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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 107 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 Z ZILLOW GROUP INC Communication Services 36.0 $2K NEW $68.22 -48.1%
2122 DOCN DIGITALOCEAN HLDGS INC Technology 50.0 $2K NEW $48.60 +234.4%
2123 DRS LEONARDO DRS INC Industrials 70.0 $2K NEW $34.10 +27.2%
2124 MIN MFS INTER INCOME TR Financial Services 900.0 $2K NEW $2.61 -6.5%
2125 ENR ENERGIZER HLDGS INC NEW Industrials 117.0 $2K NEW $19.90 -17.5%
2126 UA UNDER ARMOUR INC Consumer Cyclical 479.0 $2K NEW $4.80 +3.3%
2127 NVMI NOVA LTD Technology 7.0 $2K NEW $328.43 +50.4%
2128 UI UBIQUITI INC Technology 4.0 $2K NEW $553.50 +7.5%
2129 TTMI TTM TECHNOLOGIES INC Technology 32.0 $2K NEW $69.00 +146.5%
2130 INDIVIOR PLC 61.0 $2K NEW $35.89
2131 MIR MIRION TECHNOLOGIES INC Industrials 93.0 $2K NEW $23.43 -23.5%
2132 FG F&G ANNUITIES & LIFE INC Financial Services 70.0 $2K NEW $31.06 -12.0%
2133 BROWN FORMAN CORP 82.0 $2K NEW $26.32
2134 NATWEST GROUP PLC 122.0 $2K NEW $17.50
2135 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 161.0 $2K NEW $13.24 -39.7%
2136 FRSH FRESHWORKS INC Technology 173.0 $2K NEW $12.25 -26.6%
2137 INSM INSMED INC Healthcare 12.0 $2K NEW $174.08 -38.0%
2138 IMVP INVESCO INDIA EXCHANGE-TRADE 86.0 $2K NEW $24.29 -15.2%
2139 HIVE HIVE DIGITAL TECHNOLOGIES LT Financial Services 806.0 $2K NEW $2.58 +49.8%
2140 AAOI APPLIED OPTOELECTRONICS INC Technology 59.0 $2K NEW $34.86 +384.8%
Page 107 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%