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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 77 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 B BARRICK MNG CORP Basic Materials 823.0 $36K NEW $43.55 -5.3%
1522 VMI VALMONT INDS INC Industrials 89.0 $36K NEW $402.33 +25.1%
1523 PBD INVESCO EXCH TRADED FD TR II 2,220.0 $36K NEW $16.08 +32.6%
1524 CZA INVESCO EXCHANGE TRADED FD T 321.0 $36K NEW $110.81 +4.9%
1525 HST HOST HOTELS & RESORTS INC Real Estate 1,999.0 $35K NEW $17.73 +26.4%
1526 AFG AMERICAN FINL GROUP INC OHIO Financial Services 259.0 $35K NEW $136.68 +0.4%
1527 CIVEO CORP CDA 1,538.0 $35K NEW $22.87
1528 PMT PENNYMAC MTG INVT TR Real Estate 2,800.0 $35K NEW $12.55 -16.3%
1529 WGO WINNEBAGO INDS INC Consumer Cyclical 866.0 $35K NEW $40.52 -28.0%
1530 KRBN KRANESHARES TRUST 991.0 $35K NEW $35.40 -10.0%
1531 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 671.0 $35K NEW $52.28 +34.4%
1532 EXI ISHARES TR 200.0 $35K NEW $175.34 +9.9%
1533 PNW PINNACLE WEST CAP CORP Utilities 394.0 $35K NEW $88.70 +14.9%
1534 JBI JANUS INTERNATIONAL GROUP IN Industrials 5,338.0 $35K NEW $6.54 -21.6%
1535 GDXJ VANECK ETF TRUST 307.0 $35K NEW $113.69 -1.3%
1536 CNOB CONNECTONE BANCORP INC Financial Services 1,330.0 $35K NEW $26.22 +13.5%
1537 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 556.0 $35K NEW $62.66 +6.2%
1538 BXP BXP INC Real Estate 513.0 $35K NEW $67.48 -10.9%
1539 WAL WESTERN ALLIANCE BANCORP Financial Services 411.0 $35K NEW $84.07 -8.4%
1540 SOUTHSTATE BK CORP 367.0 $35K NEW $94.11
Page 77 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%