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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 73 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 GDLC GRAYSCALE COINDESK CRYPTO Financial Services 695.0 $22K $31.19 +11.5%
1442 UPBOUND GROUP INC 1,200.0 $22K $18.05
1443 SVM SILVERCORP METALS INC Basic Materials 2,000.0 $21K $10.74 +16.9%
1444 PNR PENTAIR PLC Industrials 246.0 $21K -412.0 -62.6% $87.11 -14.8%
1445 KGS KODIAK GAS SVCS INC Energy 367.0 $21K +231.0 +169.8% $58.32 +24.1%
1446 TIC TIC SOLUTIONS INC Industrials 3,226.0 $21K $6.58 +30.5%
1447 GNTX GENTEX CORP Consumer Cyclical 965.0 $21K -2K -61.1% $21.85 +7.1%
1448 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 200.0 $21K -22.0 -9.9% $105.40 -4.3%
1449 SPTS SPDR SERIES TRUST 719.0 $21K -118.0 -14.1% $29.18 -0.6%
1450 ENVX ENOVIX CORPORATION Industrials 4,000.0 $21K $5.18 +21.6%
1451 SNA SNAP ON INC Industrials 57.0 $21K -150.0 -72.5% $363.23 -0.9%
1452 CPNG COUPANG INC Consumer Cyclical 1,094.0 $21K -27.0 -2.4% $18.88 -16.7%
1453 TFII TRANSFORCE INC Industrials 189.0 $21K $108.63 +35.1%
1454 RGLD ROYAL GOLD INC Basic Materials 80.0 $20K -320.0 -80.0% $254.50 -12.3%
1455 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 3,987.0 $20K $5.10 -2.7%
1456 AGI ALAMOS GOLD INC Basic Materials 456.0 $20K -195.0 -29.9% $44.41 -11.6%
1457 BRW SABA CAPITAL INCOME & OPRNT Financial Services 3,000.0 $20K $6.74 +0.1%
1458 BIDU BAIDU INC Communication Services 181.0 $20K -2.0 -1.1% $111.43 +17.7%
1459 FCF FIRST COMWLTH FINL CORP PA Financial Services 1,133.0 $20K -197.0 -14.8% $17.58 +6.6%
1460 RCAT RED CAT HLDGS INC Technology 1,500.0 $20K NEW $13.09 -31.7%
Page 73 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%