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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 8 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 INTU INTUIT Technology 65 $43K 0.03% SOLD
142 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 513 $42K 0.03% SOLD
143 IWD ISHARES TR 197 $41K 0.03% SOLD
144 SAH SONIC AUTOMOTIVE INC Consumer Cyclical 666 $41K 0.03% SOLD
145 KG KESTREL GROUP LTD Financial Services 3,877 $40K 0.02% SOLD
146 TX TERNIUM SA Basic Materials 1,000 $38K 0.02% SOLD
147 VNQ VANGUARD INDEX FDS 431 $38K 0.02% SOLD
148 APA APA CORPORATION Energy 1,500 $37K 0.02% SOLD
149 COP CONOCOPHILLIPS Energy 380 $36K 0.02% SOLD
150 SBUX STARBUCKS CORP Consumer Cyclical 419 $35K 0.02% SOLD
151 XLI SELECT SECTOR SPDR TR 225 $35K 0.02% SOLD
152 DAL DELTA AIR LINES INC DEL Industrials 485 $34K 0.02% SOLD
153 PCAR PACCAR INC Industrials 303 $33K 0.02% SOLD
154 PID INVESCO EXCHANGE TRADED FD T 1,500 $33K 0.02% SOLD
155 IEMG ISHARES INC 483 $32K 0.02% SOLD
156 CL COLGATE PALMOLIVE CO Consumer Defensive 400 $32K 0.02% SOLD
157 AMERICA MOVIL SAB DE CV 1,500 $31K 0.02% SOLD
158 FDX FEDEX CORP Industrials 107 $31K 0.02% SOLD
159 BLACKROCK ETF TRUST 411 $30K 0.02% SOLD
160 JOE ST JOE CO Real Estate 500 $30K 0.02% SOLD
Page 8 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%