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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 89 of 113  ·  2,241 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1761 CHE CHEMED CORP NEW Healthcare 12.0 $5K -75.0 -86.2% $377.75 +16.9%
1762 JAVA J P MORGAN EXCHANGE TRADED F 63.0 $5K +27.0 +75.0% $71.62 +6.5%
1763 TRMD TORM PLC Energy 160.0 $4K -170.0 -51.5% $27.90 +17.2%
1764 CELH CELSIUS HLDGS INC Consumer Defensive 124.0 $4K -598.0 -82.8% $35.48 -16.3%
1765 GNL GLOBAL NET LEASE INC Real Estate 470.0 $4K $9.36 +0.2%
1766 SPYI NEOS ETF TRUST 89.0 $4K +4.0 +4.7% $49.37 +7.9%
1767 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 51.0 $4K -536.0 -91.3% $85.67 +10.5%
1768 PUTNAM ETF TRUST 549.0 $4K $7.79
1769 TDUP THREDUP INC Consumer Cyclical 1,300.0 $4K $3.28 +30.8%
1770 EFG ISHARES TR 38.0 $4K NEW $111.39 +9.0%
1771 RNR RENAISSANCERE HLDGS LTD Financial Services 14.0 $4K -162.0 -92.0% $297.29 +1.9%
1772 MANH MANHATTAN ASSOCIATES INC Technology 31.0 $4K -282.0 -90.1% $133.13 +1.1%
1773 INVH INVITATION HOMES INC Real Estate 165.0 $4K -2K -93.3% $24.85 +16.8%
1774 LSCC LATTICE SEMICONDUCTOR CORP Technology 44.0 $4K -2K -97.7% $92.77 +50.2%
1775 STRL STERLING INFRASTRUCTURE INC Industrials 10.0 $4K -241.0 -96.0% $407.30 +84.6%
1776 NAT NORDIC AMERICAN TANKERS LIMI Industrials 687.0 $4K -1K -67.5% $5.86 -6.2%
1777 WBS WEBSTER FINL CORP Financial Services 58.0 $4K -594.0 -91.1% $69.43 +5.3%
1778 GEN GEN DIGITAL INC Technology 213.0 $4K -2K -90.6% $18.83 +32.0%
1779 CSL CARLISLE COS INC Industrials 12.0 $4K -171.0 -93.4% $333.67 -0.4%
1780 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 238.0 $4K -133.0 -35.9% $16.72 -1.0%
Page 89 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%