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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 64 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 OWL BLUE OWL CAPITAL INC Financial Services 4,602.0 $69K 0.00% NEW $14.94 -31.7%
1262 ATI ATI INC Industrials 598.0 $69K 0.00% NEW $114.76 +39.8%
1263 PNR PENTAIR PLC Industrials 658.0 $69K 0.00% NEW $104.14 -28.8%
1264 PPL PPL CORP Utilities 1,951.0 $68K 0.00% NEW $35.02 +1.2%
1265 ROL ROLLINS INC Consumer Cyclical 1,138.0 $68K 0.00% NEW $60.02 -11.2%
1266 INVH INVITATION HOMES INC Real Estate 2,455.0 $68K 0.00% NEW $27.79 +4.5%
1267 IREN IREN LIMITED Financial Services 1,803.0 $68K 0.00% NEW $37.77 +53.7%
1268 IYC ISHARES TR 655.0 $68K 0.00% NEW $103.13 -1.1%
1269 EVR EVERCORE INC Financial Services 198.0 $67K 0.00% NEW $340.25 +1.8%
1270 MOAT VANECK ETF TRUST 650.0 $67K 0.00% NEW $103.56 -2.3%
1271 WEX WEX INC Technology 450.0 $67K 0.00% NEW $148.98 -3.2%
1272 USFD US FOODS HLDG CORP Consumer Defensive 890.0 $67K 0.00% NEW $75.32 +7.7%
1273 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 7,647.0 $67K 0.00% NEW $8.76 -33.0%
1274 CGDV CAPITAL GROUP DIVIDEND VALUE 1,526.0 $67K 0.00% NEW $43.65 +9.7%
1275 FNF FIDELITY NATIONAL FINANCIAL Financial Services 1,220.0 $67K 0.00% NEW $54.59 -9.6%
1276 AVT AVNET INC Technology 1,385.0 $67K 0.00% NEW $48.08 +73.5%
1277 ENSG ENSIGN GROUP INC Healthcare 382.0 $67K 0.00% NEW $174.20 -1.4%
1278 CHWY CHEWY INC Consumer Cyclical 2,011.0 $66K 0.00% NEW $33.05 -39.7%
1279 CRUS CIRRUS LOGIC INC Technology 560.0 $66K 0.00% NEW $118.50 +40.6%
1280 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 503.0 $66K 0.00% NEW $131.84 -33.9%
Page 64 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%