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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 111 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2201 VCYT VERACYTE INC Healthcare 30.0 $1K NEW $42.10 -1.4%
2202 CLOU GLOBAL X FDS 55.0 $1K NEW $22.64 -0.1%
2203 FLY FIREFLY AEROSPACE INC Industrials 55.0 $1K NEW $22.38 +96.4%
2204 ZG ZILLOW GROUP INC Communication Services 18.0 $1K NEW $68.28 -44.9%
2205 TIDAL TRUST II 318.0 $1K NEW $3.86
2206 HZO MARINEMAX INC Consumer Cyclical 50.0 $1K NEW $24.24 +35.0%
2207 KRP KIMBELL RTY PARTNERS LP Energy 103.0 $1K NEW $11.73 +31.9%
2208 STEM INC 80.0 $1K NEW $15.05
2209 IONS IONIS PHARMACEUTICALS INC Healthcare 15.0 $1K NEW $79.13 -8.4%
2210 LIT GLOBAL X FDS 18.0 $1K NEW $65.33 +25.2%
2211 STANDARDAERO INC 41.0 $1K NEW $28.68
2212 ICUI ICU MED INC Healthcare 8.0 $1K NEW $142.75 -13.8%
2213 KAI KADANT INC Industrials 4.0 $1K NEW $285.25 +10.2%
2214 CSTM CONSTELLIUM SE Basic Materials 60.0 $1K NEW $18.85 +71.1%
2215 FIG FIGMA INC Technology 30.0 $1K NEW $37.40 -34.9%
2216 AVUS AMERICAN CENTY ETF TR 10.0 $1K NEW $111.80 +10.4%
2217 MAN MANPOWERGROUP INC WIS Industrials 37.0 $1K NEW $29.76 -7.0%
2218 BKKT BAKKT HOLDINGS INC Technology 109.0 $1K NEW $10.05 -3.6%
2219 GRRR GORILLA TECHNOLOGY GROUP INC Technology 100.0 $1K NEW $10.92 +19.0%
2220 ENPH ENPHASE ENERGY INC Energy 34.0 $1K NEW $32.06 +55.0%
Page 111 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%