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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 99 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 KRYS KRYSTAL BIOTECH INC Healthcare 28.0 $7K NEW $246.57 +21.7%
1962 AGX ARGAN INC Industrials 22.0 $7K NEW $313.36 +105.5%
1963 BLMN BLOOMIN BRANDS INC Consumer Cyclical 1,113.0 $7K NEW $6.17 +21.4%
1964 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 124.0 $7K NEW $55.10 +8.8%
1965 SBS COMPANHIA DE SANEAMENTO BASI Utilities 282.0 $7K NEW $23.86 -75.8%
1966 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 26.0 $7K NEW $258.65 +34.4%
1967 BFLY BUTTERFLY NETWORK INC Healthcare 1,750.0 $7K NEW $3.80 +14.1%
1968 IEZ ISHARES TR 319.0 $7K NEW $20.85 +55.3%
1969 BETTER HOME & FINANCE HOLDIN 203.0 $7K NEW $32.58
1970 MMSI MERIT MED SYS INC Healthcare 74.0 $7K NEW $88.15 -28.4%
1971 RITM RITHM CAPITAL CORP Real Estate 597.0 $7K NEW $10.90 -16.3%
1972 COM DIREXION SHS ETF TR 220.0 $7K NEW $29.58 +16.8%
1973 SDCI USCF ETF TR 295.0 $6K NEW $22.03 +31.3%
1974 TRMD TORM PLC Energy 330.0 $6K NEW $19.58 +67.7%
1975 GKOS GLAUKOS CORP Healthcare 57.0 $6K NEW $112.91 +20.3%
1976 FSS FEDERAL SIGNAL CORP Industrials 59.0 $6K NEW $108.59 +0.2%
1977 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 200.0 $6K NEW $31.89 +9.3%
1978 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 137.0 $6K NEW $46.50 +0.7%
1979 JBT MAREL CORPORATION 42.0 $6K NEW $150.69
1980 NTR NUTRIEN LTD Basic Materials 100.0 $6K NEW $61.72 +14.1%
Page 99 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%