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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 4 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 CARR CARRIER GLOBAL CORPORATION Industrials 1,900 $100K 0.06% SOLD
62 PG PROCTER AND GAMBLE CO Consumer Defensive 700 $100K 0.06% SOLD
63 SOHU SOHU COM LTD Technology 6,362 $100K 0.06% SOLD
64 FIRST TR HIGH YIELD OPPRT 20 7,000 $98K 0.06% SOLD
65 CR CRANE COMPANY Industrials 530 $98K 0.06% SOLD
66 MKL MARKEL GROUP INC Financial Services 45 $97K 0.06% SOLD
67 FMHI FIRST TR EXCH TRADED FD III 2,000 $96K 0.06% SOLD
68 CAG CONAGRA BRANDS INC Consumer Defensive 5,501 $95K 0.06% SOLD
69 RALLIANT CORP 1,854 $94K 0.06% SOLD
70 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 8,027 $93K 0.06% SOLD
71 DHR DANAHER CORPORATION Healthcare 407 $93K 0.06% SOLD
72 EVN EATON VANCE MUNI INCOME TRUS Financial Services 8,445 $91K 0.06% SOLD
73 VSAT CALL VIASAT INC Technology 3,000 $90K 0.06% SOLD
74 FAPR FIRST TR EXCHNG TRADED FD VI 2,000 $89K 0.05% SOLD
75 JNJ JOHNSON & JOHNSON Healthcare 424 $88K 0.05% SOLD
76 GUESS INC 5,238 $88K 0.05% SOLD
77 BGH BARINGS GLOBAL SHORT DURATIO Financial Services 5,518 $83K 0.05% SOLD
78 NVS NOVARTIS AG Healthcare 600 $83K 0.05% SOLD
79 EEFT EURONET WORLDWIDE INC Technology 1,068 $81K 0.05% SOLD
80 BK BANK NEW YORK MELLON CORP Financial Services 700 $81K 0.05% SOLD
Page 4 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%