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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 115 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 KSS KOHLS CORP Consumer Cyclical 32.0 $654.0 NEW $20.44 -42.7%
2282 ATEC ALPHATEC HLDGS INC Healthcare 31.0 $653.0 NEW $21.06 -61.0%
2283 ECPG ENCORE CAP GROUP INC Financial Services 12.0 $653.0 NEW $54.42 +48.4%
2284 NMIH NMI HLDGS INC Financial Services 16.0 $653.0 NEW $40.81 -5.5%
2285 MFA MFA FINL INC Real Estate 68.0 $634.0 NEW $9.32 +1.1%
2286 OPLN OPENLANE INC Consumer Cyclical 21.0 $626.0 NEW $29.81 +17.5%
2287 AOK ISHARES TR 15.0 $622.0 NEW $41.47 -1.8%
2288 KALV KALVISTA PHARMACEUTICALS INC Healthcare 38.0 $618.0 NEW $16.26 +64.5%
2289 SRRK SCHOLAR ROCK HLDG CORP Healthcare 14.0 $617.0 NEW $44.07 +7.5%
2290 SRTS SENSUS HEALTHCARE INC Healthcare 155.0 $617.0 NEW $3.98 -15.8%
2291 DEFI TECHNOLOGIES INC 815.0 $615.0 NEW $0.75
2292 IOSP INNOSPEC INC Basic Materials 8.0 $613.0 NEW $76.62 +3.2%
2293 PRGO PERRIGO CO PLC Healthcare 43.0 $599.0 NEW $13.93 -23.3%
2294 SHLD GLOBAL X FDS 9.0 $584.0 NEW $64.89 -1.3%
2295 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 20.0 $581.0 NEW $29.05 -32.9%
2296 ARTY ISHARES TR 12.0 $580.0 NEW $48.33 +32.0%
2297 TTI TETRA TECHNOLOGIES INC DEL Energy 61.0 $572.0 NEW $9.38 +11.8%
2298 RDVT RED VIOLET INC Technology 10.0 $570.0 NEW $57.00 -13.3%
2299 GIII G III APPAREL GROUP LTD Consumer Cyclical 19.0 $551.0 NEW $29.00 +0.1%
2300 MBOT MICROBOT MED INC Healthcare 275.0 $550.0 NEW $2.00 -13.5%
Page 115 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%