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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 21 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,846.0 $1.4M 0.02% NEW $480.52 +2.5%
402 MKC MCCORMICK & CO INC Consumer Defensive 20,059.0 $1.4M 0.02% NEW $68.11 -32.2%
403 TT TRANE TECHNOLOGIES PLC Industrials 3,502.0 $1.4M 0.02% NEW $389.20 +16.7%
404 VFMO VANGUARD WELLINGTON FD 7,051.0 $1.3M 0.02% NEW $191.25 +16.9%
405 FAST FASTENAL CO Industrials 33,421.0 $1.3M 0.02% NEW $40.13 +8.0%
406 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,644.0 $1.3M 0.02% NEW $287.22 +33.7%
407 ECL ECOLAB INC Basic Materials 5,062.0 $1.3M 0.02% NEW $262.52 -6.9%
408 XLE SELECT SECTOR SPDR TR 29,688.0 $1.3M 0.02% NEW $44.71 +35.3%
409 YUM YUM BRANDS INC Consumer Cyclical 8,708.0 $1.3M 0.02% NEW $151.27 +0.2%
410 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,481.0 $1.3M 0.02% NEW $293.56 +5.3%
411 AAPL PUT APPLE INC Technology 4,800.0 $1.3M 0.02% NEW $271.86 +10.1%
412 FISV FISERV INC Technology 19,340.0 $1.3M 0.02% NEW $67.17 -16.0%
413 IBDT ISHARES TR 50,351.0 $1.3M 0.02% NEW $25.46 -1.0%
414 SHOP SHOPIFY INC Technology 7,912.0 $1.3M 0.02% NEW $160.97 -36.2%
415 SPTM SPDR SERIES TRUST 15,316.0 $1.3M 0.02% NEW $82.50 +7.8%
416 FIX COMFORT SYS USA INC Industrials 1,346.0 $1.3M 0.02% NEW $933.45 +94.4%
417 QQQI NEOS ETF TRUST 23,214.0 $1.3M 0.02% NEW $53.86 +4.4%
418 EQH EQUITABLE HLDGS INC Financial Services 25,926.0 $1.2M 0.02% NEW $47.65 -12.0%
419 SCZ ISHARES TR 15,902.0 $1.2M 0.02% NEW $77.53 +8.4%
420 OTIS OTIS WORLDWIDE CORP Industrials 14,083.0 $1.2M 0.02% NEW $87.35 -19.9%
Page 21 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%