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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 17 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
321 BAMV NORTHERN LTS FD TR IV 98 $3K 0.00% SOLD
322 BAMD NORTHERN LTS FD TR IV 102 $3K 0.00% SOLD
323 XRT SPDR SERIES TRUST 34 $3K 0.00% SOLD
324 QYLD GLOBAL X FDS 159 $3K 0.00% SOLD
325 SDY SPDR SERIES TRUST 20 $3K 0.00% SOLD
326 SWX SOUTHWEST GAS HLDGS INC Utilities 33 $3K 0.00% SOLD
327 BHK BLACKROCK CORE BD TR Financial Services 268 $3K 0.00% SOLD
328 AMD ADVANCED MICRO DEVICES INC Technology 12 $3K 0.00% SOLD
329 DELL DELL TECHNOLOGIES INC Technology 20 $3K 0.00% SOLD
330 BSV VANGUARD BD INDEX FDS 31 $2K 0.00% SOLD
331 CODI COMPASS DIVERSIFIED Industrials 500 $2K 0.00% SOLD
332 MPC MARATHON PETE CORP Energy 14 $2K 0.00% SOLD
333 UAUG INNOVATOR ETFS TRUST 58 $2K 0.00% SOLD
334 FANG DIAMONDBACK ENERGY INC Energy 15 $2K 0.00% SOLD
335 UJAN INNOVATOR ETFS TRUST 52 $2K 0.00% SOLD
336 UJUL INNOVATOR ETFS TRUST 58 $2K 0.00% SOLD
337 USEP INNOVATOR ETFS TRUST 57 $2K 0.00% SOLD
338 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 100 $2K 0.00% SOLD
339 UDEC INNOVATOR ETFS TRUST 56 $2K 0.00% SOLD
340 AGZ ISHARES TR 20 $2K 0.00% SOLD
Page 17 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%