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Portfolio (Quarterly) Guide ↗

Camelot Portfolios, LLC

· CIK 0001569766
13F Portfolio $135M AUM 206 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 27 Added 108 Reduced 416 Exited
Page 10 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 2,024 $23K 0.01% SOLD
182 VGLT VANGUARD SCOTTSDALE FDS 400 $22K 0.01% SOLD
183 CHKP CHECK POINT SOFTWARE TECH LT Technology 120 $22K 0.01% SOLD
184 MCK MCKESSON CORP Healthcare 27 $22K 0.01% SOLD
185 LUV SOUTHWEST AIRLS CO Industrials 528 $22K 0.01% SOLD
186 CALAMOS ETF TR 801 $22K 0.01% SOLD
187 FIVE FIVE BELOW INC Consumer Cyclical 115 $22K 0.01% SOLD
188 TM TOYOTA MOTOR CORP Consumer Cyclical 100 $21K 0.01% SOLD
189 VKQ INVESCO MUNICIPAL TRUST Financial Services 2,212 $21K 0.01% SOLD
190 MOAT VANECK ETF TRUST 204 $21K 0.01% SOLD
191 XSVM INVESCO EXCHANGE TRADED FD T 365 $21K 0.01% SOLD
192 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 1,000 $21K 0.01% SOLD
193 AVUV AMERICAN CENTY ETF TR 200 $20K 0.01% SOLD
194 TWO HBRS INVT CORP 1,937 $20K 0.01% SOLD
195 NDMO NUVEEN DYNAMIC MUN OPPORTUNI Financial Services 2,000 $20K 0.01% SOLD
196 DSI ISHARES TR 152 $20K 0.01% SOLD
197 BJRI BJS RESTAURANTS INC Consumer Cyclical 493 $19K 0.01% SOLD
198 MAS MASCO CORP Industrials 300 $19K 0.01% SOLD
199 TPHD TIMOTHY PLAN 494 $19K 0.01% SOLD
200 TTD THE TRADE DESK INC Technology 500 $19K 0.01% SOLD
Page 10 of 21  ·  416 positions
Sector Allocation
Consumer Cyclical 20.4%
Financial Services 15.5%
Technology 10.3%
Communication Services 9.9%
Industrials 9.3%
Healthcare 8.2%
Consumer Defensive 8.1%
Energy 7.9%
Real Estate 5.6%
Utilities 4.2%