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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 97 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1921 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 182.0 $8K NEW $44.75 +2.9%
1922 FREL FIDELITY COVINGTON TRUST 302.0 $8K NEW $26.89 +9.0%
1923 NTES NETEASE INC Technology 59.0 $8K NEW $137.63 -16.8%
1924 AFRM AFFIRM HLDGS INC Technology 109.0 $8K NEW $74.43 -12.3%
1925 IVT INVENTRUST PPTYS CORP Real Estate 287.0 $8K NEW $28.21 +14.9%
1926 RYANAIR HOLDINGS PLC 112.0 $8K NEW $72.20
1927 CAR AVIS BUDGET GROUP Industrials 63.0 $8K NEW $128.33 +17.7%
1928 CITR GENERAL ENTERPRISE VENTURES Financial Services 1,000.0 $8K NEW $8.08 -17.8%
1929 WLK WESTLAKE CORPORATION Basic Materials 109.0 $8K NEW $73.94 +19.9%
1930 CCSI CONSENSUS CLOUD SOLUTIONS IN Technology 369.0 $8K NEW $21.82 +29.6%
1931 BLKB BLACKBAUD INC Technology 127.0 $8K NEW $63.32 -50.9%
1932 XSD SPDR SERIES TRUST 25.0 $8K NEW $321.60 +75.3%
1933 PK PARK HOTELS & RESORTS INC Real Estate 761.0 $8K NEW $10.46 +5.2%
1934 PPC PILGRIMS PRIDE CORP Consumer Defensive 202.0 $8K NEW $38.99 -27.2%
1935 SCHP SCHWAB STRATEGIC TR 296.0 $8K NEW $26.49 +0.4%
1936 FTRE FORTREA HLDGS INC Healthcare 454.0 $8K NEW $17.25 -20.5%
1937 AEIS ADVANCED ENERGY INDS Industrials 37.0 $8K NEW $209.38 +49.5%
1938 AVDV AMERICAN CENTY ETF TR 82.0 $8K NEW $93.98 +15.1%
1939 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 300.0 $8K NEW $25.52 +9.6%
1940 MHK MOHAWK INDS INC Consumer Cyclical 70.0 $8K NEW $109.30 -13.7%
Page 97 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%