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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 65 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 BLDR BUILDERS FIRSTSOURCE INC Industrials 608.0 $50K +142.0 +30.5% $82.33 -8.7%
1282 ATR APTARGROUP INC Healthcare 396.0 $50K -239.0 -37.6% $125.97 -8.4%
1283 VTRS VIATRIS INC Healthcare 3,688.0 $50K -42.0 -1.1% $13.51 +23.1%
1284 MAS MASCO CORP Industrials 814.0 $49K -531.0 -39.5% $60.34 +12.8%
1285 ALLW SSGA ACTIVE TR 1,693.0 $49K NEW $28.85 +4.2%
1286 RSPF INVESCO EXCHANGE TRADED FD T 678.0 $48K -4K -83.8% $71.40 +6.4%
1287 KALU KAISER ALUMINIUM CORPORATION Basic Materials 400.0 $48K $120.51 +51.0%
1288 NC NACCO INDS INC Energy 922.0 $48K $51.97 -4.7%
1289 CF CF INDUSTRIES HOLD Basic Materials 368.0 $48K -373.0 -50.3% $129.84 -6.4%
1290 SMCI SUPER MICRO COMPUTER INC Technology 2,097.0 $48K -247K -99.2% $22.77 +57.5%
1291 NXT NEXTPOWER INC Technology 395.0 $48K -3K -88.0% $120.55 +7.4%
1292 QGRO AMERICAN CENTY ETF TR 453.0 $48K $105.03 +10.3%
1293 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 729.0 $47K NEW $65.09 +19.6%
1294 TM TOYOTA MOTOR CORP Consumer Cyclical 230.0 $47K $206.09 -7.7%
1295 AVNT AVIENT CORPORATION Basic Materials 1,295.0 $47K -3K -72.5% $36.30 -3.7%
1296 CGDV CAPITAL GROUP DIVIDEND VALUE 1,104.0 $47K -422.0 -27.6% $42.54 +13.4%
1297 EMN EASTMAN CHEM CO Basic Materials 613.0 $47K -93.0 -13.2% $76.32 -2.1%
1298 HMN HORACE MANN EDUCATORS CORP N Financial Services 1,090.0 $47K +1K +10000.0% $42.68 +11.1%
1299 STIP ISHARES TR 442.0 $46K +242.0 +121.0% $103.43 -0.1%
1300 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 6,869.0 $46K -778.0 -10.2% $6.63 -7.9%
Page 65 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%