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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 72 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 DKS DICKS SPORTING GOODS INC Consumer Cyclical 243.0 $48K 0.00% NEW $198.00 +12.0%
1422 BLDR BUILDERS FIRSTSOURCE INC Industrials 466.0 $48K 0.00% NEW $102.89 -28.2%
1423 HAYW HAYWARD HLDGS INC Industrials 3,089.0 $48K 0.00% NEW $15.45 -11.5%
1424 IEX IDEX CORP Industrials 267.0 $48K 0.00% NEW $177.94 +15.6%
1425 CNH INDL N V 5,145.0 $47K 0.00% NEW $9.22
1426 OSBC OLD SECOND BANCORP INC ILL Financial Services 2,431.0 $47K 0.00% NEW $19.50 +8.1%
1427 ALLY ALLY FINL INC Financial Services 1,043.0 $47K 0.00% NEW $45.29 -5.6%
1428 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 1,590.0 $47K 0.00% NEW $29.66 +5.8%
1429 NFG NATIONAL FUEL GAS CO Energy 588.0 $47K 0.00% NEW $80.06 +1.5%
1430 FDVV FIDELITY COVINGTON TRUST 827.0 $47K 0.00% NEW $56.69 +6.1%
1431 BOTZ GLOBAL X FDS 1,292.0 $47K 0.00% NEW $36.24 +9.4%
1432 MBC MASTERBRAND INC Consumer Cyclical 4,228.0 $47K 0.00% NEW $11.04 -31.2%
1433 CUZ COUSINS PPTYS INC Real Estate 1,803.0 $46K 0.00% NEW $25.78 +2.5%
1434 VTRS VIATRIS INC Healthcare 3,730.0 $46K 0.00% NEW $12.45 +33.3%
1435 EGP EASTGROUP PPTYS INC Real Estate 260.0 $46K 0.00% NEW $178.14 +15.2%
1436 CNXC CONCENTRIX CORP Technology 1,113.0 $46K 0.00% NEW $41.58 -37.8%
1437 BY BYLINE BANCORP INC Financial Services 1,578.0 $46K 0.00% NEW $29.15 +13.3%
1438 CRSP CRISPR THERAPEUTICS AG Healthcare 877.0 $46K 0.00% NEW $52.44 -4.8%
1439 KALU KAISER ALUMINUM CORP Basic Materials 400.0 $46K 0.00% NEW $114.86 +47.5%
1440 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 510.0 $46K 0.00% NEW $90.03 +4.9%
Page 72 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%