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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 67 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 NU NU HLDGS LTD Financial Services 3,587.0 $60K 0.00% NEW $16.74 -21.4%
1322 CLH CLEAN HARBORS INC Industrials 254.0 $60K 0.00% NEW $234.48 +20.5%
1323 SYM SYMBOTIC INC Industrials 1,000.0 $60K 0.00% NEW $59.50 -16.0%
1324 KBR KBR INC Industrials 1,479.0 $59K 0.00% NEW $40.20 -20.1%
1325 JKHY HENRY JACK & ASSOC INC Technology 325.0 $59K 0.00% NEW $182.69 -23.6%
1326 SOUTH BOW CORP 2,150.0 $59K 0.00% NEW $27.47
1327 XLP SELECT SECTOR SPDR TR 760.0 $59K 0.00% NEW $77.70 +9.0%
1328 DGS WISDOMTREE TR 1,030.0 $59K 0.00% NEW $57.24 +12.2%
1329 WSO WATSCO INC Industrials 174.0 $59K 0.00% NEW $336.95 +14.7%
1330 ESS ESSEX PPTY TR INC Real Estate 224.0 $59K 0.00% NEW $261.68 +4.6%
1331 FORM FORMFACTOR INC Technology 1,050.0 $59K 0.00% NEW $55.78 +129.5%
1332 CSL CARLISLE COS INC Industrials 183.0 $59K 0.00% NEW $319.86 +3.9%
1333 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 147.0 $58K 0.00% NEW $397.65 -24.4%
1334 IXJ ISHARES TR 600.0 $58K 0.00% NEW $97.40 -3.4%
1335 BHE BENCHMARK ELECTRS INC Technology 1,363.0 $58K 0.00% NEW $42.76 +92.8%
1336 TDIV FIRST TR EXCHANGE TRADED FD 600.0 $58K 0.00% NEW $96.84 +16.8%
1337 URBN URBAN OUTFITTERS INC Consumer Cyclical 772.0 $58K 0.00% NEW $75.26 -4.8%
1338 JBND J P MORGAN EXCHANGE TRADED F 1,073.0 $58K 0.00% NEW $54.07 -1.8%
1339 AA ALCOA CORP Basic Materials 1,091.0 $58K 0.00% NEW $53.14 +24.7%
1340 ACLS AXCELIS TECHNOLOGIES INC Technology 719.0 $58K 0.00% NEW $80.34 +89.8%
Page 67 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%