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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 85 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 AN AUTONATION INC Consumer Cyclical 107.0 $22K NEW $206.49 -9.7%
1682 MOS MOSAIC CO NEW Basic Materials 907.0 $22K NEW $24.09 -8.9%
1683 BBWI BATH & BODY WORKS INC Consumer Cyclical 1,079.0 $22K NEW $20.08 -13.7%
1684 FUBOTV INC 8,500.0 $21K NEW $2.52
1685 WTV WISDOMTREE TR 229.0 $21K NEW $93.30 +7.6%
1686 DAR DARLING INGREDIENTS INC Consumer Defensive 591.0 $21K NEW $36.00 +60.7%
1687 SHC SOTERA HEALTH CO Healthcare 1,197.0 $21K NEW $17.64 -11.9%
1688 UPBOUND GROUP INC 1,200.0 $21K NEW $17.56
1689 BRW SABA CAPITAL INCOME & OPRNT Financial Services 3,000.0 $21K NEW $7.01 -3.7%
1690 VICI VICI PPTYS INC Real Estate 747.0 $21K NEW $28.12 +1.0%
1691 VLYPN VALLEY NATL BANCORP Financial Services 1,796.0 $21K NEW $11.68 +121.5%
1692 PKOH PARK-OHIO HLDGS CORP Industrials 1,001.0 $21K NEW $20.94 +42.7%
1693 GMAB GENMAB A/S Healthcare 677.0 $21K NEW $30.80 -12.2%
1694 M MACYS INC Consumer Cyclical 943.0 $21K NEW $22.05 -6.5%
1695 ONITY GROUP INC 454.0 $21K NEW $45.79
1696 CLEARWAY ENERGY INC 658.0 $21K NEW $31.43
1697 PEGA PEGASYSTEMS INC Technology 344.0 $21K NEW $59.72 -42.6%
1698 RIO RIO TINTO PLC Basic Materials 256.0 $20K NEW $80.03 +29.1%
1699 STIP ISHARES TR 200.0 $20K NEW $102.39 +0.9%
1700 LIVN LIVANOVA PLC Healthcare 331.0 $20K NEW $61.53 +19.7%
Page 85 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%