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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 128 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2541 CCBG CAPITAL CITY BK GROUP INC Financial Services 2.0 $86.0 NEW $43.00 +6.9%
2542 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 2.0 $85.0 NEW $42.50 -3.8%
2543 AVPT AVEPOINT INC Technology 6.0 $84.0 NEW $14.00 -27.6%
2544 CRSR CORSAIR GAMING INC Technology 14.0 $84.0 NEW $6.00 +12.0%
2545 KE KIMBALL ELECTRONICS INC Industrials 3.0 $84.0 NEW $28.00 -12.4%
2546 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 3.0 $84.0 NEW $28.00 +49.0%
2547 VEL VELOCITY FINL INC Financial Services 4.0 $84.0 NEW $21.00 -19.2%
2548 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 1.0 $83.0 NEW $83.00 -8.4%
2549 KINIKSA PHARMACEUTICALS INTL 2.0 $83.0 NEW $41.50
2550 TLS TELOS CORP MD Technology 16.0 $82.0 NEW $5.12 -18.0%
2551 KSCP KNIGHTSCOPE INC Industrials 22.0 $82.0 NEW $3.73 -25.4%
2552 PSTL POSTAL REALTY TRUST INC Real Estate 5.0 $81.0 NEW $16.20 +40.0%
2553 MLAB MESA LABS INC Technology 1.0 $79.0 NEW $79.00 +22.1%
2554 ITGR INTEGER HLDGS CORP Healthcare 1.0 $79.0 NEW $79.00 +11.6%
2555 GPGI COMPOSECURE INC Industrials 4.0 $78.0 NEW $19.50 -37.9%
2556 HLF HERBALIFE LTD Consumer Defensive 6.0 $78.0 NEW $13.00 -1.3%
2557 SPFI SOUTH PLAINS FINANCIAL INC Financial Services 2.0 $78.0 NEW $39.00 +1.0%
2558 NATL NCR ATLEOS CORPORATION Technology 2.0 $77.0 NEW $38.50 +15.7%
2559 DOLE DOLE PLC Consumer Defensive 5.0 $75.0 NEW $15.00 -6.0%
2560 EHAB ENHABIT INC Healthcare 8.0 $74.0 NEW $9.25 +49.2%
Page 128 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%