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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 14 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
261 NUE NUCOR CORP Basic Materials 45 $7K 0.00% SOLD
262 WAB WABTEC Industrials 34 $7K 0.00% SOLD
263 VIG VANGUARD SPECIALIZED FUNDS 33 $7K 0.00% SOLD
264 SPMO INVESCO EXCH TRADED FD TR II 60 $7K 0.00% SOLD
265 VDC VANGUARD WORLD FD 33 $7K 0.00% SOLD
266 VHT VANGUARD WORLD FD 24 $7K 0.00% SOLD
267 HCKT HACKETT GROUP INC Technology 350 $7K 0.00% SOLD
268 CPNS CALAMOS ETF TR 250 $7K 0.00% SOLD
269 ESGD ISHARES TR 71 $7K 0.00% SOLD
270 FSK FS KKR CAP CORP Financial Services 449 $7K 0.00% SOLD
271 PAYX PAYCHEX INC Industrials 57 $6K 0.00% SOLD
272 KMT KENNAMETAL INC Industrials 225 $6K 0.00% SOLD
273 SLV ISHARES SILVER TR Financial Services 99 $6K 0.00% SOLD
274 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 400 $6K 0.00% SOLD
275 WEC WEC ENERGY GROUP INC Utilities 59 $6K 0.00% SOLD
276 FNDX SCHWAB STRATEGIC TR 226 $6K 0.00% SOLD
277 INNOVATOR ETFS TRUST 175 $6K 0.00% SOLD
278 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 387 $6K 0.00% SOLD
279 AVT AVNET INC Technology 125 $6K 0.00% SOLD
280 MO ALTRIA GROUP INC Consumer Defensive 100 $6K 0.00% SOLD
Page 14 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%