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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 71 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 JKHY HENRY JACK & ASSOC INC Technology 161.0 $25K -164.0 -50.5% $157.86 -11.6%
1402 VFLO VICTORY PORTFOLIOS II 644.0 $25K $39.46 +9.8%
1403 CCC CCC INTELLIGENT SOLUTIONS HL Technology 4,208.0 $25K +3K +175.9% $6.00 -24.3%
1404 SMTH ALPS ETF TR 976.0 $25K NEW $25.76 -0.8%
1405 CNH INDL N V 2,275.0 $25K -3K -55.8% $11.00
1406 TQQQ PROSHARES TR 600.0 $25K -4K -86.1% $41.68 +84.6%
1407 SCCO SOUTHERN COPPER CORP Basic Materials 145.0 $25K -57.0 -28.2% $172.21 +1.1%
1408 CASY CASEYS GEN STORES INC Consumer Cyclical 34.0 $25K -143.0 -80.8% $727.88 +13.3%
1409 ALC ALCON AG Healthcare 323.0 $24K -20.0 -5.8% $75.35 -9.9%
1410 NHI NATIONAL HEALTH INVS INC Real Estate 300.0 $24K NEW $80.86 -5.3%
1411 SOEZ FRANKLIN SOLANA TR Financial Services 1,699.0 $24K NEW $14.24 +7.2%
1412 IOO ISHARES TR 200.0 $24K $120.97 +17.2%
1413 XSMO INVESCO EXCHANGE TRADED FD T 318.0 $24K $76.02 +12.1%
1414 PKOH PARK-OHIO HLDGS CORP Industrials 1,000.0 $24K $24.04 +24.3%
1415 GLNG GOLAR LNG LTD Energy 443.0 $24K NEW $54.11 -3.3%
1416 R RYDER SYS INC Industrials 117.0 $24K -143.0 -55.0% $204.72 +14.7%
1417 CLEARWAY ENERGY INC 610.0 $24K -48.0 -7.3% $39.18
1418 RIO RIO TINTO PLC Basic Materials 256.0 $24K $93.29 +10.7%
1419 NFG NATIONAL FUEL GAS CO Energy 254.0 $24K -334.0 -56.8% $93.96 -13.5%
1420 PECO PHILLIPS EDISON & CO INC Real Estate 636.0 $24K +472.0 +287.8% $37.43 +8.3%
Page 71 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%