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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $10.9B AUM 2,241 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New 613 Added 934 Reduced 675 Exited
Page 42 of 47  ·  934 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 OGS ONE GAS INC Utilities 15.0 $1K -163.0 -91.6% $86.13 -8.5%
822 VLYPN VALLEY NATL BANCORP 105.0 $1K -2K -94.2% $12.29
823 MMS MAXIMUS INC Industrials 20.0 $1K -947.0 -97.9% $64.10 -9.2%
824 PEGA PEGASYSTEMS INC Technology 30.0 $1K -314.0 -91.3% $42.57 -21.2%
825 HRB BLOCK H & R INC Consumer Cyclical 40.0 $1K -395.0 -90.8% $31.75 +69.1%
826 MTCH MATCH GROUP INC NEW Communication Services 41.0 $1K -10K -99.6% $30.73 +33.0%
827 ERIE ERIE INDTY CO Financial Services 5.0 $1K -65.0 -92.9% $251.40 +5.4%
828 SBRA SABRA HEALTH CARE REIT INC Real Estate 65.0 $1K -789.0 -92.4% $19.23 +6.0%
829 LAD LITHIA MTRS INC Consumer Cyclical 5.0 $1K -88.0 -94.6% $249.80 +48.4%
830 SON SONOCO PRODS CO Consumer Cyclical 23.0 $1K -318.0 -93.3% $54.13 +9.9%
831 AAON AAON INC Industrials 15.0 $1K -300.0 -95.2% $82.80 -4.1%
832 NOVT NOVANTA INC Technology 10.0 $1K -100.0 -90.9% $118.20 +22.9%
833 AHR AMERICAN HEALTHCARE REIT INC Real Estate 25.0 $1K -229.0 -90.2% $47.16 +18.6%
834 VVV VALVOLINE INC Energy 35.0 $1K -2K -98.2% $33.69 +0.8%
835 SLM SLM CORP Financial Services 55.0 $1K -611.0 -91.7% $21.42 +23.5%
836 VNOM VIPER ENERGY INC Energy 25.0 $1K -2K -98.7% $47.00 -3.7%
837 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 10.0 $1K -6.0 -37.5% $117.10 +13.8%
838 EQWL INVESCO EXCHANGE TRADED FD T 10.0 $1K -90.0 -90.0% $115.30 +17.1%
839 SAM BOSTON BEER INC Consumer Defensive 5.0 $1K -23.0 -82.1% $230.40 -19.3%
840 BDC BELDEN INC Technology 10.0 $1K -520.0 -98.1% $114.90 +6.6%
Page 42 of 47  ·  934 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 26.3%
Industrials 22.1%
Financial Services 16.7%
Consumer Cyclical 10.1%
Healthcare 7.8%
Consumer Defensive 5.9%
Communication Services 5.5%
Energy 2.7%
Utilities 1.5%
Basic Materials 1.0%