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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 76 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 AIR LEASE CORP 242.0 $16K -153.0 -38.7% $64.94
1502 REAL THE REALREAL INC Consumer Cyclical 1,730.0 $16K $9.08 +4.0%
1503 ASX ASE TECHNOLOGY HLDG CO LTD Technology 715.0 $16K $21.68 +50.5%
1504 MILLROSE PPTYS INC 552.0 $15K +426.0 +338.1% $28.00
1505 COM DIREXION SHARES ETF TRUST 456.0 $15K +236.0 +107.3% $33.57 +2.6%
1506 RACE FERRARI N V Consumer Cyclical 45.0 $15K -95.0 -67.9% $338.47 +1.0%
1507 POCT INNOVATOR ETFS TRUST 353.0 $15K $43.11 +6.6%
1508 PJAN INNOVATOR ETFS TRUST 326.0 $15K $46.13 +6.6%
1509 SONO SONOS INC Technology 1,120.0 $15K -13.0 -1.1% $13.40 +12.1%
1510 HOLOGIC INC 198.0 $15K -2K -91.1% $75.59
1511 HRL HORMEL FOODS CORP Consumer Defensive 659.0 $15K -966.0 -59.5% $22.66 -7.0%
1512 TMDX TRANSMEDICS GROUP INC Healthcare 150.0 $15K -32.0 -17.6% $99.41 -31.6%
1513 CLH CLEAN HARBORS INC Industrials 52.0 $15K -202.0 -79.5% $286.73 -1.5%
1514 GTLS CHART INDS INC Industrials 72.0 $15K -240.0 -76.9% $206.75 +0.7%
1515 FLNG FLEX LNG LTD Energy 500.0 $15K NEW $29.71 +9.0%
1516 PRIM PRIMORIS SVCS CORP Industrials 104.0 $15K -2K -95.7% $142.53 -25.1%
1517 IAT ISHARES TR 275.0 $15K $53.84 +5.9%
1518 RMOP TIDAL TRUST III 591.0 $15K $24.87 +0.3%
1519 TRU TRANSUNION Industrials 212.0 $15K -803.0 -79.1% $69.19 -0.4%
1520 FLR FLUOR CORP Industrials 312.0 $15K -64.0 -17.0% $46.63 -4.4%
Page 76 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%