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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 94 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1861 CHDN CHURCHILL DOWNS INC Consumer Cyclical 97.0 $11K NEW $113.78 -25.1%
1862 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 138.0 $11K NEW $79.83 +10.0%
1863 HOG HARLEY DAVIDSON INC Consumer Cyclical 533.0 $11K NEW $20.49 +10.5%
1864 POTLATCHDELTIC CORPORATION 272.0 $11K NEW $39.78
1865 CALM CAL MAINE FOODS INC Consumer Defensive 134.0 $11K NEW $79.57 -3.1%
1866 VSTS VESTIS CORPORATION Industrials 1,598.0 $11K NEW $6.67 +71.2%
1867 HYD VANECK ETF TRUST 208.0 $11K NEW $51.05 -0.9%
1868 FLAGSTAR BANK NATIONAL ASSOC 843.0 $11K NEW $12.59
1869 GTM ZOOMINFO TECHNOLOGIES INC Technology 1,037.0 $11K NEW $10.17 -65.6%
1870 SMMV ISHARES TR 242.0 $10K NEW $43.35 +2.4%
1871 CBT CABOT CORP Basic Materials 158.0 $10K NEW $66.28 +17.5%
1872 JXN JACKSON FINANCIAL INC Financial Services 97.0 $10K NEW $106.66 +1.2%
1873 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 420.0 $10K NEW $24.40 -27.1%
1874 ALGM ALLEGRO MICROSYSTEMS INC Technology 388.0 $10K NEW $26.38 +67.1%
1875 DIVO AMPLIFY ETF TR 230.0 $10K NEW $44.43 +2.9%
1876 EZPZ FRANKLIN CRYPTO INDEX ETF Financial Services 449.0 $10K NEW $22.65 -14.9%
1877 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 153.0 $10K NEW $66.39 +12.9%
1878 BAP CREDICORP LTD Financial Services 35.0 $10K NEW $287.00 +19.2%
1879 FERG FERGUSON ENTERPRISES INC Industrials 45.0 $10K NEW $222.64 -0.8%
1880 JAMES HARDIE INDS PLC 476.0 $10K NEW $20.75
Page 94 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%