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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 3 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 MDLZ MONDELEZ INTL INC Consumer Defensive 2,400 $129K 0.08% SOLD
42 SOLV SOLVENTUM CORP Healthcare 1,532 $121K 0.07% SOLD
43 HSY HERSHEY CO Consumer Defensive 659 $120K 0.07% SOLD
44 MTG MGIC INVT CORP WIS Financial Services 4,045 $118K 0.07% SOLD
45 SCHM SCHWAB STRATEGIC TR 3,900 $117K 0.07% SOLD
46 UNILEVER PLC 1,776 $116K 0.07% SOLD
47 CI THE CIGNA GROUP Healthcare 417 $115K 0.07% SOLD
48 PAYC PAYCOM SOFTWARE INC Technology 715 $114K 0.07% SOLD
49 EMD WESTERN ASSET EMERGING MKTS Financial Services 10,665 $113K 0.07% SOLD
50 PSKY PARAMOUNT SKYDANCE CORP Communication Services 8,400 $113K 0.07% SOLD
51 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 8,400 $112K 0.07% SOLD
52 IVV ISHARES TR 162 $111K 0.07% SOLD
53 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 8,000 $111K 0.07% SOLD
54 RITHM PPTY TR INC 6,643 $110K 0.07% SOLD
55 SAFT SAFETY INS GROUP INC Financial Services 1,400 $109K 0.07% SOLD
56 FCTR FIRST TR EXCHANGE-TRADED FD 3,023 $108K 0.07% SOLD
57 INFY INFOSYS LTD Technology 6,000 $107K 0.07% SOLD
58 BLACKROCK MUNIYIELD FD INC 10,000 $105K 0.06% SOLD
59 VGM INVESCO TR INVT GRADE MUNS Financial Services 9,900 $103K 0.06% SOLD
60 DHIL DIAMOND HILL INVT GROUP INC Financial Services 600 $102K 0.06% SOLD
Page 3 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%