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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 124 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 26.0 $146.0 NEW $5.62 +2.6%
2462 TMP TOMPKINS FINL CORP Financial Services 2.0 $146.0 NEW $73.00 +12.4%
2463 REKR REKOR SYSTEMS INC Technology 105.0 $145.0 NEW $1.38 -44.6%
2464 DRH DIAMONDROCK HOSPITALITY CO Real Estate 16.0 $144.0 NEW $9.00 +14.4%
2465 ALT ALTIMMUNE INC Healthcare 40.0 $143.0 NEW $3.58 -21.7%
2466 CMRE COSTAMARE INC Industrials 9.0 $143.0 NEW $15.89 +8.1%
2467 TREEHOUSE FOODS INC 6.0 $142.0 NEW $23.67
2468 IRIDIUM COMMUNICATIONS INC 8.0 $140.0 NEW $17.50
2469 ALTG ALTA EQUIPMENT GROUP INC Industrials 30.0 $140.0 NEW $4.67 +39.1%
2470 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 41.0 $139.0 NEW $3.39 +5.6%
2471 NFBK NORTHFIELD BANCORP INC DEL Financial Services 12.0 $138.0 NEW $11.50 +22.1%
2472 BOH BANK HAWAII CORP Financial Services 2.0 $137.0 NEW $68.50 +12.3%
2473 EFC ELLINGTON FINANCIAL INC Real Estate 10.0 $136.0 NEW $13.60 -2.0%
2474 COUR COURSERA INC Consumer Defensive 18.0 $133.0 NEW $7.39 -28.5%
2475 THOMSON REUTERS CORP 1.0 $132.0 NEW $132.00
2476 MNKD MANNKIND CORP Healthcare 23.0 $131.0 NEW $5.70 -45.7%
2477 KVYO KLAVIYO INC Technology 4.0 $130.0 NEW $32.50 -55.8%
2478 OLYMPIC STEEL INC 3.0 $129.0 NEW $43.00
2479 ABOS ACUMEN PHARMACEUTICALS INC Healthcare 60.0 $127.0 NEW $2.12 +3.0%
2480 ARLO ARLO TECHNOLOGIES INC Industrials 9.0 $126.0 NEW $14.00 -7.5%
Page 124 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%