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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 9 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 AXON AXON ENTERPRISE INC Industrials 52 $30K 0.02% SOLD
162 OXLC OXFORD LANE CAP CORP Financial Services 2,000 $29K 0.02% SOLD
163 ESGU ISHARES TR 329 $29K 0.02% SOLD
164 ANNALY CAPITAL MANAGEMENT IN 1,285 $29K 0.02% SOLD
165 QDEL QUIDELORTHO CORP Healthcare 1,000 $29K 0.02% SOLD
166 VOO VANGUARD INDEX FDS 44 $27K 0.02% SOLD
167 VCSH VANGUARD SCOTTSDALE FDS 342 $27K 0.02% SOLD
168 HYEM VANECK ETF TRUST 1,369 $27K 0.02% SOLD
169 BKNG BOOKING HOLDINGS INC Consumer Cyclical 5 $27K 0.02% SOLD
170 CACI CACI INTL INC Technology 50 $27K 0.02% SOLD
171 CTAS CINTAS CORP Industrials 140 $26K 0.02% SOLD
172 OTIS OTIS WORLDWIDE CORP Industrials 300 $26K 0.02% SOLD
173 CXT CRANE NXT CO Industrials 530 $25K 0.01% SOLD
174 HYMB SPDR SERIES TRUST 1,000 $25K 0.01% SOLD
175 KLAC KLA CORP Technology 20 $25K 0.01% SOLD
176 EA EDWARDS LIFESCIENCES CORP Communication Services 188 $24K 0.01% SOLD
177 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 2,000 $23K 0.01% SOLD
178 PHM PULTE GROUP INC Consumer Cyclical 200 $23K 0.01% SOLD
179 PJT PJT PARTNERS INC Financial Services 137 $23K 0.01% SOLD
180 LLY ELI LILLY & CO Healthcare 21 $23K 0.01% SOLD
Page 9 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%