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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 15 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
281 SOUTH BOW CORP 206 $6K 0.00% SOLD
282 SLQD ISHARES TR 108 $5K 0.00% SOLD
283 BAMA NORTHERN LTS FD TR IV 159 $5K 0.00% SOLD
284 XME SPDR SERIES TRUST 52 $5K 0.00% SOLD
285 OCCI OFS CREDIT COMPANY INC Financial Services 1,089 $5K 0.00% SOLD
286 BAMO NORTHERN LTS FD TR IV 159 $5K 0.00% SOLD
287 QQQE DIREXION SHS ETF TR 50 $5K 0.00% SOLD
288 VZ VERIZON COMMUNICATIONS INC Communication Services 125 $5K 0.00% SOLD
289 UHAL U HAUL HOLDING COMPANY Industrials 100 $5K 0.00% SOLD
290 AGNC AGNC INVT CORP Real Estate 464 $5K 0.00% SOLD
291 SCZ ISHARES TR 64 $5K 0.00% SOLD
292 BLACKROCK ETF TRUST 89 $5K 0.00% SOLD
293 ACRE ARES COML REAL ESTATE CORP Real Estate 1,000 $5K 0.00% SOLD
294 AEP AMERICAN ELEC PWR CO INC Utilities 40 $5K 0.00% SOLD
295 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 345 $5K 0.00% SOLD
296 BAMY NORTHERN LTS FD TR IV 163 $5K 0.00% SOLD
297 SOXX ISHARES TR 15 $5K 0.00% SOLD
298 GNW GENWORTH FINL INC Financial Services 500 $5K 0.00% SOLD
299 GAA CAMBRIA ETF TR 138 $4K 0.00% SOLD
300 IWY ISHARES TR 16 $4K 0.00% SOLD
Page 15 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%