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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 16 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 CX CEMEX SAB DE CV Basic Materials 383 $4K 0.00% SOLD
302 CBDMD INC 3,250 $4K 0.00% SOLD
303 MKC MCCORMICK & CO INC Consumer Defensive 64 $4K 0.00% SOLD
304 WRD WERIDE INC Technology 500 $4K 0.00% SOLD
305 XPH SPDR SERIES TRUST 77 $4K 0.00% SOLD
306 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 320 $4K 0.00% SOLD
307 VBK VANGUARD INDEX FDS 14 $4K 0.00% SOLD
308 DIGITALBRIDGE GROUP INC 268 $4K 0.00% SOLD
309 CMCSA COMCAST CORP NEW Communication Services 134 $4K 0.00% SOLD
310 SCHR SCHWAB STRATEGIC TR 157 $4K 0.00% SOLD
311 FGDL FRANKLIN TEMPLETON HOLDINGS Financial Services 68 $4K 0.00% SOLD
312 BAMG NORTHERN LTS FD TR IV 97 $4K 0.00% SOLD
313 BWA BORGWARNER INC Consumer Cyclical 86 $4K 0.00% SOLD
314 VMBS VANGUARD SCOTTSDALE FDS 80 $4K 0.00% SOLD
315 VOX VANGUARD WORLD FD 19 $4K 0.00% SOLD
316 MET METLIFE INC Financial Services 45 $4K 0.00% SOLD
317 SCHWAB STRATEGIC TR 138 $4K 0.00% SOLD
318 VEA VANGUARD TAX-MANAGED FDS 55 $3K 0.00% SOLD
319 SPYG SPDR SERIES TRUST 31 $3K 0.00% SOLD
320 SCHI SCHWAB STRATEGIC TR 143 $3K 0.00% SOLD
Page 16 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%