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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 125 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 GLUE MONTE ROSA THERAPEUTICS INC Healthcare 8.0 $126.0 NEW $15.75 +15.2%
2482 ACDC PROFRAC HLDG CORP Energy 32.0 $125.0 NEW $3.91 +99.9%
2483 MTRN MATERION CORP Basic Materials 1.0 $125.0 NEW $125.00 +64.0%
2484 GSBC GREAT SOUTHN BANCORP INC Financial Services 2.0 $124.0 NEW $62.00 +8.4%
2485 ARMOUR RESIDENTIAL REIT INC 7.0 $124.0 NEW $17.71
2486 CLDT CHATHAM LODGING TR Real Estate 18.0 $123.0 NEW $6.83 +47.2%
2487 CTKB CYTEK BIOSCIENCES INC Healthcare 24.0 $122.0 NEW $5.08 -32.9%
2488 LXFR LUXFER HLDGS PLC Industrials 9.0 $122.0 NEW $13.56 +14.1%
2489 MTX MINERALS TECHNOLOGIES INC Basic Materials 2.0 $122.0 NEW $61.00 +25.0%
2490 RPD RAPID7 INC Technology 8.0 $122.0 NEW $15.25 -57.4%
2491 CLOUDASTRUCTURE INC 150.0 $121.0 NEW $0.81
2492 ACCO ACCO BRANDS CORP Industrials 32.0 $120.0 NEW $3.75 +1.9%
2493 ATRC ATRICURE INC Healthcare 3.0 $119.0 NEW $39.67 -28.2%
2494 HBNC HORIZON BANCORP INC Financial Services 7.0 $119.0 NEW $17.00 +3.5%
2495 SMBC SOUTHERN MO BANCORP INC Financial Services 2.0 $119.0 NEW $59.50 +12.0%
2496 CRGY CRESCENT ENERGY COMPANY Energy 14.0 $118.0 NEW $8.43 +54.7%
2497 HBCP HOME BANCORP INC Financial Services 2.0 $116.0 NEW $58.00 +7.5%
2498 CNXN PC CONNECTION INC Technology 2.0 $116.0 NEW $58.00 +12.5%
2499 AVAH AVEANNA HEALTHCARE HLDGS INC Healthcare 14.0 $115.0 NEW $8.21 -6.3%
2500 CDNA CAREDX INC Healthcare 6.0 $114.0 NEW $19.00 +8.4%
Page 125 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%