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Portfolio (Quarterly) Guide ↗

Clearstead Advisors, LLC

· CIK 0000842775
13F Portfolio $10.9B AUM 2,241 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 182 New 613 Added 934 Reduced 675 Exited
Page 42 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 MAGS LISTED FDS TR 5,956.0 $345K 0.00% -1K -14.4% $57.94 +20.0%
822 HEICO CORP NEW 1,614.0 $341K 0.00% +1K +243.4% $211.10
823 VRSN VERISIGN INC Technology 1,358.0 $337K 0.00% -1K -48.5% $248.36 +22.0%
824 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 24,000.0 $335K 0.00% $13.96 +8.9%
825 TDTF FLEXSHARES TR 13,810.0 $333K 0.00% $24.11 -0.2%
826 AEGON LTD 45,710.0 $332K 0.00% $7.26
827 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 18,000.0 $331K 0.00% $18.38 -5.1%
828 AVLV AMERICAN CENTY ETF TR 4,104.0 $331K 0.00% +4K +8821.7% $80.61 +10.0%
829 ACM AECOM Industrials 3,893.0 $330K 0.00% +178.0 +4.8% $84.82 -17.3%
830 NTRS NORTHERN TR CORP Financial Services 2,365.0 $330K 0.00% -486.0 -17.1% $139.56 +19.7%
831 CGW INVESCO EXCH TRADED FD TR II 5,125.0 $328K 0.00% $63.94 -2.6%
832 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,787.0 $326K 0.00% -9K -83.8% $182.36 -1.2%
833 CCK CROWN HLDGS INC Consumer Cyclical 3,246.0 $325K 0.00% -444.0 -12.0% $100.25 -3.8%
834 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 548.0 $325K 0.00% -583.0 -51.5% $592.98 -4.9%
835 USO UNITED STS OIL FD LP Financial Services 2,543.0 $324K 0.00% NEW $127.25 +13.4%
836 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 26,194.0 $323K 0.00% $12.33 -0.6%
837 UDEC INNOVATOR ETFS TRUST 8,291.0 $322K 0.00% +250.0 +3.1% $38.84 +6.5%
838 IX ORIX CORP Financial Services 10,724.0 $322K 0.00% NEW $29.99 +30.9%
839 IMRX IMMUNEERING CORP Healthcare 60,865.0 $321K 0.00% NEW $5.27 -0.9%
840 ATLANTA BRAVES HLDGS INC 7,457.0 $318K 0.00% $42.70
Page 42 of 113  ·  2,241 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 25.9%
Industrials 21.7%
Financial Services 16.5%
Consumer Cyclical 9.9%
Healthcare 7.6%
Communication Services 7.0%
Consumer Defensive 5.8%
Energy 2.8%
Utilities 1.5%
Basic Materials 0.9%