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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 20 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
381 FSTA FIDELITY COVINGTON TRUST 8 $394.0 SOLD
382 ANGL VANECK ETF TRUST 13 $382.0 SOLD
383 CAKE CALL CHEESECAKE FACTORY INC Consumer Cyclical 2,700 $338.0 SOLD
384 ARKG ARK ETF TR 11 $319.0 SOLD
385 SCHC SCHWAB STRATEGIC TR 7 $319.0 SOLD
386 FNDC SCHWAB STRATEGIC TR 7 $312.0 SOLD
387 VTRS VIATRIS INC Healthcare 24 $299.0 SOLD
388 SCHG SCHWAB STRATEGIC TR 9 $294.0 SOLD
389 HAUZ DBX ETF TR 12 $279.0 SOLD
390 SCHH SCHWAB STRATEGIC TR 12 $251.0 SOLD
391 OXY OCCIDENTAL PETE CORP Energy 5 $206.0 SOLD
392 PRIM PRIMORIS SVCS CORP Industrials 1 $137.0 SOLD
393 UNG UNITED STS NAT GAS FD LP Financial Services 10 $123.0 SOLD
394 ED CONSOLIDATED EDISON INC Utilities 1 $94.0 SOLD
395 CPSM CALAMOS ETF TR 3 $76.0 SOLD
396 BHE BENCHMARK ELECTRS INC Technology 1 $59.0 SOLD
397 EMBC EMBECTA CORP Healthcare 5 $57.0 SOLD
398 NEE NEXTERA ENERGY INC Utilities 1 $49.0 SOLD
399 IWP ISHARES TR $47.0 SOLD
400 STLD STEEL DYNAMICS INC Basic Materials $44.0 SOLD
Page 20 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%