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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 13 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
241 XLU SELECT SECTOR SPDR TR 220 $9K 0.01% SOLD
242 MCD MCDONALDS CORP Consumer Cyclical 30 $9K 0.01% SOLD
243 FMDE FIDELITY COVINGTON TRUST 252 $9K 0.01% SOLD
244 CCL CARNIVAL CORP Consumer Cyclical 300 $9K 0.01% SOLD
245 AWK AMERICAN WTR WKS CO INC NEW Utilities 70 $9K 0.01% SOLD
246 VGT VANGUARD WORLD FD 12 $9K 0.01% SOLD
247 POTLATCHDELTIC CORPORATION 226 $9K 0.01% SOLD
248 MMS MAXIMUS INC Industrials 104 $9K 0.01% SOLD
249 NUVEEN REAL ASSET INCOME & G 638 $9K 0.01% SOLD
250 PDM PIEDMONT REALTY TRUST INC Real Estate 1,000 $8K 0.01% SOLD
251 LAMR LAMAR ADVERTISING CO NEW Real Estate 65 $8K 0.01% SOLD
252 PLD PROLOGIS INC. Real Estate 64 $8K 0.01% SOLD
253 CBRL CRACKER BARREL OLD CTRY STOR Consumer Cyclical 313 $8K 0.01% SOLD
254 BND VANGUARD BD INDEX FDS 105 $8K 0.01% SOLD
255 LMBS FIRST TR EXCHANGE-TRADED FD 154 $8K 0.01% SOLD
256 CMPS COMPASS PATHWAYS PLC Healthcare 1,111 $8K 0.01% SOLD
257 ITW ILLINOIS TOOL WKS INC Industrials 31 $8K 0.01% SOLD
258 XSOE WISDOMTREE TR 194 $8K 0.01% SOLD
259 ITA ISHARES TR 35 $8K 0.01% SOLD
260 MPT MEDICAL PPTYS TRUST INC Financial Services 1,500 $8K 0.01% SOLD
Page 13 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%