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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 66 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 GNRC GENERAC HLDGS INC Industrials 228.0 $45K -181.0 -44.2% $195.33 +42.5%
1302 BINC BLACKROCK ETF TRUST II 852.0 $44K NEW $51.93 +0.7%
1303 DFAR DIMENSIONAL ETF TRUST 1,837.0 $43K NEW $23.65 +10.9%
1304 CTLP CANTALOUPE INC Technology 4,000.0 $43K $10.81 +3.6%
1305 TTD THE TRADE DESK INC Technology 1,898.0 $43K -8K -80.4% $22.69 -1.6%
1306 ROBO EXCHANGE TRADED CONCEPTS TRU 625.0 $43K $68.44 +31.4%
1307 VSNT VERSANT MEDIA GROUP INC Industrials 1,150.0 $43K +1K +10000.0% $37.02 +16.3%
1308 LNT ALLIANT ENERGY CORP Utilities 592.0 $42K -631.0 -51.6% $71.76 +2.7%
1309 KBWB INVESCO EXCH TRADED FD TR II 535.0 $42K +159.0 +42.3% $79.12 +10.2%
1310 FIDELITY COVINGTON TRUST 600.0 $42K $70.36
1311 NI NISOURCE INC Utilities 902.0 $42K -1K -54.4% $46.66 +2.7%
1312 PXF INVESCO EXCH TRADED FD TR II 597.0 $42K +335.0 +127.9% $69.95 +11.2%
1313 REMX VANECK ETF TRUST 472.0 $42K +62.0 +15.1% $88.00 +12.3%
1314 MTN VAIL RESORTS INC Consumer Cyclical 323.0 $42K -101.0 -23.8% $128.51 -0.7%
1315 LULU LULULEMON ATHLETICA INC Consumer Cyclical 271.0 $41K -456.0 -62.7% $153.10 -17.1%
1316 FND FLOOR & DECOR HLDGS INC Consumer Cyclical 815.0 $41K +253.0 +45.0% $50.80 -3.5%
1317 GBDC GOLUB CAP BDC INC Financial Services 3,243.0 $41K -3K -45.3% $12.66 +3.7%
1318 SABA SABA CAPITAL INCOME & OPPORT Financial Services 4,917.0 $41K $8.32 +1.6%
1319 UNILEVER PLC 713.0 $41K +433.0 +154.6% $56.97
1320 AX AXOS FINANCIAL INC Financial Services 476.0 $41K -623.0 -56.7% $85.09 +3.1%
Page 66 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%