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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 78 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 CIEN CIENA CORP Technology 33.0 $13K -477.0 -93.5% $388.24 +51.3%
1542 DKS DICKS SPORTING GOODS INC Consumer Cyclical 64.0 $13K -179.0 -73.7% $198.30 +11.8%
1543 MKSI MKS INC. Technology 55.0 $13K -954.0 -94.5% $229.82 +36.3%
1544 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 300.0 $13K $42.09 +4.3%
1545 IWC ISHARES TR 79.0 $13K $159.62 +16.1%
1546 VPL VANGUARD INTL EQUITY INDEX F 129.0 $13K $97.74 +15.1%
1547 OCCIDENTAL PETE CORP 293.0 $13K -3K -89.8% $42.90
1548 TEI TEMPLETON EMERGING MKTS INCO Financial Services 2,089.0 $13K $6.01 +3.5%
1549 SBLK STAR BULK CARRIERS CORP. Industrials 545.0 $13K +245.0 +81.7% $22.97 +16.2%
1550 RWO SPDR INDEX SHS FDS 270.0 $12K +20.0 +8.0% $45.77 +8.2%
1551 DOCS DOXIMITY INC Healthcare 530.0 $12K -500.0 -48.5% $23.30 -16.8%
1552 EXPD EXPEDITORS INTL WASH INC Industrials 86.0 $12K -381.0 -81.6% $143.23 +9.7%
1553 WPM WHEATON PRECIOUS METALS CORP Basic Materials 94.0 $12K -3K -97.3% $130.46 -2.5%
1554 APG API GROUP CORP Industrials 302.0 $12K -1K -82.4% $40.52 +2.4%
1555 PEN PENUMBRA INC Healthcare 37.0 $12K -221.0 -85.7% $328.38 -0.1%
1556 FTSL FIRST TR EXCHANGE-TRADED FD 268.0 $12K NEW $44.84 +0.2%
1557 BAP CREDICORP LTD Financial Services 35.0 $12K $339.20 +1.4%
1558 FLUX FLUX PWR HLDGS INC Industrials 11,000.0 $12K $1.07 -7.5%
1559 BBEU J P MORGAN EXCHANGE TRADED F 161.0 $12K NEW $72.42 +7.4%
1560 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 504.0 $12K NEW $22.95 +5.1%
Page 78 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%