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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 118 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2341 MCY MERCURY GENL CORP NEW Financial Services 4.0 $377.0 NEW $94.25 +6.8%
2342 INSP INSPIRE MED SYS INC Healthcare 4.0 $369.0 NEW $92.25 -54.7%
2343 PAYO PAYONEER GLOBAL INC Technology 65.0 $366.0 NEW $5.63 -14.8%
2344 MYGN MYRIAD GENETICS INC Healthcare 59.0 $363.0 NEW $6.15 -40.7%
2345 WOR WORTHINGTON ENTERPRISES INC Industrials 7.0 $361.0 NEW $51.57 +5.3%
2346 CIM CHIMERA INVT CORP Real Estate 29.0 $361.0 NEW $12.45 +4.4%
2347 VRE VERIS RESIDENTIAL INC Real Estate 24.0 $358.0 NEW $14.92 +27.2%
2348 GGRP GLIMPSE GROUP INC Technology 385.0 $357.0 NEW $0.93 -19.8%
2349 BAND BANDWIDTH INC Technology 23.0 $356.0 NEW $15.48 +248.1%
2350 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 18.0 $350.0 NEW $19.44 +42.3%
2351 BIOHAVEN LTD 31.0 $350.0 NEW $11.29
2352 MXL MAXLINEAR INC Technology 20.0 $349.0 NEW $17.45 +401.2%
2353 CFFN CAPITOL FED FINL INC Financial Services 51.0 $348.0 NEW $6.82 +11.8%
2354 TVTX TRAVERE THERAPEUTICS INC Healthcare 9.0 $344.0 NEW $38.22 +12.2%
2355 KFRC KFORCE INC Industrials 11.0 $341.0 NEW $31.00 +31.1%
2356 OII OCEANEERING INTL INC Energy 14.0 $337.0 NEW $24.07 +60.1%
2357 AMER SPORTS INC 9.0 $337.0 NEW $37.44
2358 VIRT VIRTU FINL INC Financial Services 10.0 $334.0 NEW $33.40 +64.9%
2359 AVTR AVANTOR INC Healthcare 29.0 $333.0 NEW $11.48 -33.5%
2360 NNVC NANOVIRICIDES INC Healthcare 293.0 $332.0 NEW $1.13 +40.3%
Page 118 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%