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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 98 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1941 PBF PBF ENERGY INC Energy 282.0 $8K NEW $27.12 +57.7%
1942 RDN RADIAN GROUP INC Financial Services 212.0 $8K NEW $35.99 +3.6%
1943 FLO FLOWERS FOODS INC Consumer Defensive 694.0 $8K NEW $10.88 -33.7%
1944 REZI RESIDEO TECHNOLOGIES INC Industrials 214.0 $8K NEW $35.12 -23.7%
1945 PIPER SANDLER COMPANIES 22.0 $7K NEW $339.73
1946 SMP STANDARD MTR PRODS INC Consumer Cyclical 200.0 $7K NEW $36.85 -2.0%
1947 SANM SANMINA CORPORATION Technology 49.0 $7K NEW $150.08 +49.7%
1948 NAT NORDIC AMERICAN TANKERS LIMI Industrials 2,117.0 $7K NEW $3.44 +60.5%
1949 TW TRADEWEB MKTS INC Financial Services 67.0 $7K NEW $107.55 +3.1%
1950 PLAY DAVE & BUSTERS ENTMT INC Communication Services 441.0 $7K NEW $16.21 -33.9%
1951 TMSL T ROWE PRICE ETF INC 199.0 $7K NEW $35.90 +13.3%
1952 KB KB FINL GROUP INC Financial Services 83.0 $7K NEW $86.05 +19.8%
1953 CTRE CARETRUST REIT INC Real Estate 196.0 $7K NEW $36.16 +14.1%
1954 SITM SITIME CORP Technology 20.0 $7K NEW $353.20 +96.4%
1955 ICLN ISHARES TR 429.0 $7K NEW $16.45 +30.9%
1956 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 334.0 $7K NEW $21.05 -18.0%
1957 IPGP IPG PHOTONICS CORP Technology 98.0 $7K NEW $71.60 +58.3%
1958 BOAT TIDAL TRUST I 220.0 $7K NEW $31.56 +37.6%
1959 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 255.0 $7K NEW $27.16 -28.6%
1960 ABCB AMERIS BANCORP Financial Services 93.0 $7K NEW $74.28 +14.1%
Page 98 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%