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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 81 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 MARA MARA HOLDINGS INC Financial Services 1,214.0 $10K -249.0 -17.0% $8.16 +66.0%
1602 FAN FIRST TR EXCHANGE-TRADED FD 400.0 $10K $24.74 +6.0%
1603 FR FIRST INDL RLTY TR INC Real Estate 170.0 $10K -1K -88.0% $57.85 +7.9%
1604 DNP DNP SELECT INCOME FD INC Financial Services 949.0 $10K $10.30 +5.0%
1605 POOL POOL CORP Industrials 48.0 $10K -74.0 -60.7% $202.33 -10.1%
1606 GAP GAP INC Consumer Cyclical 399.0 $10K -1K -71.8% $24.20 -4.3%
1607 NFLX CALL NETFLIX INC. Communication Services 100.0 $10K NEW $96.15 -7.1%
1608 LSTR LANDSTAR SYS INC Industrials 59.0 $9K -457.0 -88.6% $160.32 +19.2%
1609 ENSG ENSIGN GROUP INC Healthcare 46.0 $9K -336.0 -88.0% $201.50 -14.8%
1610 IEZ ISHARES TR 319.0 $9K $28.98 +10.0%
1611 NWN NORTHWEST NAT HLDG CO Utilities 173.0 $9K NEW $53.23 -6.4%
1612 GMAB GENMAB A/S Healthcare 343.0 $9K -334.0 -49.3% $26.83 +0.8%
1613 EVRG EVERGY INC Utilities 112.0 $9K -749.0 -87.0% $81.93 +2.1%
1614 SWKS SKYWORKS SOLUTIONS INC Technology 171.0 $9K -465.0 -73.1% $53.40 +39.2%
1615 OWL BLUE OWL CAPITAL INC Financial Services 1,000.0 $9K -4K -78.3% $9.13 +11.7%
1616 RRC RANGE RES CORP Energy 200.0 $9K -851.0 -81.0% $45.26 -7.0%
1617 BBAX J P MORGAN EXCHANGE TRADED F 152.0 $9K NEW $59.46 +4.0%
1618 OZK BANK OZK LITTLE ROCK ARK Financial Services 196.0 $9K -344.0 -63.7% $45.89 +5.0%
1619 RIET ETF SER SOLUTIONS 1,000.0 $9K +690.0 +222.6% $8.99 +6.2%
1620 CALX CALIX INC Technology 183.0 $9K -2K -92.4% $48.99 -21.6%
Page 81 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%