZ MASTEC INC Industrials 540.0 $117K 0.00% NEW $217.37 +78.9%
1083 GGG GRACO INC Industrials 1,430.0 $117K 0.00% NEW $81.97 -8.1%
1084 WCC WESCO INTL INC Industrials 479.0 $117K 0.00% NEW $244.64 +43.1%
1085 DOW DOW INC Basic Materials 4,996.0 $117K 0.00% NEW $23.38 +53.6%
1086 GH GUARDANT HEALTH INC Healthcare 1,141.0 $117K 0.00% NEW $102.14 +15.5%
1087 HLNE HAMILTON LANE INC Financial Services 867.0 $116K 0.00% NEW $134.31 -34.0%
1088 FTXO FIRST TR EXCHANGE TRADED FD 3,077.0 $116K 0.00% NEW $37.79 +0.6%
1089 DTH WISDOMTREE TR 2,250.0 $116K 0.00% NEW $51.60 +10.1%
1090 COCO VITA COCO CO INC Consumer Defensive 2,179.0 $116K 0.00% NEW $53.01 +48.7%
1091 DORM DORMAN PRODS INC Consumer Cyclical 935.0 $115K 0.00% NEW $123.19 -3.6%
1092 ESGV VANGUARD WORLD FD 941.0 $114K 0.00% NEW $120.98 +8.2%
1093 REGL PROSHARES TR 1,350.0 $114K 0.00% NEW $84.22 +5.0%
1094 AGO ASSURED GUARANTY LTD Financial Services 1,258.0 $113K 0.00% NEW $89.87 -12.5%
1095 ALGN ALIGN TECHNOLOGY INC Healthcare 721.0 $113K 0.00% NEW $156.15 +4.4%
1096 AIVL WISDOMTREE TR 973.0 $112K 0.00% NEW $114.98 +8.4%
1097 ALAB ASTERA LABS INC Technology 670.0 $111K 0.00% NEW $166.36 +79.0%
1098 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 1,259.0 $111K 0.00% NEW $88.21 +16.6%
1099 CCL CARNIVAL CORP Consumer Cyclical 3,635.0 $111K 0.00% NEW $30.54 -14.3%
1100 ECVT ECOVYST INC Basic Materials 11,400.0 $111K 0.00% NEW $9.73 +37.0%
Page 55 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%