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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 5 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 GRMN GARMIN LTD Technology 400 $81K 0.05% SOLD
82 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,640 $80K 0.05% SOLD
83 UPS UNITED PARCEL SERVICE INC Industrials 800 $79K 0.05% SOLD
84 BBDC BARINGS BDC INC Financial Services 8,631 $79K 0.05% SOLD
85 TRMB TRIMBLE INC Technology 1,000 $78K 0.05% SOLD
86 ENTERGY CORP NEW 843 $78K 0.05% SOLD
87 OSK OSHKOSH CORP Industrials 617 $78K 0.05% SOLD
88 HAS HASBRO INC Consumer Cyclical 925 $76K 0.05% SOLD
89 OKE ONEOK INC NEW Energy 1,028 $76K 0.05% SOLD
90 GIS GENERAL MLS INC Consumer Defensive 1,600 $74K 0.05% SOLD
91 CMP COMPASS MINERALS INTL INC Basic Materials 3,712 $73K 0.04% SOLD
92 FMN FEDERATED HERMES PREM MUNI I Financial Services 6,500 $72K 0.04% SOLD
93 WSM WILLIAMS SONOMA INC Consumer Cyclical 400 $72K 0.04% SOLD
94 YJUN FIRST TR EXCHNG TRADED FD VI 2,758 $71K 0.04% SOLD
95 YSEP FIRST TR EXCHNG TRADED FD VI 2,712 $71K 0.04% SOLD
96 YMAR FIRST TR EXCHNG TRADED FD VI 2,610 $71K 0.04% SOLD
97 GLD SPDR GOLD TR Financial Services 178 $70K 0.04% SOLD
98 YDEC FIRST TR EXCHNG TRADED FD VI 2,668 $70K 0.04% SOLD
99 DD DUPONT DE NEMOURS INC Basic Materials 1,734 $70K 0.04% SOLD
100 GJUL FIRST TR EXCHNG TRADED FD VI 1,686 $70K 0.04% SOLD
Page 5 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%