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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 87 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1721 CDX SIMPLIFY EXCHANGE TRADED FUN 275.0 $6K -1K -83.9% $21.34 +0.2%
1722 HQY HEALTHEQUITY INC Healthcare 70.0 $6K -3K -97.3% $83.57 +3.4%
1723 AVB AVALONBAY CMNTYS INC Real Estate 35.0 $6K -359.0 -91.1% $163.37 +12.7%
1724 THRY THRYV HLDGS INC Communication Services 2,052.0 $6K NEW $2.74 +37.9%
1725 ICVT ISHARES TR 55.0 $6K $101.80 +15.9%
1726 COPX GLOBAL X FDS 73.0 $6K NEW $76.36 +8.7%
1727 MRNA MODERNA INC Healthcare 109.0 $6K -32.0 -22.7% $50.81 -7.0%
1728 RBC RBC BEARINGS INC Industrials 10.0 $5K -126.0 -92.7% $543.20 +5.1%
1729 SMURFIT WESTROCK PLC 135.0 $5K -1K -89.8% $39.85
1730 WWD WOODWARD INC Industrials 15.0 $5K -238.0 -94.1% $357.93 -0.4%
1731 XHR XENIA HOTELS & RESORTS INC Real Estate 361.0 $5K -2.0 -0.6% $14.85 +13.8%
1732 FRO FRONTLINE PLC Energy 153.0 $5K -107.0 -41.1% $34.86 +10.3%
1733 LCID LUCID GROUP INC Consumer Cyclical 548.0 $5K -756.0 -58.0% $9.53 -38.7%
1734 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 121.0 $5K -538.0 -81.6% $43.07 -0.7%
1735 INGR INGREDION INC Consumer Defensive 46.0 $5K -898.0 -95.1% $112.67 -9.3%
1736 AMCOR PLC 129.0 $5K NEW $39.75
1737 DBC INVESCO DB COMMDY INDX TRCK Financial Services 177.0 $5K $28.95 +6.0%
1738 XSOE WISDOMTREE TR 127.0 $5K $40.10 +17.1%
1739 ALLE ALLEGION PLC Industrials 35.0 $5K -309.0 -89.8% $145.31 -10.1%
1740 ARKG ARK ETF TR 191.0 $5K $26.42 +15.5%
Page 87 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%