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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 85 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 RDDT REDDIT INC Communication Services 52.0 $7K -2K -96.9% $134.65 +20.4%
1682 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 150.0 $7K -366.0 -70.9% $46.42 +14.5%
1683 LII LENNOX INTL INC Industrials 15.0 $7K -91.0 -85.8% $464.13 +10.3%
1684 SMP STANDARD MTR PRODS INC Consumer Cyclical 200.0 $7K $34.74 +13.4%
1685 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 366.0 $7K -1K -77.2% $18.70 +3.9%
1686 MAA MID-AMER APT CMNTYS INC Real Estate 56.0 $7K -292.0 -83.9% $122.12 +13.8%
1687 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 109.0 $7K -44.0 -28.8% $62.71 +18.8%
1688 CHDN CHURCHILL DOWNS INC Consumer Cyclical 76.0 $7K -21.0 -21.6% $89.84 -3.2%
1689 SEADRILL LTD 150.0 $7K $45.50
1690 XPO XPO INC Industrials 35.0 $7K -449.0 -92.8% $194.57 +17.0%
1691 SFM SPROUTS FMRS MKT INC Consumer Defensive 88.0 $7K -292.0 -76.8% $77.14 +11.9%
1692 LRMR LARIMAR THERAPEUTICS INC Healthcare 1,500.0 $7K $4.50 -22.9%
1693 FUBO FUBOTV INC Communication Services 708.0 $7K NEW $9.46 +3.9%
1694 NTES NETEASE COM INC Technology 59.0 $7K $111.95 +12.4%
1695 CYTK CYTOKINETICS INC Healthcare 100.0 $7K -570.0 -85.1% $65.91 +6.4%
1696 APA APA CORPORATION Energy 153.0 $6K -782.0 -83.6% $42.44 -12.8%
1697 DSGN DESIGN THERAPEUTICS INC Healthcare 610.0 $6K $10.64 +3.1%
1698 RYANAIR HOLDINGS PLC 112.0 $6K $57.80
1699 VNT VONTIER CORPORATION Technology 182.0 $6K -1K -89.1% $35.47 -19.2%
1700 PJP INVESCO EXCHANGE TRADED FD T 61.0 $6K NEW $104.08 +9.4%
Page 85 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%