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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 70 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 INNOVATOR ETFS TRUST 1,996.0 $54K 0.00% NEW $26.84
1382 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 300.0 $53K 0.00% NEW $177.75 -22.8%
1383 OHI OMEGA HEALTHCARE INVS INC Real Estate 1,199.0 $53K 0.00% NEW $44.34 +8.8%
1384 DCI DONALDSON INC Industrials 599.0 $53K 0.00% NEW $88.66 -6.8%
1385 A AGILENT TECHNOLOGIES INC Healthcare 390.0 $53K 0.00% NEW $136.07 -15.6%
1386 ESI ELEMENT SOLUTIONS INC Basic Materials 2,119.0 $53K 0.00% NEW $24.99 +61.5%
1387 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 587.0 $53K 0.00% NEW $89.92 +5.2%
1388 SE SEA LTD Consumer Cyclical 411.0 $52K 0.00% NEW $127.57 -31.6%
1389 AMH AMERICAN HOMES 4 RENT Real Estate 1,627.0 $52K 0.00% NEW $32.10 +0.0%
1390 XBI SPDR SERIES TRUST 427.0 $52K 0.00% NEW $121.93 +8.9%
1391 QGRO AMERICAN CENTY ETF TR 453.0 $52K 0.00% NEW $114.52 -0.8%
1392 ALDX ALDEYRA THERAPEUTICS INC Healthcare 10,007.0 $52K 0.00% NEW $5.18 -69.3%
1393 RACE FERRARI N V Consumer Cyclical 140.0 $52K 0.00% NEW $369.56 -7.5%
1394 EEFT EURONET WORLDWIDE INC Technology 677.0 $52K 0.00% NEW $76.11 -12.6%
1395 LII LENNOX INTL INC Industrials 106.0 $51K 0.00% NEW $485.58 -1.0%
1396 SMURFIT WESTROCK PLC 1,327.0 $51K 0.00% NEW $38.67
1397 PLAB PHOTRONICS INC Technology 1,603.0 $51K 0.00% NEW $32.00 +55.7%
1398 SATS ECHOSTAR CORP Technology 470.0 $51K 0.00% NEW $108.70 +30.5%
1399 NVR NVR INC Consumer Cyclical 7.0 $51K 0.00% NEW $7292.86 -17.1%
1400 LYTS LSI INDS INC OHIO Technology 2,783.0 $51K 0.00% NEW $18.32 +23.3%
Page 70 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%