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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 80 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 CRK COMSTOCK RES INC Energy 500.0 $11K NEW $21.08 -33.1%
1582 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 532.0 $11K +277.0 +108.6% $19.78 -0.9%
1583 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 567.0 $10K +284.0 +100.3% $18.49 +17.6%
1584 UDMY UDEMY INC Consumer Defensive 2,266.0 $10K $4.62 +0.2%
1585 ELAN ELANCO ANIMAL HEALTH INC Healthcare 437.0 $10K -3K -86.5% $23.93 -10.9%
1586 EHC ENCOMPASS HEALTH CORP Healthcare 108.0 $10K -815.0 -88.3% $96.73 +8.0%
1587 WFG WEST FRASER TIMBER LTD Basic Materials 159.0 $10K $65.30 -6.6%
1588 VSTS VESTIS CORPORATION Industrials 1,320.0 $10K -278.0 -17.4% $7.86 +48.8%
1589 MATX MATSON INC Industrials 63.0 $10K -500.0 -88.8% $163.95 +11.5%
1590 FS SPECIALTY LENDING FD 824.0 $10K $12.51
1591 TIPX SPDR SERIES TRUST 534.0 $10K NEW $19.19 -0.3%
1592 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 164.0 $10K -728.0 -81.6% $62.30 +1.2%
1593 TKR TIMKEN CO Industrials 101.0 $10K -203.0 -66.8% $100.57 +16.5%
1594 CRWV COREWEAVE INC Technology 131.0 $10K +105.0 +403.9% $77.47 +38.9%
1595 JLL JONES LANG LASALLE INC Real Estate 33.0 $10K -868.0 -96.3% $304.33 -3.7%
1596 FIP FTAI INFRASTRUCTURE INC Industrials 2,030.0 $10K +980.0 +93.3% $4.94 -8.5%
1597 ROOT INC 227.0 $10K $44.17
1598 COHR COHERENT CORP Technology 42.0 $10K -3K -98.6% $238.21 +58.7%
1599 ON ON SEMICONDUCTOR CORP Technology 161.0 $10K -952.0 -85.5% $61.93 +77.0%
1600 DEM WISDOMTREE TR 200.0 $10K $49.69 +8.1%
Page 80 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%