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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 36 of 137  ·  2,736 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HEI HEICO CORP NEW Industrials 1,337.0 $433K 0.01% NEW $323.59 -9.3%
702 MKTX MARKETAXESS HLDGS INC Financial Services 2,382.0 $432K 0.01% NEW $181.27 -22.2%
703 XYLD GLOBAL X FDS 10,590.0 $430K 0.01% NEW $40.63 -1.5%
704 MP MP MATERIALS CORP Basic Materials 8,351.0 $422K 0.01% NEW $50.52 +12.2%
705 EXEL EXELIXIS INC Healthcare 9,619.0 $422K 0.01% NEW $43.83 +13.7%
706 EOG EOG RES INC Energy 3,995.0 $420K 0.01% NEW $105.01 +36.2%
707 MGC VANGUARD WORLD FD 1,655.0 $416K 0.01% NEW $251.17 +7.5%
708 PNFP PINNACLE FINL PARTNERS INC Financial Services 4,327.0 $413K 0.01% NEW $95.41 -0.6%
709 SYNOVUS FINL CORP 8,228.0 $412K 0.01% NEW $50.05
710 OC OWENS CORNING NEW Industrials 3,672.0 $411K 0.01% NEW $111.91 +0.3%
711 VDE VANGUARD WORLD FD 3,263.0 $411K 0.01% NEW $125.92 +37.6%
712 WPM WHEATON PRECIOUS METALS CORP Basic Materials 3,493.0 $410K 0.01% NEW $117.52 +10.2%
713 LIBERTY GLOBAL LTD 37,113.0 $410K 0.01% NEW $11.04
714 IT GARTNER INC Technology 1,621.0 $409K 0.01% NEW $252.28 -38.4%
715 ESTC ELASTIC N V Technology 5,412.0 $408K 0.01% NEW $75.44 -28.5%
716 BP BP PLC Energy 11,717.0 $407K 0.01% NEW $34.73 +32.9%
717 CRH PLC 3,260.0 $407K 0.01% NEW $124.81
718 WFRD WEATHERFORD INTL PLC Energy 5,198.0 $407K 0.01% NEW $78.26 +42.4%
719 BSMS INVESCO EXCH TRD SLF IDX FD 17,022.0 $400K 0.01% NEW $23.50 -0.9%
720 VBK VANGUARD INDEX FDS 1,323.0 $400K 0.01% NEW $302.20 +10.0%
Page 36 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%