BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 2 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 NXPI NXP SEMICONDUCTORS N V Technology 792 $172K 0.10% SOLD
22 MGA MAGNA INTL INC Consumer Cyclical 3,210 $171K 0.10% SOLD
23 WELL WELLTOWER INC Real Estate 900 $167K 0.10% SOLD
24 AMGN AMGEN INC Healthcare 500 $164K 0.10% SOLD
25 O REALTY INCOME CORP Real Estate 2,870 $162K 0.10% SOLD
26 ASTS AST SPACEMOBILE INC Technology 2,200 $160K 0.10% SOLD
27 QCOM QUALCOMM INC Technology 926 $158K 0.10% SOLD
28 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,611 $154K 0.09% SOLD
29 ADNT ADIENT PLC Consumer Cyclical 7,971 $153K 0.09% SOLD
30 RYLD GLOBAL X FDS 9,454 $145K 0.09% SOLD
31 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 2,800 $141K 0.09% SOLD
32 EPRF INNOVATOR ETFS TRUST 8,016 $141K 0.09% SOLD
33 V VISA INC Financial Services 400 $140K 0.09% SOLD
34 DIVO AMPLIFY ETF TR 3,082 $137K 0.08% SOLD
35 LOPE GRAND CANYON ED INC Consumer Defensive 822 $137K 0.08% SOLD
36 VRSN VERISIGN INC Technology 543 $132K 0.08% SOLD
37 DMAR FIRST TR EXCHNG TRADED FD VI 3,152 $131K 0.08% SOLD
38 PYLD PIMCO ETF TR 4,898 $131K 0.08% SOLD
39 DORM DORMAN PRODS INC Consumer Cyclical 1,060 $131K 0.08% SOLD
40 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 500 $129K 0.08% SOLD
Page 2 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%