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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 126 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 AVNS AVANOS MED INC Healthcare 10.0 $113.0 NEW $11.30 +118.9%
2502 EBS EMERGENT BIOSOLUTIONS INC Healthcare 9.0 $112.0 NEW $12.44 -36.2%
2503 QQQJ INVESCO EXCH TRADED FD TR II 3.0 $111.0 NEW $37.00 +11.0%
2504 IMXI INTERNATIONAL MNY EXPRESS IN Technology 7.0 $108.0 NEW $15.43 -0.4%
2505 MADISON SQUARE GARDEN ENTMT 2.0 $108.0 NEW $54.00
2506 KREF KKR REAL ESTATE FIN TR INC Real Estate 13.0 $107.0 NEW $8.23 -23.1%
2507 TRN TRINITY INDS INC Industrials 4.0 $106.0 NEW $26.50 +29.3%
2508 TWO HBRS INVT CORP 10.0 $105.0 NEW $10.50
2509 MOV MOVADO GROUP INC Consumer Cyclical 5.0 $104.0 NEW $20.80 +29.7%
2510 PRLB PROTO LABS INC Industrials 2.0 $102.0 NEW $51.00 +41.2%
2511 PBYI PUMA BIOTECHNOLOGY INC Healthcare 17.0 $102.0 NEW $6.00 +15.3%
2512 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 7.0 $101.0 NEW $14.43 +29.4%
2513 MEI METHODE ELECTRS INC Technology 15.0 $100.0 NEW $6.67 +57.9%
2514 MPAA MOTORCAR PTS AMER INC Consumer Cyclical 8.0 $99.0 NEW $12.38 -14.9%
2515 NTGR NETGEAR INC Technology 4.0 $99.0 NEW $24.75 +0.0%
2516 PRTH PRIORITY TECHNOLOGY HLDGS IN Technology 18.0 $99.0 NEW $5.50 +6.4%
2517 EZPW EZCORP INC Financial Services 5.0 $98.0 NEW $19.60 +68.4%
2518 KELYA KELLY SVCS INC Industrials 11.0 $97.0 NEW $8.82 +8.9%
2519 MBWM MERCANTILE BK CORP Financial Services 2.0 $97.0 NEW $48.50 +2.8%
2520 PRTA PROTHENA CORP PLC Healthcare 10.0 $96.0 NEW $9.60 +1.7%
Page 126 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%