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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 76 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 AZZ AZZ INC Industrials 361.0 $39K NEW $107.18 +27.9%
1502 HRL HORMEL FOODS CORP Consumer Defensive 1,625.0 $39K NEW $23.70 -11.1%
1503 SPHD INVESCO EXCH TRADED FD TR II 802.0 $38K NEW $48.00 +4.5%
1504 NUSC NUSHARES ETF TR 856.0 $38K NEW $44.65 +9.4%
1505 RRBI RED RIVER BANCSHARES INC Financial Services 535.0 $38K NEW $71.43 +25.1%
1506 REXR REXFORD INDL RLTY INC Real Estate 982.0 $38K NEW $38.74 -7.0%
1507 CDX SIMPLIFY EXCHANGE TRADED FUN 1,705.0 $38K NEW $22.27 -4.0%
1508 UTI UNIVERSAL TECHNICAL INST INC Consumer Defensive 1,446.0 $38K NEW $26.13 +41.9%
1509 YEXT YEXT INC Technology 4,677.0 $38K NEW $8.06 -55.5%
1510 OGE OGE ENERGY CORP Utilities 881.0 $38K NEW $42.70 +12.6%
1511 OSK OSHKOSH CORP Industrials 297.0 $37K NEW $125.63 +1.2%
1512 CHE CHEMED CORP NEW Healthcare 87.0 $37K NEW $427.86 +3.2%
1513 RRC RANGE RES CORP Energy 1,051.0 $37K NEW $35.26 +19.3%
1514 UPGD INVESCO EXCHANGE TRADED FD T 500.0 $37K NEW $73.99 +5.3%
1515 TKO TKO GROUP HOLDINGS INC Communication Services 177.0 $37K NEW $209.00 -7.0%
1516 PLNT PLANET FITNESS INC Consumer Cyclical 335.0 $36K NEW $108.47 -53.7%
1517 GAP GAP INC Consumer Cyclical 1,415.0 $36K NEW $25.60 -9.5%
1518 AIQ GLOBAL X FDS 710.0 $36K NEW $50.84 +23.2%
1519 EVTC EVERTEC INC Technology 1,240.0 $36K NEW $29.09 -15.3%
1520 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 1,607.0 $36K NEW $22.32 -26.2%
Page 76 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%