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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 11 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 VRIG INVESCO ACTIVELY MANAGED EXC 748 $19K 0.01% SOLD
202 NEOS ETF TRUST 592 $19K 0.01% SOLD
203 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 2,000 $18K 0.01% SOLD
204 INTC INTEL CORP Technology 467 $17K 0.01% SOLD
205 CPRO CALAMOS ETF TR 625 $17K 0.01% SOLD
206 JBT MAREL CORPORATION 110 $17K 0.01% SOLD
207 CSCO CISCO SYS INC Technology 214 $16K 0.01% SOLD
208 ADP AUTOMATIC DATA PROCESSING IN Industrials 64 $16K 0.01% SOLD
209 SUSC ISHARES TR 704 $16K 0.01% SOLD
210 BAMB NORTHERN LTS FD TR IV 623 $16K 0.01% SOLD
211 GLW CORNING INC Technology 185 $16K 0.01% SOLD
212 JPM JPMORGAN CHASE & CO. Financial Services 50 $16K 0.01% SOLD
213 PSX PHILLIPS 66 Energy 124 $16K 0.01% SOLD
214 BAMU NORTHERN LTS FD TR IV 626 $16K 0.01% SOLD
215 RWX SPDR INDEX SHS FDS 546 $15K 0.01% SOLD
216 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 1,000 $15K 0.01% SOLD
217 CAT CATERPILLAR INC Industrials 25 $14K 0.01% SOLD
218 IXUS ISHARES TR 162 $14K 0.01% SOLD
219 CME CME GROUP INC Financial Services 50 $14K 0.01% SOLD
220 GHG GREENTREE HOSPITALITY GROUP Consumer Cyclical 8,000 $14K 0.01% SOLD
Page 11 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%