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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 119 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2361 SCL STEPAN CO Basic Materials 7.0 $332.0 NEW $47.43 +4.8%
2362 CNDT CONDUENT INC Technology 172.0 $331.0 NEW $1.92 -25.0%
2363 CPS COOPER STD HLDGS INC Consumer Cyclical 10.0 $329.0 NEW $32.90 -20.1%
2364 CLVT CLARIVATE PLC Technology 98.0 $328.0 NEW $3.35 -25.2%
2365 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 23.0 $327.0 NEW $14.22 +77.4%
2366 APLS APELLIS PHARMACEUTICALS INC Healthcare 13.0 $327.0 NEW $25.15 +63.1%
2367 EMBC EMBECTA CORP Healthcare 27.0 $321.0 NEW $11.89 -75.0%
2368 INGRAM MICRO HLDG CORP 15.0 $321.0 NEW $21.40
2369 POWI POWER INTEGRATIONS INC Technology 9.0 $320.0 NEW $35.56 +91.8%
2370 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 13.0 $320.0 NEW $24.62 -4.0%
2371 QNST QUINSTREET INC Communication Services 22.0 $317.0 NEW $14.41 -21.8%
2372 BEACON FINANCIAL CORP. 12.0 $317.0 NEW $26.42
2373 YOU CLEAR SECURE INC Technology 9.0 $316.0 NEW $35.11 +69.3%
2374 SFIX STITCH FIX INC Consumer Cyclical 60.0 $315.0 NEW $5.25 -41.6%
2375 OIS OIL STS INTL INC Energy 46.0 $312.0 NEW $6.78 +37.4%
2376 SCHWAB STRATEGIC TR 12.0 $309.0 NEW $25.75
2377 XRX XEROX HOLDINGS CORP Technology 125.0 $297.0 NEW $2.38 +8.1%
2378 STNE STONECO LTD Technology 20.0 $296.0 NEW $14.80 -30.1%
2379 CBL CBL & ASSOC PPTYS INC Real Estate 8.0 $296.0 NEW $37.00 +25.7%
2380 KRMN KARMAN HLDGS INC Industrials 4.0 $293.0 NEW $73.25 -13.8%
Page 119 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%