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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 12 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 DVN DEVON ENERGY CORP NEW Energy 357 $13K 0.01% SOLD
222 USXF ISHARES TR 224 $13K 0.01% SOLD
223 IPKW INVESCO EXCH TRADED FD TR II 231 $13K 0.01% SOLD
224 VRP INVESCO EXCH TRADED FD TR II 510 $12K 0.01% SOLD
225 FTRE FORTREA HLDGS INC Healthcare 709 $12K 0.01% SOLD
226 BBY BEST BUY INC Consumer Cyclical 182 $12K 0.01% SOLD
227 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 40 $12K 0.01% SOLD
228 VTI VANGUARD INDEX FDS 36 $12K 0.01% SOLD
229 MSB MESABI TR Financial Services 300 $12K 0.01% SOLD
230 VT VANGUARD INTL EQUITY INDEX F 81 $11K 0.01% SOLD
231 EIC EAGLE POINT INCOME COMPANY I Financial Services 1,000 $11K 0.01% SOLD
232 NOC NORTHROP GRUMMAN CORP Industrials 20 $11K 0.01% SOLD
233 KEY KEYCORP Financial Services 544 $11K 0.01% SOLD
234 SPMB SPDR SERIES TRUST 500 $11K 0.01% SOLD
235 SPYM SPDR SERIES TRUST 138 $11K 0.01% SOLD
236 BLK BLACKROCK INC Financial Services 10 $11K 0.01% SOLD
237 TXN TEXAS INSTRS INC Technology 60 $10K 0.01% SOLD
238 APLD APPLIED DIGITAL CORP Technology 400 $10K 0.01% SOLD
239 CPSJ CALAMOS ETF TR 361 $10K 0.01% SOLD
240 ESGE ISHARES INC 219 $10K 0.01% SOLD
Page 12 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%