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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 92 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1821 UDMY UDEMY INC Consumer Defensive 2,266.0 $13K NEW $5.85 -20.9%
1822 WHR WHIRLPOOL CORP Consumer Cyclical 183.0 $13K NEW $72.14 -42.9%
1823 MARA MARA HOLDINGS INC Financial Services 1,463.0 $13K NEW $8.98 +51.1%
1824 RIGL RIGEL PHARMACEUTICALS INC Healthcare 306.0 $13K NEW $42.83 -31.7%
1825 NOVT NOVANTA INC Technology 110.0 $13K NEW $118.99 +27.1%
1826 FEDERATED HERMES INC 248.0 $13K NEW $52.07
1827 TFX TELEFLEX INCORPORATED Healthcare 105.0 $13K NEW $122.05 +8.4%
1828 CTA SIMPLIFY EXCHANGE TRADED FUN 470.0 $13K NEW $27.26 +15.1%
1829 PERIMETER SOLUTIONS INC 464.0 $13K NEW $27.53
1830 SNAP SNAP INC Communication Services 1,581.0 $13K NEW $8.07 -28.6%
1831 TSEM TOWER SEMICONDUCTOR LTD Technology 108.0 $13K NEW $117.43 +129.5%
1832 FFIN FIRST FINL BANKSHARES INC Financial Services 422.0 $13K NEW $29.87 +6.9%
1833 KBH KB HOME Consumer Cyclical 222.0 $13K NEW $56.41 -16.9%
1834 IWC ISHARES TR 79.0 $12K NEW $157.71 +16.0%
1835 CHRD CHORD ENERGY CORPORATION Energy 134.0 $12K NEW $92.70 +56.5%
1836 YETI YETI HLDGS INC Consumer Cyclical 281.0 $12K NEW $44.17 -2.1%
1837 PSKY PARAMOUNT SKYDANCE CORP Communication Services 919.0 $12K NEW $13.40 -24.0%
1838 SIGA SIGA TECHNOLOGIES INC Healthcare 2,008.0 $12K NEW $6.11 -23.7%
1839 TECB ISHARES TR 200.0 $12K NEW $60.88 +13.1%
1840 RYN RAYONIER INC Real Estate 562.0 $12K NEW $21.65 -6.8%
Page 92 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%